Cibc World Market Inc. Has $1.98 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Cibc World Market Inc. boosted its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 27.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,535 shares of the semiconductor company’s stock after buying an additional 2,465 shares during the period. Cibc World Market Inc.’s holdings in MACOM Technology Solutions were worth $1,976,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of MTSI. Wellington Management Group LLP boosted its stake in MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after buying an additional 634,903 shares in the last quarter. Bessemer Group Inc. lifted its holdings in shares of MACOM Technology Solutions by 170,782.0% during the fourth quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after acquiring an additional 568,704 shares during the period. Norges Bank bought a new position in shares of MACOM Technology Solutions during the fourth quarter valued at $97,397,000. Rafferty Asset Management LLC bought a new position in shares of MACOM Technology Solutions during the third quarter valued at $67,486,000. Finally, FengHe Fund Management Pte. Ltd. bought a new position in shares of MACOM Technology Solutions during the fourth quarter valued at $90,663,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $358.72 on Wednesday. The stock has a 50-day simple moving average of $315.43 and a 200 day simple moving average of $245.39. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.16 and a 12-month high of $418.90. The stock has a market capitalization of $27.37 billion, a price-to-earnings ratio of 155.29, a P/E/G ratio of 2.97 and a beta of 1.66.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The business had revenue of $288.96 million during the quarter, compared to analysts’ expectations of $285.20 million. During the same period in the previous year, the business posted $0.85 earnings per share. The firm’s revenue for the quarter was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Geoffrey G. Ribar sold 1,623 shares of MACOM Technology Solutions stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the transaction, the director directly owned 12,563 shares of the company’s stock, valued at $4,545,795.92. The trade was a 11.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction dated 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 transaction, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at $14,719,191. This represents a 15.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 75,476 shares of company stock valued at $27,755,202 over the last three months. Company insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on MTSI shares. Loop Capital started coverage on MACOM Technology Solutions in a report on Friday, April 10th. They set a “buy” rating and a $300.00 price objective for the company. Needham & Company LLC lifted their price objective on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a report on Friday, May 8th. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Wall Street Zen cut MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Susquehanna lifted their price objective on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $321.36.

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.