MidFirst Bank Acquires New Position in MACOM Technology Solutions Holdings, Inc. $MTSI

MidFirst Bank bought a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the fourth quarter, Holdings Channel reports. The firm bought 1,450 shares of the semiconductor company’s stock, valued at approximately $248,000.

Other large investors also recently bought and sold shares of the company. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions during the 3rd quarter valued at approximately $25,000. EverSource Wealth Advisors LLC lifted its stake in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after buying an additional 93 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter worth $30,000. Bayforest Capital Ltd purchased a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at $39,000. Finally, Clearstead Advisors LLC grew its holdings in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insider Activity

In other news, 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 transaction of $587,266.32. Following the transaction, the director owned 12,563 shares in the company, valued at $4,545,795.92. This trade represents a 11.44% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction 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 sale, the director directly owned 6,781 shares in the company, valued at $2,564,574.20. This represents a 86.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 75,476 shares of company stock worth $27,755,202. Insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on MTSI shares. Truist Financial raised their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Loop Capital initiated coverage on MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Finally, Barclays lifted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $321.36.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $391.41 on Monday. The stock has a market capitalization of $29.86 billion, a price-to-earnings ratio of 169.44, a PEG ratio of 3.21 and a beta of 1.66. The stock has a 50-day moving average of $338.58 and a 200 day moving average of $257.23. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. The company had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same period last year, the company earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

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.