MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives $228.27 Consensus Target Price from Brokerages

Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) have been given a consensus recommendation of “Moderate Buy” by the thirteen brokerages that are currently covering the firm, MarketBeat.com reports. Four analysts have rated the stock with a hold recommendation and nine have issued a buy recommendation on the company. The average 1 year price objective among brokers that have covered the stock in the last year is $228.2727.

A number of research firms have recently issued reports on MTSI. JPMorgan Chase & Co. increased their target price on MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Truist Financial lifted their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a report on Friday, February 6th. Jefferies Financial Group upped their price target on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Needham & Company LLC reissued a “buy” rating and issued a $250.00 price objective on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Finally, Wall Street Zen cut MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th.

MACOM Technology Solutions Stock Performance

Shares of MTSI opened at $215.94 on Tuesday. The company has a 50-day moving average of $223.16 and a two-hundred day moving average of $175.84. The stock has a market cap of $16.20 billion, a price-to-earnings ratio of 101.38, a PEG ratio of 4.25 and a beta of 1.41. 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 has a one year low of $84.00 and a one year high of $258.98.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $269.02 million. During the same quarter in the previous year, the business earned $0.79 earnings per share. The firm’s 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. On average, equities research analysts expect that MACOM Technology Solutions will post 2.43 earnings per share for the current year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Geoffrey G. Ribar sold 2,244 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $253.59, for a total value of $569,055.96. Following the completion of the sale, the director owned 13,410 shares in the company, valued at $3,400,641.90. This represents a 14.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John Ritchie sold 1,573 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total transaction of $401,115.00. Following the sale, the director directly owned 8,690 shares of the company’s stock, valued at $2,215,950. This trade represents a 15.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 753,113 shares of company stock valued at $184,368,095 in the last 90 days. Corporate insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of hedge funds have recently modified their holdings of MTSI. Northwestern Mutual Investment Management Company LLC boosted its position in MACOM Technology Solutions by 0.4% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after purchasing an additional 53 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in MACOM Technology Solutions by 2.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company’s stock worth $479,000 after purchasing an additional 62 shares during the last quarter. Meeder Advisory Services Inc. raised its stake in shares of MACOM Technology Solutions by 3.5% during the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after purchasing an additional 63 shares in the last quarter. O Shaughnessy Asset Management LLC raised its stake in shares of MACOM Technology Solutions by 2.4% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock worth $467,000 after purchasing an additional 63 shares in the last quarter. Finally, Merit Financial Group LLC lifted its holdings in shares of MACOM Technology Solutions by 3.9% during the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after buying an additional 68 shares during the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

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.