MACOM Technology Solutions Holdings, Inc. $MTSI Shares Bought by HighTower Advisors LLC

Key Points

• HighTower Advisors LLC increased its stake in MACOM Technology Solutions by 720.4% in the fourth quarter, ending with 33,979 shares valued at about $5.82 million.
• MACOM reported a strong quarterly update, with EPS of $1.09 topping estimates and revenue of $288.96 million, up 22.5% year over year. The company also provided Q3 2026 guidance of $1.31 to $1.37 per share.
• Analysts remain generally bullish, with several firms raising price targets and the stock carrying a Moderate Buy consensus and average target of $321.36. Meanwhile, insiders recently sold shares, including director Geoffrey G. Ribar and SVP Donghyun Thomas Hwang.

HighTower Advisors LLC grew its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) by 720.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,979 shares of the semiconductor company's stock after purchasing an additional 29,837 shares during the quarter. HighTower Advisors LLC's holdings in MACOM Technology Solutions were worth $5,820,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in shares of MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company's stock worth $1,237,515,000 after purchasing an additional 157,343 shares in the last quarter. Alliancebernstein L.P. lifted its stake in shares of MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company's stock worth $186,080,000 after purchasing an additional 156,194 shares in the last quarter. Wellington Management Group LLP lifted its stake in shares of MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company's stock worth $122,802,000 after purchasing an additional 634,903 shares in the last quarter. UBS Group AG lifted its stake in shares of MACOM Technology Solutions by 31.9% during the fourth quarter. UBS Group AG now owns 909,799 shares of the semiconductor company's stock worth $155,830,000 after purchasing an additional 219,849 shares in the last quarter. Finally, Analog Century Management LP lifted its stake in shares of MACOM Technology Solutions by 6.4% in the third quarter. Analog Century Management LP now owns 684,774 shares of the semiconductor company's stock worth $85,248,000 after acquiring an additional 41,009 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company's stock.

MACOM Technology Solutions Trading Down 2.2%

NASDAQ:MTSI opened at $400.66 on Thursday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. The stock has a market cap of $30.57 billion, a price-to-earnings ratio of 173.45, a price-to-earnings-growth ratio of 3.39 and a beta of 1.60. MACOM Technology Solutions Holdings, Inc. has a one year low of $118.16 and a one year high of $418.90. The business's 50-day simple moving average is $289.79 and its 200 day simple moving average is $232.45.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.02. The firm had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.MACOM Technology Solutions's quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, sell-side analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.65 earnings per share for the current fiscal year.

Analysts Set New Price Targets

MTSI has been the topic of several recent analyst reports. Wall Street Zen upgraded MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research note on Saturday, May 16th. Bank of America boosted their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a "buy" rating in a research note on Monday, April 13th. Stifel Nicolaus boosted their price target on MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a "buy" rating in a research note on Thursday, April 16th. Barclays boosted their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an "overweight" rating in a research note on Friday, May 22nd. Finally, Needham & Company LLC boosted their price target on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a "buy" rating in a research note on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $321.36.

Insider Transactions at MACOM Technology Solutions

In related news, Director Geoffrey G. Ribar sold 1,623 shares of the business's stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the sale, the director directly owned 12,563 shares of the company's stock, valued at $4,545,795.92. The trade was a 11.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Donghyun Thomas Hwang sold 2,595 shares of the business's stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $360.64, for a total value of $935,860.80. Following the completion of the sale, the senior vice president directly owned 32,376 shares of the company's stock, valued at approximately $11,676,080.64. This represents a 7.42% 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. Insiders sold 59,648 shares of company stock valued at $21,966,111 over the last 90 days. Corporate insiders own 0.36% of the company's stock.

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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