18,700 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Purchased by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 18,700 shares of the semiconductor company’s stock, valued at approximately $4,153,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Measured Wealth Private Client Group LLC bought a new position in MACOM Technology Solutions in the 4th quarter worth approximately $30,000. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions during the third quarter worth approximately $25,000. EverSource Wealth Advisors LLC boosted its position in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Bayforest Capital Ltd bought a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at approximately $39,000. Finally, Clearstead Advisors LLC grew its stake in shares of MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 144 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analyst Weigh In

MTSI has been the subject of several research analyst reports. Truist Financial upped their target price 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. Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday. Bank of America boosted their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Needham & Company LLC increased their target price on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $335.00.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ:MTSI opened at $369.18 on Friday. 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 business’s fifty day moving average price is $350.71 and its two-hundred day moving average price is $263.61. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The stock has a market capitalization of $28.17 billion, a price-to-earnings ratio of 159.82, a price-to-earnings-growth ratio of 3.20 and a beta of 1.66.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data 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 return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $288.95 million during the quarter, compared to analysts’ expectations of $285.20 million. During the same period last year, the business earned $0.85 earnings per share. The business’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the transaction, the director directly owned 6,781 shares in the company, valued at $2,564,574.20. The trade was a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO John Kober sold 7,644 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the sale, the chief financial officer directly owned 40,972 shares in the company, valued at $14,719,191. This represents a 15.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 75,476 shares of company stock worth $27,755,202 over the last ninety days. Company 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.