OP Asset Management Ltd Acquires Shares of 4,720 MACOM Technology Solutions Holdings, Inc. $MTSI

OP Asset Management Ltd acquired a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,720 shares of the semiconductor company’s stock, valued at approximately $1,048,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions in the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC grew its stake in 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 buying an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions during the 4th quarter worth approximately $30,000. Bayforest Capital Ltd acquired a new position in MACOM Technology Solutions during the fourth quarter worth approximately $39,000. Finally, Clearstead Advisors LLC lifted its stake in MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Up 0.9%

MACOM Technology Solutions stock opened at $372.59 on Tuesday. The stock has a 50 day moving average of $352.93 and a two-hundred day moving average of $265.46. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90. The stock has a market capitalization of $28.43 billion, a price-to-earnings ratio of 161.30, a PEG ratio of 3.03 and a beta of 1.66. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last released its 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 return on equity of 16.01% and a net margin of 16.46%.The business had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. During the same quarter in the previous year, the company posted $0.85 earnings per share. The company’s revenue for the quarter 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, research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Truist Financial upped their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 8th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Needham & Company LLC raised their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $335.00.

Insider Transactions at MACOM Technology Solutions

In other news, Director Peter Y. Chung sold 43,268 shares of the firm’s stock in a transaction on 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 completion of the sale, the director owned 6,781 shares in the company, valued at approximately $2,564,574.20. This trade represents a 86.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the sale, the chief financial officer directly owned 40,972 shares in the company, valued at approximately $14,719,191. The trade was 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. Insiders sold a total of 78,096 shares of company stock worth $28,760,941 over the last quarter. 0.36% of the stock is currently owned by corporate insiders.

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.