Hsbc Holdings PLC Acquires Shares of 6,091 MACOM Technology Solutions Holdings, Inc. $MTSI

Hsbc Holdings PLC bought a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 6,091 shares of the semiconductor company’s stock, valued at approximately $2,285,000.

A number of other institutional investors have also recently modified their holdings of MTSI. Price T Rowe Associates Inc. MD raised its position in shares of MACOM Technology Solutions by 7.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock worth $331,374,000 after purchasing an additional 136,262 shares during the last quarter. Geode Capital Management LLC increased its stake in MACOM Technology Solutions by 3.0% during the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares in the last quarter. GW&K Investment Management LLC increased its stake in MACOM Technology Solutions by 6.1% during the 4th quarter. GW&K Investment Management LLC now owns 1,217,935 shares of the semiconductor company’s stock valued at $208,609,000 after purchasing an additional 70,167 shares in the last quarter. Wellington Management Group LLP raised its holdings in MACOM Technology Solutions by 3.0% in the fourth quarter. Wellington Management Group LLP now owns 1,015,569 shares of the semiconductor company’s stock worth $173,947,000 after buying an additional 29,131 shares during the last quarter. Finally, Janus Henderson Group PLC raised its holdings in MACOM Technology Solutions by 15.5% in the first quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company’s stock worth $174,109,000 after buying an additional 105,032 shares during the last quarter. 76.14% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

MTSI has been the topic of several analyst reports. Benchmark began coverage on shares of MACOM Technology Solutions in a research note on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price on the stock. Needham & Company LLC raised their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Truist Financial increased their target price on MACOM Technology Solutions from $261.00 to $375.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Stock Performance

Shares of NASDAQ MTSI opened at $265.27 on Monday. The firm’s 50-day moving average price is $299.38 and its 200-day moving average price is $293.75. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The company has a market cap of $20.26 billion, a PE ratio of 85.30, a PEG ratio of 1.52 and a beta of 1.70. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $121.97 and a 52-week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating 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 net margin of 20.70% and a return on equity of 17.82%. The firm’s quarterly revenue was up 35.8% on a year-over-year basis. During the same period in the previous year, the company earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares in the company, valued at approximately $10,950,744.64. This trade represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of MACOM Technology Solutions stock in a transaction 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 transaction, the senior vice president owned 29,756 shares in the company, valued at $11,422,435.72. This represents a 8.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.36% of the stock is currently owned by corporate insiders.

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.