MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives $228.27 Average PT from Brokerages

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has received a consensus recommendation of “Moderate Buy” from the thirteen ratings firms that are currently covering the firm, Marketbeat Ratings reports. Four research analysts have rated the stock with a hold rating and nine have given a buy rating to the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $228.2727.

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Bank of America raised their price objective on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Needham & Company LLC reiterated a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a report on Friday, February 6th. Zacks Research lowered MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Finally, TD Cowen raised their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th.

Insider Buying and Selling at MACOM Technology Solutions

In related news, CFO John Kober sold 7,196 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.07, for a total value of $1,749,131.72. Following the completion of the transaction, the chief financial officer directly owned 48,508 shares in the company, valued at $11,790,839.56. This trade represents a 12.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Stephen G. Daly sold 20,000 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly owned 54,217 shares in the company, valued at $9,388,215.72. The trade was a 26.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 743,998 shares of company stock valued at $159,860,587. 0.36% of the stock is currently owned by company insiders.

Institutional Trading of MACOM Technology Solutions

A number of large investors have recently made changes to their positions in MTSI. Advisory Services Network LLC purchased a new position in MACOM Technology Solutions during the third quarter valued at $25,000. EverSource Wealth Advisors LLC boosted its stake in MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the last quarter. Hantz Financial Services Inc. grew its holdings in MACOM Technology Solutions by 174.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 134 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in MACOM Technology Solutions in the 4th quarter worth approximately $30,000. Finally, Smartleaf Asset Management LLC raised its holdings in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 150 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $242.56 on Friday. The business has a 50 day moving average of $204.62 and a 200 day moving average of $164.46. MACOM Technology Solutions has a 52 week low of $84.00 and a 52 week high of $250.01. The company has a market cap of $18.19 billion, a PE ratio of 113.88, a P/E/G ratio of 4.74 and a beta of 1.44. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. During the same quarter in the previous year, the business posted $0.79 earnings per share. The firm’s revenue for the quarter 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 research analysts forecast that MACOM Technology Solutions will post 2.43 earnings per share for the current year.

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.