MACOM Technology Solutions (NASDAQ:MTSI) Hits New 12-Month High – What’s Next?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)’s share price hit a new 52-week high during mid-day trading on Thursday . The stock traded as high as $289.68 and last traded at $277.00, with a volume of 1488177 shares changing hands. The stock had previously closed at $285.71.

Wall Street Analysts Forecast Growth

MTSI has been the subject of a number of analyst reports. Bank of America lifted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. JPMorgan Chase & Co. increased their target price on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” 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 report on Saturday, April 18th. Finally, Jefferies Financial Group increased their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $251.45.

MACOM Technology Solutions Price Performance

The company has a market capitalization of $21.58 billion, a P/E ratio of 135.04, a PEG ratio of 4.72 and a beta of 1.48. The stock’s fifty day simple moving average is $242.26 and its 200-day simple moving average is $200.78. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. During the same period in the previous year, the company posted $0.79 earnings per share. The firm’s revenue for the quarter 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 forecast that MACOM Technology Solutions Holdings, Inc. will post 3.2 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 261,763 shares of the 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 $956,630,084.85. This represents a 6.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the sale, the senior vice president owned 38,604 shares in the company, valued at $8,726,820.24. This represents a 12.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 753,113 shares of company stock valued at $184,368,095 in the last three months. 0.36% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors have recently added to or reduced their stakes in MTSI. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions in the 1st quarter valued at approximately $31,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions during the 4th quarter worth approximately $30,000. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions during the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC raised its stake in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares in the last quarter. Finally, Bayforest Capital Ltd bought a new position in MACOM Technology Solutions in the fourth quarter worth $39,000. 76.14% of the stock is owned by institutional investors and hedge funds.

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.