MACOM Technology Solutions Holdings, Inc. $MTSI Holdings Lifted by SG Americas Securities LLC

SG Americas Securities LLC raised its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 33.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 54,033 shares of the semiconductor company’s stock after acquiring an additional 13,668 shares during the quarter. SG Americas Securities LLC’s holdings in MACOM Technology Solutions were worth $9,255,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of MACOM Technology Solutions by 5.9% during the third quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after buying an additional 392,365 shares during the period. Invesco Ltd. raised its stake in MACOM Technology Solutions by 3.2% during the 2nd quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after acquiring an additional 106,004 shares in the last quarter. Alliancebernstein L.P. raised its stake in MACOM Technology Solutions by 11.7% during the 3rd quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock valued at $186,080,000 after acquiring an additional 156,194 shares in the last quarter. Wellington Management Group LLP boosted its position in MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after acquiring an additional 634,903 shares during the period. Finally, Norges Bank acquired a new position in MACOM Technology Solutions during the 2nd quarter worth $113,936,000. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $225.44 on Monday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $258.98. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. The business’s fifty day moving average is $231.07 and its 200-day moving average is $183.97. The stock has a market cap of $16.91 billion, a PE ratio of 105.84, a price-to-earnings-growth ratio of 3.75 and a beta of 1.41.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same quarter in the prior year, the firm posted $0.79 earnings per share. The company’s revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Wall Street Zen lowered MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. JPMorgan Chase & Co. upped their price objective on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Needham & Company LLC reiterated a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Bank of America raised their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Finally, Truist Financial boosted their price target on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $228.27.

Insider Transactions at MACOM Technology Solutions

In other news, Director Geoffrey G. Ribar sold 2,244 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total value of $569,055.96. Following the transaction, the director owned 13,410 shares of the company’s stock, valued at $3,400,641.90. The trade was a 14.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director John Ritchie sold 1,573 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total transaction of $401,115.00. Following the completion of the sale, the director owned 8,690 shares in the company, valued at $2,215,950. The trade was a 15.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 753,113 shares of company stock valued at $184,368,095 in the last quarter. 0.36% of the stock is owned by company insiders.

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.