MACOM Technology Solutions Holdings, Inc. $MTSI Stock Position Raised by First Trust Advisors LP

First Trust Advisors LP grew its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 221.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 228,400 shares of the semiconductor company’s stock after buying an additional 157,250 shares during the quarter. First Trust Advisors LP’s holdings in MACOM Technology Solutions were worth $50,721,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Whale Rock Capital Management LLC acquired a new position in MACOM Technology Solutions in the fourth quarter worth approximately $134,164,000. Wellington Management Group LLP raised its position in MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after acquiring an additional 634,903 shares in the last quarter. Bessemer Group Inc. lifted its stake in MACOM Technology Solutions by 170,782.0% in the fourth quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after acquiring an additional 568,704 shares during the last quarter. Norges Bank acquired a new stake in MACOM Technology Solutions in the fourth quarter valued at approximately $97,397,000. Finally, FengHe Fund Management Pte. Ltd. bought a new stake in MACOM Technology Solutions in the fourth quarter worth approximately $90,663,000. Institutional investors own 76.14% of the company’s stock.

Insiders Place Their Bets

In related 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 transaction, the director owned 6,781 shares in the company, valued at $2,564,574.20. This trade represents a 86.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the completion of the transaction, the senior vice president owned 34,886 shares in the company, valued at $9,654,351.64. This trade represents a 9.63% 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. Insiders sold a total of 78,096 shares of company stock worth $28,760,941 in the last ninety days. 0.36% of the stock is owned by insiders.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $266.99 on Monday. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.16 and a 12-month high of $418.90. 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 stock has a 50 day moving average price of $348.53 and a two-hundred day moving average price of $282.52. The stock has a market capitalization of $20.37 billion, a P/E ratio of 115.58, a PEG ratio of 2.19 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 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 company had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. During the same quarter last year, the firm posted $0.85 earnings per share. The company’s quarterly revenue 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 analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Analyst Upgrades and Downgrades

MTSI has been the topic of several analyst reports. Truist Financial increased their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. 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. Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday. Susquehanna lowered their target price on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. Finally, JPMorgan Chase & Co. increased their target price on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average price target of $330.45.

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.