MACOM Technology Solutions Holdings, Inc. $MTSI Stock Holdings Increased by HighTower Advisors LLC

HighTower Advisors LLC grew its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 720.4% in the 4th quarter, Holdings Channel reports. The firm owned 33,979 shares of the semiconductor company’s stock after acquiring an additional 29,837 shares during the quarter. HighTower Advisors LLC’s holdings in MACOM Technology Solutions were worth $5,820,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Principal Financial Group Inc. grew its holdings in shares of MACOM Technology Solutions by 5.1% during the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock valued at $17,693,000 after purchasing an additional 6,874 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of MACOM Technology Solutions by 22.4% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock valued at $16,936,000 after purchasing an additional 18,096 shares during the last quarter. Bryce Point Capital LLC bought a new position in shares of MACOM Technology Solutions during the third quarter valued at approximately $572,000. Hantz Financial Services Inc. grew its holdings in shares of MACOM Technology Solutions by 2,180.1% during the third quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock valued at $599,000 after purchasing an additional 4,600 shares during the last quarter. Finally, SG Americas Securities LLC grew its holdings in shares of MACOM Technology Solutions by 33.9% during the fourth quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock valued at $9,255,000 after purchasing an additional 13,668 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently commented on MTSI. Bank of America upped their target price on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Needham & Company LLC upped their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a report on Friday, May 8th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Finally, Barclays upped their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $321.36.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $400.66 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.16 and a 12-month high of $418.90. The firm has a market capitalization of $30.57 billion, a price-to-earnings ratio of 173.45, a price-to-earnings-growth ratio of 3.39 and a beta of 1.60. The business has a 50 day simple moving average of $289.79 and a 200 day simple moving average of $232.45. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84.

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

Insiders Place Their Bets

In related news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total value 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. This represents a 86.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Geoffrey G. Ribar sold 1,623 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the transaction, the director directly owned 12,563 shares of the company’s stock, valued at $4,545,795.92. This trade represents a 11.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 59,648 shares of company stock worth $21,966,111. 0.36% of the stock is owned by company insiders.

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.