TimesSquare Capital Management LLC Increases Stake in MACOM Technology Solutions Holdings, Inc. $MTSI

TimesSquare Capital Management LLC boosted its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 4.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 246,866 shares of the semiconductor company’s stock after purchasing an additional 9,767 shares during the period. TimesSquare Capital Management LLC’s holdings in MACOM Technology Solutions were worth $42,283,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Advisory Services Network LLC purchased a new stake in MACOM Technology Solutions during the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC grew its position in MACOM Technology Solutions by 75.6% during the 3rd 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 during the last quarter. Smartleaf Asset Management LLC grew its position in MACOM Technology Solutions by 108.7% during 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. Bayforest Capital Ltd purchased a new stake in MACOM Technology Solutions during the 4th quarter valued at about $39,000. Finally, Parkside Financial Bank & Trust grew its position in MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after purchasing an additional 240 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $356.25 on Tuesday. The firm’s 50-day moving average price is $266.40 and its 200-day moving average price is $220.93. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29. The company has a market cap of $27.18 billion, a PE ratio of 154.22, a PEG ratio of 3.44 and a beta of 1.60. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week high of $401.24.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The firm had revenue of $288.96 million for the quarter, compared to the consensus estimate of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.3 EPS for the current year.

Analyst Upgrades and Downgrades

MTSI has been the topic of several recent analyst reports. Susquehanna increased their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Truist Financial raised their price target on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 8th. Needham & Company LLC raised their price target on shares of MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a report on Friday, May 8th. Benchmark raised their price target on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Barclays raised their price target on shares of MACOM Technology Solutions from $265.00 to $400.00 and gave the company an “overweight” rating in a report on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $316.82.

Insider Buying and Selling

In related news, COO Robert Dennehy sold 18,398 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total value of $4,512,109.50. Following the transaction, the chief operating officer owned 12,864 shares of the company’s stock, valued at approximately $3,154,896. This trade represents a 58.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Peter Y. Chung sold 43,268 shares of the firm’s stock in a transaction that occurred 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 transaction, the director directly owned 6,781 shares in the company, valued at approximately $2,564,574.20. The trade was a 86.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 390,052 shares of company stock valued at $104,537,315 in the last 90 days. 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.