MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) Director Charles Bland sold 800 shares of the stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total transaction of $304,000.00. Following the completion of the transaction, the director directly owned 14,338 shares of the company’s stock, valued at approximately $5,448,440. The trade was a 5.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.
MACOM Technology Solutions Stock Down 2.1%
Shares of NASDAQ:MTSI opened at $375.60 on Friday. 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 12 month low of $118.16 and a 12 month high of $401.24. The company has a 50-day moving average price of $263.86 and a 200 day moving average price of $218.96. The company has a market cap of $28.66 billion, a price-to-earnings ratio of 162.60, a PEG ratio of 3.51 and a beta of 1.60.
MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last announced 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. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. During the same quarter last year, the firm earned $0.85 EPS. The firm’s revenue for the quarter 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, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.3 earnings per share for the current year.
Analyst Ratings Changes
Get Our Latest Analysis on MTSI
Institutional Inflows and Outflows
Several large investors have recently modified their holdings of MTSI. Whale Rock Capital Management LLC purchased a new position in shares of MACOM Technology Solutions during the fourth quarter valued at approximately $134,164,000. Wellington Management Group LLP boosted its position in shares of MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after buying an additional 634,903 shares during the period. Bessemer Group Inc. increased its position in shares of MACOM Technology Solutions by 170,782.0% during the fourth quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock worth $97,465,000 after acquiring an additional 568,704 shares during the period. Norges Bank purchased a new position in shares of MACOM Technology Solutions during the fourth quarter worth approximately $97,397,000. Finally, Rafferty Asset Management LLC purchased a new position in shares of MACOM Technology Solutions during the third quarter worth approximately $67,486,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.
MACOM Technology Solutions News Roundup
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
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.
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