Charles Bland Sells 800 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Director Charles Bland sold 800 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total transaction of $304,000.00. Following the sale, the director directly owned 14,338 shares in the company, valued at approximately $5,448,440. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

MACOM Technology Solutions Stock Down 2.1%

MTSI traded down $7.96 during trading hours on Friday, hitting $375.60. 1,616,923 shares of the company’s stock were exchanged, compared to its average volume of 1,331,980. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.16 and a 12-month high of $401.24. The firm has a 50 day moving average of $261.12 and a 200 day moving average of $217.85. The firm has a market cap of $28.66 billion, a P/E ratio of 162.60, a price-to-earnings-growth ratio of 3.49 and a beta of 1.60. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. During the same period in the prior year, the firm earned $0.85 EPS. The firm’s revenue for the quarter was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.3 EPS for the current fiscal year.

More MACOM Technology Solutions News

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: MACOM reported stronger-than-expected fiscal Q2 results, with EPS of $1.09 topping estimates and revenue of $288.96 million also beating forecasts; revenue rose 22.5% year over year, reinforcing momentum in the business.
• Positive Sentiment: The company lifted Q3 2026 guidance to $1.31-$1.37 in EPS, signaling management confidence that recent demand trends can continue.
• Positive Sentiment: Analysts turned more constructive after earnings, including Truist raising its price target to $375 and keeping a buy rating, while Zacks Research upgraded the stock to strong-buy.
• Positive Sentiment: Zacks also highlighted MTSI as a high-efficiency and momentum name, which can attract additional trader interest. Article Title
• Neutral Sentiment: Insider selling by directors Charles R. Bland and Geoffrey Ribar may be a mild overhang, but the sales were relatively small versus their remaining holdings and occurred after the stock’s sharp rally.
• Neutral Sentiment: One Seeking Alpha piece argued the growth story may not justify the stock’s premium valuation, which could temper upside if investors start focusing more on price than execution. Article Title

Wall Street Analyst Weigh In

MTSI has been the topic of several recent research reports. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Jefferies Financial Group upped their target price on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Loop Capital initiated coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective on the stock. Bank of America increased their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Finally, Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $316.82.

Institutional Investors Weigh In On MACOM Technology Solutions

Large investors have recently modified their holdings of the company. GHP Investment Advisors Inc. purchased a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at approximately $31,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at approximately $30,000. Advisory Services Network LLC purchased a new position in shares of MACOM Technology Solutions in the 3rd quarter valued at $25,000. EverSource Wealth Advisors LLC grew its position in shares of MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the last quarter. Finally, Bayforest Capital Ltd purchased a new position in shares of MACOM Technology Solutions in the 4th quarter valued at $39,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

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.