Royal Bank of Canada Sells 10,101 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Posted by Brian Himes on Aug 7th, 2026

Royal Bank of Canada decreased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 11.5% during the first quarter, according to its most recent filing with the SEC. The firm owned 78,001 shares of the semiconductor company’s stock after selling 10,101 shares during the period. Royal Bank of Canada owned 0.10% of MACOM Technology Solutions worth $17,321,000 at the end of the most recent reporting period.

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

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $301.15 on Friday. The business’s fifty day simple moving average is $326.34 and its 200-day simple moving average is $286.63. The company has a market cap of $22.98 billion, a PE ratio of 130.37, a PEG ratio of 2.16 and a beta of 1.70. 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 $418.90.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The firm had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $335.53 million. During the same quarter last year, the firm earned $0.90 EPS. The business’s quarterly 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. Analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the sale, the chief financial officer owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. This trade represents a 15.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 dated Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the sale, the chief executive officer owned 38,389 shares in the company, valued at $14,040,776.75. The trade was a 29.19% 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. Insiders sold a total of 74,378 shares of company stock valued at $27,732,022 in the last 90 days. 0.36% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on MTSI. Needham & Company LLC boosted their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday. Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Barclays boosted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Finally, Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $331.36.

Check Out Our Latest Analysis on MTSI

Key MACOM Technology Solutions News

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

Positive Sentiment: MACOM reported fiscal third-quarter earnings of $1.40 per share, exceeding the $1.34–$1.35 analyst consensus. Revenue reached $342.24 million, above expectations of approximately $335.5 million and up 35.8% year over year; EPS also rose from $0.90 in the prior-year quarter. MACOM Reports Fiscal Third Quarter 2026 Financial Results
Positive Sentiment: The company issued substantially stronger fiscal fourth-quarter guidance, calling for EPS of $1.97 to $2.03 versus the $1.49 consensus estimate. Revenue guidance of $415 million to $425 million also significantly exceeds analysts’ forecast of $364.1 million, providing a major catalyst for investor optimism. M/A-Com Q3 Earnings and Revenues Surpass Estimates
Positive Sentiment: Needham raised its price target for MTSI from $400 to $410 and reiterated a “buy” rating, implying substantial potential upside from the referenced market price. The revision reinforces the view that MACOM’s earnings momentum and outlook justify a higher valuation. Needham Raises MACOM Price Target
Neutral Sentiment: The earnings release and related coverage identify the report as fiscal third-quarter results, while some headlines refer to Q2, creating a minor labeling inconsistency. The underlying financial figures and guidance remain the key market-moving information. MACOM Q3 2026 Earnings
Negative Sentiment: Despite the favorable results, MACOM trades at a high valuation, with a reported P/E ratio above 130. This could increase volatility or limit further gains if future results fail to sustain the company’s elevated growth expectations.

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.