Sei Investments Co. Boosts Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Sei Investments Co. boosted its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 219,363 shares of the semiconductor company’s stock after purchasing an additional 2,395 shares during the quarter. Sei Investments Co.’s holdings in MACOM Technology Solutions were worth $48,714,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of MTSI. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions in the third quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions during the fourth quarter valued at approximately $30,000. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions in the first quarter valued at approximately $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 lifted its holdings 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. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on MTSI. Loop Capital initiated coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price objective on the stock. Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. JPMorgan Chase & Co. increased their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Finally, Barclays lifted their price objective 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. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $330.45.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $266.99 on Friday. 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 stock’s 50 day simple moving average is $348.53 and its 200-day simple moving average is $281.73. The company has a market cap of $20.37 billion, a PE ratio of 115.58, a price-to-earnings-growth ratio of 2.19 and a beta of 1.65. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $118.16 and a 1-year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 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 firm had revenue of $288.95 million during the quarter, compared to analysts’ expectations of $285.20 million. During the same period in the previous year, the business earned $0.85 earnings per share. The firm’s revenue for the quarter 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. As a group, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the company’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the sale, the senior vice president owned 29,756 shares of the company’s stock, valued at $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% 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 a total of 78,096 shares of company stock worth $28,760,941 over the last 90 days. 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.