Harber Asset Management LLC Takes $3.23 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Harber Asset Management LLC purchased a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 8,500 shares of the semiconductor company’s stock, valued at approximately $3,233,000. MACOM Technology Solutions comprises about 1.9% of Harber Asset Management LLC’s investment portfolio, making the stock its 27th biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in MTSI. Versant Capital Management Inc grew its holdings in MACOM Technology Solutions by 11.0% in the 2nd quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock valued at $130,000 after buying an additional 34 shares in the last quarter. Pacer Advisors Inc. raised its holdings in shares of MACOM Technology Solutions by 0.4% during the 1st quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock worth $2,673,000 after acquiring an additional 51 shares during the period. Northwestern Mutual Investment Management Company LLC raised its holdings in shares of MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after acquiring an additional 53 shares during the period. Meeder Advisory Services Inc. raised its holdings in shares of MACOM Technology Solutions by 3.5% during the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after acquiring an additional 63 shares during the period. Finally, O Shaughnessy Asset Management LLC boosted its position in shares of MACOM Technology Solutions by 2.4% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after acquiring an additional 63 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, August 5th. Benchmark began coverage on shares of MACOM Technology Solutions in a research note on Thursday, August 13th. They set a “buy” rating and a $375.00 target price on the stock. Needham & Company LLC boosted their target price on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, August 6th. JPMorgan Chase & Co. increased their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Finally, HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $341.25.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $266.61 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $121.97 and a 52 week high of $418.90. The business’s fifty day simple moving average is $310.66 and its 200-day simple moving average is $291.91. The firm has a market cap of $20.36 billion, a PE ratio of 85.73, a price-to-earnings-growth ratio of 1.53 and a beta of 1.70. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The business had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company’s revenue was up 35.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the transaction, the chief financial officer owned 33,583 shares in the company, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 25,837 shares of company stock valued at $9,204,236 over the last 90 days. 0.36% of the stock is 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.