Rafferty Asset Management LLC Invests $67.49 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Rafferty Asset Management LLC acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 542,102 shares of the semiconductor company’s stock, valued at approximately $67,486,000. Rafferty Asset Management LLC owned about 0.73% of MACOM Technology Solutions at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC increased its position in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Hantz Financial Services Inc. grew its stake in shares of MACOM Technology Solutions by 174.0% in the second 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. Smartleaf Asset Management LLC grew its stake in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares during the last quarter. Parkside Financial Bank & Trust increased its holdings 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 purchasing an additional 240 shares during the period. Finally, Advisors Asset Management Inc. raised its position in MACOM Technology Solutions by 49.7% during the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares during the last quarter. 76.14% of the stock is owned by institutional investors.

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $248.12 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $256.12. 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 business’s 50 day moving average price is $213.49 and its two-hundred day moving average price is $169.34. The firm has a market cap of $18.61 billion, a PE ratio of 116.49, a price-to-earnings-growth ratio of 4.74 and a beta of 1.44.

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

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at approximately $956,630,084.85. The trade was a 6.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Geoffrey G. Ribar sold 2,244 shares of the stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $253.59, for a total transaction of $569,055.96. Following the transaction, the director directly owned 13,410 shares in the company, valued at $3,400,641.90. This trade represents a 14.33% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,059,087 shares of company stock valued at $240,152,648. 0.36% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. Truist Financial upped their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Benchmark upped their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a report on Friday, February 6th. TD Cowen raised their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Bank of America boosted their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $228.27.

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.