MACOM Technology Solutions (NASDAQ:MTSI) Sets New 12-Month High – Time to Buy?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)’s stock price hit a new 52-week high during trading on Monday . The stock traded as high as $296.86 and last traded at $294.5940, with a volume of 153264 shares. The stock had previously closed at $284.18.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on MTSI shares. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Needham & Company LLC reissued a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a report on Friday, February 6th. Truist Financial boosted their target price on MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Stifel Nicolaus boosted their target price on MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, JPMorgan Chase & Co. boosted their target price on MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $251.45.

MACOM Technology Solutions Price Performance

The company has a market cap of $21.86 billion, a P/E ratio of 136.84, a PEG ratio of 4.72 and a beta of 1.60. The company has a fifty day simple moving average of $244.61 and a 200-day simple moving average of $205.85. 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 (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for 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 firm’s revenue was up 24.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, sell-side analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.2 earnings per share for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total value of $66,600,360.09. Following the transaction, the insider owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. This represents a 6.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO John Kober sold 7,196 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the transaction, the chief financial officer directly owned 48,508 shares in the company, valued at $11,790,839.56. This represents a 12.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 747,839 shares of company stock valued at $183,175,854. Corporate insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Principal Financial Group Inc. grew its position in MACOM Technology Solutions by 5.1% during the 3rd quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after purchasing an additional 6,874 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in MACOM Technology Solutions by 22.4% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 98,880 shares of the semiconductor company’s stock worth $16,936,000 after purchasing an additional 18,096 shares in the last quarter. Bryce Point Capital LLC purchased a new position in MACOM Technology Solutions during the 3rd quarter worth approximately $572,000. Hantz Financial Services Inc. grew its position 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 purchasing an additional 4,600 shares in the last quarter. Finally, SG Americas Securities LLC grew its position in MACOM Technology Solutions by 33.9% during the 4th quarter. SG Americas Securities LLC now owns 54,033 shares of the semiconductor company’s stock worth $9,255,000 after purchasing an additional 13,668 shares in the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

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.