MACOM Technology Solutions Holdings, Inc. $MTSI Position Decreased by Voya Investment Management LLC

Voya Investment Management LLC trimmed its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 29.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,532 shares of the semiconductor company’s stock after selling 3,604 shares during the period. Voya Investment Management LLC’s holdings in MACOM Technology Solutions were worth $1,062,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of MTSI. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth $265,000. G2 Investment Partners Management LLC raised its holdings in MACOM Technology Solutions by 13.1% during the 2nd quarter. G2 Investment Partners Management LLC now owns 70,417 shares of the semiconductor company’s stock worth $10,090,000 after buying an additional 8,170 shares during the period. US Bancorp DE raised its holdings in MACOM Technology Solutions by 257.1% during the 2nd quarter. US Bancorp DE now owns 5,989 shares of the semiconductor company’s stock worth $858,000 after buying an additional 4,312 shares during the period. Emerald Advisers LLC lifted its stake in MACOM Technology Solutions by 4.6% during the second quarter. Emerald Advisers LLC now owns 182,648 shares of the semiconductor company’s stock valued at $26,172,000 after buying an additional 7,994 shares in the last quarter. Finally, Edgestream Partners L.P. boosted its holdings in shares of MACOM Technology Solutions by 21.2% in the second quarter. Edgestream Partners L.P. now owns 33,422 shares of the semiconductor company’s stock worth $4,789,000 after buying an additional 5,847 shares during the period. Institutional investors own 76.14% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings restated a “hold (c-)” rating on shares of MACOM Technology Solutions in a report on Monday. Wall Street Zen downgraded shares of MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday. Truist Financial raised their target price on MACOM Technology Solutions from $180.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Needham & Company LLC lifted their price target on MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Finally, Susquehanna initiated coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and an average price target of $174.50.

MACOM Technology Solutions Stock Up 0.7%

MTSI opened at $174.87 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $190.95. The business has a 50 day moving average of $166.95 and a 200-day moving average of $144.79. The stock has a market capitalization of $13.10 billion, a price-to-earnings ratio of -215.89, a P/E/G ratio of 3.24 and a beta of 1.47. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31.

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

Insider Activity at MACOM Technology Solutions

In other news, SVP Ambra R. Roth sold 17,268 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $160.91, for a total value of $2,778,593.88. Following the completion of the transaction, the senior vice president owned 9,837 shares in the company, valued at $1,582,871.67. This represents a 63.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Charles R. Bland sold 4,000 shares of the company’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $165.00, for a total value of $660,000.00. Following the transaction, the director directly owned 15,362 shares of the company’s stock, valued at $2,534,730. This represents a 20.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,395,384 shares of company stock valued at $216,284,885 over the last 90 days. Insiders own 16.30% of the company’s stock.

MACOM Technology Solutions 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.