6,331 Shares in MACOM Technology Solutions Holdings, Inc. $MTSI Acquired by Landscape Capital Management L.L.C.

Key Points

• Landscape Capital Management acquired 6,331 shares of MACOM Technology Solutions in the second quarter, worth approximately $2.4 million. Institutional investors collectively own 76.14% of the company.
• Analyst sentiment remains favorable, with a consensus rating of “Moderate Buy” and an average price target of $341.25, despite BMO Capital Markets initiating coverage with a “Market Perform” rating.
• MACOM beat quarterly expectations, reporting $1.40 in earnings per share versus the $1.35 consensus and $342.24 million in revenue, up 35.8% year over year. Insiders have sold 25,837 shares worth about $9.2 million over the past 90 days.

Landscape Capital Management L.L.C. bought a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm bought 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 the stock. Swedbank AB acquired a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at about $13,059,000. Principal Financial Group Inc. boosted its position in shares of MACOM Technology Solutions by 41.7% during the first quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company's stock worth $43,337,000 after buying an additional 57,474 shares during the period. Azzad Asset Management Inc. ADV boosted its position in shares of MACOM Technology Solutions by 94.4% during the first quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company's stock worth $4,466,000 after buying an additional 9,767 shares during the period. Fifth Third Bancorp grew its holdings in shares of MACOM Technology Solutions by 2,385.6% during the first quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company's stock worth $4,101,000 after buying an additional 17,725 shares in the last quarter. Finally, Hsbc Holdings PLC grew its holdings in shares of MACOM Technology Solutions by 5,004.6% during the fourth quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company's stock worth $17,796,000 after buying an additional 100,893 shares in the last quarter. Institutional investors own 76.14% of the company's stock.

Insider Activity

In related news, CFO John Kober sold 7,389 shares of the business's stock in a transaction 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 directly owned 33,583 shares in the company, valued at approximately $10,950,744.64. The trade was a 18.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,620 shares of the company's stock in a transaction 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 directly owned 29,756 shares in the company, valued at $11,422,435.72. This trade represents a 8.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 25,837 shares of company stock valued at $9,204,236. 0.36% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on MTSI shares. BMO Capital Markets began coverage on MACOM Technology Solutions in a research note on Friday. They issued a "market perform" rating and a $335.00 target price on the stock. Benchmark began coverage on shares of MACOM Technology Solutions in a research note on Thursday, August 13th. They set a "buy" rating and a $375.00 price target for the company. Needham & Company LLC lifted their price objective on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a "buy" rating in a report on Thursday, August 6th. Zacks Research lowered shares of MACOM Technology Solutions from a "strong-buy" rating to a "hold" rating in a research report on Friday, July 24th. Finally, Truist Financial increased their target price on shares of MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a "buy" rating in a report on Friday, May 8th. 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 stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $341.25.

MACOM Technology Solutions Stock Performance

MTSI opened at $266.61 on Friday. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $121.97 and a 52-week high of $418.90. The firm has a market capitalization of $20.36 billion, a PE ratio of 85.73, a PEG ratio of 1.53 and a beta of 1.70. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The business's 50-day simple moving average is $310.66 and its 200 day simple moving average is $291.91.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, beating analysts' consensus estimates 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 return on equity of 17.82% and a net margin of 20.70%.The business's revenue was up 35.8% compared to the same quarter last year. During the same period last year, the company earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

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.

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