Peregrine Capital Management LLC Sells 10,141 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Posted by George Bondi on Aug 13th, 2026

Peregrine Capital Management LLC trimmed its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 15.2% during the second quarter, Holdings Channel.com reports. The firm owned 56,469 shares of the semiconductor company’s stock after selling 10,141 shares during the period. MACOM Technology Solutions accounts for approximately 0.7% of Peregrine Capital Management LLC’s holdings, making the stock its 24th largest position. Peregrine Capital Management LLC’s holdings in MACOM Technology Solutions were worth $21,479,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions in the third quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC acquired a new position in MACOM Technology Solutions during the 4th quarter worth $30,000. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions during the 1st quarter worth $31,000. Bayforest Capital Ltd bought a new position in MACOM Technology Solutions in the 4th quarter valued at $39,000. Finally, Clearstead Advisors LLC boosted its position in MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have recently weighed in on MTSI. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Truist Financial raised their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 8th. Needham & Company LLC boosted their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Finally, Susquehanna lowered their price target on shares of 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. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $331.36.

Get Our Latest Research Report on MTSI

MACOM Technology Solutions Stock Up 3.6%

NASDAQ:MTSI opened at $310.75 on Thursday. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.28 and a 12-month high of $418.90. The stock’s fifty day simple moving average is $320.89 and its 200-day simple moving average is $288.92. The firm has a market capitalization of $23.73 billion, a P/E ratio of 99.92, a P/E/G ratio of 1.92 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its quarterly earnings data 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 business had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. During the same quarter in the prior year, the company posted $0.90 earnings per share. The firm’s 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. Equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Activity at MACOM Technology Solutions

In related news, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the transaction, the chief financial officer owned 40,972 shares of the company’s stock, valued at $14,719,191. This trade represents a 15.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the transaction, the chief executive officer owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This represents a 29.19% decrease in their position. 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 28,687 shares of company stock worth $10,476,798 in the last ninety days. Company insiders own 0.36% of the company’s stock.

About MACOM Technology Solutions

(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.