2,439 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Purchased by Vise Technologies Inc.

Vise Technologies Inc. bought a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,439 shares of the semiconductor company’s stock, valued at approximately $928,000.

Several other institutional investors also recently bought and sold shares of the company. Bell Investment Advisors Inc purchased a new position in shares of MACOM Technology Solutions in the second quarter valued at approximately $49,000. GHP Investment Advisors Inc. purchased a new stake in MACOM Technology Solutions during the 1st quarter worth approximately $31,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in MACOM Technology Solutions during the 2nd quarter worth approximately $67,000. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions during the 4th quarter worth approximately $30,000. Finally, Advisory Services Network LLC acquired a new stake in MACOM Technology Solutions during the 3rd quarter worth approximately $25,000. 76.14% of the stock is owned by institutional investors and hedge funds.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $266.61 on Monday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $121.97 and a 52-week high of $418.90. The company has a 50 day moving average of $310.66 and a 200 day moving average of $292.36. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $20.36 billion, a P/E ratio of 85.73, a P/E/G ratio of 1.53 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating 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 in the prior year, the firm posted $0.90 EPS. The company’s quarterly revenue was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Barclays raised their price target on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. JPMorgan Chase & Co. upped their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the stock a “neutral” rating in a research report on Friday, May 8th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. BMO Capital Markets initiated coverage on MACOM Technology Solutions in a report on Friday. They issued a “market perform” rating and a $335.00 target price for the company. Finally, Truist Financial boosted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $341.25.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the company’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 25,837 shares of company stock worth $9,204,236. Corporate insiders own 0.36% of the company’s stock.

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.