Rice Hall James & Associates LLC Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Rice Hall James & Associates LLC acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 2nd quarter, Holdings Channel reports. The fund acquired 10,719 shares of the semiconductor company’s stock, valued at approximately $4,077,000.

A number of other institutional investors also recently bought and sold shares of MTSI. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions during the 3rd quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter worth $30,000. GHP Investment Advisors Inc. acquired a new stake in shares of MACOM Technology Solutions during the first quarter worth $31,000. Bayforest Capital Ltd purchased a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at $39,000. Finally, Clearstead Advisors LLC grew its holdings in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have commented on MTSI. Needham & Company LLC lifted their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Susquehanna cut their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Barclays raised their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Truist Financial lifted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Benchmark assumed coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average target price of $341.82.

Insider Transactions at MACOM Technology Solutions

In related news, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the transaction, the chief executive officer directly owned 38,389 shares in the company, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the transaction, the senior vice president owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Trading Up 3.5%

NASDAQ MTSI opened at $327.53 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $118.28 and a 1 year high of $418.90. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The company has a market capitalization of $25.01 billion, a PE ratio of 105.32, a P/E/G ratio of 1.99 and a beta of 1.70. The company has a fifty day moving average of $318.11 and a 200 day moving average of $290.99.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same period last year, the firm earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research 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.