Trivest Advisors Ltd Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Trivest Advisors Ltd purchased a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the first quarter, HoldingsChannel.com reports. The fund purchased 64,400 shares of the semiconductor company’s stock, valued at approximately $14,301,000. MACOM Technology Solutions makes up about 1.0% of Trivest Advisors Ltd’s investment portfolio, making the stock its 16th largest position.

Other hedge funds and other institutional investors have also modified their holdings of the company. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at about $25,000. Measured Wealth Private Client Group LLC bought a new position in MACOM Technology Solutions in the fourth quarter worth about $30,000. GHP Investment Advisors Inc. bought a new position in MACOM Technology Solutions in the first quarter worth about $31,000. Bayforest Capital Ltd acquired a new position in MACOM Technology Solutions in the fourth quarter valued at approximately $39,000. Finally, Clearstead Advisors LLC boosted its stake in MACOM Technology Solutions by 156.5% in the fourth 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. 76.14% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have recently weighed in on MTSI shares. Bank of America increased their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Barclays boosted their price objective 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. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Loop Capital initiated coverage on MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 target price on the stock. Finally, Stifel Nicolaus increased their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $335.00.

MACOM Technology Solutions Stock Performance

MTSI opened at $267.36 on Monday. The business’s 50 day moving average is $358.21 and its 200-day moving average is $278.84. The stock has a market cap of $20.40 billion, a PE ratio of 115.74, a price-to-earnings-growth ratio of 2.19 and a beta of 1.65. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The business had revenue of $288.95 million during the quarter, compared to the consensus estimate of $285.20 million. During the same period in the previous year, the firm posted $0.85 earnings per share. The business’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Activity

In other news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the transaction, the director owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the transaction, the chief financial officer directly owned 40,972 shares in the company, valued at $14,719,191. This trade represents a 15.72% decrease in their ownership of the stock. 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 78,096 shares of company stock worth $28,760,941 over the last ninety days. 0.36% of the stock is currently 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.