Panview Capital Ltd Acquires New Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Panview Capital Ltd acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 97,984 shares of the semiconductor company’s stock, valued at approximately $37,270,000. MACOM Technology Solutions makes up about 6.6% of Panview Capital Ltd’s investment portfolio, making the stock its 7th largest position. Panview Capital Ltd owned 0.13% of MACOM Technology Solutions at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Swedbank AB acquired a new stake in MACOM Technology Solutions in the 1st quarter valued at about $13,059,000. Principal Financial Group Inc. boosted its holdings in shares of MACOM Technology Solutions by 41.7% during the 1st quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock worth $43,337,000 after purchasing an additional 57,474 shares during the last quarter. Azzad Asset Management Inc. ADV boosted its holdings in shares of MACOM Technology Solutions by 94.4% during the 1st quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock worth $4,466,000 after purchasing an additional 9,767 shares during the last quarter. Fifth Third Bancorp grew its position in shares of MACOM Technology Solutions by 2,385.6% in the first quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock valued at $4,101,000 after purchasing an additional 17,725 shares in the last quarter. Finally, Hsbc Holdings PLC grew its position in shares of MACOM Technology Solutions by 5,004.6% in the fourth quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock valued at $17,796,000 after purchasing an additional 100,893 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Activity

In other news, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the transaction, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This represents a 29.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the transaction, the senior vice president owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 25,837 shares of company stock valued at $9,204,236 in the last quarter. Insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Truist Financial lifted their price objective on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. JPMorgan Chase & Co. upped their target price on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Benchmark started coverage on MACOM Technology Solutions in a research note on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price for the company. Needham & Company LLC lifted their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Finally, Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus price target of $341.25.

MACOM Technology Solutions Price Performance

MTSI stock opened at $266.61 on Monday. The firm has a market cap of $20.36 billion, a PE ratio of 85.73, a PEG ratio of 1.53 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The firm’s 50 day moving average price is $310.66 and its 200-day moving average price is $292.36. MACOM Technology Solutions Holdings, Inc. has a one year low of $121.97 and a one year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current year.

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.