MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Polar Asset Management Partners Inc.

Posted by George Bondi on Jul 27th, 2026

Polar Asset Management Partners Inc. decreased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 61.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,786 shares of the semiconductor company’s stock after selling 44,690 shares during the quarter. Polar Asset Management Partners Inc.’s holdings in MACOM Technology Solutions were worth $6,170,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in MTSI. Vanguard Group Inc. boosted its position in shares of MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after buying an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in MACOM Technology Solutions by 7.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after acquiring an additional 136,262 shares during the period. Geode Capital Management LLC boosted its holdings in MACOM Technology Solutions by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after acquiring an additional 37,222 shares during the period. GW&K Investment Management LLC grew its position in MACOM Technology Solutions by 6.1% in the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after acquiring an additional 70,167 shares in the last quarter. Finally, Wellington Management Group LLP raised its stake in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock valued at $173,947,000 after purchasing an additional 29,131 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $266.99 on Monday. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The firm has a market cap of $20.37 billion, a P/E ratio of 115.58, a P/E/G ratio of 2.19 and a beta of 1.65. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $418.90. The business has a 50-day moving average price of $348.53 and a 200 day moving average price of $282.52.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same quarter last year, the business posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, sell-side analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In related news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the transaction, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Charles R. Bland sold 800 shares of MACOM Technology Solutions stock in a transaction on Wednesday, May 13th. The stock was 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. This represents a 5.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 78,096 shares of company stock worth $28,760,941. 0.36% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Loop Capital started 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. Finally, Susquehanna cut their target price on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $330.45.

Read Our Latest Research Report on MACOM Technology Solutions

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.