MACOM Technology Solutions (NASDAQ:MTSI) CEO Sells $5,789,091.00 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) CEO Stephen Daly sold 15,828 shares of the stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $382.74 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $118.16 and a 1-year high of $418.90. The firm has a market capitalization of $29.20 billion, a P/E ratio of 165.69, a price-to-earnings-growth ratio of 3.20 and a beta of 1.66. The company’s 50-day moving average is $308.09 and its 200 day moving average is $241.26.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The firm’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on MTSI shares. Bank of America raised their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Needham & Company LLC raised their target price on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Stifel Nicolaus raised their target price on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. JPMorgan Chase & Co. raised their target price on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Finally, Benchmark raised their target price 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. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $321.36.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of MTSI. Advisory Services Network LLC bought a new position in shares of MACOM Technology Solutions during the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC boosted its stake in shares of MACOM Technology Solutions by 75.6% during 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. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions during the fourth quarter valued at approximately $30,000. GHP Investment Advisors Inc. acquired a new stake in MACOM Technology Solutions in the first quarter valued at approximately $31,000. Finally, Smartleaf Asset Management LLC boosted 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 in the last quarter. 76.14% of the stock is currently owned by 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.