MACOM Technology Solutions (NASDAQ:MTSI) Downgraded by Zacks Research to Hold

Zacks Research cut shares of MACOM Technology Solutions (NASDAQ:MTSI) from a strong-buy rating to a hold rating in a research note released on Thursday,Zacks.com reports.

Other research analysts have also recently issued research reports about the company. Barclays lifted their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. TD Cowen lifted their price objective on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Needham & Company LLC upped their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Susquehanna started 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. Finally, Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research report on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $190.50.

MACOM Technology Solutions Stock Down 3.8%

MACOM Technology Solutions stock opened at $219.06 on Thursday. The firm has a market capitalization of $16.43 billion, a price-to-earnings ratio of -270.44, a price-to-earnings-growth ratio of 4.25 and a beta of 1.43. The firm’s fifty day moving average price is $188.60 and its two-hundred day moving average price is $155.03. MACOM Technology Solutions has a 1-year low of $84.00 and a 1-year high of $231.75. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31.

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 predict that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 20,000 shares of the stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $175.73, for a total transaction of $3,514,600.00. Following the completion of the transaction, the chief executive officer directly owned 74,217 shares of the company’s stock, valued at $13,042,153.41. This represents a 21.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ambra R. Roth sold 17,268 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $160.91, for a total transaction of $2,778,593.88. Following the sale, the senior vice president owned 9,837 shares of the company’s stock, valued at approximately $1,582,871.67. The trade was a 63.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 589,907 shares of company stock valued at $104,362,167 in the last three months. Insiders own 0.36% of the company’s stock.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently made changes to their positions in the company. Advisory Services Network LLC bought a new position in shares of MACOM Technology Solutions during the 3rd quarter worth $25,000. Hantz Financial Services Inc. lifted its holdings in 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 during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in 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 purchasing an additional 93 shares during the last quarter. Bayforest Capital Ltd bought a new position in MACOM Technology Solutions during the fourth quarter worth about $39,000. Finally, Smartleaf Asset Management LLC increased its stake in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares in the last quarter. 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.