Panview Capital Ltd Buys New Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Panview Capital Ltd bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 97,984 shares of the semiconductor company’s stock, valued at approximately $37,270,000. MACOM Technology Solutions accounts for approximately 6.6% of Panview Capital Ltd’s investment portfolio, making the stock its 7th biggest holding.

A number of other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after buying an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in shares of MACOM Technology Solutions by 7.6% in 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 buying an additional 136,262 shares during the period. Geode Capital Management LLC raised its holdings in shares of MACOM Technology Solutions by 3.0% in 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 buying an additional 37,222 shares during the period. GW&K Investment Management LLC lifted its stake in 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 worth $208,609,000 after acquiring an additional 70,167 shares in the last quarter. Finally, Wellington Management Group LLP lifted its stake in MACOM Technology Solutions by 3.0% during the 4th quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock worth $173,947,000 after acquiring an additional 29,131 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages recently commented on MTSI. Stifel Nicolaus raised their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. BMO Capital Markets initiated coverage on shares of MACOM Technology Solutions in a research report on Friday. They set a “market perform” rating and a $335.00 price target on the stock. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. Finally, Truist Financial lifted their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average target price of $341.25.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the sale, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on Friday, May 29th. The shares were 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 owned 38,389 shares in the company, valued at $14,040,776.75. The trade was a 29.19% decrease in their ownership of the stock. 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. In the last three months, insiders have sold 25,837 shares of company stock valued at $9,204,236. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Price Performance

MTSI stock opened at $266.61 on Monday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The firm has a market capitalization of $20.36 billion, a P/E ratio of 85.73, a P/E/G ratio of 1.53 and a beta of 1.70. The business’s 50-day moving average is $310.66 and its two-hundred day moving average is $292.36. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $121.97 and a 1 year high of $418.90.

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

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.