EFG International AG Invests $9.58 Million in MACOM Technology Solutions Holdings, Inc. $MTSI

EFG International AG bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 25,201 shares of the semiconductor company’s stock, valued at approximately $9,580,000.

Other institutional investors have also made changes to their positions in the company. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the 3rd quarter worth about $25,000. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions in the fourth quarter worth about $30,000. GHP Investment Advisors Inc. bought a new position in shares of MACOM Technology Solutions in the first quarter worth about $31,000. Clearstead Advisors LLC lifted its position in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC bought a new stake in shares of MACOM Technology Solutions during the fourth quarter valued at approximately $46,000. 76.14% of the stock is owned by institutional investors.

MACOM Technology Solutions Stock Performance

Shares of MTSI stock opened at $266.27 on Wednesday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The stock has a market cap of $20.34 billion, a PE ratio of 85.62, a price-to-earnings-growth ratio of 1.48 and a beta of 1.70. The stock has a 50-day moving average of $306.08 and a 200-day moving average of $292.94. MACOM Technology Solutions Holdings, Inc. has a one year low of $121.97 and a one year high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.05. The business had revenue of $342.24 million for the quarter, compared to analyst estimates 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 last year, the firm earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on MTSI shares. Needham & Company LLC raised their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Truist Financial raised 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 note on Friday, May 8th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. BMO Capital Markets started coverage on shares of MACOM Technology Solutions in a research report on Friday, August 21st. They set a “market perform” rating and a $335.00 target price for the company. Finally, JPMorgan Chase & Co. increased their price target on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $341.25.

Insiders Place Their Bets

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the transaction, the senior vice president owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at $14,040,776.75. This represents a 29.19% 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. Over the last three months, insiders have sold 25,837 shares of company stock worth $9,204,236. Company insiders own 0.36% 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.