MACOM Technology Solutions (NASDAQ:MTSI) Rating Increased to Hold at BMO Capital Markets

BMO Capital Markets upgraded shares of MACOM Technology Solutions (NASDAQ:MTSI) to a hold rating in a research report report published on Thursday morning,Zacks.com reports.

Other equities analysts have also issued reports about the stock. Benchmark assumed coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price on the stock. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Truist Financial raised their price objective on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. JPMorgan Chase & Co. lifted their target price on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Trading Up 0.2%

NASDAQ MTSI opened at $266.61 on Thursday. The stock has a market cap of $20.36 billion, a PE ratio of 85.73, a PEG ratio of 1.53 and a beta of 1.70. MACOM Technology Solutions has a 12 month low of $121.97 and a 12 month high of $418.90. The company’s 50-day moving average price is $310.66 and its 200-day moving average price is $291.91. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. The company had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm’s revenue for the quarter was up 35.8% on a year-over-year basis. During the same quarter last year, the business posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities research analysts forecast that MACOM Technology Solutions will post 4.12 earnings per share for the current year.

Insider Activity at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. This trade represents a 18.03% 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 have sold a total of 25,837 shares of company stock valued at $9,204,236 over the last ninety days. 0.36% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in shares of MACOM Technology Solutions by 2.2% during 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 during the last quarter. Price T Rowe Associates Inc. MD boosted its position in MACOM Technology Solutions by 7.6% during the fourth 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 stake in MACOM Technology Solutions by 3.0% in the fourth 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 during the last quarter. GW&K Investment Management LLC grew its stake in MACOM Technology Solutions by 6.1% in the fourth 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 during the last quarter. Finally, Wellington Management Group LLP raised its holdings in 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 in the last quarter. 76.14% of the stock is owned by institutional investors.

About MACOM Technology Solutions

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.