Capital Research Global Investors Has $228.95 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Capital Research Global Investors lowered its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 12.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,336,714 shares of the semiconductor company’s stock after selling 196,146 shares during the period. Capital Research Global Investors’ holdings in MACOM Technology Solutions were worth $228,952,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of MTSI. Advisors Asset Management Inc. increased its holdings in shares of MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of MACOM Technology Solutions by 9.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after purchasing an additional 13,215 shares in the last quarter. Focus Partners Wealth increased its holdings in shares of MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after purchasing an additional 3,694 shares in the last quarter. Cetera Investment Advisers acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at approximately $372,000. Finally, Marshall Wace LLP acquired a new stake in shares of MACOM Technology Solutions in the second quarter valued at approximately $544,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MTSI. Needham & Company LLC raised their price target on shares of 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 lowered shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday. Truist Financial raised their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. JPMorgan Chase & Co. raised 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, Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $321.36.

Insider Activity at MACOM Technology Solutions

In other news, Director Geoffrey G. Ribar sold 1,623 shares of MACOM Technology Solutions stock in a transaction on Monday, May 11th. The shares were sold at an average price of $361.84, for a total transaction of $587,266.32. Following 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction on Monday, May 18th. The stock was 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 in the company, valued at approximately $14,719,191. This represents a 15.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 75,476 shares of company stock valued at $27,755,202. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $345.40 on Monday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week high of $418.90. The stock has a market cap of $26.35 billion, a PE ratio of 149.52, a PEG ratio of 2.83 and a beta of 1.66. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The firm’s 50 day moving average price is $310.09 and its two-hundred day moving average price is $242.56.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.96 million for the quarter, compared to analysts’ expectations of $285.20 million. During the same period last year, the firm earned $0.85 earnings per share. The business’s revenue for the quarter was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current 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.