MACOM Technology Solutions (NASDAQ:MTSI) Stock Rating Upgraded by Wall Street Zen

MACOM Technology Solutions (NASDAQ:MTSI) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.

Other equities research analysts also recently issued research reports about the company. TD Cowen upped their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. 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 report on Friday, November 7th. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price for the company. Barclays raised their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Finally, Needham & Company LLC upped their price objective on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $174.50.

MACOM Technology Solutions Stock Up 4.3%

Shares of NASDAQ MTSI opened at $174.87 on Friday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The company has a 50-day moving average price of $171.18 and a 200-day moving average price of $146.82. The stock has a market capitalization of $13.10 billion, a P/E ratio of -215.89, a P/E/G ratio of 3.26 and a beta of 1.43. MACOM Technology Solutions has a 1 year low of $84.00 and a 1 year high of $190.95.

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

Insider Buying and Selling at MACOM Technology Solutions

In related news, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $173.16, for a total value of $3,463,200.00. Following the sale, the chief executive officer owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. The trade was a 26.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total value of $23,011,204.69. Following the completion of the transaction, the insider owned 4,478,323 shares in the company, valued at approximately $851,194,852.61. The trade was a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,177,908 shares of company stock valued at $187,371,182 in the last three months. 16.30% of the stock is owned by corporate insiders.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently made changes to their positions in the company. Norges Bank purchased a new position in shares of MACOM Technology Solutions during the 2nd quarter valued at $113,936,000. Wellington Management Group LLP lifted its holdings in MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after purchasing an additional 634,903 shares during the last quarter. Rafferty Asset Management LLC bought a new position in MACOM Technology Solutions during the third quarter worth about $67,486,000. Vanguard Group Inc. boosted its position in MACOM Technology Solutions by 5.9% during the third quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after purchasing an additional 392,365 shares during the period. Finally, Fiera Capital Corp purchased a new position in shares of MACOM Technology Solutions in the second quarter worth about $41,744,000. 76.14% of the stock is currently owned by institutional investors.

About MACOM Technology Solutions

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.