Artisan Partners Limited Partnership Sells 62,432 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Artisan Partners Limited Partnership lowered its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.0% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,992,958 shares of the semiconductor company’s stock after selling 62,432 shares during the quarter. Artisan Partners Limited Partnership’s holdings in MACOM Technology Solutions were worth $248,103,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. Advisors Asset Management Inc. grew its holdings in MACOM Technology Solutions by 49.7% during the first 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. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of MACOM Technology Solutions by 9.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after buying an additional 13,215 shares during the period. Focus Partners Wealth lifted its position in shares of MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after buying an additional 3,694 shares during the last quarter. Asset Management One Co. Ltd. grew its stake in shares of MACOM Technology Solutions by 10.5% during the 2nd quarter. Asset Management One Co. Ltd. now owns 2,232 shares of the semiconductor company’s stock worth $320,000 after acquiring an additional 212 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. increased its holdings in MACOM Technology Solutions by 11.9% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,671 shares of the semiconductor company’s stock worth $526,000 after acquiring an additional 391 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Susquehanna began coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective on the stock. Bank of America boosted their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. TD Cowen raised their price objective on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Needham & Company LLC reiterated a “buy” rating and issued a $250.00 price objective on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Finally, Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average price target of $228.27.

Insider Buying and Selling at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 261,763 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. This trade represents a 6.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders have sold 1,055,270 shares of company stock valued at $239,182,477 in the last quarter. 0.36% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Trading Down 2.5%

Shares of MTSI stock opened at $247.11 on Friday. The company has a market capitalization of $18.54 billion, a PE ratio of 116.01, a price-to-earnings-growth ratio of 4.86 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $256.12. The business’s fifty day moving average is $212.02 and its 200 day moving average is $168.44. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. During the same period in the prior year, the company earned $0.79 EPS. The company’s quarterly revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

About MACOM Technology Solutions

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.