MACOM Technology Solutions Holdings, Inc. $MTSI Shares Bought by ProShare Advisors LLC

ProShare Advisors LLC raised its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 24.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 10,718 shares of the semiconductor company’s stock after acquiring an additional 2,093 shares during the quarter. ProShare Advisors LLC’s holdings in MACOM Technology Solutions were worth $1,836,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the company. HighTower Advisors LLC increased its stake in MACOM Technology Solutions by 720.4% in the 4th quarter. HighTower Advisors LLC now owns 33,979 shares of the semiconductor company’s stock valued at $5,820,000 after buying an additional 29,837 shares during the period. Envestnet Portfolio Solutions Inc. increased its stake in MACOM Technology Solutions by 1.8% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 11,044 shares of the semiconductor company’s stock valued at $1,892,000 after buying an additional 190 shares during the period. North Dakota State Investment Board acquired a new position in MACOM Technology Solutions in the 4th quarter valued at $383,000. Stephens Inc. AR boosted its position in shares of MACOM Technology Solutions by 28.9% during the 4th quarter. Stephens Inc. AR now owns 2,197 shares of the semiconductor company’s stock worth $376,000 after purchasing an additional 492 shares in the last quarter. Finally, Northwestern Mutual Investment Management Company LLC boosted its position in shares of MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after purchasing an additional 53 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 2,595 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $360.64, for a total value of $935,860.80. Following the completion of the transaction, the senior vice president owned 32,376 shares of the company’s stock, valued at approximately $11,676,080.64. The trade was a 7.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the completion of the transaction, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at $14,719,191. The trade was a 15.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 397,135 shares of company stock worth $107,430,282. 0.36% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Bank of America boosted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research report on Monday, April 13th. Truist Financial boosted their target price on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Benchmark boosted their target price on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. boosted their target price on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $321.36.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $385.98 on Monday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $401.24. 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 firm’s 50-day simple moving average is $279.04 and its 200 day simple moving average is $227.27. The firm has a market capitalization of $29.45 billion, a PE ratio of 167.09, a P/E/G ratio of 3.20 and a beta of 1.60.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. During the same period in the previous year, the firm earned $0.85 EPS. The business’s revenue for the quarter was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.65 EPS for the current fiscal 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.