J. Goldman & Co LP Purchases New Position in MACOM Technology Solutions Holdings, Inc. $MTSI

J. Goldman & Co LP purchased a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,233 shares of the semiconductor company’s stock, valued at approximately $2,751,000.

Other hedge funds have also bought and sold shares of the company. Hsbc Holdings PLC purchased a new position in shares of MACOM Technology Solutions during the 2nd quarter valued at approximately $2,285,000. EFG International AG purchased a new stake in MACOM Technology Solutions during the second quarter worth $9,580,000. PDT Partners LLC acquired a new stake in MACOM Technology Solutions during the second quarter valued at $533,000. Canada Pension Plan Investment Board acquired a new stake in MACOM Technology Solutions during the second quarter valued at $15,143,000. Finally, Osterweis Capital Management Inc. acquired a new stake in MACOM Technology Solutions during the second quarter valued at $9,660,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the transaction, the chief executive officer owned 38,389 shares in the company, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the company’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. The trade was a 8.09% 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 sold 25,837 shares of company stock valued at $9,204,236 over the last quarter. 0.36% of the stock is currently owned by insiders.

MACOM Technology Solutions Stock Up 3.4%

MTSI stock opened at $266.27 on Wednesday. The stock has a market capitalization of $20.34 billion, a P/E ratio of 85.62, a P/E/G ratio of 1.48 and a beta of 1.70. The firm has a 50-day simple moving average of $306.08 and a 200-day simple moving average of $292.94. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $121.97 and a 52 week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share 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 firm had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. During the same period last year, the company posted $0.90 EPS. MACOM Technology Solutions’s quarterly revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on MTSI. Stifel Nicolaus increased their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. Finally, Truist Financial boosted their price objective on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

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.