MACOM Technology Solutions Holdings, Inc. $MTSI Position Raised by ProShare Advisors LLC

Posted by Geri Gentry on Nov 6th, 2026

ProShare Advisors LLC boosted its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 41.6% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,040 shares of the semiconductor company’s stock after purchasing an additional 2,950 shares during the quarter. ProShare Advisors LLC’s holdings in MACOM Technology Solutions were worth $2,860,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in MTSI. Vise Technologies Inc. boosted its position in shares of MACOM Technology Solutions by 41.1% in the 3rd quarter. Vise Technologies Inc. now owns 3,442 shares of the semiconductor company’s stock worth $980,000 after purchasing an additional 1,003 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al increased its position in MACOM Technology Solutions by 28.6% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 18,900 shares of the semiconductor company’s stock valued at $5,383,000 after buying an additional 4,200 shares in the last quarter. North Dakota State Investment Board increased its position in MACOM Technology Solutions by 4.6% during the 3rd quarter. North Dakota State Investment Board now owns 2,061 shares of the semiconductor company’s stock valued at $587,000 after buying an additional 90 shares in the last quarter. MBL Wealth LLC increased its position in MACOM Technology Solutions by 207.1% during the 3rd quarter. MBL Wealth LLC now owns 2,690 shares of the semiconductor company’s stock valued at $766,000 after buying an additional 1,814 shares in the last quarter. Finally, SBI Securities Co. Ltd. raised its stake in MACOM Technology Solutions by 14.5% during the third quarter. SBI Securities Co. Ltd. now owns 394 shares of the semiconductor company’s stock valued at $112,000 after buying an additional 50 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, COO Robert Dennehy sold 252 shares of the stock in a transaction 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 sale, 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ambra Roth sold 653 shares of MACOM Technology Solutions stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $300.00, for a total value of $195,900.00. Following the completion of the sale, the senior vice president directly owned 9,184 shares of the company’s stock, valued at approximately $2,755,200. The trade was a 6.64% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 9,321 shares of company stock worth $2,917,644. Insiders own 0.36% of the company’s stock.

Key Stories Impacting MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

Positive Sentiment: Fiscal Q4 adjusted EPS was $2.09, topping the $2.00 consensus, while revenue of $424.82 million exceeded estimates of $420.35 million and increased 62.6% year over year. Article: M/A-Com Beats Q4 Earnings and Revenue Estimates
Positive Sentiment: For fiscal Q1 2027, MACOM guided to EPS of $2.21–$2.29, above the $1.96 consensus, and revenue of $450–$460 million, versus expectations of $431.1 million. This outlook points to continued growth.
Negative Sentiment: Shares declined sharply despite the earnings beat and upbeat outlook. Needham lowered its price target to $300 from $410, while retaining a Buy rating; the reduced target may have added pressure. Article: Needham & Company analyst ratings

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on MTSI shares. Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Susquehanna restated a “neutral” rating and set a $220.00 price target on shares of MACOM Technology Solutions in a report on Thursday. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. BMO Capital Markets raised MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $335.00 price target for the company in a research report on Friday, September 18th. Finally, Raymond James Financial upgraded shares of MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $300.00 price target on the stock in a research note on Tuesday, October 27th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $316.54.

View Our Latest Stock Report on MTSI

MACOM Technology Solutions Trading Down 18.4%

NASDAQ:MTSI opened at $190.35 on Friday. The stock has a market cap of $14.54 billion, a price-to-earnings ratio of 61.21, a PEG ratio of 0.76 and a beta of 1.82. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The company’s 50 day moving average price is $272.25 and its 200-day moving average price is $282.87. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $150.80 and a 52 week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last announced its quarterly earnings data on Thursday, November 5th. The semiconductor company reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.00 by $0.09. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company had revenue of $424.82 million during the quarter, compared to analyst estimates of $420.35 million. During the same period in the previous year, the business earned $0.94 EPS. The firm’s revenue for the quarter was up 62.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2027 guidance at 2.210-2.290 EPS. On average, equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current fiscal year.

MACOM Technology Solutions Company Profile

(Free Report)

MACOM Technology Solutions Holdings, Inc develops and manufactures high-performance semiconductor products for applications involving radio frequency, microwave, millimeter-wave, analog, mixed-signal and optical technologies. Its offerings include integrated circuits, discrete components, modules and semiconductor devices designed to support communications, connectivity and sensing systems.

The company serves markets including telecommunications, data centers, aerospace and defense, industrial, automotive and consumer applications.