49,400 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Bought by Caisse de depot et placement du Quebec

Caisse de depot et placement du Quebec bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, HoldingsChannel reports. The fund bought 49,400 shares of the semiconductor company’s stock, valued at approximately $18,790,000.

A number of other large investors have also added to or reduced their stakes in the company. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the third quarter worth about $25,000. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions during the 4th quarter valued at about $30,000. GHP Investment Advisors Inc. bought a new position in shares of MACOM Technology Solutions during the 1st quarter valued at about $31,000. Clearstead Advisors LLC raised its holdings in shares of MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in shares of MACOM Technology Solutions during the 4th quarter valued at about $46,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. Benchmark initiated coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price for the company. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. JPMorgan Chase & Co. boosted their price objective on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, Needham & Company LLC upped their price objective on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

Insider Transactions at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares in the company, valued at approximately $11,422,435.72. This represents a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 firm’s 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 completion of the sale, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. The trade was a 18.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $265.27 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. MACOM Technology Solutions Holdings, Inc. has a one year low of $121.97 and a one year high of $418.90. The business’s 50 day simple moving average is $299.38 and its two-hundred day simple moving average is $293.35. The stock has a market capitalization of $20.26 billion, a P/E ratio of 85.30, a price-to-earnings-growth ratio of 1.59 and a beta of 1.70.

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

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.