MACOM Technology Solutions (NASDAQ:MTSI) COO Robert Dennehy Sells 252 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) COO Robert Dennehy sold 252 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $275.20, for a total value of $69,350.40. Following the completion of the transaction, the chief operating officer owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. The trade was a 1.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

MACOM Technology Solutions Price Performance

Shares of NASDAQ MTSI opened at $262.01 on Wednesday. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $20.01 billion, a price-to-earnings ratio of 84.25, a price-to-earnings-growth ratio of 1.46 and a beta of 1.71. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $121.97 and a twelve month high of $418.90. The business has a 50 day simple moving average of $294.53 and a 200-day simple moving average of $294.16.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. During the same period last year, the firm posted $0.90 EPS. The company’s revenue for the quarter was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current year.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of large investors have recently added to or reduced their stakes in MTSI. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions in the 3rd quarter valued at $25,000. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions during the 4th quarter worth about $30,000. GHP Investment Advisors Inc. bought a new position in shares of MACOM Technology Solutions during the 1st quarter worth about $31,000. Clearstead Advisors LLC raised its position in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 144 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in MACOM Technology Solutions during the fourth quarter worth about $46,000. Institutional investors own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MTSI. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Stifel Nicolaus lifted their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. JPMorgan Chase & Co. upped their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Finally, Susquehanna decreased their price objective on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

Key Headlines Impacting MACOM Technology Solutions

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Zacks Research maintains a “Strong-Buy” rating and raised its EPS forecast for fiscal 2026 to $4.35 from $3.49, fiscal 2027 to $4.84 from $3.99, and fiscal 2028 to $4.53 from $4.23. It also increased several quarterly estimates, including Q4 2026 to $1.67 from $0.90 and Q4 2027 to $1.51 from $1.13, suggesting improved expectations for MACOM’s earnings growth. Zacks analyst estimates and industry outlook
• Positive Sentiment: Analysts see approximately 47% potential upside for MTSI based on average price targets. Zacks noted that the upward trend in earnings revisions could support further appreciation, although price-target metrics are not always reliable. MTSI price target outlook
• Neutral Sentiment: COO Robert Dennehy sold 252 shares worth about $69,350 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced his holdings by 1.94%, but he still owns 12,758 shares; the planned nature and small size make it a limited signal about management’s outlook. SEC insider transaction filing
• Negative Sentiment: Zacks modestly reduced its Q3 2028 EPS estimate to $1.13 from $1.15, providing a small counterpoint to the otherwise widespread upward revisions.

About MACOM Technology Solutions

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.