MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have been assigned an average rating of “Moderate Buy” from the fourteen ratings firms that are presently covering the company, Marketbeat reports. Three investment analysts have rated the stock with a hold recommendation, nine have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 1 year target price among analysts that have covered the stock in the last year is $321.3636.

A number of research firms recently issued reports on MTSI. Bank of America boosted their target price 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. Barclays lifted their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th.

MACOM Technology Solutions Trading Down 0.3%

NASDAQ MTSI opened at $367.11 on Thursday. The company has a market capitalization of $28.01 billion, a PE ratio of 158.92, a P/E/G ratio of 3.02 and a beta of 1.66. The company has a fifty day moving average of $332.60 and a 200 day moving average of $254.17. MACOM Technology Solutions has a 1 year low of $118.16 and a 1 year high of $418.90. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its 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. 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 firm’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts forecast that MACOM Technology Solutions will post 3.68 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, 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 value of $16,363,957.60. Following the completion of the transaction, the director 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction on 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 transaction, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. The trade was a 29.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 75,476 shares of company stock valued at $27,755,202 in the last ninety days. Company insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock valued at $1,237,515,000 after buying an additional 157,343 shares in the last quarter. Price T Rowe Associates Inc. MD increased its stake in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after purchasing an additional 136,262 shares in the last quarter. Alliancebernstein L.P. increased its stake in shares of MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after purchasing an additional 156,194 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after purchasing an additional 37,222 shares in the last quarter. Finally, GW&K Investment Management LLC increased its stake in shares of MACOM Technology Solutions by 6.1% during the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock worth $208,609,000 after purchasing an additional 70,167 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

About MACOM Technology Solutions

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.