North Dakota State Investment Board Takes $383,000 Position in MACOM Technology Solutions Holdings, Inc. $MTSI

North Dakota State Investment Board bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 4th quarter, Holdings Channel.com reports. The firm bought 2,237 shares of the semiconductor company’s stock, valued at approximately $383,000.

Several other institutional investors and hedge funds have also made changes to their positions in MTSI. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions in the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC lifted its holdings in shares of MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares during the last quarter. Smartleaf Asset Management LLC lifted its holdings in shares of MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares during the last quarter. Bayforest Capital Ltd acquired a new position in MACOM Technology Solutions in the 4th quarter valued at about $39,000. Finally, Parkside Financial Bank & Trust increased its position in MACOM Technology Solutions by 282.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 240 shares during the period. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $385.98 on Friday. The company has a market cap of $29.45 billion, a price-to-earnings ratio of 167.09, a price-to-earnings-growth ratio of 3.15 and a beta of 1.60. The stock has a 50 day simple moving average of $279.04 and a 200-day simple moving average of $226.73. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.16 and a 12-month high of $401.24. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29.

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

Analyst Upgrades and Downgrades

MTSI has been the topic of several recent research reports. Bank of America boosted their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Jefferies Financial Group boosted their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Stifel Nicolaus boosted their price target on MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Barclays upped their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Truist Financial boosted their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $321.36.

Insider Activity

In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the sale, the director owned 6,781 shares in the company, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Charles R. Bland sold 800 shares of the stock in a transaction on 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 owned 14,338 shares in the company, valued at approximately $5,448,440. This trade represents a 5.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 397,135 shares of company stock worth $107,430,282 in the last quarter. 0.36% of the stock is currently owned by corporate insiders.

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.