New Age Alpha Advisors LLC Purchases New Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

New Age Alpha Advisors LLC purchased a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, Holdings Channel reports. The fund purchased 16,506 shares of the semiconductor company’s stock, valued at approximately $2,827,000.

Other large investors have also recently bought and sold shares of the company. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions during the third quarter valued at $25,000. EverSource Wealth Advisors LLC grew its stake in MACOM Technology Solutions by 75.6% in the third 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 in the last quarter. Bayforest Capital Ltd purchased a new position in MACOM Technology Solutions in the fourth quarter valued at about $39,000. Smartleaf Asset Management LLC grew its stake in MACOM Technology Solutions by 108.7% in the third 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 in the last quarter. Finally, Parkside Financial Bank & Trust grew its stake in MACOM Technology Solutions by 282.4% in the third quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 240 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Activity at MACOM Technology Solutions

In related news, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction dated 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 completion of the transaction, the director owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. The trade was a 86.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Charles R. Bland sold 800 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total value of $304,000.00. Following the transaction, the director directly owned 14,338 shares of the company’s stock, valued at $5,448,440. This represents a 5.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 78,046 shares of company stock worth $26,478,221 in the last 90 days. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Stock Performance

MTSI opened at $409.68 on Wednesday. The company has a market cap of $31.26 billion, a PE ratio of 177.35, a price-to-earnings-growth ratio of 3.20 and a beta of 1.60. The stock has a 50-day moving average of $286.28 and a 200-day moving average of $230.80. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week high of $413.75. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly 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. The company had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The firm’s revenue was up 22.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.65 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have commented on MTSI. Susquehanna boosted their target price on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. JPMorgan Chase & Co. boosted their target price on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Barclays boosted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. Finally, Bank of America upped their price target on 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 investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $321.36.

MACOM Technology Solutions 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.