Jefferies Financial Group Forecasts Strong Price Appreciation for MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective hoisted by analysts at Jefferies Financial Group from $185.00 to $260.00 in a research note issued to investors on Monday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Jefferies Financial Group’s target price would indicate a potential upside of 14.68% from the company’s current price.

Other research analysts have also issued research reports about the stock. Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Needham & Company LLC upped their price target on MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Finally, Benchmark boosted their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $196.82.

MACOM Technology Solutions Stock Down 0.8%

Shares of MTSI stock opened at $226.71 on Monday. MACOM Technology Solutions has a 12 month low of $84.00 and a 12 month high of $236.80. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. The firm has a market cap of $17.01 billion, a PE ratio of -279.89, a price-to-earnings-growth ratio of 4.26 and a beta of 1.44. The stock has a 50 day moving average of $191.07 and a 200-day moving average of $156.48.

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

Insider Buying and Selling

In related news, SVP Ambra R. Roth sold 17,268 shares of MACOM Technology Solutions stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the completion of the transaction, the senior vice president directly owned 9,837 shares of the company’s stock, valued at $1,582,871.67. This trade represents a 63.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $175.73, for a total transaction of $3,514,600.00. Following the completion of the transaction, the chief executive officer owned 74,217 shares in the company, valued at approximately $13,042,153.41. This trade represents a 21.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 589,907 shares of company stock valued at $104,362,167. 0.36% of the stock is owned by insiders.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently modified their holdings of MTSI. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the 3rd quarter worth approximately $25,000. EverSource Wealth Advisors LLC grew its holdings in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Hantz Financial Services Inc. increased its stake in shares of 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 buying an additional 134 shares in the last quarter. Smartleaf Asset Management LLC increased its stake in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 150 shares in the last quarter. Finally, Bayforest Capital Ltd bought a new position in shares of MACOM Technology Solutions in the fourth quarter valued at about $39,000. Institutional investors and hedge funds own 76.14% 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.