DLD Asset Management LP Trims Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

DLD Asset Management LP lowered its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 46.0% in the first quarter, Holdings Channel reports. The firm owned 23,000 shares of the semiconductor company’s stock after selling 19,600 shares during the quarter. MACOM Technology Solutions accounts for 0.5% of DLD Asset Management LP’s investment portfolio, making the stock its 22nd biggest holding. DLD Asset Management LP’s holdings in MACOM Technology Solutions were worth $5,108,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC increased its stake in MACOM Technology Solutions by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after purchasing an additional 53 shares during the period. Sumitomo Mitsui Trust Group Inc. boosted its stake in shares of MACOM Technology Solutions by 2.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after buying an additional 62 shares during the period. Meeder Advisory Services Inc. grew its holdings in shares of MACOM Technology Solutions by 3.5% during the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after buying an additional 63 shares during the last quarter. O Shaughnessy Asset Management LLC grew its holdings in shares of MACOM Technology Solutions by 2.4% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock worth $467,000 after buying an additional 63 shares during the last quarter. Finally, Larson Financial Group LLC increased its position in MACOM Technology Solutions by 19.4% in the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after acquiring an additional 68 shares during the period. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Trading Down 0.1%

NASDAQ MTSI opened at $282.62 on Thursday. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The stock has a market capitalization of $21.56 billion, a P/E ratio of 122.35, a P/E/G ratio of 2.32 and a beta of 1.65. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week high of $418.90. The firm has a 50-day moving average price of $352.72 and a 200 day moving average price of $281.08.

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, beating analysts’ consensus estimates 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 company had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. During the same quarter in the previous year, the company earned $0.85 EPS. The firm’s revenue for the quarter was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Analysts Set New Price Targets

Several research firms have commented on MTSI. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Bank of America upped their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Finally, Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $330.45.

Insiders Place Their Bets

In related news, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. The trade was a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles R. Bland sold 800 shares of the company’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total value of $304,000.00. Following the transaction, the director directly owned 14,338 shares in the company, valued at $5,448,440. This represents a 5.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 78,096 shares of company stock worth $28,760,941. Corporate insiders own 0.36% of the company’s stock.

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.