MACOM Technology Solutions (NASDAQ:MTSI) Hits New 12-Month High – Here’s What Happened

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) shares hit a new 52-week high during mid-day trading on Tuesday . The company traded as high as $258.98 and last traded at $258.54, with a volume of 1293670 shares traded. The stock had previously closed at $248.12.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. Truist Financial increased their target price on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research note on Friday, February 6th. TD Cowen upped their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. JPMorgan Chase & Co. boosted their target price on MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Finally, Susquehanna started coverage on MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $228.27.

MACOM Technology Solutions Stock Performance

The firm has a 50 day moving average of $215.16 and a 200-day moving average of $170.89. The company has a market cap of $19.39 billion, a P/E ratio of 121.38, a PEG ratio of 4.76 and a beta of 1.41. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business’s revenue for the quarter was up 24.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling

In other news, major shareholder Susan Ocampo sold 261,763 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the sale, the insider owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Over the last quarter, insiders have sold 1,053,314 shares of company stock worth $240,450,778. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Large investors have recently bought and sold shares of the business. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the 3rd quarter valued at $25,000. EverSource Wealth Advisors LLC lifted its stake in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Hantz Financial Services Inc. boosted its position in MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions in the fourth quarter valued at about $30,000. Finally, Smartleaf Asset Management LLC raised its holdings 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 worth $36,000 after purchasing an additional 150 shares in the last quarter. Institutional investors own 76.14% of the company’s stock.

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.