New York State Common Retirement Fund Raises Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

New York State Common Retirement Fund increased its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 354,494 shares of the semiconductor company’s stock after acquiring an additional 13,321 shares during the period. New York State Common Retirement Fund owned about 0.48% of MACOM Technology Solutions worth $44,131,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of MTSI. Advisors Asset Management Inc. grew its stake in shares of MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of MACOM Technology Solutions by 9.2% in 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 valued at $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth boosted its holdings in MACOM Technology Solutions by 121.3% during the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after buying an additional 3,694 shares in the last quarter. Wealth Enhancement Advisory Services LLC acquired a new stake in MACOM Technology Solutions during the second quarter valued at $265,000. Finally, Truist Financial Corp increased its holdings in MACOM Technology Solutions by 1.2% in the second quarter. Truist Financial Corp now owns 38,062 shares of the semiconductor company’s stock valued at $5,454,000 after buying an additional 449 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Ambra R. Roth sold 17,268 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total value of $2,778,593.88. Following the transaction, the senior vice president directly owned 9,837 shares of the company’s stock, valued at $1,582,871.67. This trade represents a 63.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total value of $23,011,204.69. Following the transaction, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. This represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 589,907 shares of company stock worth $104,362,167 in the last 90 days. 0.36% of the stock is owned by insiders.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $219.06 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The stock’s 50 day simple moving average is $188.60 and its 200-day simple moving average is $155.03. The company has a market cap of $16.43 billion, a PE ratio of -270.44, a price-to-earnings-growth ratio of 4.25 and a beta of 1.43. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $231.75.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The firm had revenue of $261.17 million during the quarter, compared to the consensus estimate of $260.16 million. During the same period in the prior year, the company earned $0.73 EPS. The firm’s revenue was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

MTSI has been the topic of several recent analyst reports. Bank of America increased their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Susquehanna initiated coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price target on the stock. Benchmark boosted their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday. Finally, Truist Financial lifted their price target on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, MACOM Technology Solutions currently has an average rating of “Buy” and an average price target of $190.50.

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.