Analog Century Management LP Has $103.83 Million Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Analog Century Management LP decreased its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 11.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 606,169 shares of the semiconductor company’s stock after selling 78,605 shares during the period. MACOM Technology Solutions makes up about 5.1% of Analog Century Management LP’s investment portfolio, making the stock its 6th largest holding. Analog Century Management LP’s holdings in MACOM Technology Solutions were worth $103,825,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently made changes to their positions in the company. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions during the third quarter worth $25,000. EverSource Wealth Advisors LLC increased its position 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 worth $27,000 after acquiring an additional 93 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in shares of MACOM Technology Solutions during the fourth quarter worth $30,000. Smartleaf Asset Management LLC increased its position in shares of MACOM Technology Solutions by 108.7% during the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 150 shares in the last quarter. Finally, Bayforest Capital Ltd bought a new stake in shares of MACOM Technology Solutions during the fourth quarter worth $39,000. Institutional investors own 76.14% of the company’s stock.

Insider Activity

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,595 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $360.64, for a total transaction of $935,860.80. Following the sale, the senior vice president directly owned 32,376 shares of the company’s stock, valued at $11,676,080.64. The trade was a 7.42% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the sale, the chief financial officer directly owned 40,972 shares in the company, valued at $14,719,191. This trade represents a 15.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 75,476 shares of company stock worth $27,755,202. 0.36% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on MTSI shares. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. JPMorgan Chase & Co. increased their price objective 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. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Barclays increased their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. Finally, Susquehanna increased their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average price target of $321.36.

MACOM Technology Solutions Trading Up 1.4%

Shares of NASDAQ:MTSI opened at $379.87 on Friday. The company’s 50-day moving average price is $324.39 and its two-hundred day moving average price is $249.23. 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 one year low of $118.16 and a one year high of $418.90. The stock has a market capitalization of $28.98 billion, a PE ratio of 164.45, a price-to-earnings-growth ratio of 3.12 and a beta of 1.66.

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

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.