Sanctuary Advisors LLC Makes New $1.02 Million Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Sanctuary Advisors LLC bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,680 shares of the semiconductor company’s stock, valued at approximately $1,019,000.

A number of other large investors also recently made changes to their positions in the business. Bell Investment Advisors Inc acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth approximately $49,000. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions in the 1st quarter valued at approximately $31,000. Keating Financial Advisory Services Inc. acquired a new position in MACOM Technology Solutions in the 2nd quarter valued at approximately $58,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in MACOM Technology Solutions in the 2nd quarter worth approximately $67,000. Finally, Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions in the 4th quarter worth approximately $30,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

MTSI stock opened at $277.15 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 company has a market capitalization of $21.17 billion, a price-to-earnings ratio of 89.12, a P/E/G ratio of 1.56 and a beta of 1.70. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $121.97 and a 12 month high of $418.90. The firm has a 50 day moving average of $301.90 and a two-hundred day moving average of $293.54.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. MACOM Technology Solutions’s quarterly revenue was up 35.8% on a year-over-year basis. During the same quarter 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. As a group, equities analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently commented on MTSI. Susquehanna lowered their price target on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Barclays increased their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. JPMorgan Chase & Co. lifted their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Finally, Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $341.25.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction dated 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 transaction, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. This trade represents a 8.09% 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. 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.