MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $260.00

MACOM Technology Solutions (NASDAQ:MTSI) had its price target lifted by Bank of America from $220.00 to $260.00 in a research report sent to investors on Wednesday,Benzinga reports. They currently have a buy rating on the semiconductor company’s stock.

MTSI has been the topic of a number of other research reports. Stifel Nicolaus upped their target price on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a report on Friday, January 16th. Weiss Ratings lowered shares of MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 12th. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, December 31st. Barclays upped their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Finally, Susquehanna initiated coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $190.50.

MACOM Technology Solutions Stock Down 2.2%

Shares of NASDAQ:MTSI opened at $219.26 on Wednesday. The firm has a 50 day simple moving average of $182.24 and a 200 day simple moving average of $152.09. The company has a market cap of $16.45 billion, a PE ratio of -270.69, a price-to-earnings-growth ratio of 4.18 and a beta of 1.43. MACOM Technology Solutions has a 52 week low of $84.00 and a 52 week high of $230.82. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. The business had revenue of $261.17 million during the quarter, compared to analysts’ expectations of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.MACOM Technology Solutions’s revenue was up 3.6% compared to the same quarter last year. During the same quarter last year, the firm posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, research analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 121,067 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total value of $23,011,204.69. Following the completion of the sale, the insider owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Donghyun Thomas Hwang sold 4,372 shares of the company’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $185.63, for a total value of $811,574.36. Following the sale, the senior vice president owned 43,878 shares of the company’s stock, valued at approximately $8,145,073.14. This trade represents a 9.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 784,982 shares of company stock worth $133,189,368 in the last 90 days. 16.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of large investors have recently added to or reduced their stakes in the stock. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions during the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC grew its stake in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the last quarter. Hantz Financial Services Inc. grew its stake in MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares during the last quarter. Smartleaf Asset Management LLC raised its holdings in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 150 shares during the period. Finally, Parkside Financial Bank & Trust lifted its position in MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 240 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

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.