MACOM Technology Solutions (NASDAQ:MTSI) Reaches New 1-Year High – Still a Buy?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)’s share price hit a new 52-week high on Friday . The company traded as high as $231.20 and last traded at $225.06, with a volume of 38526 shares changing hands. The stock had previously closed at $227.73.

Wall Street Analysts Forecast Growth

MTSI has been the subject of a number of research analyst reports. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, December 31st. Stifel Nicolaus raised their price target on MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Benchmark upped their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Needham & Company LLC increased their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Finally, Truist Financial raised their target price on MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $190.50.

MACOM Technology Solutions Price Performance

The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. The stock has a market cap of $17.03 billion, a P/E ratio of -280.72, a P/E/G ratio of 4.22 and a beta of 1.43. The firm has a 50 day moving average price of $187.38 and a 200 day moving average price of $154.46.

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

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Charles R. Bland sold 4,000 shares of the stock in a transaction on Monday, November 24th. The stock was sold at an average price of $165.00, for a total value of $660,000.00. Following the completion of the sale, the director owned 15,362 shares in the company, valued at approximately $2,534,730. This represents a 20.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Stephen G. Daly sold 20,000 shares of the firm’s stock in a transaction dated 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 directly owned 54,217 shares in the company, valued at approximately $9,388,215.72. This represents a 26.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 589,907 shares of company stock valued at $104,362,167. Company insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Several institutional investors have recently made changes to their positions in the business. Sumitomo Mitsui Trust Group Inc. raised its stake in MACOM Technology Solutions by 2.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after purchasing an additional 62 shares during the period. Merit Financial Group LLC boosted its stake in MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock worth $228,000 after purchasing an additional 68 shares during the period. Larson Financial Group LLC grew its holdings in MACOM Technology Solutions by 19.4% during the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after buying an additional 68 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the last quarter. Finally, Wedmont Private Capital raised its position in shares of MACOM Technology Solutions by 5.4% during the third quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after buying an additional 99 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.