8,136 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Acquired by Versor Investments LP

Versor Investments LP bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 8,136 shares of the semiconductor company’s stock, valued at approximately $1,013,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of MTSI. Hantz Financial Services Inc. raised its position in shares of MACOM Technology Solutions by 174.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares in the last quarter. Smartleaf Asset Management LLC increased its stake in MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares during the last quarter. Parkside Financial Bank & Trust increased its stake in MACOM Technology Solutions by 282.4% in the third quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 240 shares during the last quarter. Bessemer Group Inc. raised its position in MACOM Technology Solutions by 44.0% during the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after purchasing an additional 106 shares in the last quarter. Finally, First Horizon Advisors Inc. lifted its stake in MACOM Technology Solutions by 112.9% during the second quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 192 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on MTSI shares. Needham & Company LLC reiterated a “buy” rating and set a $250.00 price objective on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Barclays upped their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price objective for the company. Finally, Jefferies Financial Group upped their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $228.27.

MACOM Technology Solutions Stock Down 2.2%

Shares of NASDAQ MTSI opened at $230.54 on Wednesday. The firm’s fifty day moving average is $196.72 and its 200 day moving average is $159.69. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $241.62. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The company has a market cap of $17.29 billion, a price-to-earnings ratio of 108.23, a PEG ratio of 4.40 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The company’s revenue was up 24.5% on a year-over-year basis. During the same quarter last year, the firm earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Insiders Place Their Bets

In other news, major shareholder Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $235.85, for a total value of $23,585,000.00. Following the sale, the insider directly owned 4,278,323 shares in the company, valued at approximately $1,009,042,479.55. This trade represents a 2.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total value of $1,192,240.44. Following the transaction, the senior vice president owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This represents a 12.02% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 555,703 shares of company stock worth $112,309,657. 0.36% of the stock is currently owned by company insiders.

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.