Emerald Investment Advisers LLC Takes $11.10 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Emerald Investment Advisers LLC purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, Holdings Channel.com reports. The fund purchased 29,168 shares of the semiconductor company’s stock, valued at approximately $11,095,000.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock valued at $1,237,515,000 after acquiring an additional 157,343 shares during the last quarter. Price T Rowe Associates Inc. MD grew its position in MACOM Technology Solutions by 7.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after acquiring an additional 136,262 shares during the period. Geode Capital Management LLC grew its position in MACOM Technology Solutions by 3.0% in the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after acquiring an additional 37,222 shares during the period. GW&K Investment Management LLC increased its stake in MACOM Technology Solutions by 6.1% during the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock worth $208,609,000 after acquiring an additional 70,167 shares during the last quarter. Finally, Wellington Management Group LLP increased its stake in MACOM Technology Solutions by 3.0% during the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock worth $173,947,000 after acquiring an additional 29,131 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Up 0.2%

MACOM Technology Solutions stock opened at $266.61 on Friday. The company has a market capitalization of $20.36 billion, a PE ratio of 85.73, a price-to-earnings-growth ratio of 1.53 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90. The firm has a 50 day moving average price of $310.66 and a 200 day moving average price of $291.91.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. During the same period in the prior year, the firm earned $0.90 earnings per share. The firm’s revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current year.

Insider Activity at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the sale, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares in the company, valued at approximately $10,950,744.64. The trade was a 18.03% 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. In the last 90 days, insiders have sold 25,837 shares of company stock worth $9,204,236. 0.36% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Stifel Nicolaus upped their price target on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Needham & Company LLC raised their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Zacks Research lowered shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, July 24th. Finally, Benchmark assumed coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions 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.