Key Points
- Director Charles Bland sold 800 shares of MACOM Technology Solutions at an average price of $380, totaling about $304,000. After the sale, he still held 14,338 shares, and the transaction reduced his ownership by 5.28%.
- MACOM posted strong fiscal Q2 results, beating EPS and revenue estimates with $1.09 per share on $288.96 million in revenue. Revenue rose 22.5% year over year, and the company also raised its Q3 2026 EPS guidance to $1.31-$1.37.
- Analyst sentiment remains constructive after earnings, with multiple firms raising price targets and ratings, including Barclays to $400 and Truist to $375. Overall, the stock carries a “Moderate Buy” consensus and an average target price of $316.82.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) Director Charles Bland sold 800 shares of the firm's stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $380.00, for a total transaction of $304,000.00. Following the transaction, the director directly owned 14,338 shares in the company, valued at approximately $5,448,440. This trade represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link.
MACOM Technology Solutions Stock Performance
Shares of NASDAQ:MTSI opened at $375.60 on Friday. The firm has a market cap of $28.66 billion, a PE ratio of 162.60, a price-to-earnings-growth ratio of 3.51 and a beta of 1.60. The firm's 50 day simple moving average is $263.86 and its 200-day simple moving average is $218.96. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $401.24. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last issued its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, topping analysts' consensus estimates of $1.07 by $0.02. The business had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company's quarterly revenue was up 22.5% compared to the same quarter last year. During the same period last year, the company posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.3 EPS for the current year.
Institutional Investors Weigh In On MACOM Technology Solutions
Several institutional investors have recently bought and sold shares of MTSI. Vanguard Group Inc. lifted its stake in shares of MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company's stock worth $1,237,515,000 after buying an additional 157,343 shares during the period. Price T Rowe Associates Inc. MD lifted its stake in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company's stock worth $331,374,000 after buying an additional 136,262 shares during the period. Alliancebernstein L.P. lifted its stake in shares of MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company's stock worth $186,080,000 after buying an additional 156,194 shares during the period. Geode Capital Management LLC lifted its stake in shares of MACOM Technology Solutions by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company's stock worth $217,073,000 after buying an additional 37,222 shares during the period. Finally, GW&K Investment Management LLC lifted its stake in shares of MACOM Technology Solutions by 6.1% during the fourth quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company's stock worth $208,609,000 after buying an additional 70,167 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.
MACOM Technology Solutions News Summary
Here are the key news stories impacting MACOM Technology Solutions this week:
- Positive Sentiment: MACOM reported stronger-than-expected fiscal Q2 results, with EPS of $1.09 topping estimates and revenue of $288.96 million also beating forecasts; revenue rose 22.5% year over year, reinforcing momentum in the business.
- Positive Sentiment: The company lifted Q3 2026 guidance to $1.31-$1.37 in EPS, signaling management confidence that recent demand trends can continue.
- Positive Sentiment: Analysts turned more constructive after earnings, including Truist raising its price target to $375 and keeping a buy rating, while Zacks Research upgraded the stock to strong-buy.
- Positive Sentiment: Zacks also highlighted MTSI as a high-efficiency and momentum name, which can attract additional trader interest. Article Title
- Neutral Sentiment: Insider selling by directors Charles R. Bland and Geoffrey Ribar may be a mild overhang, but the sales were relatively small versus their remaining holdings and occurred after the stock’s sharp rally.
- Neutral Sentiment: One Seeking Alpha piece argued the growth story may not justify the stock’s premium valuation, which could temper upside if investors start focusing more on price than execution. Article Title
Wall Street Analysts Forecast Growth
Several equities analysts recently issued reports on MTSI shares. Wall Street Zen raised shares of MACOM Technology Solutions from a "hold" rating to a "buy" rating in a report on Saturday. Barclays lifted their price objective on shares of MACOM Technology Solutions from $265.00 to $400.00 and gave the company an "overweight" rating in a report on Friday, May 8th. Truist Financial lifted their price objective on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the company a "buy" rating in a report on Friday, May 8th. Loop Capital began coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a "buy" rating and a $300.00 target price for the company. Finally, Susquehanna raised their target price on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the company a "neutral" rating in a research note on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions currently has an average rating of "Moderate Buy" and an average target price of $316.82.
View Our Latest Stock Report on MACOM Technology Solutions
MACOM Technology Solutions Company Profile
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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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