Key Points
- MACOM COO Robert Dennehy sold 18,398 shares on Feb. 26 at an average of $245.25 for a total of $4,512,109.50, leaving him with 12,864 shares — a 58.85% reduction in his position.
- MACOM recently beat quarterly estimates with $1.02 EPS and revenue of $271.6M (up 24.5% YoY), set Q2 2026 guidance of 1.050–1.090 EPS, and trades near its one‑year high around $258.54 while holding a consensus “Moderate Buy” rating (avg. target $228.27).
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) COO Robert Dennehy sold 18,398 shares of the business's stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $245.25, for a total value of $4,512,109.50. Following the completion of the sale, the chief operating officer owned 12,864 shares of the company's stock, valued at $3,154,896. The trade was a 58.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.
MACOM Technology Solutions Stock Up 4.2%
Shares of NASDAQ MTSI opened at $258.54 on Tuesday. The stock has a market capitalization of $19.39 billion, a P/E ratio of 121.38, a PEG ratio of 4.76 and a beta of 1.41. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $258.98. The firm's 50 day simple moving average is $215.16 and its two-hundred day simple moving average is $170.89. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The company had revenue of $271.61 million during the quarter, compared to analysts' expectations of $269.02 million. During the same quarter in the prior year, the company earned $0.79 EPS. The firm's revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.
Hedge Funds Weigh In On MACOM Technology Solutions
Several hedge funds have recently made changes to their positions in the business. Advisory Services Network LLC purchased a new stake in MACOM Technology Solutions in the third quarter worth $25,000. EverSource Wealth Advisors LLC raised its holdings in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company's stock worth $27,000 after purchasing an additional 93 shares in the last quarter. Hantz Financial Services Inc. lifted its position in shares of MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company's stock worth $30,000 after purchasing an additional 134 shares during the period. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions in the 4th quarter worth about $30,000. Finally, Smartleaf Asset Management LLC boosted its stake in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company's stock valued at $36,000 after purchasing an additional 150 shares in the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of equities research analysts have recently weighed in on the company. Weiss Ratings raised MACOM Technology Solutions from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Monday, January 26th. Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a "buy" rating in a research report on Friday, February 6th. Needham & Company LLC reissued a "buy" rating and set a $250.00 price objective on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Wall Street Zen raised shares of MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research note on Saturday, January 10th. Finally, TD Cowen upped 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. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $228.27.
View Our Latest Analysis 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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