Brokerages Set MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Target Price at $321.36

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has been given an average rating of “Moderate Buy” by the fourteen brokerages that are currently covering the company, Marketbeat.com reports. Three research analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $321.3636.

MTSI has been the subject of several research reports. Susquehanna lifted their target price on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Bank of America lifted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Barclays lifted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Loop Capital began coverage on shares of MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 target price for the company. Finally, Wall Street Zen cut shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, June 6th.

MACOM Technology Solutions Stock Up 1.2%

MACOM Technology Solutions stock opened at $396.26 on Thursday. MACOM Technology Solutions has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The firm has a 50 day moving average price of $341.55 and a 200 day moving average price of $258.77. The company has a market capitalization of $30.23 billion, a PE ratio of 171.54, a price-to-earnings-growth ratio of 3.21 and a beta of 1.66.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating 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 $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same quarter last year, the firm earned $0.85 EPS. The firm’s revenue for the quarter 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. Research analysts expect that MACOM Technology Solutions will post 3.68 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, Director Geoffrey G. Ribar sold 1,623 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the transaction, the director owned 12,563 shares of the company’s stock, valued at $4,545,795.92. This trade represents a 11.44% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, 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 transaction, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This represents a 29.19% 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. Insiders have sold a total of 75,476 shares of company stock worth $27,755,202 over the last three months. 0.36% of the stock is owned by insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions during the 3rd quarter worth $25,000. EverSource Wealth Advisors LLC lifted its position in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions during the 4th quarter worth $30,000. GHP Investment Advisors Inc. purchased a new stake in shares of MACOM Technology Solutions during the 1st quarter worth $31,000. Finally, Smartleaf Asset Management LLC lifted its position in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.