Segall Bryant & Hamill LLC Boosts Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

Segall Bryant & Hamill LLC raised its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 44.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 172,452 shares of the semiconductor company’s stock after buying an additional 52,939 shares during the period. Segall Bryant & Hamill LLC owned about 0.23% of MACOM Technology Solutions worth $21,469,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of MTSI. EverSource Wealth Advisors LLC boosted its holdings in MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Hantz Financial Services Inc. boosted its stake in shares of 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 period. Smartleaf Asset Management LLC grew its holdings 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 during the last quarter. Parkside Financial Bank & Trust increased its stake in MACOM Technology Solutions by 282.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after buying an additional 240 shares during the period. Finally, Advisors Asset Management Inc. lifted its holdings in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 161 shares in the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 261,763 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $254.43, for a total transaction of $66,600,360.09. Following the transaction, the insider directly owned 3,759,895 shares in the company, valued at $956,630,084.85. The trade was a 6.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Robert Dennehy sold 18,398 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the transaction, the chief operating officer directly owned 12,864 shares in the company, valued at $3,154,896. This represents a 58.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 957,485 shares of company stock worth $223,195,808 over the last ninety days. Corporate insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. 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. Truist Financial boosted their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a report on Friday, February 6th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Finally, Jefferies Financial Group upped their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $228.27.

MACOM Technology Solutions Stock Down 6.8%

Shares of NASDAQ MTSI opened at $241.01 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $258.98. The stock’s fifty day simple moving average is $216.45 and its two-hundred day simple moving average is $171.72. The stock has a market capitalization of $18.08 billion, a PE ratio of 113.15, a price-to-earnings-growth ratio of 4.93 and a beta of 1.41. 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 released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, topping the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same period in the previous year, the company posted $0.79 EPS. The business’s revenue for the quarter was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

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.