MACOM Technology Solutions (NASDAQ:MTSI) Raised to “Buy” at Wall Street Zen

MACOM Technology Solutions (NASDAQ:MTSI) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

Several other equities research analysts have also recently issued reports on the stock. Truist Financial raised their target price on shares of MACOM Technology Solutions from $136.00 to $154.00 and gave the stock a “buy” rating in a research report on Monday, July 7th. Bank of America raised their target price on shares of MACOM Technology Solutions from $140.00 to $160.00 and gave the stock a “buy” rating in a research report on Tuesday, June 24th. Stifel Nicolaus raised their target price on shares of MACOM Technology Solutions from $140.00 to $155.00 and gave the stock a “buy” rating in a research report on Friday, July 18th. TD Cowen initiated coverage on shares of MACOM Technology Solutions in a research report on Wednesday, October 1st. They issued a “buy” rating and a $150.00 target price on the stock. Finally, Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research report on Wednesday, August 20th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $146.56.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $122.18 on Friday. MACOM Technology Solutions has a 12-month low of $84.00 and a 12-month high of $152.50. The stock has a market capitalization of $9.10 billion, a P/E ratio of -120.97, a P/E/G ratio of 1.81 and a beta of 1.48. The firm’s 50-day moving average is $128.39 and its two-hundred day moving average is $124.03. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.01. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. The company had revenue of $252.08 million for the quarter, compared to analysts’ expectations of $249.89 million. During the same period last year, the company earned $0.66 EPS. The firm’s revenue for the quarter was up 32.3% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. Equities analysts predict that MACOM Technology Solutions will post 2.43 earnings per share for the current year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $132.43, for a total transaction of $19,920,650.32. Following the transaction, the insider directly owned 3,584,621 shares of the company’s stock, valued at $474,711,359.03. The trade was a 4.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders have sold 970,711 shares of company stock worth $128,686,483 over the last 90 days. Insiders own 16.30% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Opal Wealth Advisors LLC acquired a new position in MACOM Technology Solutions during the first quarter valued at approximately $25,000. Hantz Financial Services Inc. lifted its position in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 134 shares in the last quarter. SVB Wealth LLC acquired a new position in shares of MACOM Technology Solutions during the first quarter worth $34,000. Allworth Financial LP lifted its position in shares of MACOM Technology Solutions by 131.3% during the first quarter. Allworth Financial LP now owns 347 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 197 shares in the last quarter. Finally, Maseco LLP acquired a new position in shares of MACOM Technology Solutions during the second quarter worth $48,000. 76.14% of the stock is owned by institutional investors and hedge funds.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.