Gagnon Securities LLC Invests $391,000 in MACOM Technology Solutions Holdings, Inc. $MTSI

Gagnon Securities LLC acquired a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,142 shares of the semiconductor company’s stock, valued at approximately $391,000.

A number of other large investors have also recently bought and sold shares of MTSI. Hantz Financial Services Inc. boosted its stake in MACOM Technology Solutions by 174.0% in the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 134 shares during the period. Parkside Financial Bank & Trust lifted its holdings in shares of MACOM Technology Solutions by 282.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 240 shares during the last quarter. Advisors Asset Management Inc. boosted its position in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares during the period. Bessemer Group Inc. grew its stake in MACOM Technology Solutions by 44.0% during the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after buying an additional 106 shares during the last quarter. Finally, First Horizon Advisors Inc. increased its position in MACOM Technology Solutions by 112.9% in the second quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after buying an additional 192 shares during the period. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

MTSI opened at $227.73 on Friday. The business has a 50 day moving average price of $187.38 and a two-hundred day moving average price of $154.46. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The company has a market capitalization of $17.08 billion, a price-to-earnings ratio of -281.14, a price-to-earnings-growth ratio of 4.22 and a beta of 1.43. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $230.82.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The company had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. During the same quarter in the previous year, the business earned $0.73 EPS. The company’s quarterly revenue was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the stock. Benchmark boosted their price target on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Bank of America upped their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 31st. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday. Finally, Stifel Nicolaus increased their price objective on MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, MACOM Technology Solutions presently has a consensus rating of “Buy” and a consensus price target of $190.50.

Insider Buying and Selling

In related news, SVP Donghyun Thomas Hwang sold 4,372 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $185.63, for a total transaction of $811,574.36. Following the completion of the sale, the senior vice president directly owned 43,878 shares in the company, valued at approximately $8,145,073.14. This trade represents a 9.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, major shareholder Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the transaction, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. This trade represents a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 589,907 shares of company stock worth $104,362,167 in the last ninety days. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.