Key Points
- MACOM CFO John Kober sold 7,644 shares on May 18 at an average price of $359.25, generating about $2.75 million. The sale reduced his ownership by 15.72% and was made under a pre-arranged Rule 10b5-1 plan.
- The stock has been trading higher, with shares up 4.7% and opening at $375.71. MACOM also sits near its 52-week high of $401.24, far above its 52-week low of $118.16.
- Recent fundamentals and analyst sentiment remain strong: the company beat quarterly EPS and revenue estimates, raised guidance, and analysts have a consensus Moderate Buy rating with an average target price of $316.82.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) SVP Donghyun Thomas Hwang sold 2,595 shares of the company's stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $360.64, for a total transaction of $935,860.80. Following the sale, the senior vice president directly owned 32,376 shares in the company, valued at approximately $11,676,080.64. This trade represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Donghyun Thomas Hwang also recently made the following trade(s):
- On Thursday, April 30th, Donghyun Thomas Hwang sold 3,718 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32.
MACOM Technology Solutions Trading Up 4.7%
Shares of MTSI opened at $375.71 on Thursday. The business's 50-day moving average price is $272.57 and its 200-day moving average price is $223.97. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $401.24. The stock has a market cap of $28.67 billion, a PE ratio of 162.65, a P/E/G ratio of 3.23 and a beta of 1.60. The company has a quick ratio of 5.84, a current ratio of 7.52 and a debt-to-equity ratio of 0.29.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.07 by $0.02. The company had revenue of $288.96 million for the quarter, compared to analysts' expectations of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. MACOM Technology Solutions's revenue for the quarter was up 22.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.35 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
A number of analysts recently commented on MTSI shares. Jefferies Financial Group raised their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a "buy" rating in a research note on Monday, February 2nd. Benchmark raised their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a "buy" rating in a research note on Friday, February 6th. Stifel Nicolaus raised their price target on MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a "buy" rating in a research note on Thursday, April 16th. Bank of America increased their price objective on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a "buy" rating in a report on Monday, April 13th. Finally, Barclays increased their price objective on MACOM Technology Solutions from $265.00 to $400.00 and gave the stock an "overweight" rating in a report on Friday, May 8th. Two research 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 company's stock. According to MarketBeat, MACOM Technology Solutions currently has a consensus rating of "Moderate Buy" and a consensus target price of $316.82.
View Our Latest Analysis on MACOM Technology Solutions
Institutional Investors Weigh In On MACOM Technology Solutions
Several large investors have recently bought and sold shares of MTSI. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions in the 3rd quarter worth about $25,000. EverSource Wealth Advisors LLC boosted its position in MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company's stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions in the fourth quarter worth about $30,000. GHP Investment Advisors Inc. purchased a new position in MACOM Technology Solutions in the first quarter worth about $31,000. Finally, Smartleaf Asset Management LLC boosted its position in MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company's stock worth $36,000 after purchasing an additional 150 shares during the last quarter. 76.14% of the stock is currently owned by institutional investors.
About MACOM Technology Solutions
(
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.
Further Reading
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