Twin Tree Management LP Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Twin Tree Management LP acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,981 shares of the semiconductor company’s stock, valued at approximately $1,895,000.

Other large investors also recently modified their holdings of the company. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions during the third quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions in the fourth quarter valued at about $30,000. GHP Investment Advisors Inc. purchased a new position in MACOM Technology Solutions in the first quarter valued at about $31,000. Clearstead Advisors LLC grew its stake in MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in MACOM Technology Solutions during the 4th quarter valued at approximately $46,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday. Benchmark started coverage on MACOM Technology Solutions in a research note on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Truist Financial lifted their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Finally, HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $341.25.

Insiders Place Their Bets

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’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 in the company, valued at $11,422,435.72. The trade was a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction 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 sale, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. This trade represents a 18.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 Trading Up 0.2%

NASDAQ:MTSI opened at $266.61 on Friday. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The business’s 50 day moving average is $310.66 and its two-hundred day moving average is $291.91. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $121.97 and a 52 week high of $418.90. The company has a market cap of $20.36 billion, a PE ratio of 85.73, a P/E/G ratio of 1.53 and a beta of 1.70.

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

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.