Empowered Funds LLC Buys New Shares in MACOM Technology Solutions Holdings, Inc. $MTSI

Empowered Funds LLC purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 46,934 shares of the semiconductor company’s stock, valued at approximately $17,852,000.

A number of other institutional investors and hedge funds also recently modified their holdings of MTSI. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions in the third quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC acquired a new position in MACOM Technology Solutions in the 4th quarter valued at about $30,000. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions in the 1st quarter valued at about $31,000. Clearstead Advisors LLC raised its holdings in MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 144 shares during the period. Finally, Los Angeles Capital Management LLC acquired a new stake in MACOM Technology Solutions during the fourth quarter worth approximately $46,000. 76.14% of the stock is owned by institutional investors.

Insider Activity

In related news, CFO John Kober sold 7,389 shares of the stock in a transaction that occurred on 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 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares in the company, valued at $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is owned by company insiders.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $265.27 on Friday. The business has a fifty day moving average price of $299.38 and a two-hundred day moving average price of $293.35. The stock has a market capitalization of $20.26 billion, a PE ratio of 85.30, a P/E/G ratio of 1.59 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. During the same period in the prior year, the firm posted $0.90 EPS. MACOM Technology Solutions’s quarterly 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. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

Analysts Set New Price Targets

MTSI has been the topic of several research reports. Barclays upped their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Needham & Company LLC lifted their target price on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Truist Financial upped their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, Stifel Nicolaus boosted their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions 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.