Kennedy Capital Management LLC Acquires 44,159 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Kennedy Capital Management LLC increased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 47.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 136,982 shares of the semiconductor company’s stock after buying an additional 44,159 shares during the quarter. Kennedy Capital Management LLC owned 0.18% of MACOM Technology Solutions worth $17,053,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of MTSI. Principal Financial Group Inc. boosted its stake in shares of MACOM Technology Solutions by 5.1% during the third quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock valued at $17,693,000 after purchasing an additional 6,874 shares in the last quarter. Bryce Point Capital LLC bought a new position in MACOM Technology Solutions in the 3rd quarter valued at approximately $572,000. Ethic Inc. acquired a new stake in MACOM Technology Solutions during the 3rd quarter worth approximately $1,208,000. Hantz Financial Services Inc. grew its holdings in MACOM Technology Solutions by 2,180.1% during the 3rd quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock worth $599,000 after acquiring an additional 4,600 shares during the last quarter. Finally, New York State Common Retirement Fund grew its holdings in MACOM Technology Solutions by 3.9% during the 3rd quarter. New York State Common Retirement Fund now owns 354,494 shares of the semiconductor company’s stock worth $44,131,000 after acquiring an additional 13,321 shares during the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at MACOM Technology Solutions

In other news, COO Robert Dennehy sold 18,398 shares of MACOM Technology Solutions stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the completion of the sale, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. The trade was a 58.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, major shareholder Susan Ocampo sold 261,763 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the transaction, the insider owned 3,759,895 shares in the company, valued at $956,630,084.85. The trade was a 6.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 753,113 shares of company stock valued at $184,368,095 over the last ninety days. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Trading Up 2.7%

NASDAQ MTSI traded up $5.90 during mid-day trading on Friday, reaching $221.84. 89,027 shares of the stock were exchanged, compared to its average volume of 1,423,652. The stock has a market cap of $16.64 billion, a P/E ratio of 104.15, a P/E/G ratio of 4.25 and a beta of 1.41. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $258.98. The stock has a 50 day simple moving average of $223.16 and a 200-day simple moving average of $175.84.

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

Analyst Upgrades and Downgrades

MTSI has been the subject of several analyst reports. Bank of America raised their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Zacks Research downgraded MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. raised their target price on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $250.00 price target on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average target price of $228.27.

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.