Linden Thomas Advisory Services LLC Has $5.85 Million Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Linden Thomas Advisory Services LLC decreased its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 32.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 15,380 shares of the semiconductor company’s stock after selling 7,315 shares during the quarter. Linden Thomas Advisory Services LLC’s holdings in MACOM Technology Solutions were worth $5,850,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of MTSI. Advisors Asset Management Inc. raised its position in MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 161 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of MACOM Technology Solutions by 9.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after purchasing an additional 13,215 shares during the last quarter. Focus Partners Wealth boosted its stake in MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after acquiring an additional 3,694 shares during the last quarter. Cetera Investment Advisers bought a new position in shares of MACOM Technology Solutions in the 2nd quarter worth $372,000. Finally, Marshall Wace LLP acquired a new position in shares of MACOM Technology Solutions during the 2nd quarter worth about $544,000. 76.14% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on MTSI. Susquehanna cut their target price on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, August 5th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. JPMorgan Chase & Co. lifted their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Finally, Barclays lifted their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $331.36.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $310.75 on Thursday. The stock has a market cap of $23.73 billion, a PE ratio of 99.92, a P/E/G ratio of 1.92 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The firm has a 50-day moving average of $320.89 and a 200-day moving average of $288.92. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.28 and a 52-week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. The business had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. MACOM Technology Solutions’s quarterly revenue was up 35.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% 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 this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the chief financial officer owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. 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. Insiders have sold a total of 28,687 shares of company stock valued at $10,476,798 in the last ninety days. 0.36% of the stock is currently owned by corporate insiders.

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.