Hsbc Holdings PLC Increases Stock Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Hsbc Holdings PLC boosted its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 5,004.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 102,909 shares of the semiconductor company’s stock after buying an additional 100,893 shares during the period. Hsbc Holdings PLC’s holdings in MACOM Technology Solutions were worth $17,796,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in MTSI. Advisors Asset Management Inc. increased its holdings in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in MACOM Technology Solutions by 9.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after buying an additional 13,215 shares in the last quarter. Focus Partners Wealth increased its holdings in MACOM Technology Solutions by 121.3% in the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after buying an additional 3,694 shares in the last quarter. Cetera Investment Advisers purchased a new position in MACOM Technology Solutions in the 2nd quarter worth about $372,000. Finally, Marshall Wace LLP purchased a new position in MACOM Technology Solutions in the 2nd quarter worth about $544,000. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MTSI has been the topic of a number of recent analyst reports. Bank of America raised their price target on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Truist Financial increased their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a report on Friday, May 8th. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Finally, Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $335.00.

MACOM Technology Solutions Price Performance

NASDAQ MTSI opened at $304.82 on Wednesday. The company has a 50-day moving average price of $359.23 and a 200-day moving average price of $272.04. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90. 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 has a market capitalization of $23.26 billion, a P/E ratio of 131.96, a PEG ratio of 2.69 and a beta of 1.65.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. During the same quarter last year, the firm posted $0.85 earnings per share. The firm’s revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In related news, CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction on Monday, May 18th. The stock was sold at an average price of $359.25, for a total transaction of $2,746,107.00. Following the transaction, the chief financial officer directly owned 40,972 shares in the company, valued at approximately $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $276.74, for a total value of $1,028,919.32. Following the sale, the senior vice president directly owned 34,886 shares of the company’s stock, valued at $9,654,351.64. This represents a 9.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 78,096 shares of company stock worth $28,760,941. Insiders own 0.36% of the company’s stock.

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.