MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has been assigned a consensus rating of “Moderate Buy” from the thirteen research firms that are covering the stock, MarketBeat Ratings reports. Three equities research analysts have rated the stock with a hold recommendation, eight have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1 year price target among brokerages that have issued ratings on the stock in the last year is $321.3636.

MTSI has been the topic of several recent analyst reports. Stifel Nicolaus increased their price objective on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Needham & Company LLC increased their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Truist Financial raised their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 8th. Finally, Barclays raised their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd.

MACOM Technology Solutions Trading Down 2.4%

Shares of MTSI stock opened at $391.09 on Friday. The firm has a market cap of $29.84 billion, a P/E ratio of 169.30, a PEG ratio of 3.32 and a beta of 1.60. MACOM Technology Solutions has a 1-year low of $118.16 and a 1-year high of $418.90. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The firm’s 50-day simple moving average is $293.19 and its 200-day simple moving average is $234.01.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.02. The business had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company’s revenue was up 22.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, equities analysts forecast that MACOM Technology Solutions will post 3.65 EPS for the current year.

Insider Transactions at MACOM Technology Solutions

In other news, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the sale, the director owned 6,781 shares in the company, valued at $2,564,574.20. This trade represents a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the sale, the senior vice president owned 34,886 shares in the company, valued at $9,654,351.64. This represents a 9.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 59,648 shares of company stock valued at $21,966,111 in the last three months. 0.36% of the stock is owned by company insiders.

Institutional Trading of MACOM Technology Solutions

Hedge funds have recently made changes to their positions in the company. Principal Financial Group Inc. grew its position in shares of MACOM Technology Solutions by 5.1% during the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after buying an additional 6,874 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in shares of MACOM Technology Solutions by 22.4% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock worth $16,936,000 after buying an additional 18,096 shares in the last quarter. Bryce Point Capital LLC acquired a new stake in shares of MACOM Technology Solutions during the third quarter worth approximately $572,000. Hantz Financial Services Inc. boosted its holdings in MACOM Technology Solutions by 2,180.1% in the third quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after purchasing an additional 4,600 shares during the period. Finally, SG Americas Securities LLC boosted its holdings in MACOM Technology Solutions by 33.9% in the fourth quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after purchasing an additional 13,668 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.