Brokerages Set MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) PT at $228.27

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has been assigned a consensus recommendation of “Moderate Buy” from the thirteen ratings firms that are currently covering the firm, Marketbeat Ratings reports. Four analysts have rated the stock with a hold recommendation and nine have issued a buy recommendation on the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $228.2727.

Several equities research analysts recently issued reports on MTSI shares. Stifel Nicolaus lifted their price objective on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Benchmark upped their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Bank of America boosted their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Susquehanna started 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 on the stock.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $217.80 on Tuesday. MACOM Technology Solutions has a 1-year low of $84.00 and a 1-year high of $258.98. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The firm has a market capitalization of $16.34 billion, a PE ratio of 102.25, a price-to-earnings-growth ratio of 4.16 and a beta of 1.41. The firm’s 50 day simple moving average is $224.01 and its 200 day simple moving average is $176.81.

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

Insider Activity at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions 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 completion of the sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Robert Dennehy sold 18,398 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the transaction, the chief operating officer owned 12,864 shares of the company’s stock, valued at $3,154,896. This trade represents a 58.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 753,113 shares of company stock worth $184,368,095 in the last 90 days. 0.36% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC purchased a new position in shares of MACOM Technology Solutions in the 4th quarter worth about $30,000. Advisory Services Network LLC bought a new position in shares of MACOM Technology Solutions during the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC raised its holdings 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 valued at $27,000 after buying an additional 93 shares in the last quarter. Bayforest Capital Ltd bought a new stake in MACOM Technology Solutions in the 4th quarter worth approximately $39,000. Finally, Clearstead Advisors LLC lifted its position in MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after buying an additional 144 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

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.