Fox Run Management L.L.C. Invests $1.37 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Fox Run Management L.L.C. purchased a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the fourth quarter, Holdings Channel reports. The fund purchased 7,998 shares of the semiconductor company’s stock, valued at approximately $1,370,000.

A number of other institutional investors have also recently made changes to their positions in MTSI. Advisory Services Network LLC bought a new position in shares of MACOM Technology Solutions in the 3rd quarter worth $25,000. EverSource Wealth Advisors LLC increased its holdings in shares of MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after buying an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions in the 4th quarter worth $30,000. Smartleaf Asset Management LLC increased its holdings in shares of MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after buying an additional 150 shares during the last quarter. Finally, Bayforest Capital Ltd bought a new position in shares of MACOM Technology Solutions in the 4th quarter worth $39,000. Institutional investors own 76.14% of the company’s stock.

Insiders Place Their Bets

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the sale, the chief financial officer directly owned 40,972 shares in the company, valued at approximately $14,719,191. This trade represents a 15.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 75,476 shares of company stock worth $27,755,202. 0.36% of the stock is currently owned by insiders.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $358.72 on Wednesday. The firm has a market cap of $27.37 billion, a PE ratio of 155.29, a price-to-earnings-growth ratio of 2.97 and a beta of 1.66. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.16 and a 12-month high of $418.90. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The company’s fifty day simple moving average is $315.43 and its two-hundred day simple moving average is $245.39.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The business had revenue of $288.96 million for the quarter, compared to analyst estimates 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 was up 22.5% on a year-over-year basis. During the same quarter last year, the firm earned $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Susquehanna increased their price target on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Truist Financial increased their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Stifel Nicolaus increased their target price on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Wall Street Zen lowered shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a report on Saturday. Finally, 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 report on Friday, May 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average price target of $321.36.

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.