Cinctive Capital Management LP Purchases 47,145 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Cinctive Capital Management LP grew its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 2,092.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 49,398 shares of the semiconductor company’s stock after buying an additional 47,145 shares during the period. Cinctive Capital Management LP owned 0.07% of MACOM Technology Solutions worth $6,150,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Advisors Asset Management Inc. lifted its stake in shares of MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in MACOM Technology Solutions by 9.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth increased its position in MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after purchasing an additional 3,694 shares during the period. ProShare Advisors LLC raised its holdings in MACOM Technology Solutions by 4.1% during the 2nd quarter. ProShare Advisors LLC now owns 2,638 shares of the semiconductor company’s stock worth $378,000 after purchasing an additional 105 shares during the last quarter. Finally, Allworth Financial LP raised its holdings in MACOM Technology Solutions by 969.5% during the 2nd quarter. Allworth Financial LP now owns 3,711 shares of the semiconductor company’s stock worth $532,000 after purchasing an additional 3,364 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $217.80 on Friday. 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 Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $258.98. The stock has a market cap of $16.34 billion, a P/E ratio of 102.25, a price-to-earnings-growth ratio of 4.16 and a beta of 1.41. The stock’s 50-day moving average price is $224.01 and its two-hundred day moving average price is $176.81.

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

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Stifel Nicolaus upped their target price on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Needham & Company LLC restated a “buy” rating and issued a $250.00 price objective on shares of MACOM Technology Solutions in a report on Friday, February 6th. Wall Street Zen lowered shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Finally, Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 29th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $228.27.

Insider Activity

In other MACOM Technology Solutions news, CFO John Kober sold 7,196 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the sale, the chief financial officer owned 48,508 shares of the company’s stock, valued at approximately $11,790,839.56. This represents a 12.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Robert Dennehy sold 18,398 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the sale, the chief operating officer owned 12,864 shares in the company, valued at approximately $3,154,896. This trade represents a 58.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 753,113 shares of company stock worth $184,368,095 in the last ninety days. Company insiders own 0.36% 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.