MACOM Technology Solutions (NASDAQ:MTSI) Now Covered by Analysts at BMO Capital Markets

Research analysts at BMO Capital Markets started coverage on shares of MACOM Technology Solutions (NASDAQ:MTSI) in a research note issued to investors on Friday,Benzinga reports. The brokerage set a “market perform” rating and a $335.00 price target on the semiconductor company’s stock. BMO Capital Markets’ target price would indicate a potential upside of 25.85% from the company’s previous close.

MTSI has been the topic of a number of other reports. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Benchmark initiated coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price for the company. Barclays upped their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. Needham & Company LLC raised their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Finally, HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Stock Down 1.4%

Shares of NASDAQ MTSI opened at $266.18 on Friday. The stock has a market cap of $20.33 billion, a P/E ratio of 85.59, a PEG ratio of 1.55 and a beta of 1.70. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions has a 12-month low of $120.73 and a 12-month high of $418.90. The business’s fifty day simple moving average is $312.93 and its 200-day simple moving average is $292.09.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping the consensus estimate of $1.35 by $0.05. The firm had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.MACOM Technology Solutions’s revenue for the quarter was up 35.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities analysts predict that MACOM Technology Solutions will post 4.12 EPS for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 2,620 shares of the stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of MACOM Technology Solutions stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the transaction, the chief executive officer owned 38,389 shares in the company, valued at $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 25,837 shares of company stock worth $9,204,236 in the last 90 days. Company insiders own 0.36% of the company’s stock.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of large investors have recently bought and sold shares of MTSI. Headlands Technologies LLC purchased a new stake in shares of MACOM Technology Solutions in the second quarter valued at about $833,000. Susquehanna Fundamental Investments LLC acquired a new stake in MACOM Technology Solutions in the second quarter valued at about $2,293,000. Sigma Planning Corp lifted its position in MACOM Technology Solutions by 14.7% in the second quarter. Sigma Planning Corp now owns 4,026 shares of the semiconductor company’s stock valued at $1,531,000 after purchasing an additional 517 shares during the period. GTS Securities LLC purchased a new stake in MACOM Technology Solutions in the 2nd quarter valued at approximately $277,000. Finally, Flputnam Investment Management Co. purchased a new stake in MACOM Technology Solutions in the 2nd quarter valued at approximately $435,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

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.