3,929 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Purchased by American Capital Management Inc.

American Capital Management Inc. purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the first quarter, Holdings Channel.com reports. The institutional investor purchased 3,929 shares of the semiconductor company’s stock, valued at approximately $873,000.

Other large investors also recently bought and sold shares of the company. Swedbank AB purchased a new position in MACOM Technology Solutions in the 1st quarter worth about $13,059,000. Principal Financial Group Inc. boosted its position in MACOM Technology Solutions by 41.7% in the 1st quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock valued at $43,337,000 after buying an additional 57,474 shares during the period. Azzad Asset Management Inc. ADV boosted its position in MACOM Technology Solutions by 94.4% in the 1st quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock valued at $4,466,000 after buying an additional 9,767 shares during the period. Fifth Third Bancorp grew its stake in MACOM Technology Solutions by 2,385.6% in the 1st quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock worth $4,101,000 after acquiring an additional 17,725 shares in the last quarter. Finally, Hsbc Holdings PLC grew its stake in MACOM Technology Solutions by 5,004.6% in the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock worth $17,796,000 after acquiring an additional 100,893 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on MTSI shares. Susquehanna decreased their price target on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research note on Tuesday, July 21st. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Wall Street Zen lowered MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Loop Capital started coverage on MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $330.45.

Insider Transactions at MACOM Technology Solutions

In other news, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the transaction, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at $14,719,191. The trade was a 15.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 78,096 shares of company stock valued at $28,760,941. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Stock Down 1.5%

MACOM Technology Solutions stock opened at $263.08 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $118.16 and a 1-year high of $418.90. The business has a fifty day moving average price of $346.67 and a 200-day moving average price of $283.16. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. The stock has a market capitalization of $20.07 billion, a price-to-earnings ratio of 113.89, a PEG ratio of 2.19 and a beta of 1.65.

MACOM Technology Solutions (NASDAQ:MTSI) last released 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. The company had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. MACOM Technology Solutions’s revenue was up 22.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 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.