Ranger Investment Management L.P. Invests $38.22 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Ranger Investment Management L.P. purchased a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 100,486 shares of the semiconductor company’s stock, valued at approximately $38,222,000. MACOM Technology Solutions accounts for approximately 2.4% of Ranger Investment Management L.P.’s portfolio, making the stock its 7th largest holding. Ranger Investment Management L.P. owned approximately 0.13% of MACOM Technology Solutions at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Advisory Services Network LLC bought a new position in MACOM Technology Solutions in the third quarter worth $25,000. Measured Wealth Private Client Group LLC bought a new stake in MACOM Technology Solutions in the 4th quarter valued at $30,000. GHP Investment Advisors Inc. bought a new stake in MACOM Technology Solutions in the 1st quarter valued at $31,000. Clearstead Advisors LLC raised its stake in shares of MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC acquired a new position in shares of MACOM Technology Solutions in the 4th quarter valued at $46,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. BMO Capital Markets assumed coverage on shares of MACOM Technology Solutions in a research report on Friday. They set a “market perform” rating and a $335.00 target price on the stock. 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. Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Finally, Barclays lifted their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $266.61 on Monday. The company’s fifty day moving average is $310.66 and its 200-day moving average is $292.36. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $121.97 and a 52 week high of $418.90. The company has a market capitalization of $20.36 billion, a PE ratio of 85.73, a P/E/G ratio of 1.53 and a beta of 1.70.

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

Insiders Place Their Bets

In other news, CFO John Kober sold 7,389 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. The trade was a 18.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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 sale, the senior vice president owned 29,756 shares in the company, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 25,837 shares of company stock valued at $9,204,236. 0.36% of the stock is currently owned by 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.