Analysts Set MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Target Price at $180.50

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have earned a consensus rating of “Moderate Buy” from the twelve research firms that are presently covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, one has issued a hold recommendation, eight have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $190.50.

MTSI has been the subject of several research reports. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Weiss Ratings cut shares of MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 12th. Barclays increased their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Finally, Needham & Company LLC boosted their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th.

Insider Activity

In other MACOM Technology Solutions news, SVP Ambra R. Roth sold 17,268 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the transaction, the senior vice president directly owned 9,837 shares in the company, valued at approximately $1,582,871.67. This represents a 63.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the sale, the insider owned 4,478,323 shares of the company’s stock, valued at approximately $851,194,852.61. This represents a 2.63% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 784,982 shares of company stock worth $133,189,368. Corporate insiders own 16.30% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Several institutional investors and hedge funds have recently made changes to their positions in MTSI. Vanguard Group Inc. boosted its position in shares of 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 purchasing an additional 392,365 shares during the last quarter. Invesco Ltd. lifted its stake in MACOM Technology Solutions by 3.2% in the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after buying an additional 106,004 shares during the period. Alliancebernstein L.P. boosted its holdings in MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after buying an additional 156,194 shares during the last quarter. Geode Capital Management LLC grew its position in shares of MACOM Technology Solutions by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock worth $165,177,000 after buying an additional 28,257 shares during the period. Finally, Wellington Management Group LLP increased its stake in shares of MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after acquiring an additional 634,903 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Trading Down 2.2%

MTSI stock opened at $219.26 on Monday. The business has a fifty day moving average price of $182.24 and a 200 day moving average price of $152.09. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. MACOM Technology Solutions has a fifty-two week low of $84.00 and a fifty-two week high of $230.82. The stock has a market capitalization of $16.45 billion, a price-to-earnings ratio of -270.69, a P/E/G ratio of 4.18 and a beta of 1.43.

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

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.