Key Points
- Director John Ritchie sold 1,573 shares on Feb. 25 at an average price of $255 for proceeds of $401,115, cutting his stake by 15.33% to 8,690 shares (≈$2.22M).
- MACOM beat Q4 estimates with EPS $1.02 vs. $0.99 and revenue of $271.6M (up 24.5% YoY), and guided Q2 2026 EPS to $1.050–$1.090.
- Analysts have been raising targets (Truist to $261), the consensus rating is a "Moderate Buy" with a $228.27 target, while the stock trades near its 52‑week high and carries a high P/E (~116.5).
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) Director John Ritchie sold 1,573 shares of the business's stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total transaction of $401,115.00. Following the transaction, the director owned 8,690 shares in the company, valued at $2,215,950. This represents a 15.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.
MACOM Technology Solutions Stock Up 0.4%
Shares of MTSI stock opened at $248.12 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $256.12. The stock has a market cap of $18.61 billion, a price-to-earnings ratio of 116.49, a PEG ratio of 4.74 and a beta of 1.44. The firm's 50-day moving average is $213.49 and its 200-day moving average is $169.34. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping analysts' consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. During the same quarter in the previous year, the business earned $0.79 earnings per share. The business's revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Sell-side analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.
Hedge Funds Weigh In On MACOM Technology Solutions
Institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company's stock valued at $1,237,515,000 after buying an additional 157,343 shares in the last quarter. Invesco Ltd. lifted its stake in shares of MACOM Technology Solutions by 3.2% in the 2nd quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company's stock valued at $496,479,000 after acquiring an additional 106,004 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its stake in shares of MACOM Technology Solutions by 7.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company's stock valued at $331,374,000 after acquiring an additional 136,262 shares during the last quarter. Alliancebernstein L.P. boosted its holdings in shares of MACOM Technology Solutions by 11.7% during the 3rd quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company's stock valued at $186,080,000 after acquiring an additional 156,194 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in MACOM Technology Solutions by 3.0% during the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company's stock worth $217,073,000 after acquiring an additional 37,222 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
MTSI has been the topic of several research analyst reports. Truist Financial increased their price objective on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the company a "buy" rating in a research report on Friday, February 6th. TD Cowen increased their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a "buy" rating in a report on Friday, November 7th. Weiss Ratings upgraded MACOM Technology Solutions from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday, January 26th. Needham & Company LLC reaffirmed a "buy" rating and set a $250.00 price target on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Finally, Barclays upped their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an "overweight" rating in a research report on Friday, November 7th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $228.27.
View Our Latest Research Report on MTSI
MACOM Technology Solutions Company Profile
(
Get Free Report)
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.
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