World Investment Advisors Invests $330,000 in MACOM Technology Solutions Holdings, Inc. $MTSI

World Investment Advisors bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 1,929 shares of the semiconductor company’s stock, valued at approximately $330,000.

Other hedge funds also recently added to or reduced their stakes in the company. Northwestern Mutual Investment Management Company LLC increased its holdings in shares of MACOM Technology Solutions by 0.4% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after acquiring an additional 53 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in MACOM Technology Solutions by 2.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after purchasing an additional 62 shares during the last quarter. O Shaughnessy Asset Management LLC increased its stake in MACOM Technology Solutions by 2.4% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after purchasing an additional 63 shares in the last quarter. Meeder Advisory Services Inc. increased its stake in MACOM Technology Solutions by 3.5% during the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock valued at $324,000 after purchasing an additional 63 shares in the last quarter. Finally, Larson Financial Group LLC raised its holdings in shares of MACOM Technology Solutions by 19.4% in the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock worth $52,000 after buying an additional 68 shares during the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

MACOM Technology Solutions Trading Up 4.6%

MACOM Technology Solutions stock opened at $390.19 on Friday. The firm has a market cap of $29.77 billion, a PE ratio of 168.91, a P/E/G ratio of 3.06 and a beta of 1.66. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $118.16 and a 12 month high of $418.90. The stock’s 50 day simple moving average is $348.54 and its two-hundred day simple moving average is $262.86. 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 posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating 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 firm had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. During the same period in the previous year, the firm earned $0.85 EPS. The business’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. Analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of MACOM Technology Solutions stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value 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. This represents a 86.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 75,476 shares of company stock valued at $27,755,202 in the last ninety days. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on MTSI shares. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Barclays raised their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Susquehanna lifted their price target on MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. JPMorgan Chase & Co. boosted their price target 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. Finally, Bank of America increased their price objective on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $335.00.

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.