E20 Capital Ltd Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

E20 Capital Ltd acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 136,829 shares of the semiconductor company’s stock, valued at approximately $30,386,000. MACOM Technology Solutions accounts for 2.9% of E20 Capital Ltd’s holdings, making the stock its 12th biggest holding.

Other hedge funds have also recently bought and sold shares of the company. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions during the 3rd quarter valued at about $25,000. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions during the fourth quarter worth about $30,000. GHP Investment Advisors Inc. purchased a new stake in MACOM Technology Solutions during the first quarter worth about $31,000. Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter worth about $39,000. Finally, Clearstead Advisors LLC lifted its position 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 worth $40,000 after purchasing an additional 144 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $248.71 on Friday. The business has a 50-day simple moving average of $338.90 and a 200-day simple moving average of $284.66. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $418.90. The company has a market cap of $18.98 billion, a PE ratio of 107.67, a P/E/G ratio of 1.88 and a beta of 1.65.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating the consensus estimate 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 $288.95 million for the quarter, compared to analysts’ expectations of $285.20 million. During the same quarter last year, the company earned $0.85 earnings per share. The firm’s revenue 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 forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Geoffrey G. Ribar sold 1,623 shares of MACOM Technology Solutions stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $361.84, for a total value of $587,266.32. Following the sale, 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 disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 74,378 shares of company stock valued at $27,732,022. Insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on MTSI shares. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, July 24th. Truist Financial raised their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Barclays boosted their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Finally, JPMorgan Chase & Co. increased their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $330.45.

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.