Deltec Asset Management LLC Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Deltec Asset Management LLC acquired a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 11,480 shares of the semiconductor company’s stock, valued at approximately $1,429,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Advisors Asset Management Inc. increased its holdings 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 purchasing an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in MACOM Technology Solutions by 9.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after acquiring an additional 13,215 shares in the last quarter. Focus Partners Wealth lifted its stake in MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after acquiring an additional 3,694 shares during the last quarter. Strs Ohio acquired a new position in MACOM Technology Solutions during the 1st quarter worth approximately $3,303,000. Finally, Voya Investment Management LLC increased its position in shares of MACOM Technology Solutions by 14.9% in the 1st quarter. Voya Investment Management LLC now owns 7,783 shares of the semiconductor company’s stock valued at $781,000 after purchasing an additional 1,008 shares during the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 20,000 shares of the firm’s stock in a transaction on 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 directly owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. This trade represents a 26.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Ambra R. Roth sold 17,268 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the completion of the sale, the senior vice president directly owned 9,837 shares of the company’s stock, valued at $1,582,871.67. The trade was a 63.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,177,908 shares of company stock worth $187,371,182 over the last 90 days. 16.30% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

MTSI has been the subject of several recent analyst reports. Benchmark lifted their price objective on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Barclays lifted their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Truist Financial increased their price objective on MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, December 19th. Needham & Company LLC raised their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Finally, TD Cowen upped their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, MACOM Technology Solutions has an average rating of “Buy” and an average target price of $174.50.

MACOM Technology Solutions Stock Up 4.3%

Shares of NASDAQ MTSI opened at $174.87 on Friday. The business has a 50-day moving average price of $171.18 and a 200 day moving average price of $146.76. The stock has a market cap of $13.10 billion, a PE ratio of -215.89, a price-to-earnings-growth ratio of 3.26 and a beta of 1.43. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $190.95.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly 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. The company had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The firm’s revenue was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 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.