MACOM Technology Solutions (NASDAQ:MTSI) CFO John Kober Sells 7,389 Shares

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) CFO John Kober sold 7,389 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the sale, the chief financial officer owned 33,583 shares in the company, valued at approximately $10,950,744.64. This trade represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

MACOM Technology Solutions Trading Down 7.8%

Shares of MTSI stock opened at $269.98 on Thursday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The firm has a market cap of $20.62 billion, a PE ratio of 86.81, a price-to-earnings-growth ratio of 1.68 and a beta of 1.70. The company has a 50-day moving average of $315.10 and a two-hundred day moving average of $291.76. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $118.28 and a 1-year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The business had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. During the same period in the previous year, the firm earned $0.90 EPS. The business’s revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, August 5th. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Stifel Nicolaus raised their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. JPMorgan Chase & Co. lifted their target price on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Finally, Needham & Company LLC boosted their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $341.82.

Institutional Trading of MACOM Technology Solutions

A number of large investors have recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock valued at $1,237,515,000 after purchasing an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in MACOM Technology Solutions by 7.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after purchasing an additional 136,262 shares during the period. Geode Capital Management LLC raised its position in MACOM Technology Solutions by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares in the last quarter. GW&K Investment Management LLC raised its position in MACOM Technology Solutions by 6.1% in the 4th quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after purchasing an additional 70,167 shares in the last quarter. Finally, Wellington Management Group LLP boosted its stake in shares of MACOM Technology Solutions by 3.0% in the 4th quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock valued at $173,947,000 after buying an additional 29,131 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company 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.