MidFirst Bank Acquires New Position in MACOM Technology Solutions Holdings, Inc. $MTSI

MidFirst Bank acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,450 shares of the semiconductor company’s stock, valued at approximately $248,000.

Other hedge funds have also added to or reduced their stakes in the company. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions during the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC grew its stake in MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new position in MACOM Technology Solutions in the fourth quarter worth approximately $30,000. Bayforest Capital Ltd purchased a new position in MACOM Technology Solutions during the 4th quarter worth $39,000. Finally, Clearstead Advisors LLC increased its holdings in MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares during the period. 76.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the sale, the chief financial officer owned 40,972 shares of the company’s stock, valued at $14,719,191. This trade represents a 15.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 business’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total value of $1,028,919.32. Following the transaction, the senior vice president owned 34,886 shares in the company, valued at approximately $9,654,351.64. This trade represents a 9.63% decrease in their ownership of the stock. 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. In the last 90 days, insiders sold 75,476 shares of company stock valued at $27,755,202. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on MTSI shares. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, June 6th. Needham & Company LLC raised their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Finally, Susquehanna upped their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research note 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.com, the company currently has an average rating of “Moderate Buy” and an average target price of $321.36.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI opened at $391.41 on Monday. The company’s 50-day simple moving average is $338.58 and its 200-day simple moving average is $257.23. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The stock has a market capitalization of $29.86 billion, a P/E ratio of 169.44, a P/E/G ratio of 3.21 and a beta of 1.66.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. During the same quarter in the previous year, the business posted $0.85 EPS. MACOM Technology Solutions’s revenue 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. On average, equities analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

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.