Ranger Investment Management L.P. Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Ranger Investment Management L.P. bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 100,486 shares of the semiconductor company’s stock, valued at approximately $38,222,000. MACOM Technology Solutions comprises approximately 2.4% of Ranger Investment Management L.P.’s portfolio, making the stock its 7th biggest position.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MTSI. Swedbank AB bought a new stake in shares of MACOM Technology Solutions during the first quarter worth approximately $13,059,000. Principal Financial Group Inc. lifted its holdings in MACOM Technology Solutions by 41.7% in the first quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock valued at $43,337,000 after buying an additional 57,474 shares during the period. Azzad Asset Management Inc. ADV boosted its stake in MACOM Technology Solutions by 94.4% in the first quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock valued at $4,466,000 after acquiring an additional 9,767 shares during the last quarter. Fifth Third Bancorp boosted its stake in MACOM Technology Solutions by 2,385.6% in the first quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock valued at $4,101,000 after acquiring an additional 17,725 shares during the last quarter. Finally, Hsbc Holdings PLC grew its holdings in MACOM Technology Solutions by 5,004.6% during the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock worth $17,796,000 after acquiring an additional 100,893 shares during the period. 76.14% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on MTSI shares. Needham & Company LLC increased their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Benchmark began coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 price target for the company. Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. Barclays increased 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. Finally, Weiss Ratings lowered shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $341.25.

Insider Transactions at MACOM Technology Solutions

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 transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer owned 33,583 shares in the company, valued at approximately $10,950,744.64. This trade represents a 18.03% 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 three months, insiders sold 25,837 shares of company stock worth $9,204,236. 0.36% of the stock is owned by company insiders.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $266.61 on Monday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $121.97 and a 52-week high of $418.90. The stock has a market cap of $20.36 billion, a price-to-earnings ratio of 85.73, a PEG ratio of 1.53 and a beta of 1.70. The firm’s 50-day moving average is $310.66 and its 200-day moving average is $292.36. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The business had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.MACOM Technology Solutions’s quarterly revenue was up 35.8% on a year-over-year basis. During the same quarter last year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Sell-side analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current 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.