Key Points
- CFO John Kober sold 7,389 MACOM shares at an average price of $326.08, generating approximately $2.41 million. The Rule 10b5-1 transaction reduced his direct ownership by 18.03% to 33,583 shares.
- MACOM’s latest quarterly results exceeded expectations, with EPS of $1.40 versus the $1.35 consensus and revenue of $342.24 million, up 35.8% year over year. The company issued fourth-quarter 2026 EPS guidance of $1.97–$2.03.
- Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $341.82. Institutional investors own 76.14% of the company’s shares.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) CFO John Kober sold 7,389 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the sale, the chief financial officer directly owned 33,583 shares in the company, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
MACOM Technology Solutions Price Performance
MACOM Technology Solutions stock opened at $269.98 on Thursday. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The company has a fifty day simple moving average of $315.10 and a 200-day simple moving average of $291.76. The stock has a market cap of $20.62 billion, a P/E ratio of 86.81, a price-to-earnings-growth ratio of 1.68 and a beta of 1.70. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $118.28 and a 12-month high of $418.90.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last posted its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. During the same quarter in the prior year, the company posted $0.90 earnings per share. MACOM Technology Solutions's revenue for the quarter was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current fiscal year.
Institutional Trading of MACOM Technology Solutions
Institutional investors and hedge funds have recently bought and sold shares of the business. Swedbank AB purchased a new position in MACOM Technology Solutions in the 1st quarter valued at $13,059,000. Principal Financial Group Inc. raised its holdings in shares of MACOM Technology Solutions by 41.7% in the 1st quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company's stock worth $43,337,000 after purchasing an additional 57,474 shares during the period. Azzad Asset Management Inc. ADV boosted its position in MACOM Technology Solutions by 94.4% during the 1st quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company's stock worth $4,466,000 after purchasing an additional 9,767 shares during the period. Fifth Third Bancorp raised its holdings in shares of MACOM Technology Solutions by 2,385.6% during the 1st quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company's stock valued at $4,101,000 after buying an additional 17,725 shares during the period. Finally, Hsbc Holdings PLC boosted its stake in shares of MACOM Technology Solutions by 5,004.6% in the fourth quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company's stock valued at $17,796,000 after purchasing an additional 100,893 shares during the period. Hedge funds and other institutional investors own 76.14% of the company's stock.
Analyst Ratings Changes
A number of research firms have weighed in on MTSI. Benchmark began coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They set a "buy" rating and a $375.00 price objective on the stock. Wall Street Zen upgraded shares of MACOM Technology Solutions from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Needham & Company LLC lifted their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a "buy" rating in a research note on Thursday, August 6th. HC Wainwright reissued a "buy" rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a "buy" rating in a research note on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $341.82.
Check Out Our Latest Stock Report on MTSI
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.
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