Rakuten Investment Management Inc. Invests $9.52 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

Rakuten Investment Management Inc. bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 3rd quarter, Holdings Channel reports. The institutional investor bought 76,500 shares of the semiconductor company’s stock, valued at approximately $9,523,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Hantz Financial Services Inc. boosted its holdings in shares of MACOM Technology Solutions by 174.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares during the last quarter. Maseco LLP bought a new stake in shares of MACOM Technology Solutions in the second quarter worth about $48,000. Advisors Asset Management Inc. lifted its position in shares of MACOM Technology Solutions by 49.7% in the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares in the last quarter. Bessemer Group Inc. boosted its stake in MACOM Technology Solutions by 44.0% during the second quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after buying an additional 106 shares during the last quarter. Finally, First Horizon Advisors Inc. grew its holdings in MACOM Technology Solutions by 112.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 362 shares of the semiconductor company’s stock valued at $52,000 after buying an additional 192 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on MTSI. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective on the stock. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Wednesday, December 31st. Weiss Ratings cut shares of MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 12th. Finally, Benchmark raised their price target on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus price target of $190.50.

MACOM Technology Solutions Stock Performance

Shares of MTSI opened at $226.25 on Thursday. The stock has a market cap of $16.97 billion, a P/E ratio of -279.32, a P/E/G ratio of 4.13 and a beta of 1.43. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $228.24. The stock has a 50-day moving average of $179.86 and a two-hundred day moving average of $151.01. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The company had revenue of $261.17 million during the quarter, compared to the consensus estimate of $260.16 million. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insider Transactions at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 121,067 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the sale, the insider directly owned 4,478,323 shares of the company’s stock, valued at $851,194,852.61. This trade represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Donghyun Thomas Hwang sold 4,372 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $185.63, for a total value of $811,574.36. Following the transaction, the senior vice president owned 43,878 shares of the company’s stock, valued at approximately $8,145,073.14. This represents a 9.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 829,791 shares of company stock valued at $139,556,727. 16.30% of the stock is owned by insiders.

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.