Mirae Asset Global Investments Co. Ltd. Sells 31,298 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Mirae Asset Global Investments Co. Ltd. lowered its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 27.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 80,784 shares of the semiconductor company’s stock after selling 31,298 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in MACOM Technology Solutions were worth $10,057,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of MTSI. Ethic Inc. acquired a new stake in shares of MACOM Technology Solutions in the 3rd quarter valued at approximately $1,208,000. Deltec Asset Management LLC acquired a new position in MACOM Technology Solutions during the 3rd quarter worth approximately $1,429,000. Pacer Advisors Inc. lifted its stake in MACOM Technology Solutions by 350.4% in the 3rd quarter. Pacer Advisors Inc. now owns 11,286 shares of the semiconductor company’s stock valued at $1,405,000 after purchasing an additional 8,780 shares during the last quarter. SG Americas Securities LLC boosted its position in MACOM Technology Solutions by 1,484.2% in the third quarter. SG Americas Securities LLC now owns 40,365 shares of the semiconductor company’s stock valued at $5,025,000 after buying an additional 37,817 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA grew its stake in shares of MACOM Technology Solutions by 205.3% during the third quarter. Massachusetts Financial Services Co. MA now owns 390,450 shares of the semiconductor company’s stock worth $48,607,000 after buying an additional 262,557 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on MTSI. Barclays upped their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Needham & Company LLC upped their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 31st. Truist Financial boosted their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Buy” and an average price target of $190.50.

MACOM Technology Solutions Trading Down 3.8%

Shares of MTSI stock opened at $219.06 on Friday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $231.75. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. The stock has a market cap of $16.43 billion, a price-to-earnings ratio of -270.44, a PEG ratio of 4.25 and a beta of 1.43. The stock has a 50-day moving average of $188.60 and a 200-day moving average of $155.03.

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

Insider Buying and Selling

In other MACOM Technology Solutions news, Director Charles R. Bland sold 4,000 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $165.00, for a total transaction of $660,000.00. Following the completion of the sale, the director directly owned 15,362 shares in the company, valued at approximately $2,534,730. This trade represents a 20.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the transaction, the chief executive officer directly owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. This trade represents a 26.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 589,907 shares of company stock worth $104,362,167. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions 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.