World Investment Advisors Takes $312,000 Position in MACOM Technology Solutions Holdings, Inc. $MTSI

World Investment Advisors bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,929 shares of the semiconductor company’s stock, valued at approximately $312,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. HighPoint Advisor Group LLC increased its stake in MACOM Technology Solutions by 13.8% in the 4th quarter. HighPoint Advisor Group LLC now owns 3,026 shares of the semiconductor company’s stock worth $518,000 after buying an additional 368 shares during the period. ABC Arbitrage SA purchased a new position in MACOM Technology Solutions in the 4th quarter worth about $253,000. Katamaran Capital LLP purchased a new position in MACOM Technology Solutions in the 4th quarter worth about $2,791,000. Swiss Life Asset Management Ltd increased its stake in MACOM Technology Solutions by 6.8% in the 4th quarter. Swiss Life Asset Management Ltd now owns 3,064 shares of the semiconductor company’s stock worth $525,000 after buying an additional 194 shares during the period. Finally, Ethic Inc. increased its stake in MACOM Technology Solutions by 13.7% in the 4th quarter. Ethic Inc. now owns 11,027 shares of the semiconductor company’s stock worth $1,889,000 after buying an additional 1,325 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insiders Place Their Bets

In other news, Director Charles R. Bland sold 800 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total value of $304,000.00. Following the sale, the director directly owned 14,338 shares in the company, valued at approximately $5,448,440. This trade represents a 5.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the sale, the chief financial officer owned 40,972 shares in the company, valued at $14,719,191. This represents a 15.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 397,135 shares of company stock worth $107,430,282. Insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on MTSI. Jefferies Financial Group raised their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Susquehanna raised their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Finally, Bank of America raised their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $316.82.

MACOM Technology Solutions Stock Up 1.3%

Shares of MACOM Technology Solutions stock opened at $380.45 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $118.16 and a 1 year high of $401.24. The firm’s 50-day moving average is $275.77 and its two-hundred day moving average is $225.61. The stock has a market cap of $29.03 billion, a price-to-earnings ratio of 164.70, a PEG ratio of 3.11 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.96 million for the quarter, compared to analysts’ expectations of $285.20 million. During the same period in the prior year, the business earned $0.85 EPS. The firm’s quarterly revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.65 earnings per share for the current fiscal year.

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.