MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives $174.50 Consensus PT from Analysts

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has received an average recommendation of “Moderate Buy” from the thirteen brokerages that are presently covering the stock, MarketBeat.com reports. Three analysts have rated the stock with a hold recommendation, nine have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price target among brokerages that have issued ratings on the stock in the last year is $174.50.

A number of analysts recently weighed in on the stock. TD Cowen increased their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Benchmark increased their target price on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Barclays boosted their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price on the stock.

MACOM Technology Solutions Trading Down 0.7%

NASDAQ:MTSI opened at $173.71 on Thursday. The company has a market capitalization of $13.02 billion, a PE ratio of -214.45, a P/E/G ratio of 3.26 and a beta of 1.47. MACOM Technology Solutions has a 52-week low of $84.00 and a 52-week high of $190.95. The stock’s 50 day moving average price is $166.24 and its 200 day moving average price is $144.46. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31.

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

Insider Transactions at MACOM Technology Solutions

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 150,000 shares of the company’s stock in a transaction on Wednesday, October 15th. The shares were sold at an average price of $136.02, for a total transaction of $20,403,000.00. Following the completion of the transaction, the insider owned 2,956,606 shares in the company, valued at approximately $402,157,548.12. This represents a 4.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last 90 days, insiders have sold 1,395,384 shares of company stock valued at $216,284,885. Insiders own 16.30% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Advisory Services Network LLC acquired a new stake in MACOM Technology Solutions in the third quarter valued at about $25,000. EverSource Wealth Advisors LLC raised its stake in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after buying an additional 93 shares in the last quarter. Hantz Financial Services Inc. lifted its holdings in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares during the period. SVB Wealth LLC acquired a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at approximately $34,000. Finally, Smartleaf Asset Management LLC boosted its stake in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 150 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

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.