MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have been assigned an average rating of “Moderate Buy” from the thirteen research firms that are currently covering the stock, Marketbeat.com reports. Three equities research analysts have rated the stock with a hold recommendation, eight have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $321.3636.

Several analysts have recently commented on MTSI shares. Bank of America raised their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Barclays raised their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday. JPMorgan Chase & Co. lifted their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Finally, Needham & Company LLC lifted their price target on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th.

Insiders Place Their Bets

In related news, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the sale, the chief financial officer owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. This trade represents a 15.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. The trade was a 86.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 397,135 shares of company stock worth $107,430,282 in the last quarter. Insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in MACOM Technology Solutions by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock valued at $1,237,515,000 after purchasing an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD grew its position in MACOM Technology Solutions by 7.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after purchasing an additional 136,262 shares during the period. Alliancebernstein L.P. grew its position in MACOM Technology Solutions by 11.7% in the 3rd quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock valued at $186,080,000 after purchasing an additional 156,194 shares during the period. Geode Capital Management LLC grew its position in MACOM Technology Solutions by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares during the period. Finally, GW&K Investment Management LLC lifted its stake in MACOM Technology Solutions by 6.1% during the 4th quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after acquiring an additional 70,167 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $385.98 on Friday. The company has a market cap of $29.45 billion, a price-to-earnings ratio of 167.09, a price-to-earnings-growth ratio of 3.20 and a beta of 1.60. MACOM Technology Solutions has a 52 week low of $118.16 and a 52 week high of $401.24. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The firm has a 50 day moving average of $279.04 and a 200-day moving average of $226.73.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping the consensus estimate of $1.07 by $0.02. The company had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company’s quarterly revenue was up 22.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities analysts forecast that MACOM Technology Solutions will post 3.65 earnings per share for the current year.

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.