MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives $321.36 Average PT from Analysts

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have earned an average rating of “Moderate Buy” from the fourteen analysts that are covering the company, MarketBeat Ratings reports. Three investment analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $335.00.

Several equities analysts recently issued reports on MTSI shares. Needham & Company LLC boosted their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. JPMorgan Chase & Co. lifted their target price on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Stifel Nicolaus upped their price target on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Bank of America increased their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a report on Monday, April 13th.

Insider Buying and Selling

In other news, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This trade represents a 29.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,595 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $360.64, for a total value of $935,860.80. Following the transaction, the senior vice president directly owned 32,376 shares in the company, valued at $11,676,080.64. This represents a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 75,476 shares of company stock worth $27,755,202 in the last three months. Company insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of MTSI. Advisors Asset Management Inc. raised its holdings in MACOM Technology Solutions by 49.7% during the first 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. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of MACOM Technology Solutions by 9.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after buying an additional 13,215 shares in the last quarter. Focus Partners Wealth raised its stake in shares of MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after buying an additional 3,694 shares during the last quarter. Cetera Investment Advisers acquired a new position in shares of MACOM Technology Solutions during the 2nd quarter worth $372,000. Finally, Marshall Wace LLP purchased a new stake in shares of MACOM Technology Solutions in the 2nd quarter worth about $544,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Up 0.3%

MTSI opened at $373.21 on Thursday. MACOM Technology Solutions has a one year low of $118.16 and a one year high of $418.90. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The stock has a market capitalization of $28.48 billion, a P/E ratio of 161.56, a price-to-earnings-growth ratio of 3.05 and a beta of 1.66. The business’s 50-day simple moving average is $346.02 and its 200-day simple moving average is $261.41.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. The business 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 company’s revenue for the quarter was up 22.5% compared to the same quarter last year. During the same period last year, the firm posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Analysts anticipate that MACOM Technology Solutions will post 3.68 EPS for the current 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.