Jefferies Financial Group Inc. Invests $1.69 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Jefferies Financial Group Inc. bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,438 shares of the semiconductor company’s stock, valued at approximately $1,688,000.

Several other institutional investors also recently added to or reduced their stakes in MTSI. Advisory Services Network LLC purchased a new stake in MACOM Technology Solutions in the 3rd quarter valued at about $25,000. Measured Wealth Private Client Group LLC purchased a new position in shares of MACOM Technology Solutions during the fourth quarter worth approximately $30,000. GHP Investment Advisors Inc. purchased a new position in shares of MACOM Technology Solutions during the first quarter worth approximately $31,000. Clearstead Advisors LLC increased its position 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 worth $40,000 after acquiring an additional 144 shares during the period. Finally, Los Angeles Capital Management LLC bought a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at approximately $46,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $265.27 on Friday. The stock’s 50-day moving average is $299.38 and its 200 day moving average is $293.35. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $121.97 and a 1-year high of $418.90. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The company has a market cap of $20.26 billion, a P/E ratio of 85.30, a PEG ratio of 1.52 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 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 the consensus estimate of $336.08 million. During the same period in the previous year, the company posted $0.90 earnings per share. The firm’s revenue 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. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently issued reports on MTSI shares. 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 report on Friday, May 8th. Weiss Ratings lowered shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, August 21st. Benchmark began coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price on the stock. Susquehanna cut their target price on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. Finally, Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Monday, August 24th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average price target of $341.25.

Insider Activity at MACOM Technology Solutions

In related news, CFO John Kober sold 7,389 shares of the company’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction 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. This represents a 18.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction dated 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. Insiders own 0.36% of the company’s stock.

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.