58,806 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Acquired by Swedbank AB

Swedbank AB purchased a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 58,806 shares of the semiconductor company’s stock, valued at approximately $13,059,000.

Other institutional investors have also added to or reduced their stakes in the company. Whale Rock Capital Management LLC purchased a new position in MACOM Technology Solutions in the 4th quarter worth about $134,164,000. Wellington Management Group LLP grew its stake in shares of MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after purchasing an additional 634,903 shares during the period. Bessemer Group Inc. increased its position in shares of MACOM Technology Solutions by 170,782.0% during the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after purchasing an additional 568,704 shares during the last quarter. Norges Bank purchased a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at about $97,397,000. Finally, FengHe Fund Management Pte. Ltd. bought a new position in shares of MACOM Technology Solutions in the 4th quarter worth approximately $90,663,000. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MTSI has been the topic of a number of research reports. Susquehanna raised their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Loop Capital initiated coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. JPMorgan Chase & Co. lifted their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Barclays upped their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $335.00.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, 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 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 trade represents a 86.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the transaction, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. The trade was a 29.19% decrease in their position. 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. Insiders have sold 78,096 shares of company stock valued at $28,760,941 over the last ninety days. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Up 4.0%

MTSI opened at $317.35 on Friday. The firm has a 50-day simple moving average of $360.78 and a two-hundred day simple moving average of $273.99. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90. The company has a market capitalization of $24.21 billion, a PE ratio of 137.38, a price-to-earnings-growth ratio of 2.50 and a beta of 1.65. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.

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 the consensus estimate 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 $288.95 million for the quarter, compared to analysts’ expectations of $285.20 million. During the same period in the prior year, the firm earned $0.85 EPS. The company’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. Analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

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.