Bank of America Forecasts Strong Price Appreciation for MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions (NASDAQ:MTSI) had its price objective boosted by research analysts at Bank of America from $220.00 to $260.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Bank of America‘s target price points to a potential upside of 15.61% from the stock’s current price.

A number of other equities research analysts have also issued reports on MTSI. Barclays increased their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Needham & Company LLC boosted their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Truist Financial upped their target price on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Weiss Ratings lowered shares of MACOM Technology Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 12th. Finally, Stifel Nicolaus boosted their price objective on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $190.50.

MACOM Technology Solutions Trading Up 1.4%

MTSI traded up $3.20 during trading on Wednesday, hitting $224.90. 107,664 shares of the company’s stock were exchanged, compared to its average volume of 1,713,869. MACOM Technology Solutions has a 1 year low of $84.00 and a 1 year high of $227.78. The stock has a 50 day moving average price of $178.76 and a 200 day moving average price of $150.48. The firm has a market cap of $16.87 billion, a P/E ratio of -278.00, a price-to-earnings-growth ratio of 4.12 and a beta of 1.43. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The business had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. During the same quarter in the previous year, the business posted $0.73 EPS. The business’s quarterly revenue was up 3.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, analysts expect that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other news, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $175.73, for a total value of $3,514,600.00. Following the completion of the sale, the chief executive officer owned 74,217 shares of the company’s stock, valued at approximately $13,042,153.41. The trade was a 21.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Susan Ocampo sold 124,515 shares of the company’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $148.02, for a total transaction of $18,430,710.30. Following the completion of the sale, the insider owned 2,585,692 shares in the company, valued at approximately $382,734,129.84. This trade represents a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 831,653 shares of company stock valued at $139,819,269. 16.30% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of MACOM Technology Solutions by 5.9% in the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock valued at $879,865,000 after acquiring an additional 392,365 shares during the last quarter. Invesco Ltd. lifted its stake in MACOM Technology Solutions by 3.2% during the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock worth $496,479,000 after purchasing an additional 106,004 shares during the last quarter. Alliancebernstein L.P. boosted its holdings in MACOM Technology Solutions by 11.7% in the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after purchasing an additional 156,194 shares during the period. Geode Capital Management LLC increased its stake in MACOM Technology Solutions by 2.5% during the second quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock valued at $165,177,000 after purchasing an additional 28,257 shares during the last quarter. Finally, Wellington Management Group LLP raised its holdings in shares of MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after purchasing an additional 634,903 shares during the period. Institutional investors own 76.14% of the company’s stock.

About MACOM Technology Solutions

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.