Retirement Systems of Alabama Has $13.30 Million Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Retirement Systems of Alabama raised its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 106,834 shares of the semiconductor company’s stock after purchasing an additional 4,697 shares during the quarter. Retirement Systems of Alabama owned 0.14% of MACOM Technology Solutions worth $13,300,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the company. Norges Bank bought a new stake in MACOM Technology Solutions in the second quarter valued at approximately $113,936,000. Fiera Capital Corp acquired a new position in shares of MACOM Technology Solutions in the 2nd quarter worth approximately $41,744,000. Massachusetts Financial Services Co. MA boosted its stake in shares of MACOM Technology Solutions by 205.3% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock valued at $48,607,000 after purchasing an additional 262,557 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in shares of MACOM Technology Solutions by 52.2% in the 2nd quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company’s stock valued at $90,113,000 after purchasing an additional 215,578 shares during the last quarter. Finally, Geneva Capital Management LLC acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth $24,679,000. 76.14% of the stock is owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Up 0.1%

Shares of NASDAQ:MTSI opened at $219.20 on Wednesday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $230.82. The business’s 50 day simple moving average is $184.64 and its two-hundred day simple moving average is $153.44. The firm has a market cap of $16.44 billion, a P/E ratio of -270.61, a PEG ratio of 4.08 and a beta of 1.43.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 period last year, the business earned $0.73 EPS. MACOM Technology Solutions’s quarterly revenue was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling

In related news, SVP Donghyun Thomas Hwang sold 4,372 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $185.63, for a total value of $811,574.36. Following the transaction, the senior vice president owned 43,878 shares of the company’s stock, valued at approximately $8,145,073.14. This trade represents a 9.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, major shareholder Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total value of $23,011,204.69. Following the transaction, the insider owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. This trade represents a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 589,907 shares of company stock worth $104,362,167 over the last ninety days. Insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on MTSI shares. Needham & Company LLC upped their price target on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Barclays boosted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. TD Cowen raised their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions has an average rating of “Buy” and an average price target of $190.50.

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.