MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by Geode Capital Management LLC

Geode Capital Management LLC raised its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 3.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,267,103 shares of the semiconductor company’s stock after purchasing an additional 37,222 shares during the quarter. Geode Capital Management LLC’s holdings in MACOM Technology Solutions were worth $217,073,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions during the 3rd quarter worth approximately $25,000. EverSource Wealth Advisors LLC raised 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 worth $27,000 after purchasing an additional 93 shares during the period. Bayforest Capital Ltd acquired a new stake in shares of MACOM Technology Solutions during the 4th quarter worth approximately $39,000. Clearstead Advisors LLC grew its holdings in MACOM Technology Solutions by 156.5% in the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after buying an additional 144 shares in the last quarter. Finally, Smartleaf Asset Management LLC grew its holdings in MACOM Technology Solutions by 108.7% in the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after buying an additional 150 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analysts Set New Price Targets

MTSI has been the subject of a number of recent analyst reports. Benchmark increased their price objective on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Needham & Company LLC increased their price objective on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Weiss Ratings reissued a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Stifel Nicolaus increased their price objective on MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $321.36.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $382.35 on Wednesday. The stock has a fifty day moving average price of $298.69 and a two-hundred day moving average price of $236.61. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The firm has a market cap of $29.17 billion, a P/E ratio of 165.52, a PEG ratio of 2.90 and a beta of 1.66. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $118.16 and a 1 year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The firm had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The firm’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period last year, the company posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, CEO Stephen G. Daly sold 15,828 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the transaction, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This trade represents a 29.19% 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 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 directly owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. The trade was a 15.72% 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. Insiders sold a total of 75,476 shares of company stock worth $27,755,202 in the last quarter. 0.36% of the stock is currently owned by corporate insiders.

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.