2,800 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Bought by Pinnbrook Capital Management LP

Pinnbrook Capital Management LP bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 2,800 shares of the semiconductor company’s stock, valued at approximately $1,065,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Bell Investment Advisors Inc bought a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $49,000. GHP Investment Advisors Inc. acquired a new position in shares of MACOM Technology Solutions during the first quarter worth about $31,000. Keating Financial Advisory Services Inc. bought a new position in shares of MACOM Technology Solutions during the second quarter worth about $58,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of MACOM Technology Solutions during the second quarter worth about $67,000. Finally, Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions during the fourth quarter worth about $30,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Ratings Changes

MTSI has been the topic of several research reports. Stifel Nicolaus boosted their target price on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. 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 report on Friday, May 8th. Weiss Ratings lowered shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday. Finally, BMO Capital Markets assumed coverage on shares of MACOM Technology Solutions in a report on Friday. They set a “market perform” rating and a $335.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $341.25.

MACOM Technology Solutions Price Performance

NASDAQ:MTSI opened at $266.61 on Friday. 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 stock’s 50-day simple moving average is $310.66 and its 200 day simple moving average is $291.91. The company has a market cap of $20.36 billion, a P/E ratio of 85.73, a P/E/G ratio of 1.53 and a beta of 1.70. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $121.97 and a 52-week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The business had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. During the same quarter in the prior 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. As a group, sell-side analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Stephen G. Daly sold 15,828 shares of the company’s 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 sale, the chief executive officer owned 38,389 shares in the company, valued at $14,040,776.75. This represents a 29.19% decrease in their position. The sale 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. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the 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 completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 25,837 shares of company stock valued at $9,204,236 in the last 90 days. 0.36% of the stock is currently owned by insiders.

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.