2,995 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Bought by Global Retirement Partners LLC

Global Retirement Partners LLC purchased a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,995 shares of the semiconductor company’s stock, valued at approximately $1,139,000.

A number of other large investors have also recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp acquired a new position in MACOM Technology Solutions during the 2nd quarter worth $204,593,000. State of Wyoming acquired a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at about $237,000. GSA Capital Partners LLP acquired a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at about $477,000. One Wealth Advisors LLC bought a new position in shares of MACOM Technology Solutions during the second quarter worth about $318,000. Finally, Merit Financial Group LLC lifted its position in shares of MACOM Technology Solutions by 70.8% during the second quarter. Merit Financial Group LLC now owns 3,369 shares of the semiconductor company’s stock worth $1,281,000 after purchasing an additional 1,397 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the company’s stock in a transaction on Thursday, June 25th. The stock was 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 in the company, valued at $11,422,435.72. This represents a 8.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This represents a 29.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Barclays boosted their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Stifel Nicolaus increased their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Benchmark began coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price for the company. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $341.82.

MACOM Technology Solutions Trading Up 3.5%

NASDAQ MTSI opened at $327.53 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.28 and a one year high of $418.90. The company has a 50-day simple moving average of $318.11 and a 200-day simple moving average of $290.99. 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 market capitalization of $25.01 billion, a PE ratio of 105.32, a price-to-earnings-growth ratio of 1.99 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. During the same quarter last year, the company posted $0.90 earnings per share. MACOM Technology Solutions’s revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.76 earnings per share for the current year.

MACOM Technology Solutions Company 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.