3,509 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Acquired by Sigma Planning Corp

Sigma Planning Corp bought a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 3,509 shares of the semiconductor company’s stock, valued at approximately $779,000.

Several other large investors have also recently made changes to their positions in the business. Advisory Services Network LLC bought a new position in shares of MACOM Technology Solutions during the 3rd quarter valued at $25,000. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions during the fourth quarter valued at about $30,000. GHP Investment Advisors Inc. purchased a new stake in MACOM Technology Solutions during the first quarter valued at about $31,000. Bayforest Capital Ltd bought a new position in shares of MACOM Technology Solutions during the fourth quarter valued at about $39,000. Finally, Clearstead Advisors LLC grew its stake in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have recently commented on MTSI. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Loop Capital started coverage on MACOM Technology Solutions in a research report on Friday, April 10th. They set a “buy” rating and a $300.00 price target on the stock. 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 note on Friday, May 8th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Finally, Needham & Company LLC boosted their price objective on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $335.00.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $276.74, for a total value of $1,028,919.32. Following the sale, the senior vice president directly owned 34,886 shares in the company, valued at approximately $9,654,351.64. This trade represents a 9.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the transaction, the chief financial officer directly owned 40,972 shares in the company, valued at $14,719,191. This trade 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. Insiders have sold a total of 78,096 shares of company stock worth $28,760,941 over the last three months. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Price Performance

MTSI stock opened at $267.36 on Monday. The stock has a market capitalization of $20.40 billion, a price-to-earnings ratio of 115.74, a PEG ratio of 2.19 and a beta of 1.65. The firm’s 50-day moving average price is $358.21 and its two-hundred day moving average price is $278.84. 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 Holdings, Inc. has a 12-month low of $118.16 and a 12-month high of $418.90.

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, topping analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.95 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. MACOM Technology Solutions’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current 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.