Key Points
- MACOM Technology Solutions CEO Stephen Daly sold 15,828 shares on May 29 at an average price of $365.75, totaling about $5.79 million. After the sale, he still owned 38,389 shares, and the transaction was made under a pre-arranged Rule 10b5-1 plan.
- The company recently posted strong quarterly results, beating EPS expectations with $1.09 per share and revenue of $288.96 million, up 22.5% year over year. MACOM also raised its Q3 2026 guidance to $1.310-$1.370 EPS.
- Analysts have turned more constructive on the stock, with several firms raising price targets and ratings. MarketBeat reports a consensus rating of Moderate Buy and an average target price of $321.36.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) CEO Stephen Daly sold 15,828 shares of the firm's stock in a transaction on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares of the company's stock, valued at $14,040,776.75. The trade was a 29.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
MACOM Technology Solutions Stock Performance
Shares of MTSI stock opened at $382.35 on Wednesday. The stock has a fifty day moving average of $298.69 and a 200 day moving average of $236.61. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $118.16 and a 52 week high of $418.90. The firm has a market capitalization of $29.17 billion, a price-to-earnings ratio of 165.52, a PEG ratio of 2.90 and a beta of 1.66. 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 announced its quarterly 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. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. During the same quarter last year, the firm posted $0.85 earnings per share. The firm's revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.
Analyst Upgrades and Downgrades
A number of analysts recently commented on the company. 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. JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a "neutral" rating in a research report on Friday, May 8th. Susquehanna raised their price objective on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a "neutral" rating in a research report on Friday, May 8th. Zacks Research raised MACOM Technology Solutions from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, May 12th. Finally, Wall Street Zen raised MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research report on Saturday, May 16th. 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. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $321.36.
Check Out Our Latest Report on MACOM Technology Solutions
Hedge Funds Weigh In On MACOM Technology Solutions
Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Northwestern Mutual Investment Management Company LLC lifted its position in MACOM Technology Solutions by 0.4% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company's stock valued at $2,454,000 after buying an additional 53 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its position in MACOM Technology Solutions by 2.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company's stock valued at $479,000 after buying an additional 62 shares during the period. Meeder Advisory Services Inc. lifted its position in MACOM Technology Solutions by 3.5% during the fourth quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company's stock valued at $324,000 after buying an additional 63 shares during the period. O Shaughnessy Asset Management LLC raised its position in shares of MACOM Technology Solutions by 2.4% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company's stock worth $467,000 after purchasing an additional 63 shares during the last quarter. Finally, Merit Financial Group LLC raised its position in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company's stock worth $228,000 after purchasing an additional 68 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company's stock.
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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