Geneva Capital Management LLC Has $51.58 Million Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Geneva Capital Management LLC boosted its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 140.5% in the third quarter, HoldingsChannel reports. The firm owned 414,297 shares of the semiconductor company’s stock after purchasing an additional 242,067 shares during the quarter. Geneva Capital Management LLC’s holdings in MACOM Technology Solutions were worth $51,576,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Merit Financial Group LLC raised its position in shares of MACOM Technology Solutions by 3.9% in the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after purchasing an additional 68 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after buying an additional 93 shares during the period. Wedmont Private Capital boosted its holdings in shares of MACOM Technology Solutions by 5.4% during the 3rd quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock worth $246,000 after buying an additional 99 shares during the period. ProShare Advisors LLC grew its stake in MACOM Technology Solutions by 4.1% in the 2nd quarter. ProShare Advisors LLC now owns 2,638 shares of the semiconductor company’s stock valued at $378,000 after buying an additional 105 shares during the last quarter. Finally, Stephens Inc. AR raised its holdings in MACOM Technology Solutions by 6.6% in the 3rd quarter. Stephens Inc. AR now owns 1,705 shares of the semiconductor company’s stock valued at $212,000 after acquiring an additional 105 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have issued reports on MTSI shares. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Benchmark lifted their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Truist Financial boosted their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Finally, Jefferies Financial Group increased their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $228.27.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ:MTSI opened at $220.59 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $258.98. The company’s 50 day moving average price is $221.24 and its two-hundred day moving average price is $175.23. The firm has a market cap of $16.55 billion, a PE ratio of 103.56, a PEG ratio of 4.17 and a beta of 1.41. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The firm’s quarterly revenue was up 24.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Insider Buying and Selling

In other news, COO Robert Dennehy sold 18,398 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the sale, the chief operating officer directly owned 12,864 shares in the company, valued at approximately $3,154,896. This represents a 58.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO John Kober sold 7,196 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.07, for a total value of $1,749,131.72. Following the sale, the chief financial officer directly owned 48,508 shares in the company, valued at approximately $11,790,839.56. This trade represents a 12.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 753,113 shares of company stock valued at $184,368,095 over the last 90 days. 0.36% of the stock is currently owned by insiders.

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.