Bridge City Capital LLC Sells 14,841 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Bridge City Capital LLC trimmed its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 29.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,155 shares of the semiconductor company’s stock after selling 14,841 shares during the quarter. MACOM Technology Solutions makes up about 1.8% of Bridge City Capital LLC’s portfolio, making the stock its 15th biggest holding. Bridge City Capital LLC’s holdings in MACOM Technology Solutions were worth $6,193,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Advisory Services Network LLC bought a new position in MACOM Technology Solutions in the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC grew its stake in 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. Measured Wealth Private Client Group LLC bought a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at about $30,000. Smartleaf Asset Management LLC lifted its stake in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares during the last quarter. Finally, Bayforest Capital Ltd acquired a new stake in MACOM Technology Solutions in the 4th quarter valued at about $39,000. 76.14% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Loop Capital assumed coverage on MACOM Technology Solutions in a report on Friday, April 10th. They set a “buy” rating and a $300.00 price target for the company. Susquehanna lifted their price target on MACOM Technology Solutions from $300.00 to $350.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. JPMorgan Chase & Co. lifted their price target on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Truist Financial lifted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Finally, Barclays lifted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $321.36.

MACOM Technology Solutions Stock Performance

MTSI opened at $379.87 on Friday. The business has a fifty day simple moving average of $324.39 and a 200 day simple moving average of $249.23. The company 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 Holdings, Inc. has a 1 year low of $118.16 and a 1 year high of $418.90. 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 (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.02. The business had revenue of $288.96 million during the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The firm’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Insider Activity

In other news, Director Peter Y. Chung sold 43,268 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares in the company, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Charles R. Bland sold 800 shares of the company’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $380.00, for a total value of $304,000.00. Following the sale, the director owned 14,338 shares of the company’s stock, valued at approximately $5,448,440. The trade was a 5.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 75,476 shares of company stock worth $27,755,202. 0.36% of the stock is owned by insiders.

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.