MACOM Technology Solutions (NASDAQ:MTSI) CFO Sells $2,409,405.12 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) CFO John Kober sold 7,389 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the sale, the chief financial officer owned 33,583 shares in the company, valued at $10,950,744.64. This represents a 18.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

MACOM Technology Solutions Price Performance

MTSI opened at $266.61 on Friday. The stock’s 50-day moving average price is $310.66 and its 200 day moving average price is $291.91. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $121.97 and a 12-month high of $418.90. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The firm has a market cap of $20.36 billion, a price-to-earnings ratio of 85.73, a PEG ratio of 1.53 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its 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 company had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.MACOM Technology Solutions’s revenue for the quarter was up 35.8% on a year-over-year basis. During the same period last year, the business posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current year.

Institutional Investors Weigh In On MACOM Technology Solutions

Hedge funds have recently bought and sold shares of the stock. Whale Rock Capital Management LLC purchased a new position in shares of MACOM Technology Solutions in the 4th quarter valued at about $134,164,000. Jupiter Topco LLC purchased a new stake in shares of MACOM Technology Solutions during the second quarter worth approximately $256,612,000. Bank of America Corp DE purchased a new stake in shares of MACOM Technology Solutions during the second quarter worth approximately $247,732,000. Wellington Management Group LLP raised its holdings in MACOM Technology Solutions by 180.6% in the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after acquiring an additional 634,903 shares in the last quarter. Finally, Bessemer Group Inc. raised its holdings in MACOM Technology Solutions by 170,782.0% in the fourth quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after acquiring an additional 568,704 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on MTSI shares. Benchmark began coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 price objective for the company. Stifel Nicolaus upped their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Susquehanna reduced 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. BMO Capital Markets assumed coverage on shares of MACOM Technology Solutions in a research report on Friday. They issued a “market perform” rating and a $335.00 price target for the company. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average price target of $341.25.

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.