MACOM Technology Solutions (NASDAQ:MTSI) Director Sells $587,266.32 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Director Geoffrey Ribar sold 1,623 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $361.84, for a total transaction of $587,266.32. Following the sale, the director owned 12,563 shares in the company, valued at $4,545,795.92. This represents a 11.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

MACOM Technology Solutions Stock Down 2.1%

MTSI stock opened at $375.60 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week high of $401.24. The company’s 50 day simple moving average is $263.86 and its 200-day simple moving average is $218.96. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The firm has a market capitalization of $28.66 billion, a P/E ratio of 162.60, a P/E/G ratio of 3.51 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. During the same quarter in the previous year, the business earned $0.85 earnings per share. The firm’s revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.3 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of MTSI. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions during the 3rd quarter worth $25,000. EverSource Wealth Advisors LLC increased its stake in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of MACOM Technology Solutions during the 4th quarter worth $30,000. GHP Investment Advisors Inc. acquired a new position in shares of MACOM Technology Solutions during the 1st quarter worth $31,000. Finally, Smartleaf Asset Management LLC increased its stake in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. JPMorgan Chase & Co. upped their price objective 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. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. Benchmark upped their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Truist Financial upped their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Finally, Bank of America upped their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $316.82.

More MACOM Technology Solutions News

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: MACOM reported stronger-than-expected fiscal Q2 results, with EPS of $1.09 topping estimates and revenue of $288.96 million also beating forecasts; revenue rose 22.5% year over year, reinforcing momentum in the business.
• Positive Sentiment: The company lifted Q3 2026 guidance to $1.31-$1.37 in EPS, signaling management confidence that recent demand trends can continue.
• Positive Sentiment: Analysts turned more constructive after earnings, including Truist raising its price target to $375 and keeping a buy rating, while Zacks Research upgraded the stock to strong-buy.
• Positive Sentiment: Zacks also highlighted MTSI as a high-efficiency and momentum name, which can attract additional trader interest. Article Title
• Neutral Sentiment: Insider selling by directors Charles R. Bland and Geoffrey Ribar may be a mild overhang, but the sales were relatively small versus their remaining holdings and occurred after the stock’s sharp rally.
• Neutral Sentiment: One Seeking Alpha piece argued the growth story may not justify the stock’s premium valuation, which could temper upside if investors start focusing more on price than execution. Article Title

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.