MACOM Technology Solutions (NASDAQ:MTSI) Price Target Raised to $215.00 at Stifel Nicolaus

MACOM Technology Solutions (NASDAQ:MTSI) had its price target hoisted by Stifel Nicolaus from $185.00 to $215.00 in a research note published on Friday,Benzinga reports. Stifel Nicolaus currently has a buy rating on the semiconductor company’s stock.

A number of other research firms also recently issued reports on MTSI. Truist Financial raised their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Barclays increased their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Susquehanna began coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price on the stock. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 31st. Finally, Weiss Ratings cut shares of MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $180.50.

MACOM Technology Solutions Price Performance

MTSI opened at $220.68 on Friday. The company’s 50-day simple moving average is $176.88 and its two-hundred day simple moving average is $149.21. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. The stock has a market capitalization of $16.54 billion, a P/E ratio of -272.44, a P/E/G ratio of 4.08 and a beta of 1.43. MACOM Technology Solutions has a 52-week low of $84.00 and a 52-week high of $225.34.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $261.17 million during the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same period in the previous year, the business posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, analysts predict that MACOM Technology Solutions will post 2.43 EPS for the current year.

Insider Activity at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 124,515 shares of MACOM Technology Solutions stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $148.02, for a total transaction of $18,430,710.30. Following the transaction, the insider directly owned 2,585,692 shares of the company’s stock, valued at $382,734,129.84. The trade was a 4.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold a total of 868,415 shares of company stock valued at $145,003,079 over the last 90 days. 16.30% of the stock is owned by company insiders.

Hedge Funds Weigh In On MACOM Technology Solutions

Several large investors have recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of MACOM Technology Solutions in the second quarter worth approximately $113,936,000. Wellington Management Group LLP lifted its stake in shares of MACOM Technology Solutions by 180.6% during the 3rd 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 in the last quarter. Rafferty Asset Management LLC bought a new position in MACOM Technology Solutions in the 3rd quarter worth $67,486,000. Vanguard Group Inc. increased its stake in MACOM Technology Solutions by 5.9% in the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after buying an additional 392,365 shares in the last quarter. Finally, Fiera Capital Corp purchased a new stake in MACOM Technology Solutions in the 2nd quarter worth $41,744,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company Profile

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.