MACOM Technology Solutions (NASDAQ:MTSI) Cut to Hold at Wall Street Zen

Wall Street Zen cut shares of MACOM Technology Solutions (NASDAQ:MTSI) from a buy rating to a hold rating in a research note published on Saturday morning.

Several other equities analysts also recently commented on the stock. JPMorgan Chase & Co. boosted their target price 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. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Bank of America lifted their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Barclays boosted their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Finally, Loop Capital began coverage on shares of MACOM Technology Solutions in a report on Friday, April 10th. They set a “buy” rating and a $300.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $330.45.

MACOM Technology Solutions Stock Performance

NASDAQ:MTSI opened at $263.08 on Friday. The stock has a 50-day moving average price of $346.67 and a 200 day moving average price of $283.16. The stock has a market capitalization of $20.07 billion, a P/E ratio of 113.89, a P/E/G ratio of 2.19 and a beta of 1.65. MACOM Technology Solutions has a 12-month low of $118.16 and a 12-month high of $418.90. 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 (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping 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 analysts’ expectations of $285.20 million. During the same period in the previous year, the firm earned $0.85 EPS. The firm’s revenue 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 forecast that MACOM Technology Solutions will post 3.68 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the transaction, the director directly owned 6,781 shares in the company, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Charles R. Bland sold 800 shares of the firm’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total transaction of $304,000.00. Following the completion of the transaction, the director directly owned 14,338 shares of the company’s stock, valued at approximately $5,448,440. This trade represents a 5.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 78,096 shares of company stock worth $28,760,941. Company insiders own 0.36% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Merit Financial Group LLC raised its position in MACOM Technology Solutions by 70.8% during the second quarter. Merit Financial Group LLC now owns 3,369 shares of the semiconductor company’s stock valued at $1,281,000 after purchasing an additional 1,397 shares during the period. Farther Finance Advisors LLC boosted its holdings in shares of MACOM Technology Solutions by 72.0% in the 2nd quarter. Farther Finance Advisors LLC now owns 3,057 shares of the semiconductor company’s stock worth $1,162,000 after purchasing an additional 1,280 shares during the period. Ballentine Partners LLC purchased a new position in shares of MACOM Technology Solutions in the 2nd quarter worth approximately $267,000. Fifth Third Wealth Advisors LLC increased its position in shares of MACOM Technology Solutions by 24.9% during the 2nd quarter. Fifth Third Wealth Advisors LLC now owns 2,230 shares of the semiconductor company’s stock valued at $848,000 after purchasing an additional 444 shares during the last quarter. Finally, Sequoia Financial Advisors LLC increased its position in shares of MACOM Technology Solutions by 5.4% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 2,073 shares of the semiconductor company’s stock valued at $789,000 after purchasing an additional 107 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

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.