Thornburg Investment Management Inc. Purchases 4,547 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Thornburg Investment Management Inc. boosted its position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 5.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 92,639 shares of the semiconductor company’s stock after buying an additional 4,547 shares during the quarter. Thornburg Investment Management Inc.’s holdings in MACOM Technology Solutions were worth $15,867,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions in the third quarter valued at $25,000. EverSource Wealth Advisors LLC increased its holdings in shares of MACOM Technology Solutions by 75.6% in the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of MACOM Technology Solutions in the fourth quarter valued at $30,000. Smartleaf Asset Management LLC increased its holdings in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 150 shares during the last quarter. Finally, Bayforest Capital Ltd acquired a new position in shares of MACOM Technology Solutions in the fourth quarter valued at $39,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at MACOM Technology Solutions

In related news, CEO Stephen G. Daly sold 15,828 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $365.75, for a total transaction of $5,789,091.00. Following the completion of the sale, the chief executive officer owned 38,389 shares of the company’s stock, valued at $14,040,776.75. This represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $360.64, for a total transaction of $935,860.80. Following the sale, the senior vice president directly owned 32,376 shares of the company’s stock, valued at $11,676,080.64. This represents a 7.42% 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. Insiders have sold a total of 75,476 shares of company stock valued at $27,755,202 over the last three months. 0.36% of the stock is owned by insiders.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $379.87 on Monday. The firm has a 50-day moving average of $324.39 and a 200-day moving average of $249.82. The stock has a market cap of $28.98 billion, a PE ratio of 164.45, a PEG ratio of 3.12 and a beta of 1.66. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $118.16 and a 52-week 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 announced its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The company had revenue of $288.96 million during the quarter, compared to analysts’ expectations of $285.20 million. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. MACOM Technology Solutions’s quarterly revenue was up 22.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, sell-side analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 3.68 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. 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 report on Friday, May 22nd. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Zacks Research upgraded shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Susquehanna upped their price objective on shares of MACOM Technology Solutions from $300.00 to $350.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Finally, Bank of America upped their price objective on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $321.36.

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.