MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by Bessemer Group Inc.

Posted by Stanley Muller on May 16th, 2026

Bessemer Group Inc. increased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 170,782.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 569,037 shares of the semiconductor company’s stock after buying an additional 568,704 shares during the period. Bessemer Group Inc.’s holdings in MACOM Technology Solutions were worth $97,465,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Advisory Services Network LLC acquired a new stake in MACOM Technology Solutions during the third quarter worth about $25,000. EverSource Wealth Advisors LLC raised its stake in MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 93 shares during the period. Bayforest Capital Ltd acquired a new stake in MACOM Technology Solutions during the fourth quarter worth about $39,000. Smartleaf Asset Management LLC raised its stake in MACOM Technology Solutions by 108.7% during the third 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 raised its stake in MACOM Technology Solutions by 282.4% during the third 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 period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Activity at MACOM Technology Solutions

In other news, Director Geoffrey G. Ribar sold 2,244 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $253.59, for a total transaction of $569,055.96. Following the transaction, the director directly owned 13,410 shares of the company’s stock, valued at approximately $3,400,641.90. This trade represents a 14.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Robert Dennehy sold 18,398 shares of the firm’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the transaction, the chief operating officer directly owned 12,864 shares in the company, valued at $3,154,896. This trade represents a 58.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 434,103 shares of company stock valued at $109,578,263. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $375.60 on Friday. The firm has a market capitalization of $28.66 billion, a P/E ratio of 162.60, a PEG ratio of 3.51 and a beta of 1.60. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $401.24. The firm’s 50 day moving average is $263.86 and its two-hundred day moving average is $218.96.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same period last year, the company earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.3 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on MTSI shares. Stifel Nicolaus increased their price objective on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. JPMorgan Chase & Co. increased their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Truist Financial increased their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Needham & Company LLC increased their price objective on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Finally, Loop Capital initiated coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $316.82.

View Our Latest Analysis on MTSI

Key Headlines Impacting MACOM Technology Solutions

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

Positive Sentiment: MACOM reported stronger-than-expected fiscal Q2 results, with EPS of $1.09 topping estimates and revenue of $288.96 million also beating forecasts; revenue rose 22.5% year over year, reinforcing momentum in the business.
Positive Sentiment: The company lifted Q3 2026 guidance to $1.31-$1.37 in EPS, signaling management confidence that recent demand trends can continue.
Positive Sentiment: Analysts turned more constructive after earnings, including Truist raising its price target to $375 and keeping a buy rating, while Zacks Research upgraded the stock to strong-buy.
Positive Sentiment: Zacks also highlighted MTSI as a high-efficiency and momentum name, which can attract additional trader interest. Article Title
Neutral Sentiment: Insider selling by directors Charles R. Bland and Geoffrey Ribar may be a mild overhang, but the sales were relatively small versus their remaining holdings and occurred after the stock’s sharp rally.
Neutral Sentiment: One Seeking Alpha piece argued the growth story may not justify the stock’s premium valuation, which could temper upside if investors start focusing more on price than execution. Article Title

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.