Amundi Raises Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Key Points

• Amundi increased its MACOM Technology Solutions stake by 54.3% in the second quarter, bringing its holdings to 288,605 shares valued at approximately $109.8 million. Institutional investors collectively own 76.14% of MTSI.
• MACOM exceeded quarterly expectations, reporting $1.40 in EPS versus the $1.35 consensus and $342.24 million in revenue, up 35.8% year over year. The company provided fourth-quarter 2026 EPS guidance of $1.97–$2.03.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $341.25, while insiders sold 10,261 shares worth approximately $3.48 million over the past 90 days.

Amundi grew its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) by 54.3% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 288,605 shares of the semiconductor company's stock after buying an additional 101,538 shares during the quarter. Amundi owned 0.38% of MACOM Technology Solutions worth $109,777,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of MTSI. Advisory Services Network LLC bought a new stake in MACOM Technology Solutions during the 3rd quarter valued at $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of MACOM Technology Solutions in the 4th quarter worth approximately $30,000. GHP Investment Advisors Inc. bought a new position in shares of MACOM Technology Solutions during the first quarter valued at approximately $31,000. Clearstead Advisors LLC boosted its stake in shares of MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company's stock valued at $40,000 after purchasing an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in MACOM Technology Solutions during the fourth quarter valued at approximately $46,000. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $286.12 on Thursday. The business's 50-day moving average is $282.13 and its two-hundred day moving average is $295.25. The company has a market capitalization of $21.85 billion, a P/E ratio of 92.00, a P/E/G ratio of 1.52 and a beta of 1.71. 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 Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating the consensus estimate of $1.35 by $0.05. The company had revenue of $342.24 million for the quarter, compared to analyst estimates 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 was up 35.8% on a year-over-year basis. During the same quarter last year, the business earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current year.

Insider Activity at MACOM Technology Solutions

In other news, CFO John Kober sold 7,389 shares of MACOM Technology Solutions stock in a transaction on Monday, August 17th. The stock was 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 in the company, valued at $10,950,744.64. The trade was a 18.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of MACOM Technology Solutions stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the transaction, the chief operating officer directly owned 12,758 shares in the company, valued at $3,511,001.60. This trade represents a 1.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 10,261 shares of company stock valued at $3,484,495. 0.36% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

MTSI has been the subject of a number of analyst reports. HC Wainwright restated a "buy" rating on shares of MACOM Technology Solutions in a research note on Wednesday, June 3rd. Wall Street Zen upgraded MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. Barclays boosted their target price on shares of MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an "overweight" rating in a report on Friday, May 22nd. BMO Capital Markets began coverage on shares of MACOM Technology Solutions in a research report on Friday, August 21st. They set a "market perform" rating and a $335.00 price target for the company. Finally, Needham & Company LLC raised their price target 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. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, MACOM Technology Solutions presently has a consensus rating of "Moderate Buy" and an average target price of $341.25.

MACOM Technology Solutions Profile

MACOM Technology Solutions Holdings, Inc NASDAQ: MTSI develops and manufactures high-performance semiconductor products for communications, aerospace and defense, industrial, and test and measurement applications. The company's technologies are designed to support the transmission, processing, and control of high-frequency signals across a range of electronic systems.

Its product portfolio includes radio-frequency, microwave, and millimeter-wave components; analog and mixed-signal devices; compound semiconductor products; and optical components used in communications infrastructure and data-center networks.

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