Sigma Planning Corp Invests $779,000 in MACOM Technology Solutions Holdings, Inc. $MTSI

Sigma Planning Corp purchased a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 3,509 shares of the semiconductor company’s stock, valued at approximately $779,000.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after buying an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in shares of MACOM Technology Solutions by 7.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after acquiring an additional 136,262 shares during the period. Geode Capital Management LLC grew its holdings in shares of MACOM Technology Solutions by 3.0% during the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after acquiring an additional 37,222 shares during the period. GW&K Investment Management LLC raised its position in shares of MACOM Technology Solutions by 6.1% in the 4th quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock worth $208,609,000 after acquiring an additional 70,167 shares in the last quarter. Finally, Wellington Management Group LLP raised its position in shares of MACOM Technology Solutions by 3.0% in the 4th quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock worth $173,947,000 after acquiring an additional 29,131 shares in the last quarter. 76.14% of the stock is owned by institutional investors.

MACOM Technology Solutions Stock Performance

Shares of MTSI opened at $267.36 on Monday. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The business’s 50 day moving average price is $358.21 and its 200-day moving average price is $278.84. 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 $20.40 billion, a P/E ratio of 115.74, a P/E/G ratio of 2.19 and a beta of 1.65.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.95 million during 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%.The firm’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same quarter last year, the company earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on MTSI shares. Barclays lifted their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Loop Capital started coverage on MACOM Technology Solutions in a report on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective for the company. JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Finally, Bank of America upped their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus price target of $335.00.

Insider Transactions at MACOM Technology Solutions

In other news, Director Peter Y. Chung sold 43,268 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was 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 in the company, valued at $2,564,574.20. This trade represents a 86.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This represents a 8.09% 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. In the last 90 days, insiders sold 78,096 shares of company stock valued at $28,760,941. 0.36% of the stock is currently owned by corporate insiders.

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.