MACOM Technology Solutions (NASDAQ:MTSI) Reaches New 1-Year High – Here’s Why

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) shares reached a new 52-week high during trading on Wednesday . The stock traded as high as $255.10 and last traded at $254.3040, with a volume of 108314 shares changing hands. The stock had previously closed at $248.29.

Analysts Set New Price Targets

MTSI has been the topic of several analyst reports. Truist Financial lifted their target price on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Barclays lifted their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Benchmark upped their price objective on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Bank of America lifted their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Finally, Jefferies Financial Group increased their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $228.27.

MACOM Technology Solutions Stock Down 2.5%

The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. The company has a market capitalization of $18.54 billion, a PE ratio of 116.01, a price-to-earnings-growth ratio of 4.86 and a beta of 1.44. The firm’s 50-day simple moving average is $212.02 and its 200 day simple moving average is $168.44.

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, beating analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business’s revenue was up 24.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, equities research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total value of $1,192,240.44. Following the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO John Kober sold 7,196 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the transaction, the chief financial officer owned 48,508 shares of the company’s stock, valued at approximately $11,790,839.56. This represents a 12.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,055,270 shares of company stock worth $239,182,477 in the last quarter. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

Several hedge funds have recently added to or reduced their stakes in MTSI. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions during the third quarter worth about $25,000. EverSource Wealth Advisors LLC increased its stake in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares in the last quarter. 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 worth $30,000 after purchasing an additional 134 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions in the 4th quarter valued at approximately $30,000. Finally, Smartleaf Asset Management LLC grew its holdings in MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 150 shares during the last quarter. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

MACOM Technology Solutions Company 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.