Empowered Funds LLC Buys Shares of 46,934 MACOM Technology Solutions Holdings, Inc. $MTSI

Empowered Funds LLC bought a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 46,934 shares of the semiconductor company’s stock, valued at approximately $17,852,000. Empowered Funds LLC owned 0.06% of MACOM Technology Solutions as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MTSI. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions in the 3rd quarter valued at $25,000. Measured Wealth Private Client Group LLC acquired a new stake in MACOM Technology Solutions during the 4th quarter worth $30,000. GHP Investment Advisors Inc. acquired a new stake in MACOM Technology Solutions during the 1st quarter worth $31,000. Clearstead Advisors LLC raised its stake in MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after buying an additional 144 shares during the period. Finally, Los Angeles Capital Management LLC bought a new position in MACOM Technology Solutions during the fourth quarter worth about $46,000. 76.14% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, CFO John Kober sold 7,389 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. This trade represents a 18.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction that occurred on 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 owned 29,756 shares in the company, valued at $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 Trading Down 4.3%

MTSI opened at $265.27 on Friday. The stock has a market capitalization of $20.26 billion, a P/E ratio of 85.30, a P/E/G ratio of 1.59 and a beta of 1.70. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $121.97 and a 12 month high of $418.90. The firm’s fifty day simple moving average is $299.38 and its 200 day simple moving average is $293.35.

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

Analysts Set New Price Targets

A number of research analysts have issued reports on MTSI shares. Needham & Company LLC boosted their target price on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Stifel Nicolaus raised their price target on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Weiss Ratings cut MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 24th. Finally, Benchmark initiated coverage on MACOM Technology Solutions in a research note on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $341.25.

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.