MACOM Technology Solutions (NASDAQ:MTSI) Downgraded by Wall Street Zen to Hold

MACOM Technology Solutions (NASDAQ:MTSI) was downgraded by equities researchers at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued on Saturday.

Other equities analysts have also issued research reports about the stock. Susquehanna decreased their target price on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research report on Tuesday. Bank of America boosted their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Finally, Barclays raised their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $330.45.

MACOM Technology Solutions Stock Down 5.6%

Shares of MACOM Technology Solutions stock opened at $266.99 on Friday. 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 has a 1-year low of $118.16 and a 1-year high of $418.90. The business’s fifty day moving average price is $348.53 and its two-hundred day moving average price is $281.73. The company has a market capitalization of $20.37 billion, a P/E ratio of 115.58, a PEG ratio of 2.32 and a beta of 1.65.

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, topping the consensus estimate of $1.07 by $0.02. The company had revenue of $288.95 million during the quarter, compared to analysts’ expectations of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s revenue for the quarter was up 22.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, research analysts forecast that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insider Buying and Selling

In related news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 38,389 shares in the company, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the transaction, the chief financial officer owned 40,972 shares in the company, valued at approximately $14,719,191. This trade represents a 15.72% 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. Over the last three months, insiders have sold 78,096 shares of company stock worth $28,760,941. 0.36% of the stock is owned by insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Large investors have recently modified their holdings of the stock. Swedbank AB purchased a new position in MACOM Technology Solutions in the 1st quarter worth about $13,059,000. Principal Financial Group Inc. lifted its stake in MACOM Technology Solutions by 41.7% during the first quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock valued at $43,337,000 after buying an additional 57,474 shares in the last quarter. Azzad Asset Management Inc. ADV boosted its holdings in shares of MACOM Technology Solutions by 94.4% in the first 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 period. Fifth Third Bancorp boosted its holdings in shares of MACOM Technology Solutions by 2,385.6% in the first quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock worth $4,101,000 after buying an additional 17,725 shares during the period. Finally, Hsbc Holdings PLC increased its position in shares of MACOM Technology Solutions by 5,004.6% in the fourth quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock worth $17,796,000 after acquiring an additional 100,893 shares in the last quarter. 76.14% of the stock is owned by institutional investors.

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.