Polar Asset Management Partners Inc. Has $35.70 Million Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Polar Asset Management Partners Inc. boosted its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 14.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 286,760 shares of the semiconductor company’s stock after purchasing an additional 36,995 shares during the period. Polar Asset Management Partners Inc. owned about 0.38% of MACOM Technology Solutions worth $35,699,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Merit Financial Group LLC boosted its position in shares of MACOM Technology Solutions by 3.9% during the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock worth $228,000 after buying an additional 68 shares during the period. Larson Financial Group LLC raised its position in MACOM Technology Solutions by 19.4% in the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock valued at $52,000 after buying an additional 68 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 93 shares during the last quarter. Wedmont Private Capital lifted its stake in MACOM Technology Solutions by 5.4% in the 3rd quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after acquiring an additional 99 shares in the last quarter. Finally, Vise Technologies Inc. lifted its stake in MACOM Technology Solutions by 5.3% in the 3rd quarter. Vise Technologies Inc. now owns 2,014 shares of the semiconductor company’s stock valued at $251,000 after acquiring an additional 102 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Susquehanna began coverage on shares of MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 price target for the company. Jefferies Financial Group boosted 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 report on Monday, February 2nd. JPMorgan Chase & Co. increased their target price on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Stifel Nicolaus raised their target price on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Finally, Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $228.27.

MACOM Technology Solutions Stock Down 1.1%

MTSI stock opened at $218.89 on Thursday. 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 business has a 50 day moving average price of $227.05 and a two-hundred day moving average price of $178.72. The company has a market cap of $16.42 billion, a price-to-earnings ratio of 102.77, a P/E/G ratio of 3.68 and a beta of 1.41. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $258.98.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The business’s revenue was up 24.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, Director John Ritchie sold 1,573 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total value of $401,115.00. Following the completion of the sale, the director owned 8,690 shares in the company, valued at $2,215,950. This trade represents a 15.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Geoffrey G. Ribar sold 2,244 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $253.59, for a total transaction of $569,055.96. Following the transaction, the director owned 13,410 shares in the company, valued at $3,400,641.90. This represents a 14.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 753,113 shares of company stock valued at $184,368,095. 0.36% of the stock is owned by corporate insiders.

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.