MACOM Technology Solutions (NASDAQ:MTSI) Sets New 52-Week High – Should You Buy?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) shares hit a new 52-week high on Tuesday . The stock traded as high as $407.95 and last traded at $404.17, with a volume of 263091 shares trading hands. The stock had previously closed at $385.98.

Wall Street Analyst Weigh In

MTSI has been the topic of several recent analyst reports. Needham & Company LLC increased their target price on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Truist Financial raised their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Loop Capital started coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 price target on the stock. JPMorgan Chase & Co. raised their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research note on Friday, May 8th. Finally, Benchmark raised their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $321.36.

MACOM Technology Solutions Stock Up 5.6%

The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. The company has a market cap of $31.10 billion, a PE ratio of 176.44, a P/E/G ratio of 3.20 and a beta of 1.60. The company’s 50 day moving average is $282.44 and its 200 day moving average is $228.97.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The business had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.65 earnings per share for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the transaction, the chief financial officer owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. This trade represents a 15.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the transaction, the director directly owned 6,781 shares in the company, valued at $2,564,574.20. This trade represents a 86.45% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 343,626 shares of company stock worth $94,048,752. 0.36% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. E20 Capital Ltd purchased a new position in MACOM Technology Solutions during the 1st quarter valued at about $30,386,000. Janus Henderson Group PLC boosted its holdings in shares of MACOM Technology Solutions by 15.5% in the 1st quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company’s stock valued at $174,109,000 after buying an additional 105,032 shares in the last quarter. Amundi boosted its holdings in shares of MACOM Technology Solutions by 15.5% in the 1st quarter. Amundi now owns 187,067 shares of the semiconductor company’s stock valued at $41,542,000 after buying an additional 25,121 shares in the last quarter. California State Teachers Retirement System boosted its holdings in shares of MACOM Technology Solutions by 24.5% in the 1st quarter. California State Teachers Retirement System now owns 79,391 shares of the semiconductor company’s stock valued at $17,630,000 after buying an additional 15,607 shares in the last quarter. Finally, Empowered Funds LLC boosted its holdings in shares of MACOM Technology Solutions by 282.5% in the 1st quarter. Empowered Funds LLC now owns 34,898 shares of the semiconductor company’s stock valued at $7,750,000 after buying an additional 25,775 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.