Insider Selling: MACOM Technology Solutions (NASDAQ:MTSI) CFO Sells 7,644 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) CFO John Kober sold 7,644 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the transaction, the chief financial officer owned 40,972 shares in the company, valued at approximately $14,719,191. This trade represents a 15.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

MACOM Technology Solutions Stock Up 4.7%

NASDAQ:MTSI traded up $16.73 during trading hours on Wednesday, hitting $375.71. 1,441,393 shares of the company traded hands, compared to its average volume of 1,344,301. 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 $269.43 and its 200-day simple moving average is $222.39. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $401.24. The company has a market cap of $28.67 billion, a PE ratio of 162.65, a PEG ratio of 3.26 and a beta of 1.60.

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MACOM Technology Solutions in a research report on Friday, May 8th. Stifel Nicolaus raised their target price on MACOM Technology Solutions from $255.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Benchmark raised their target price on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Finally, Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $316.82.

Institutional Investors Weigh In On MACOM Technology Solutions

Large investors have recently added to or reduced their stakes in the company. GHP Investment Advisors Inc. purchased a new stake in MACOM Technology Solutions in the 1st quarter worth about $31,000. Measured Wealth Private Client Group LLC bought a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at about $30,000. Advisory Services Network LLC bought a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC boosted its position 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 valued at $27,000 after acquiring an additional 93 shares during the last quarter. Finally, Bayforest Capital Ltd bought a new stake in shares of MACOM Technology Solutions during the 4th quarter valued at about $39,000. Hedge funds and other institutional investors own 76.14% 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.