MACOM Technology Solutions (NASDAQ:MTSI) Given New $260.00 Price Target at Jefferies Financial Group

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective increased by stock analysts at Jefferies Financial Group from $185.00 to $260.00 in a research report issued on Monday,Benzinga reports. The firm currently has a “buy” rating on the semiconductor company’s stock. Jefferies Financial Group’s price target suggests a potential upside of 13.76% from the company’s previous close.

MTSI has been the topic of several other research reports. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday. Bank of America raised their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Truist Financial boosted their price target on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a report on Friday, December 19th. Finally, Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $196.82.

MACOM Technology Solutions Stock Up 4.3%

NASDAQ:MTSI traded up $9.50 during midday trading on Monday, reaching $228.56. The company had a trading volume of 1,879,763 shares, compared to its average volume of 1,525,528. The firm has a market capitalization of $17.14 billion, a price-to-earnings ratio of -282.17, a PEG ratio of 4.09 and a beta of 1.44. The stock’s fifty day simple moving average is $188.60 and its 200-day simple moving average is $155.28. MACOM Technology Solutions has a 12-month low of $84.00 and a 12-month high of $236.51. 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 issued its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analyst estimates 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 business’s revenue was up 3.6% compared to the same quarter last year. During the same period in the previous year, the business posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, sell-side analysts anticipate that MACOM Technology Solutions will post 2.43 earnings per share for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, CFO John Kober sold 18,506 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $167.58, for a total transaction of $3,101,235.48. Following the completion of the sale, the chief financial officer directly owned 57,387 shares in the company, valued at $9,616,913.46. The trade was a 24.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, major shareholder Susan Ocampo sold 121,067 shares of the company’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the sale, the insider directly owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. This trade represents a 2.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 589,907 shares of company stock worth $104,362,167 in the last quarter. 0.36% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

Several institutional investors and hedge funds have recently modified their holdings of the stock. Norges Bank purchased a new position in shares of MACOM Technology Solutions during the second quarter valued at approximately $113,936,000. Wellington Management Group LLP raised its position in MACOM Technology Solutions by 180.6% in the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after acquiring an additional 634,903 shares during the period. Rafferty Asset Management LLC bought a new position in shares of MACOM Technology Solutions during the 3rd quarter valued at approximately $67,486,000. FengHe Fund Management Pte. Ltd. purchased a new stake in shares of MACOM Technology Solutions during the fourth quarter worth about $90,663,000. Finally, Vanguard Group Inc. lifted its position in shares of MACOM Technology Solutions by 5.9% in the third quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after buying an additional 392,365 shares in the last quarter. 76.14% of the stock is owned by hedge funds and other 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.