MACOM Technology Solutions Holdings, Inc. $MTSI Shares Acquired by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA boosted its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 205.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 390,450 shares of the semiconductor company’s stock after purchasing an additional 262,557 shares during the period. Massachusetts Financial Services Co. MA owned about 0.52% of MACOM Technology Solutions worth $48,607,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Hantz Financial Services Inc. raised its stake in shares of MACOM Technology Solutions by 174.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after buying an additional 134 shares in the last quarter. Maseco LLP acquired a new position in MACOM Technology Solutions during the second quarter worth $48,000. Advisors Asset Management Inc. raised its position in MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 161 shares in the last quarter. Bessemer Group Inc. lifted its holdings in MACOM Technology Solutions by 44.0% in the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after acquiring an additional 106 shares during the period. Finally, First Horizon Advisors Inc. boosted its position in shares of MACOM Technology Solutions by 112.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 192 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Trading Up 2.1%

Shares of MTSI opened at $226.25 on Thursday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $228.24. The stock has a market cap of $16.97 billion, a price-to-earnings ratio of -279.32, a price-to-earnings-growth ratio of 4.13 and a beta of 1.43. The firm has a 50 day simple moving average of $179.86 and a 200-day simple moving average of $151.01.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.MACOM Technology Solutions’s revenue was up 3.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have recently issued reports on MTSI. Bank of America increased their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Needham & Company LLC boosted their price target on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Truist Financial upped their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, Barclays lifted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average price target of $190.50.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 4,372 shares of MACOM Technology Solutions stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $185.63, for a total transaction of $811,574.36. Following the completion of the sale, the senior vice president directly owned 43,878 shares in the company, valued at $8,145,073.14. The trade was a 9.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Charles R. Bland sold 4,000 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $165.00, for a total transaction of $660,000.00. Following the completion of the transaction, the director directly owned 15,362 shares of the company’s stock, valued at approximately $2,534,730. This represents a 20.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 829,791 shares of company stock valued at $139,556,727. 16.30% of the stock is owned by company insiders.

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.