Ranger Investment Management L.P. Acquires Shares of 117,840 MACOM Technology Solutions Holdings, Inc. $MTSI

Ranger Investment Management L.P. bought a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 117,840 shares of the semiconductor company’s stock, valued at approximately $14,670,000. Ranger Investment Management L.P. owned 0.16% of MACOM Technology Solutions as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Envestnet Asset Management Inc. boosted its holdings in MACOM Technology Solutions by 4.8% in the third quarter. Envestnet Asset Management Inc. now owns 133,007 shares of the semiconductor company’s stock valued at $16,558,000 after acquiring an additional 6,120 shares during the last quarter. Hantz Financial Services Inc. boosted its stake in shares of MACOM Technology Solutions by 2,180.1% in the 3rd quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock valued at $599,000 after purchasing an additional 4,600 shares during the last quarter. Principal Financial Group Inc. grew its position in shares of MACOM Technology Solutions by 5.1% during the 3rd quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock worth $17,693,000 after buying an additional 6,874 shares during the period. Thrivent Financial for Lutherans lifted its holdings in MACOM Technology Solutions by 1.7% in the third quarter. Thrivent Financial for Lutherans now owns 15,661 shares of the semiconductor company’s stock valued at $1,950,000 after buying an additional 264 shares during the period. Finally, Arizona State Retirement System boosted its stake in MACOM Technology Solutions by 1.5% in the third quarter. Arizona State Retirement System now owns 18,691 shares of the semiconductor company’s stock valued at $2,327,000 after acquiring an additional 284 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Up 3.6%

Shares of MACOM Technology Solutions stock opened at $235.98 on Friday. The company has a market capitalization of $17.70 billion, a P/E ratio of -291.11, a price-to-earnings-growth ratio of 4.01 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The business has a 50-day moving average of $193.20 and a two-hundred day moving average of $157.39. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $236.80.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The business had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same period in the previous year, the firm earned $0.79 EPS. MACOM Technology Solutions’s quarterly revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Wall Street Analyst Weigh In

MTSI has been the subject of several recent research reports. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Needham & Company LLC reaffirmed a “buy” rating and set a $250.00 price objective on shares of MACOM Technology Solutions in a research note on Friday. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. TD Cowen boosted their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Benchmark upped their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $210.00.

Insider Activity at MACOM Technology Solutions

In related news, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total value of $1,192,240.44. Following the completion of the transaction, the senior vice president directly owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This represents a 12.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Stephen G. Daly sold 20,000 shares of the stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $173.16, for a total value of $3,463,200.00. Following the transaction, the chief executive officer owned 54,217 shares of the company’s stock, valued at approximately $9,388,215.72. This trade represents a 26.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 519,964 shares of company stock worth $99,832,735 over the last three months. 0.36% of the stock is currently owned by insiders.

More MACOM Technology Solutions News

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Q1 results beat on both EPS and revenue: MACOM reported $1.02 EPS vs. $0.99 consensus and revenue of $271.6M (up ~24.5% YoY), signaling solid top-line growth. Read More.
• Positive Sentiment: Upbeat Q2 guidance materially above estimates: company guided to EPS $1.050–1.090 and revenue $281M–$289M versus consensus EPS ~$0.93 and revenue ~$275M — a driver of stronger near-term earnings expectations. Read More.
• Positive Sentiment: Analysts and media highlighted the beat-and-raise: several outlets and analysts raised targets and reiterated buys after the quarter, supporting momentum and sentiment. Read More.
• Neutral Sentiment: Management commentary and detail available from the earnings call/transcript — helpful for investors wanting color on demand drivers (data center, telecom, optical) and margin trajectory. Read More.
• Neutral Sentiment: Valuation write-ups surfaced after the results, discussing whether the stronger growth and guidance justify higher targets — useful for re-rating assessment. Read More.
• Negative Sentiment: Large insider sell-offs: major shareholder Susan Ocampo sold 100,000 shares (~$23M) and an SVP sold ~5,274 shares recently — raises short-term governance/lockup/markup questions and can weigh on sentiment. Read More.
• Negative Sentiment: Another disclosure shows the SVP sale (5,274 shares, ~$1.19M) — recurring insider sales by executives may temper enthusiasm despite strong results. Read More.

MACOM Technology Solutions Profile

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.