MACOM Technology Solutions (NASDAQ:MTSI) Rating Lowered to Hold at Wall Street Zen

MACOM Technology Solutions (NASDAQ:MTSI) was downgraded by Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Saturday.

A number of other brokerages have also recently commented on MTSI. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Bank of America raised their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Needham & Company LLC reaffirmed a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Finally, Jefferies Financial Group increased their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $228.27.

MACOM Technology Solutions Stock Down 9.4%

Shares of NASDAQ:MTSI opened at $207.51 on Friday. The stock has a market capitalization of $15.57 billion, a P/E ratio of 97.42, a price-to-earnings-growth ratio of 4.37 and a beta of 1.41. The stock’s 50-day moving average price is $219.42 and its 200-day moving average price is $173.16. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions has a 12-month low of $84.00 and a 12-month high of $258.98.

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

Insiders Place Their Bets

In other news, COO Robert Dennehy sold 18,398 shares of the business’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the sale, the chief operating officer owned 12,864 shares in the company, valued at approximately $3,154,896. The trade was a 58.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO John Kober sold 7,196 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total transaction of $1,749,131.72. Following the completion of the sale, the chief financial officer directly owned 48,508 shares in the company, valued at $11,790,839.56. This represents a 12.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 874,180 shares of company stock worth $207,379,300. 0.36% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds have recently bought and sold shares of MTSI. Advisors Asset Management Inc. grew its holdings in MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of MACOM Technology Solutions by 9.2% during 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 purchasing an additional 13,215 shares during the last quarter. Focus Partners Wealth boosted its position in shares of MACOM Technology Solutions by 121.3% in the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after purchasing an additional 3,694 shares in the last quarter. Atria Investments Inc boosted its position in shares of MACOM Technology Solutions by 22.5% in the 2nd quarter. Atria Investments Inc now owns 5,131 shares of the semiconductor company’s stock worth $735,000 after purchasing an additional 944 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of MACOM Technology Solutions by 52.2% in the 2nd quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company’s stock worth $90,113,000 after buying an additional 215,578 shares during the last quarter. Institutional investors 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.