MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) has received an average recommendation of “Moderate Buy” from the thirteen analysts that are currently covering the stock, MarketBeat Ratings reports. Three investment analysts have rated the stock with a hold rating, nine have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among brokerages that have issued ratings on the stock in the last year is $174.50.
A number of research firms have weighed in on MTSI. Susquehanna began coverage on shares of MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price objective for the company. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, December 22nd. Truist Financial increased their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, December 19th. Wall Street Zen lowered MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Benchmark lifted their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th.
Read Our Latest Stock Analysis on MTSI
MACOM Technology Solutions Stock Down 0.5%
MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analysts’ expectations of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, sell-side analysts predict that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.
Insider Transactions at MACOM Technology Solutions
In other news, SVP Ambra R. Roth sold 17,268 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total value of $2,778,593.88. Following the sale, the senior vice president owned 9,837 shares in the company, valued at approximately $1,582,871.67. This represents a 63.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the completion of the transaction, the chief executive officer owned 54,217 shares of the company’s stock, valued at $9,388,215.72. This trade represents a 26.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,395,384 shares of company stock valued at $216,284,885 over the last ninety days. 16.30% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On MACOM Technology Solutions
Large investors have recently added to or reduced their stakes in the company. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the third quarter valued at $25,000. EverSource Wealth Advisors LLC boosted its holdings in shares of MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the period. Hantz Financial Services Inc. grew its position in shares of MACOM Technology Solutions by 174.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares during the last quarter. SVB Wealth LLC acquired a new stake in MACOM Technology Solutions during the first quarter worth about $34,000. Finally, Smartleaf Asset Management LLC boosted its stake in MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares during the period. 76.14% of the stock is currently owned by institutional investors.
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.
Featured Stories
- Five stocks we like better than MACOM Technology Solutions
- Wall Street Stockpicker Names #1 Stock of 2026
- ALERT: Drop these 5 stocks before January 2026!
- The $650 Million Bet on AI’s Future
- Nvidia x 1,000,000
- GOLD ALERT
Receive News & Ratings for MACOM Technology Solutions Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for MACOM Technology Solutions and related companies with MarketBeat.com's FREE daily email newsletter.
