MACOM Technology Solutions (NASDAQ:MTSI) CFO John Kober Sells 973 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) CFO John Kober sold 973 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, November 9th. The shares were sold at an average price of $212.43, for a total transaction of $206,694.39. Following the completion of the transaction, the chief financial officer owned 35,580 shares of the company’s stock, valued at $7,558,259.40. This represents a 2.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

John Kober also recently made the following trade(s):

• On Friday, November 6th, John Kober sold 21,036 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $206.91, for a total transaction of $4,352,558.76.
• On Monday, October 26th, John Kober sold 1,027 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $236.60, for a total transaction of $242,988.20.
• On Monday, August 17th, John Kober sold 7,389 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $326.08, for a total transaction of $2,409,405.12.

MACOM Technology Solutions Stock Up 9.0%

MTSI opened at $230.00 on Tuesday. The firm has a market capitalization of $17.57 billion, a P/E ratio of 53.49, a price-to-earnings-growth ratio of 0.76 and a beta of 1.82. MACOM Technology Solutions Holdings, Inc. has a one year low of $150.80 and a one year high of $418.90. The company has a fifty day moving average price of $270.22 and a 200-day moving average price of $282.83. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, November 5th. The semiconductor company reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.00 by $0.09. The company had revenue of $424.82 million for the quarter, compared to the consensus estimate of $420.35 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%. The firm’s revenue was up 62.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.94 earnings per share. MACOM Technology Solutions has set its Q1 2027 guidance at 2.210-2.290 EPS. Equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 7.09 earnings per share for the current fiscal year.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Recent quarterly results beat estimates: MACOM reported $2.09 in EPS and $424.82 million in revenue, above consensus, with revenue up 62.6% year over year. Its Q1 2027 EPS guidance was $2.21–$2.29.
• Neutral Sentiment: CFO John Kober sold 21,036 shares for about $4.35 million, plus 973 shares in a separate transaction; SVP Ambra Roth sold 9,497 shares for about $2.15 million. The reported sales were under pre-arranged Rule 10b5-1 plans to cover tax withholding from vested equity awards, which makes them less indicative of a bearish outlook. Insider transaction details
• Negative Sentiment: JPMorgan cut its price target to $280 from $345 and kept a neutral rating. Susquehanna also reduced its target, to $220 from $300, with a neutral rating. A separate report says Truist lowered its target as well, adding to cautious analyst sentiment. Truist price-target report

Institutional Trading of MACOM Technology Solutions

A number of hedge funds have recently made changes to their positions in MTSI. Burkett Financial Services LLC purchased a new position in MACOM Technology Solutions in the third quarter worth $38,000. Mather Group LLC. increased its stake in MACOM Technology Solutions by 41.0% in the third quarter. Mather Group LLC. now owns 141 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 41 shares during the last quarter. Bell Investment Advisors Inc purchased a new stake in MACOM Technology Solutions during the second quarter valued at about $49,000. Jacobi Capital Management LLC purchased a new stake in MACOM Technology Solutions during the third quarter valued at about $51,000. Finally, Keating Financial Advisory Services Inc. purchased a new stake in MACOM Technology Solutions during the second quarter valued at about $58,000. 76.14% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on MTSI. Benchmark initiated coverage on MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 price target on the stock. Stifel Nicolaus set a $360.00 price objective on MACOM Technology Solutions in a report on Thursday. Truist Financial cut their price objective on MACOM Technology Solutions from $375.00 to $310.00 and set a “buy” rating for the company in a report on Friday. JPMorgan Chase & Co. decreased their price objective on shares of MACOM Technology Solutions from $345.00 to $280.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, Raymond James Financial raised shares of MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $300.00 target price on the stock in a research note on Tuesday, October 27th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $316.25.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions designs and supplies semiconductor products for applications that use radio frequency, microwave, millimeter-wave and optical signals. Its products include amplifiers, switches, diodes, mixers, attenuators and other components used in communications and electronic systems.

The company serves customers in markets including telecommunications, data centers, aerospace and defense, and industrial applications. Its components are used in equipment such as wireless infrastructure, high-speed optical networks, radar and test systems.

Headquartered in Lowell, Massachusetts, MACOM traces its history to Microwave Associates, founded in 1950.