MACOM Technology Solutions Holdings, Inc. $MTSI Shares Acquired by ProShare Advisors LLC

ProShare Advisors LLC boosted its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 227.0% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 8,625 shares of the semiconductor company’s stock after acquiring an additional 5,987 shares during the quarter. ProShare Advisors LLC’s holdings in MACOM Technology Solutions were worth $1,074,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Hantz Financial Services Inc. raised its position in MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 134 shares during the period. Smartleaf Asset Management LLC increased its stake in shares of MACOM Technology Solutions by 108.7% during 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 in the last quarter. Parkside Financial Bank & Trust raised its position in shares of MACOM Technology Solutions by 282.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 240 shares during the last quarter. Advisors Asset Management Inc. lifted its stake in MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 161 shares in the last quarter. Finally, Bessemer Group Inc. lifted its stake in MACOM Technology Solutions by 44.0% in the 2nd quarter. Bessemer Group Inc. now owns 347 shares of the semiconductor company’s stock valued at $50,000 after buying an additional 106 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $244.16 on Monday. The firm has a 50 day simple moving average of $200.03 and a 200-day simple moving average of $161.81. The stock has a market cap of $18.31 billion, a price-to-earnings ratio of 114.63, a price-to-earnings-growth ratio of 4.69 and a beta of 1.44. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $245.47.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The firm had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm’s quarterly revenue was up 24.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Insiders Place Their Bets

In other MACOM Technology Solutions news, major shareholder Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the sale, the insider directly owned 4,478,323 shares in the company, valued at $851,194,852.61. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Stephen G. Daly sold 20,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $173.16, for a total transaction of $3,463,200.00. Following the completion of the transaction, the chief executive officer owned 54,217 shares in the company, valued at approximately $9,388,215.72. This represents a 26.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 554,703 shares of company stock valued at $112,151,867. 0.36% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Benchmark boosted their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Finally, Bank of America increased their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and an average price target of $228.27.

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.