Global Retirement Partners LLC Buys 2,764 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Global Retirement Partners LLC lifted its stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1,291.6% during the fourth quarter, HoldingsChannel reports. The firm owned 2,978 shares of the semiconductor company’s stock after purchasing an additional 2,764 shares during the period. Global Retirement Partners LLC’s holdings in MACOM Technology Solutions were worth $510,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Larson Financial Group LLC grew its holdings in shares of MACOM Technology Solutions by 17.7% in the fourth quarter. Larson Financial Group LLC now owns 492 shares of the semiconductor company’s stock worth $84,000 after purchasing an additional 74 shares during the last quarter. TimesSquare Capital Management LLC lifted its stake in MACOM Technology Solutions by 4.1% in the fourth quarter. TimesSquare Capital Management LLC now owns 246,866 shares of the semiconductor company’s stock worth $42,283,000 after acquiring an additional 9,767 shares during the period. Profund Advisors LLC lifted its stake in MACOM Technology Solutions by 3.2% in the fourth quarter. Profund Advisors LLC now owns 4,821 shares of the semiconductor company’s stock worth $826,000 after acquiring an additional 150 shares during the period. ProShare Advisors LLC lifted its stake in MACOM Technology Solutions by 24.3% in the fourth quarter. ProShare Advisors LLC now owns 10,718 shares of the semiconductor company’s stock worth $1,836,000 after acquiring an additional 2,093 shares during the period. Finally, HighTower Advisors LLC lifted its stake in MACOM Technology Solutions by 720.4% in the fourth quarter. HighTower Advisors LLC now owns 33,979 shares of the semiconductor company’s stock worth $5,820,000 after acquiring an additional 29,837 shares during the period. 76.14% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Jefferies Financial Group upped 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 note on Monday, February 2nd. Loop Capital assumed coverage on shares of MACOM Technology Solutions in a research note on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective for the company. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Finally, Bank of America upped their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $321.36.

MACOM Technology Solutions Stock Performance

MTSI stock opened at $400.66 on Thursday. The firm has a market cap of $30.57 billion, a price-to-earnings ratio of 173.45, a PEG ratio of 3.39 and a beta of 1.60. The firm has a 50-day simple moving average of $289.79 and a two-hundred day simple moving average of $232.45. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $418.90. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating the consensus estimate of $1.07 by $0.02. The business had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The company’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.65 EPS for the current fiscal year.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, Director Peter Y. Chung sold 43,268 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $378.20, for a total transaction of $16,363,957.60. Following the completion of the sale, the director directly owned 6,781 shares of the company’s stock, valued at approximately $2,564,574.20. This represents a 86.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Geoffrey G. Ribar sold 1,623 shares of the stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $361.84, for a total transaction of $587,266.32. Following the sale, the director directly owned 12,563 shares of the company’s stock, valued at approximately $4,545,795.92. The trade was a 11.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 59,648 shares of company stock valued at $21,966,111. 0.36% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions 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.