Havemeyer Place LP Purchases New Shares in MACOM Technology Solutions Holdings, Inc. $MTSI

Havemeyer Place LP purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,872 shares of the semiconductor company’s stock, valued at approximately $492,000.

A number of other institutional investors have also added to or reduced their stakes in MTSI. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of MACOM Technology Solutions by 22.4% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock valued at $16,936,000 after acquiring an additional 18,096 shares in the last quarter. Bryce Point Capital LLC purchased a new position in MACOM Technology Solutions in the third quarter worth $572,000. SG Americas Securities LLC grew its stake in MACOM Technology Solutions by 33.9% in the 4th quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock valued at $9,255,000 after purchasing an additional 13,668 shares during the period. FengHe Fund Management Pte. Ltd. purchased a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at $90,663,000. Finally, Boothbay Fund Management LLC increased its position in shares of MACOM Technology Solutions by 42.7% during the 3rd quarter. Boothbay Fund Management LLC now owns 22,389 shares of the semiconductor company’s stock valued at $2,787,000 after purchasing an additional 6,704 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

Insider Transactions at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 3,718 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total value of $1,028,919.32. Following the completion of the transaction, the senior vice president directly owned 34,886 shares in the company, valued at approximately $9,654,351.64. The trade was a 9.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the transaction, the chief financial officer directly owned 40,972 shares in the company, valued at approximately $14,719,191. This represents a 15.72% 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 ninety days, insiders have sold 75,476 shares of company stock worth $27,755,202. Company insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Bank of America boosted their price objective on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Susquehanna increased their target price on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Loop Capital began coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 target price for the company. Finally, Needham & Company LLC boosted their price target on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average target price of $321.36.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $358.72 on Wednesday. The stock has a market cap of $27.37 billion, a price-to-earnings ratio of 155.29, a PEG ratio of 2.97 and a beta of 1.66. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The business has a 50-day simple moving average of $315.43 and a 200 day simple moving average of $245.39. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued 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. The firm had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same quarter last year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal 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.