Commerce Bank Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Commerce Bank purchased a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 3,665 shares of the semiconductor company’s stock, valued at approximately $1,394,000.

A number of other hedge funds also recently made changes to their positions in MTSI. Versant Capital Management Inc boosted its position in shares of MACOM Technology Solutions by 11.0% during the 2nd quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock valued at $130,000 after acquiring an additional 34 shares in the last quarter. Pacer Advisors Inc. increased its stake in MACOM Technology Solutions by 0.4% in the first quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock valued at $2,673,000 after acquiring an additional 51 shares during the period. Northwestern Mutual Investment Management Company LLC raised its position in MACOM Technology Solutions by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock worth $2,454,000 after purchasing an additional 53 shares in the last quarter. Meeder Advisory Services Inc. raised its position in MACOM Technology Solutions by 3.5% in the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after purchasing an additional 63 shares in the last quarter. Finally, O Shaughnessy Asset Management LLC lifted its stake in MACOM Technology Solutions by 2.4% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock worth $467,000 after purchasing an additional 63 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on MTSI. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 24th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Truist Financial boosted their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Weiss Ratings lowered MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $266.27 on Wednesday. The stock has a market capitalization of $20.34 billion, a price-to-earnings ratio of 85.62, a P/E/G ratio of 1.48 and a beta of 1.70. The firm’s 50-day moving average price is $306.08 and its two-hundred day moving average price is $292.94. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $121.97 and a 1-year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its 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 during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. MACOM Technology Solutions’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. The trade was a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $5,789,091.00. Following the sale, the chief executive officer owned 38,389 shares in the company, valued at $14,040,776.75. The trade was a 29.19% 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. Insiders sold 25,837 shares of company stock valued at $9,204,236 in the last three months. Corporate 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.