Wall Street Zen Downgrades MACOM Technology Solutions (NASDAQ:MTSI) to Hold

MACOM Technology Solutions (NASDAQ:MTSI) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report issued on Saturday.

MTSI has been the subject of a number of other research reports. Truist Financial increased their target price on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. 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. Loop Capital started coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. Stifel Nicolaus raised their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Finally, Barclays raised their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. 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 stock. According to data from MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $330.45.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $266.99 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 stock has a market capitalization of $20.37 billion, a PE ratio of 115.58, a P/E/G ratio of 2.19 and a beta of 1.65. MACOM Technology Solutions has a one year low of $118.16 and a one year high of $418.90. The business’s fifty day moving average price is $348.53 and its 200-day moving average price is $282.52.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate 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 analyst estimates of $285.20 million. During the same quarter last year, the firm posted $0.85 EPS. The firm’s revenue for the quarter 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. On average, equities research analysts anticipate that MACOM Technology Solutions will post 3.68 EPS for the current year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the completion of the transaction, the senior vice president owned 34,886 shares of the company’s stock, valued at $9,654,351.64. The trade was a 9.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions 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 of the company’s stock, valued at $2,564,574.20. The trade was a 86.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 78,096 shares of company stock worth $28,760,941 over the last quarter. Insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Several hedge funds have recently bought and sold shares of MTSI. Vanguard Group Inc. lifted its stake in MACOM Technology Solutions by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after purchasing an additional 157,343 shares in the last quarter. Price T Rowe Associates Inc. MD grew its position in shares of MACOM Technology Solutions by 7.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after purchasing an additional 136,262 shares in the last quarter. Geode Capital Management LLC grew its position in shares of MACOM Technology Solutions by 3.0% during the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares in the last quarter. GW&K Investment Management LLC grew its position in shares of MACOM Technology Solutions by 6.1% during the 4th quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after purchasing an additional 70,167 shares in the last quarter. Finally, Wellington Management Group LLP increased its holdings in shares of MACOM Technology Solutions by 3.0% in the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock worth $173,947,000 after purchasing an additional 29,131 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.