MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by New York State Common Retirement Fund

New York State Common Retirement Fund increased its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 354,494 shares of the semiconductor company’s stock after acquiring an additional 13,321 shares during the quarter. New York State Common Retirement Fund’s holdings in MACOM Technology Solutions were worth $44,131,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Wedmont Private Capital grew its stake in shares of MACOM Technology Solutions by 5.4% in the 3rd quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after buying an additional 99 shares during the period. State of Michigan Retirement System raised its position in shares of MACOM Technology Solutions by 0.7% during the 2nd quarter. State of Michigan Retirement System now owns 14,300 shares of the semiconductor company’s stock valued at $2,049,000 after buying an additional 100 shares during the period. ProShare Advisors LLC lifted its holdings in MACOM Technology Solutions by 4.1% in the second quarter. ProShare Advisors LLC now owns 2,638 shares of the semiconductor company’s stock valued at $378,000 after acquiring an additional 105 shares during the last quarter. Stephens Inc. AR grew its position in MACOM Technology Solutions by 6.6% in the third quarter. Stephens Inc. AR now owns 1,705 shares of the semiconductor company’s stock worth $212,000 after acquiring an additional 105 shares during the period. Finally, Bessemer Group Inc. increased its stake in MACOM Technology Solutions by 44.0% during the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after acquiring an additional 106 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at MACOM Technology Solutions

In related news, SVP Ambra R. Roth sold 17,268 shares of MACOM Technology Solutions stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total value of $2,778,593.88. Following the completion of the transaction, the senior vice president directly owned 9,837 shares in the company, valued at approximately $1,582,871.67. This trade represents a 63.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $175.73, for a total value of $3,514,600.00. Following the transaction, the chief executive officer directly owned 74,217 shares of the company’s stock, valued at $13,042,153.41. The trade was a 21.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 589,907 shares of company stock worth $104,362,167. 0.36% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. TD Cowen increased their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price on the stock. Needham & Company LLC lifted their price target on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 31st. Finally, Benchmark upped their price objective on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $190.50.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $219.06 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The company has a market cap of $16.43 billion, a P/E ratio of -270.44, a P/E/G ratio of 4.25 and a beta of 1.43. The stock has a 50-day moving average of $188.60 and a two-hundred day moving average of $155.03. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $231.75.

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

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.