Magnetar Financial LLC Makes New $1.24 Million Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Magnetar Financial LLC acquired a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 9,945 shares of the semiconductor company’s stock, valued at approximately $1,238,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in MACOM Technology Solutions by 5.9% during the third quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after buying an additional 392,365 shares during the last quarter. Invesco Ltd. raised its stake in shares of MACOM Technology Solutions by 3.2% in the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after acquiring an additional 106,004 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of MACOM Technology Solutions by 2.5% in the second quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock valued at $165,177,000 after acquiring an additional 28,257 shares during the last quarter. Norges Bank bought a new stake in MACOM Technology Solutions during the 2nd quarter worth approximately $113,936,000. Finally, The Manufacturers Life Insurance Company grew its position in MACOM Technology Solutions by 8.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 669,232 shares of the semiconductor company’s stock worth $95,894,000 after acquiring an additional 52,058 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Donghyun Thomas Hwang sold 5,274 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $226.06, for a total transaction of $1,192,240.44. Following the completion of the sale, the senior vice president owned 38,604 shares in the company, valued at approximately $8,726,820.24. The trade was a 12.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, major shareholder Susan Ocampo sold 261,763 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the transaction, the insider directly owned 3,759,895 shares in the company, valued at approximately $956,630,084.85. This trade represents a 6.51% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 753,113 shares of company stock valued at $184,368,095 in the last three months. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $215.94 on Friday. The firm 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. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $258.98. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The stock has a 50-day moving average price of $223.16 and a 200 day moving average price of $175.84.

MACOM Technology Solutions (NASDAQ:MTSI) last released its 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 company had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. During the same period in the prior year, the company posted $0.79 EPS. The company’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. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Wall Street Analyst Weigh In

MTSI has been the subject of several research analyst reports. Needham & Company LLC reiterated a “buy” rating and issued a $250.00 price objective on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Stifel Nicolaus raised their target price on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Benchmark lifted their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a report on Friday, February 6th. Zacks Research downgraded shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Finally, Truist Financial increased their price objective on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average target price of $228.27.

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.