Mirae Asset Global Investments Co. Ltd. Boosts Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Mirae Asset Global Investments Co. Ltd. grew its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 22.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 98,880 shares of the semiconductor company’s stock after acquiring an additional 18,096 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in MACOM Technology Solutions were worth $16,936,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of MTSI. Advisors Asset Management Inc. boosted its holdings in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after acquiring an additional 13,215 shares during the last quarter. Focus Partners Wealth boosted its holdings in MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after acquiring an additional 3,694 shares during the last quarter. Cetera Investment Advisers purchased a new position in MACOM Technology Solutions during the 2nd quarter worth $372,000. Finally, Marshall Wace LLP purchased a new position in MACOM Technology Solutions during the 2nd quarter worth $544,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CFO John Kober sold 7,196 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total value of $1,749,131.72. Following the sale, the chief financial officer directly owned 48,508 shares in the company, valued at approximately $11,790,839.56. The trade was a 12.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO Robert Dennehy sold 18,398 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the completion of the sale, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. This represents a 58.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 753,113 shares of company stock worth $184,368,095 in the last ninety days. 0.36% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Loop Capital assumed coverage on MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 target price on the stock. Stifel Nicolaus lifted their target price on MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Truist Financial lifted their target price on MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $251.45.

MACOM Technology Solutions Trading Up 5.9%

NASDAQ MTSI opened at $276.97 on Friday. The stock has a market capitalization of $20.78 billion, a price-to-earnings ratio of 130.03, a PEG ratio of 4.34 and a beta of 1.48. MACOM Technology Solutions Holdings, Inc. has a one year low of $93.24 and a one year high of $277.37. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18. The business’s fifty day moving average is $237.67 and its 200-day moving average is $195.88.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. During the same period in the previous year, the business posted $0.79 EPS. The firm’s quarterly revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

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.