Keybank National Association OH Decreases Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Keybank National Association OH lowered its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 49.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 3,417 shares of the semiconductor company’s stock after selling 3,317 shares during the quarter. Keybank National Association OH’s holdings in MACOM Technology Solutions were worth $425,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in MTSI. Arizona State Retirement System lifted its holdings in shares of MACOM Technology Solutions by 1.5% in the 3rd quarter. Arizona State Retirement System now owns 18,691 shares of the semiconductor company’s stock valued at $2,327,000 after acquiring an additional 284 shares during the last quarter. Gagnon Securities LLC purchased a new stake in MACOM Technology Solutions during the third quarter valued at approximately $391,000. New York State Common Retirement Fund lifted its stake in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company’s stock valued at $44,131,000 after purchasing an additional 13,321 shares during the last quarter. one8zero8 LLC boosted its holdings in shares of MACOM Technology Solutions by 8.3% in the 3rd quarter. one8zero8 LLC now owns 1,950 shares of the semiconductor company’s stock worth $243,000 after purchasing an additional 150 shares during the period. Finally, EFG Asset Management North America Corp. bought a new position in shares of MACOM Technology Solutions during the 3rd quarter valued at approximately $1,917,000. 76.14% of the stock is currently owned by institutional investors.

MACOM Technology Solutions News Roundup

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Quarterly beat — MACOM reported $1.02 EPS, above the $0.99 consensus, and revenue of $271.6M (up ~24.5% YoY), showing solid top- and bottom-line execution. M/A-Com (MTSI) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Raised guidance — Management set Q2 FY2026 EPS guidance of $1.050–1.090 (consensus ~$0.93) and revenue guidance $281M–$289M (vs. consensus ~$275M), signaling stronger near-term demand. See the company release for details. MACOM Reports Fiscal First Quarter 2026 Financial Results
• Positive Sentiment: Analyst bullishness — Several analysts raised targets (Jefferies, BofA and others), including a notable price-target lift reported in the press, supporting upside sentiment. MACOM price target increased
• Neutral Sentiment: Company materials — The full earnings release and conference call are available for investors seeking detail on segment trends, margin drivers and backlog. View Press Release Listen to Conference Call
• Neutral Sentiment: Sector backdrop — Broader semiconductor/AI and data-center demand themes are lifting peers and help justify higher expectations for MACOM, per recent sector commentary. What’s in Store for These 3 Semiconductor Stocks
• Negative Sentiment: Insider selling — An SVP sold ~5,274 shares (~$1.19M) recently; while common and not uncommon after run-ups, insider sales can temper sentiment for some investors. SVP Sells $1,192,240.44 in Stock

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $227.80 on Friday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. The company has a market capitalization of $17.09 billion, a PE ratio of -281.23, a P/E/G ratio of 4.01 and a beta of 1.44. The company has a 50 day moving average price of $193.20 and a 200-day moving average price of $157.39. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $84.00 and a fifty-two week high of $236.80.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.MACOM Technology Solutions’s revenue was up 24.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have commented on the stock. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Susquehanna initiated coverage on shares of MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 price target for the company. Needham & Company LLC increased their price objective on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Bank of America boosted their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Finally, Jefferies Financial Group upped their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $196.82.

Insider Transactions at MACOM Technology Solutions

In related news, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the sale, the chief executive officer directly owned 54,217 shares in the company, valued at $9,388,215.72. The trade was a 26.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, major shareholder Susan Ocampo sold 121,067 shares of the stock in a transaction dated 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 transaction, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. The trade was a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 519,964 shares of company stock worth $99,832,735. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions 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.