Susquehanna Issues Pessimistic Forecast for MACOM Technology Solutions (NASDAQ:MTSI) Stock Price

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective dropped by equities researchers at Susquehanna from $350.00 to $300.00 in a note issued to investors on Tuesday,Benzinga reports. The firm currently has a “neutral” rating on the semiconductor company’s stock. Susquehanna’s price target would suggest a potential upside of 6.15% from the stock’s current price.

Several other brokerages have also issued reports on MTSI. Barclays boosted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Bank of America increased their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Loop Capital initiated coverage on MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price target for the company. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Finally, Stifel Nicolaus upped their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Two investment 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. According to data from MarketBeat, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and an average price target of $330.45.

MACOM Technology Solutions Trading Down 0.1%

Shares of MTSI opened at $282.62 on Tuesday. The company’s fifty day simple moving average is $352.72 and its 200-day simple moving average is $281.08. The company has a market cap of $21.56 billion, a P/E ratio of 122.35, a P/E/G ratio of 2.32 and a beta of 1.65. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions has a twelve month low of $118.16 and a twelve month high of $418.90.

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, topping analysts’ consensus estimates of $1.07 by $0.02. The firm had revenue of $288.95 million during the quarter, compared to analysts’ expectations 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 revenue for the quarter was up 22.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts expect that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Activity

In related news, Director Charles R. Bland sold 800 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total value of $304,000.00. Following the completion of the sale, the director owned 14,338 shares in the company, valued at approximately $5,448,440. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO John Kober sold 7,644 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was 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 in the company, valued at approximately $14,719,191. This trade represents a 15.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 78,096 shares of company stock valued at $28,760,941. Insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Swedbank AB purchased a new stake in shares of MACOM Technology Solutions during the 1st quarter valued at $13,059,000. Azzad Asset Management Inc. ADV grew its stake in MACOM Technology Solutions by 94.4% during the 1st quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock worth $4,466,000 after buying an additional 9,767 shares during the last quarter. Principal Financial Group Inc. grew its stake in MACOM Technology Solutions by 41.7% during the 1st quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock worth $43,337,000 after buying an additional 57,474 shares during the last quarter. Hsbc Holdings PLC increased its position in MACOM Technology Solutions by 5,004.6% during the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock valued at $17,796,000 after buying an additional 100,893 shares in the last quarter. Finally, Fifth Third Bancorp increased its position in MACOM Technology Solutions by 2,385.6% during the 1st quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock valued at $4,101,000 after buying an additional 17,725 shares in the last quarter. Institutional investors own 76.14% 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.