Raiffeisen Bank International AG Sells 8,000 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Raiffeisen Bank International AG trimmed its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 16.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,600 shares of the semiconductor company’s stock after selling 8,000 shares during the period. Raiffeisen Bank International AG’s holdings in MACOM Technology Solutions were worth $14,755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. Advisory Services Network LLC purchased a new position in shares of MACOM Technology Solutions during the third quarter worth approximately $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at approximately $30,000. GHP Investment Advisors Inc. bought a new position in MACOM Technology Solutions in the first quarter worth approximately $31,000. Clearstead Advisors LLC grew its stake in MACOM Technology Solutions by 156.5% in the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC bought a new position in MACOM Technology Solutions in the fourth quarter worth approximately $46,000. 76.14% of the stock is currently owned by institutional investors.

Insider Activity

In related news, COO Robert Dennehy sold 252 shares of the firm’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the sale, the chief operating officer owned 12,758 shares of the company’s stock, valued at $3,511,001.60. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, CFO John Kober sold 7,389 shares of the firm’s stock in a transaction dated 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 in the company, valued at approximately $10,950,744.64. The trade was 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. In the last three months, insiders have sold 10,261 shares of company stock worth $3,484,495. 0.36% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 24th. Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, August 21st. JPMorgan Chase & Co. raised their price target on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Susquehanna decreased their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a report on Tuesday, July 21st. Finally, Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Two equities research analysts have 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 MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $341.25.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $259.95 on Friday. The firm has a market cap of $19.85 billion, a price-to-earnings ratio of 83.59, a PEG ratio of 1.43 and a beta of 1.71. The company’s 50 day moving average is $289.61 and its 200 day moving average is $294.40. 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 52-week low of $121.97 and a 52-week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued 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 company had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. MACOM Technology Solutions’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current fiscal 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.