SummitTX Capital L.P. Takes $599,000 Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Posted by Brenda Bartman on Aug 1st, 2026

SummitTX Capital L.P. purchased a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 2,698 shares of the semiconductor company’s stock, valued at approximately $599,000.

Other large investors 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 worth $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at about $30,000. GHP Investment Advisors Inc. purchased a new stake in shares of MACOM Technology Solutions in the first quarter valued at about $31,000. Bayforest Capital Ltd purchased a new stake in shares of MACOM Technology Solutions in the fourth quarter valued at about $39,000. Finally, Clearstead Advisors LLC boosted its stake 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 buying an additional 144 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, July 24th. Loop Capital initiated coverage on MACOM Technology Solutions in a research note on Friday, April 10th. They set a “buy” rating and a $300.00 price objective for the company. Susquehanna decreased their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research report on Tuesday, July 21st. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Finally, Stifel Nicolaus boosted their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $330.45.

Read Our Latest Stock Analysis on MTSI

MACOM Technology Solutions Stock Up 1.1%

MTSI stock opened at $251.44 on Friday. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $418.90. The stock has a market capitalization of $19.18 billion, a PE ratio of 108.85, a price-to-earnings-growth ratio of 2.04 and a beta of 1.65. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The company has a fifty day moving average of $336.21 and a 200-day moving average of $284.43.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. During the same period in the previous year, the business posted $0.85 earnings per share. The business’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. As a group, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Insider Buying and Selling

In other news, CFO John Kober sold 7,644 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the transaction, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. This represents a 15.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas 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 value of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. This represents a 8.09% 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 have sold 74,378 shares of company stock worth $27,732,022 in the last three months. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Profile

(Free Report)

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.