Osterweis Capital Management Inc. Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Osterweis Capital Management Inc. purchased a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent filing with the SEC. The firm purchased 25,396 shares of the semiconductor company’s stock, valued at approximately $9,660,000.

Several other institutional investors have also modified their holdings of MTSI. Whale Rock Capital Management LLC acquired a new stake in shares of MACOM Technology Solutions in the 4th quarter worth approximately $134,164,000. Wellington Management Group LLP increased its stake in MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after purchasing an additional 634,903 shares in the last quarter. Bessemer Group Inc. raised its holdings in MACOM Technology Solutions by 170,782.0% during the fourth quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock worth $97,465,000 after purchasing an additional 568,704 shares during the last quarter. Norges Bank acquired a new position in MACOM Technology Solutions during the fourth quarter worth $97,397,000. Finally, Bank of New York Mellon Corp purchased a new stake in MACOM Technology Solutions during the second quarter worth $204,593,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on MTSI shares. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday. Needham & Company LLC boosted their price objective on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Barclays increased their price objective on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. Finally, Benchmark initiated coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and a consensus target price of $341.25.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $257.43 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90. The company has a market capitalization of $19.66 billion, a price-to-earnings ratio of 82.78, a PEG ratio of 1.53 and a beta of 1.70. The stock has a fifty day moving average of $308.12 and a two-hundred day moving average of $292.58. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34.

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

Insider Transactions at MACOM Technology Solutions

In related news, CFO John Kober sold 7,389 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the transaction, the chief financial officer owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the firm’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 transaction of $1,005,739.40. Following the sale, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. This trade represents a 8.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 25,837 shares of company stock worth $9,204,236 over the last ninety days. 0.36% of the stock is currently owned by corporate insiders.

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.