MACOM Technology Solutions (NASDAQ:MTSI) CFO John Kober Sells 7,644 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) CFO John Kober sold 7,644 shares of MACOM Technology Solutions stock in a transaction on Monday, May 18th. The shares were sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the transaction, the chief financial officer owned 40,972 shares in the company, valued at $14,719,191. The trade was a 15.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock opened at $375.71 on Thursday. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $118.16 and a twelve month high of $401.24. The stock has a market capitalization of $28.67 billion, a P/E ratio of 162.65, a PEG ratio of 3.23 and a beta of 1.60. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. The business’s fifty day moving average price is $272.57 and its 200 day moving average price is $223.97.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $288.96 million for the quarter, compared to analyst estimates of $285.20 million. During the same period last year, the company posted $0.85 earnings per share. The firm’s revenue was up 22.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.35 earnings per share for the current year.

Wall Street Analyst Weigh In

MTSI has been the topic of several research reports. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Needham & Company LLC raised their price objective on MACOM Technology Solutions from $250.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Susquehanna raised their price objective on MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a research report on Friday, May 8th. Barclays raised their price objective on MACOM Technology Solutions from $265.00 to $400.00 and gave the company an “overweight” rating in a research report on Friday, May 8th. Finally, Truist Financial lifted their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $316.82.

Institutional Trading of MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of the business. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions in the first quarter worth about $31,000. Measured Wealth Private Client Group LLC acquired a new position in MACOM Technology Solutions in the fourth quarter worth about $30,000. Advisory Services Network LLC acquired a new position in MACOM Technology Solutions in the third quarter worth about $25,000. EverSource Wealth Advisors LLC grew its stake in MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 93 shares in the last quarter. Finally, Bayforest Capital Ltd acquired a new position in MACOM Technology Solutions in the fourth quarter worth about $39,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

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.