MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have received a consensus recommendation of “Moderate Buy” from the twelve research firms that are currently covering the company, Marketbeat.com reports. One analyst has rated the stock with a sell rating, one has issued a hold rating, nine have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $169.4444.

MTSI has been the topic of several recent research reports. Barclays raised their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Stifel Nicolaus raised their price objective on MACOM Technology Solutions from $140.00 to $155.00 and gave the company a “buy” rating in a research note on Friday, July 18th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. Needham & Company LLC increased their price target on MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Finally, Benchmark boosted their price objective on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th.

Insider Buying and Selling

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,424 shares of the business’s stock in a transaction on Monday, September 15th. The shares were sold at an average price of $132.43, for a total transaction of $19,920,650.32. Following the completion of the transaction, the insider owned 3,584,621 shares of the company’s stock, valued at $474,711,359.03. The trade was a 4.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last quarter, insiders have sold 1,571,218 shares of company stock valued at $213,986,333. Company insiders own 16.30% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of institutional investors have recently made changes to their positions in MTSI. Norges Bank bought a new stake in MACOM Technology Solutions during the 2nd quarter valued at approximately $113,936,000. Vanguard Group Inc. lifted its holdings in shares of MACOM Technology Solutions by 5.9% during the third quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after buying an additional 392,365 shares during the last quarter. Fiera Capital Corp acquired a new position in shares of MACOM Technology Solutions during the second quarter worth approximately $41,744,000. Massachusetts Financial Services Co. MA boosted its position in shares of MACOM Technology Solutions by 205.3% in the third quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock valued at $48,607,000 after acquiring an additional 262,557 shares during the period. Finally, AQR Capital Management LLC grew its stake in shares of MACOM Technology Solutions by 5,891.8% in the first quarter. AQR Capital Management LLC now owns 247,400 shares of the semiconductor company’s stock worth $23,510,000 after acquiring an additional 243,271 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

MACOM Technology Solutions Stock Performance

MTSI stock opened at $169.98 on Wednesday. The firm has a 50 day moving average of $137.17 and a two-hundred day moving average of $131.87. MACOM Technology Solutions has a 12 month low of $84.00 and a 12 month high of $179.38. The company has a market capitalization of $12.66 billion, a price-to-earnings ratio of -168.30, a P/E/G ratio of 2.26 and a beta of 1.52. The company has a quick ratio of 3.10, a current ratio of 3.83 and a debt-to-equity ratio of 0.32.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to the consensus estimate of $260.16 million. MACOM Technology Solutions had a negative net margin of 7.71% and a positive return on equity of 14.02%. MACOM Technology Solutions’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, equities analysts anticipate that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.