Thornburg Investment Management Inc. Raises Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Thornburg Investment Management Inc. boosted its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 13.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,092 shares of the semiconductor company’s stock after acquiring an additional 10,195 shares during the quarter. Thornburg Investment Management Inc.’s holdings in MACOM Technology Solutions were worth $10,967,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. EverSource Wealth Advisors LLC increased its position in shares of MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares during the last quarter. Hantz Financial Services Inc. boosted its stake 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 buying an additional 134 shares during the period. Smartleaf Asset Management LLC increased its position 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 valued at $36,000 after acquiring an additional 150 shares during the last quarter. Parkside Financial Bank & Trust raised its stake in shares of MACOM Technology Solutions by 282.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 240 shares during the period. Finally, Advisors Asset Management Inc. raised its stake in shares of 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 acquiring an additional 161 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Jefferies Financial Group increased their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Bank of America raised their price target on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Susquehanna initiated coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They issued a “neutral” rating and a $200.00 price objective for the company. TD Cowen increased their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. Finally, Stifel Nicolaus raised their target price on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average price target of $228.27.

Insider Activity at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 3,156 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $250.00, for a total value of $789,000.00. Following the sale, the insider directly owned 4,075,167 shares in the company, valued at approximately $1,018,791,750. This trade represents a 0.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of MACOM Technology Solutions stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the sale, the senior vice president directly owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This trade represents a 12.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 739,998 shares of company stock valued at $159,200,587 over the last 90 days. 0.36% of the stock is owned by corporate insiders.

MACOM Technology Solutions Stock Up 2.0%

Shares of NASDAQ MTSI opened at $253.37 on Thursday. The stock has a market cap of $19.01 billion, a P/E ratio of 118.95, a PEG ratio of 4.76 and a beta of 1.44. The business’s fifty day simple moving average is $210.50 and its 200-day simple moving average is $167.89. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $256.12. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.MACOM Technology Solutions’s revenue was up 24.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.79 EPS. 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 fiscal year.

MACOM Technology Solutions Company 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.