1,929 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Acquired by World Investment Advisors

World Investment Advisors bought a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the fourth quarter, according to its most recent filing with the SEC. The firm bought 1,929 shares of the semiconductor company’s stock, valued at approximately $312,000.

Other institutional investors also recently bought and sold shares of the company. Advisory Services Network LLC acquired a new stake in MACOM Technology Solutions in the 3rd quarter worth approximately $25,000. EverSource Wealth Advisors LLC boosted its stake in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares in the last quarter. Smartleaf Asset Management LLC boosted its stake in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in MACOM Technology Solutions in the 4th quarter worth approximately $39,000. Finally, Parkside Financial Bank & Trust boosted its stake in MACOM Technology Solutions by 282.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 240 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts recently commented on MTSI shares. Stifel Nicolaus lifted their target price on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Susquehanna lifted their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Loop Capital assumed coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price objective for the company. JPMorgan Chase & Co. lifted their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $316.82.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI opened at $380.45 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The firm has a market cap of $29.03 billion, a price-to-earnings ratio of 164.70, a price-to-earnings-growth ratio of 3.11 and a beta of 1.60. The company has a 50 day moving average price of $275.77 and a 200-day moving average price of $225.61. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $118.16 and a 1-year high of $401.24.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.02. The firm had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the firm earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.65 EPS for the current year.

Insider Activity

In other news, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the transaction, the director directly owned 6,781 shares of the company’s stock, valued at $2,564,574.20. The trade was a 86.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the transaction, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. This trade represents a 15.72% 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. Over the last 90 days, insiders sold 397,135 shares of company stock worth $107,430,282. 0.36% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions 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.