Assetmark Inc. Has $1.34 Million Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Assetmark Inc. trimmed its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 41.7% during the first quarter, HoldingsChannel.com reports. The fund owned 6,022 shares of the semiconductor company’s stock after selling 4,311 shares during the quarter. Assetmark Inc.’s holdings in MACOM Technology Solutions were worth $1,337,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Advisors Asset Management Inc. raised its holdings in MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after purchasing an additional 13,215 shares in the last quarter. Focus Partners Wealth increased its holdings in MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after acquiring an additional 3,694 shares during the period. Cetera Investment Advisers bought a new stake in MACOM Technology Solutions during the second quarter valued at $372,000. Finally, Marshall Wace LLP bought a new position in MACOM Technology Solutions in the second quarter valued at $544,000. 76.14% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

MTSI has been the subject of several analyst reports. Needham & Company LLC increased their price target on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. 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. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday. Barclays lifted their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Finally, JPMorgan Chase & Co. increased their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 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 company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $330.45.

MACOM Technology Solutions Trading Down 5.6%

Shares of NASDAQ MTSI opened at $266.99 on Friday. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90. The firm has a market cap of $20.37 billion, a PE ratio of 115.58, a price-to-earnings-growth ratio of 2.32 and a beta of 1.65. The business has a fifty day simple moving average of $348.53 and a two-hundred day simple moving average of $281.73. 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 (NASDAQ:MTSI) last posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating analysts’ consensus estimates 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 business had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. During the same quarter last year, the firm posted $0.85 EPS. The company’s revenue for the quarter was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the 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 directly owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of the stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the sale, the senior vice president directly owned 34,886 shares of the company’s stock, valued at $9,654,351.64. The trade was a 9.63% 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 sold a total of 78,096 shares of company stock valued at $28,760,941 in the last three months. 0.36% of the stock is currently owned by insiders.

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.