Artisan Partners Limited Partnership Lowers Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Artisan Partners Limited Partnership decreased its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 37.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,246,723 shares of the semiconductor company’s stock after selling 746,235 shares during the period. Artisan Partners Limited Partnership’s holdings in MACOM Technology Solutions were worth $213,539,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. raised its position in MACOM Technology Solutions by 22.4% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock worth $16,936,000 after buying an additional 18,096 shares during the last quarter. SG Americas Securities LLC raised its position in MACOM Technology Solutions by 33.9% in the 4th quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after buying an additional 13,668 shares during the last quarter. FengHe Fund Management Pte. Ltd. purchased a new position in MACOM Technology Solutions in the 4th quarter worth about $90,663,000. Boothbay Fund Management LLC raised its position in MACOM Technology Solutions by 42.7% in the 3rd quarter. Boothbay Fund Management LLC now owns 22,389 shares of the semiconductor company’s stock worth $2,787,000 after buying an additional 6,704 shares during the last quarter. Finally, New York Life Investment Management LLC purchased a new position in MACOM Technology Solutions in the 4th quarter worth about $1,033,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

MTSI has been the subject of a number of recent analyst reports. Bank of America boosted their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Needham & Company LLC boosted their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Barclays upped 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. Finally, Loop Capital initiated coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average price target of $321.36.

MACOM Technology Solutions Price Performance

NASDAQ MTSI opened at $368.32 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90. The firm has a market capitalization of $28.10 billion, a P/E ratio of 159.45, a PEG ratio of 3.16 and a beta of 1.66. 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 company has a 50-day moving average price of $329.92 and a 200-day moving average price of $252.77.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. During the same quarter in the prior year, the firm earned $0.85 EPS. The business’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. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Activity

In other news, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This represents a 29.19% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the transaction, the director owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This trade represents a 86.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 75,476 shares of company stock worth $27,755,202. Company insiders own 0.36% 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.