MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives $341.25 Average PT from Analysts

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has received a consensus recommendation of “Moderate Buy” from the fifteen research firms that are presently covering the stock, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold recommendation, nine have given a buy recommendation and two have given a strong buy recommendation to the company. The average twelve-month price objective among brokerages that have updated their coverage on the stock in the last year is $341.25.

A number of equities analysts recently issued reports on MTSI shares. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Susquehanna reduced their target price on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research note on Tuesday, July 21st. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 24th. BMO Capital Markets initiated coverage on shares of MACOM Technology Solutions in a research note on Friday, August 21st. They set a “market perform” rating and a $335.00 target price for the company. Finally, Barclays boosted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd.

Insider Activity at MACOM Technology Solutions

In other news, SVP Donghyun Hwang sold 2,620 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the firm’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the transaction, the chief operating officer directly owned 12,758 shares in the company, valued at approximately $3,511,001.60. This trade represents a 1.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 10,261 shares of company stock worth $3,484,495 in the last 90 days. 0.36% of the stock is owned by corporate insiders.

Institutional Trading of MACOM Technology Solutions

Large investors have recently modified their holdings of the company. Advisors Asset Management Inc. raised its position in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after buying an additional 13,215 shares in the last quarter. Focus Partners Wealth grew its position in shares of MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after buying an additional 3,694 shares in the last quarter. Cetera Investment Advisers purchased a new position in shares of MACOM Technology Solutions during the second quarter valued at $372,000. Finally, Marshall Wace LLP purchased a new position in shares of MACOM Technology Solutions during the second quarter valued at $544,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $268.95 on Tuesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The firm has a market capitalization of $20.54 billion, a P/E ratio of 86.48, a price-to-earnings-growth ratio of 1.49 and a beta of 1.71. MACOM Technology Solutions has a 1-year low of $121.97 and a 1-year high of $418.90. The company’s 50-day moving average is $287.61 and its 200 day moving average is $294.23.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. During the same quarter in the prior year, the firm posted $0.90 earnings per share. The company’s quarterly revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts forecast that MACOM Technology Solutions will post 4.26 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.