MACOM Technology Solutions (NASDAQ:MTSI) Earns Buy Rating from Analysts at Benchmark

Equities researchers at Benchmark began coverage on shares of MACOM Technology Solutions (NASDAQ:MTSI) in a note issued to investors on Thursday. The brokerage set a “buy” rating and a $375.00 price target on the semiconductor company’s stock. Benchmark’s price objective points to a potential upside of 19.75% from the company’s previous close.

Several other research analysts also recently weighed in on MTSI. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, August 5th. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, July 24th. 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. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Finally, Susquehanna lowered their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average target price of $341.82.

MACOM Technology Solutions Stock Up 0.8%

Shares of MTSI traded up $2.39 during mid-day trading on Thursday, hitting $313.14. 50,077 shares of the company’s stock were exchanged, compared to its average volume of 1,469,377. MACOM Technology Solutions has a fifty-two week low of $118.28 and a fifty-two week high of $418.90. The stock’s 50-day moving average is $320.89 and its 200-day moving average is $288.92. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The company has a market cap of $23.92 billion, a price-to-earnings ratio of 100.76, a P/E/G ratio of 1.92 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.05. The company had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.MACOM Technology Solutions’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same quarter last year, the company earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, sell-side analysts anticipate that MACOM Technology Solutions will post 3.68 earnings per share for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,644 shares of the firm’s stock in a transaction dated 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 sale, the chief financial officer 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,687 shares of company stock valued at $10,476,798 over the last quarter. Company insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds and other institutional investors have recently added to or reduced their stakes in MTSI. Versant Capital Management Inc grew its holdings in shares of MACOM Technology Solutions by 11.0% in the 2nd quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock worth $130,000 after purchasing an additional 34 shares during the last quarter. Pacer Advisors Inc. lifted its holdings in MACOM Technology Solutions by 0.4% during the 1st quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock valued at $2,673,000 after purchasing an additional 51 shares during the last quarter. Northwestern Mutual Investment Management Company LLC lifted its holdings in MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after purchasing an additional 53 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its holdings in MACOM Technology Solutions by 2.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock valued at $479,000 after purchasing an additional 62 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC boosted its position in MACOM Technology Solutions by 2.4% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock valued at $467,000 after buying an additional 63 shares in the last quarter. 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.