MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC reduced its holdings in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 4.6% during the first quarter, Holdings Channel reports. The firm owned 221,729 shares of the semiconductor company’s stock after selling 10,619 shares during the period. MACOM Technology Solutions makes up 0.6% of Segall Bryant & Hamill LLC’s portfolio, making the stock its 22nd largest holding. Segall Bryant & Hamill LLC’s holdings in MACOM Technology Solutions were worth $49,239,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of MTSI. Advisors Asset Management Inc. lifted its position in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock valued at $49,000 after acquiring an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in MACOM Technology Solutions by 9.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after acquiring an additional 13,215 shares in the last quarter. Focus Partners Wealth boosted its holdings in MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after purchasing an additional 3,694 shares in the last quarter. Cetera Investment Advisers bought a new stake in MACOM Technology Solutions during the second quarter worth approximately $372,000. Finally, Marshall Wace LLP bought a new position in shares of MACOM Technology Solutions in the second quarter worth about $544,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Stock Up 1.1%

MACOM Technology Solutions stock opened at $251.44 on Friday. The firm has a market capitalization of $19.18 billion, a price-to-earnings ratio of 108.85, a price-to-earnings-growth ratio of 2.04 and a beta of 1.65. The firm’s fifty day moving average price is $336.21 and its two-hundred day moving average price is $284.43. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $118.16 and a 1-year high of $418.90. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The company had revenue of $288.95 million during the quarter, compared to the consensus estimate of $285.20 million. During the same period last year, the business posted $0.85 earnings per share. MACOM Technology Solutions’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on MTSI. Stifel Nicolaus increased their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Wall Street Zen downgraded MACOM Technology Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. JPMorgan Chase & Co. increased their price target on shares of MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Finally, Susquehanna decreased their price target on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $330.45.

Insider Activity at MACOM Technology Solutions

In other news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares in the company, valued at approximately $11,422,435.72. The trade was a 8.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter Y. Chung sold 43,268 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $378.20, for a total value of $16,363,957.60. Following the completion of the sale, the director owned 6,781 shares of the company’s stock, valued at $2,564,574.20. The trade was a 86.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 74,378 shares of company stock valued at $27,732,022 in the last ninety days. 0.36% of the stock is currently 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.