Landscape Capital Management L.L.C. Buys New Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI

Landscape Capital Management L.L.C. purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 6,331 shares of the semiconductor company’s stock, valued at approximately $2,408,000.

A number of other institutional investors have also recently bought and sold shares of MTSI. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions in the third quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC bought a new position in shares of MACOM Technology Solutions during the 4th quarter worth approximately $30,000. GHP Investment Advisors Inc. bought a new position in shares of MACOM Technology Solutions during the 1st quarter worth approximately $31,000. Clearstead Advisors LLC increased its holdings in shares of MACOM Technology Solutions by 156.5% during the 4th quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 144 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new position in shares of MACOM Technology Solutions during the 4th quarter worth approximately $46,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on MTSI shares. Weiss Ratings cut MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday. Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 24th. Susquehanna decreased their price objective on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Needham & Company LLC increased their price objective 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. Finally, Stifel Nicolaus raised their target price on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus price target of $341.25.

Insiders Place Their Bets

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The stock was 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the sale, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. This represents a 18.03% 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 25,837 shares of company stock worth $9,204,236 in the last 90 days. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Price Performance

MACOM Technology Solutions stock opened at $266.61 on Friday. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $121.97 and a 12 month high of $418.90. The stock’s 50 day moving average is $310.66 and its 200-day moving average is $291.91. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $20.36 billion, a price-to-earnings ratio of 85.73, a PEG ratio of 1.53 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.05. The business had revenue of $342.24 million during the quarter, compared to analysts’ expectations of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The firm’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same period last year, the firm posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 EPS for the current year.

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.