Lisanti Capital Growth LLC Invests $1.41 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Lisanti Capital Growth LLC bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 3,695 shares of the semiconductor company’s stock, valued at approximately $1,405,000.

Several other hedge funds have also bought and sold shares of MTSI. one8zero8 LLC bought a new position in MACOM Technology Solutions during the second quarter worth about $437,000. West Family Investments Inc. bought a new stake in MACOM Technology Solutions in the second quarter valued at approximately $234,000. NewEdge Wealth LLC acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at approximately $667,000. Timothy G. Youngquist 2020 Irrevocable Trust acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at approximately $736,000. Finally, Meeder Advisory Services Inc. acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at approximately $748,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Trading Down 7.8%

Shares of MACOM Technology Solutions stock opened at $269.98 on Thursday. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.28 and a 12-month high of $418.90. The company has a market capitalization of $20.62 billion, a price-to-earnings ratio of 86.81, a PEG ratio of 1.68 and a beta of 1.70. The firm’s 50-day moving average price is $315.10 and its two-hundred day moving average price is $291.76.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. During the same period in the previous year, the company earned $0.90 EPS. The business’s revenue for the quarter was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Susquehanna decreased their target price on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Barclays raised their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, August 5th. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Truist Financial raised 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 note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $341.82.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction on 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 transaction, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 25,837 shares of company stock worth $9,204,236 over the last three months. Insiders own 0.36% 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.