Freemont Management S.A. Lowers Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Freemont Management S.A. reduced its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 9.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 51,700 shares of the semiconductor company’s stock after selling 5,300 shares during the period. MACOM Technology Solutions accounts for 1.7% of Freemont Management S.A.’s portfolio, making the stock its 16th biggest holding. Freemont Management S.A.’s holdings in MACOM Technology Solutions were worth $11,481,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. California Public Employees Retirement System boosted its stake in shares of MACOM Technology Solutions by 3.9% in the first quarter. California Public Employees Retirement System now owns 110,216 shares of the semiconductor company’s stock worth $24,476,000 after acquiring an additional 4,104 shares during the period. Bank of New York Mellon Corp lifted its holdings in MACOM Technology Solutions by 4.2% in the 1st quarter. Bank of New York Mellon Corp now owns 400,926 shares of the semiconductor company’s stock worth $89,034,000 after purchasing an additional 16,043 shares in the last quarter. Sigma Planning Corp purchased a new position in MACOM Technology Solutions in the 1st quarter worth approximately $779,000. Maryland State Retirement & Pension System boosted its stake in MACOM Technology Solutions by 10.0% in the 1st quarter. Maryland State Retirement & Pension System now owns 3,384 shares of the semiconductor company’s stock worth $751,000 after purchasing an additional 309 shares during the period. Finally, State of Michigan Retirement System boosted its stake in MACOM Technology Solutions by 2.6% in the 1st quarter. State of Michigan Retirement System now owns 15,500 shares of the semiconductor company’s stock worth $3,442,000 after purchasing an additional 400 shares during the period. 76.14% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the company’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles R. Bland sold 800 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total transaction of $304,000.00. Following the completion of the sale, the director directly owned 14,338 shares of the company’s stock, valued at $5,448,440. The trade was a 5.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 78,096 shares of company stock worth $28,760,941. 0.36% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on MTSI shares. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Stifel Nicolaus lifted their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Susquehanna boosted their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Finally, HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus price target of $335.00.

MACOM Technology Solutions Trading Down 3.0%

MTSI stock opened at $267.36 on Friday. 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 $20.40 billion, a price-to-earnings ratio of 115.74, a price-to-earnings-growth ratio of 2.19 and a beta of 1.65. 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 firm’s fifty day simple moving average is $358.21 and its two-hundred day simple moving average is $278.10.

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, topping 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 firm had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. During the same period last year, the company earned $0.85 EPS. MACOM Technology Solutions’s quarterly 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, analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share 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.