Silverberg Bernstein Capital Management LLC Has $15.89 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Silverberg Bernstein Capital Management LLC lifted its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 16.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 127,632 shares of the semiconductor company’s stock after acquiring an additional 17,590 shares during the quarter. MACOM Technology Solutions makes up approximately 9.6% of Silverberg Bernstein Capital Management LLC’s portfolio, making the stock its biggest position. Silverberg Bernstein Capital Management LLC owned 0.17% of MACOM Technology Solutions worth $15,889,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hantz Financial Services Inc. boosted its stake in shares of MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares in the last quarter. SVB Wealth LLC bought a new position in MACOM Technology Solutions in the 1st quarter valued at approximately $34,000. Maseco LLP bought a new position in MACOM Technology Solutions in the 2nd quarter valued at approximately $48,000. Advisors Asset Management Inc. boosted its position in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares during the period. Finally, Bessemer Group Inc. grew its holdings in MACOM Technology Solutions by 44.0% during the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after acquiring an additional 106 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 4,372 shares of MACOM Technology Solutions stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $185.63, for a total value of $811,574.36. Following the completion of the sale, the senior vice president directly owned 43,878 shares of the company’s stock, valued at approximately $8,145,073.14. The trade was a 9.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the transaction, the chief executive officer owned 54,217 shares in the company, valued at $9,388,215.72. This represents a 26.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,395,384 shares of company stock worth $216,284,885 over the last ninety days. 16.30% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Benchmark raised their price target on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Truist Financial reaffirmed a “buy” rating and set a $180.00 target price (up from $158.00) on shares of MACOM Technology Solutions in a report on Friday, November 7th. Susquehanna assumed coverage on MACOM Technology Solutions in a research report on Monday. They issued a “neutral” rating and a $200.00 price target on the stock. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Finally, Barclays lifted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $172.50.

MACOM Technology Solutions Stock Performance

MTSI stock opened at $168.31 on Thursday. The firm has a market cap of $12.61 billion, a PE ratio of -207.79, a price-to-earnings-growth ratio of 2.47 and a beta of 1.47. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. The stock has a 50-day moving average price of $159.67 and a 200-day moving average price of $141.71. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $190.95.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The business had revenue of $261.17 million during the quarter, compared to analysts’ expectations of $260.16 million. During the same quarter last year, the firm posted $0.73 earnings per share. The firm’s revenue was up 3.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.