Brokerages Set MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Target Price at $341.25

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have earned an average rating of “Moderate Buy” from the fifteen ratings firms that are covering the company, Marketbeat reports. Four research analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $341.25.

A number of analysts have recently commented on the company. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. BMO Capital Markets began coverage on shares of MACOM Technology Solutions in a research note on Friday, August 21st. They set a “market perform” rating and a $335.00 price objective on the stock. Stifel Nicolaus boosted their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Weiss Ratings downgraded shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, August 21st. Finally, Benchmark began coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price on the stock.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $268.95 on Tuesday. The company’s 50 day simple moving average is $285.53 and its 200 day simple moving average is $294.74. MACOM Technology Solutions has a fifty-two week low of $121.97 and a fifty-two week high of $418.90. The firm has a market capitalization of $20.54 billion, a P/E ratio of 86.48, a P/E/G ratio of 1.49 and a beta of 1.71. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The firm had revenue of $342.24 million during 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%. The business’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same quarter 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 will post 4.26 EPS for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the company’s 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 sale, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the stock in a transaction on Friday, August 28th. The shares were sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the sale, the chief operating officer owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 10,261 shares of company stock worth $3,484,495. Insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently bought and sold shares of MTSI. Swedbank AB bought a new position in MACOM Technology Solutions during the first quarter worth $13,059,000. Principal Financial Group Inc. lifted its stake in shares of MACOM Technology Solutions by 41.7% during the 1st quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock worth $43,337,000 after buying an additional 57,474 shares during the last quarter. Azzad Asset Management Inc. ADV boosted its holdings in shares of MACOM Technology Solutions by 94.4% during the 1st quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock worth $4,466,000 after buying an additional 9,767 shares during the period. Fifth Third Bancorp grew its stake in MACOM Technology Solutions by 2,385.6% in the 1st quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock valued at $4,101,000 after buying an additional 17,725 shares during the last quarter. Finally, Hsbc Holdings PLC grew its stake in MACOM Technology Solutions by 5,004.6% in the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock valued at $17,796,000 after buying an additional 100,893 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.