Bridges Investment Management Inc. Takes $240,000 Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Bridges Investment Management Inc. bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 1,404 shares of the semiconductor company’s stock, valued at approximately $240,000.

Several other hedge funds also recently modified their holdings of the business. Northwestern Mutual Investment Management Company LLC boosted its stake in shares of MACOM Technology Solutions by 0.4% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after purchasing an additional 53 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. raised its position in shares of MACOM Technology Solutions by 2.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after acquiring an additional 62 shares during the period. Merit Financial Group LLC raised its position in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after acquiring an additional 68 shares during the period. Larson Financial Group LLC raised its position in shares of MACOM Technology Solutions by 19.4% in the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after acquiring an additional 68 shares during the period. Finally, EverSource Wealth Advisors LLC raised its position in shares of MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Institutional investors own 76.14% of the company’s stock.

Insider Activity

In other news, CFO John Kober sold 7,644 shares of the business’s 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 sale, the chief financial officer owned 40,972 shares of the company’s stock, valued at $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. The sale 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 the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the transaction, the director owned 6,781 shares of the company’s stock, valued at $2,564,574.20. The trade was a 86.45% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 75,476 shares of company stock worth $27,755,202. Corporate insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

MTSI has been the topic of a number of analyst reports. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Susquehanna increased their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Bank of America increased their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Finally, Barclays increased their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $321.36.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $382.74 on Friday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The company has a market capitalization of $29.20 billion, a P/E ratio of 165.69, a price-to-earnings-growth ratio of 3.20 and a beta of 1.66. The company’s 50 day moving average price is $308.09 and its two-hundred day moving average price is $241.26. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results 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 firm had revenue of $288.96 million for 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 business’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period last year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

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.