Vanguard Group Inc. Purchases 392,365 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Vanguard Group Inc. increased its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 5.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,067,757 shares of the semiconductor company’s stock after buying an additional 392,365 shares during the period. Vanguard Group Inc. owned 9.49% of MACOM Technology Solutions worth $879,865,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Wedmont Private Capital raised its position in shares of MACOM Technology Solutions by 5.4% in the 3rd quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock worth $246,000 after acquiring an additional 99 shares in the last quarter. State of Michigan Retirement System grew its stake in MACOM Technology Solutions by 0.7% during the second quarter. State of Michigan Retirement System now owns 14,300 shares of the semiconductor company’s stock worth $2,049,000 after purchasing an additional 100 shares during the period. ProShare Advisors LLC increased its holdings in MACOM Technology Solutions by 4.1% in the second quarter. ProShare Advisors LLC now owns 2,638 shares of the semiconductor company’s stock worth $378,000 after purchasing an additional 105 shares in the last quarter. Stephens Inc. AR lifted its stake in MACOM Technology Solutions by 6.6% in the third quarter. Stephens Inc. AR now owns 1,705 shares of the semiconductor company’s stock valued at $212,000 after buying an additional 105 shares during the period. Finally, Bessemer Group Inc. boosted its holdings in shares of MACOM Technology Solutions by 44.0% during the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock worth $50,000 after buying an additional 106 shares in the last quarter. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions News Summary

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Q4 results and guidance beat: MACOM reported quarterly EPS and revenue above consensus and set Q2 FY2026 EPS guidance of $1.05–$1.09, supporting growth expectations and helping push the shares higher. Earnings & Outlook
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple brokers (including Truist and Benchmark) raised price targets and maintained Buy ratings after the prints, giving the stock additional upward momentum. Analyst Notes
• Neutral Sentiment: Strong institutional ownership and healthy liquidity: Institutions own ~76% of the float and the company shows solid current/quick ratios and modest leverage—factors that can stabilize the stock amid volatility. Ownership & Financials
• Negative Sentiment: Large, repeated insider sales by major shareholder Susan Ocampo: Ocampo executed multiple large disposals in February (including 80,123 shares on Feb 17 and additional tranches), representing meaningful cashing‑out that may pressure sentiment. Insider Sales
• Negative Sentiment: CFO selling: The company’s CFO sold 7,196 shares on Feb 17, which, when paired with the major shareholder’s sales, can amplify investor concern about insider timing. CFO Filing

MACOM Technology Solutions Stock Up 0.4%

MTSI stock opened at $243.59 on Monday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $251.27. The stock’s fifty day simple moving average is $205.95 and its two-hundred day simple moving average is $165.56. The stock has a market cap of $18.27 billion, a P/E ratio of 114.36, a P/E/G ratio of 4.67 and a beta of 1.44. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. MACOM Technology Solutions’s revenue was up 24.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insider Activity

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 20,000 shares of MACOM Technology Solutions stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the completion of the transaction, the chief executive officer owned 54,217 shares of the company’s stock, valued at $9,388,215.72. The trade was a 26.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, major shareholder Susan Ocampo sold 121,067 shares of the stock in a transaction dated Tuesday, December 9th. The stock was 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 in the company, valued at approximately $851,194,852.61. The trade was a 2.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 739,998 shares of company stock worth $159,200,587. 0.36% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on MTSI. Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Barclays raised their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Susquehanna began coverage on shares of MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target for the company. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Finally, Needham & Company LLC restated a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $228.27.

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.