MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by New York State Teachers Retirement System

Key Points

• New York State Teachers Retirement System raised its stake in MACOM by 141.1%, buying 13,300 shares to hold 22,726 shares worth $3.893 million, and institutional investors now own about 76.14% of the stock.
• Q2 beat and strong guidance: MACOM topped estimates (EPS $1.09 vs. $1.07; revenue $288.96M), revenue rose 22.5% y/y, management set Q3 EPS guidance of 1.310–1.370, and the stock rallied roughly 11.2% toward its 12‑month high.
• Heavy insider selling—insiders sold 551,557 shares worth $137.6M over the last quarter (insider ownership now ~0.36%)—a potential near‑term risk despite analyst upgrades and positive results.

New York State Teachers Retirement System raised its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) by 141.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,726 shares of the semiconductor company's stock after buying an additional 13,300 shares during the period. New York State Teachers Retirement System's holdings in MACOM Technology Solutions were worth $3,893,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MTSI. Sumitomo Mitsui Trust Group Inc. lifted its position in shares of MACOM Technology Solutions by 2.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,799 shares of the semiconductor company's stock worth $479,000 after purchasing an additional 62 shares in the last quarter. Merit Financial Group LLC lifted its position in shares of MACOM Technology Solutions by 3.9% during the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company's stock worth $228,000 after purchasing an additional 68 shares in the last quarter. Larson Financial Group LLC lifted its position in shares of MACOM Technology Solutions by 19.4% during the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company's stock worth $52,000 after purchasing an additional 68 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company's stock worth $27,000 after purchasing an additional 93 shares in the last quarter. Finally, Vise Technologies Inc. lifted its position in shares of MACOM Technology Solutions by 5.3% during the third quarter. Vise Technologies Inc. now owns 2,014 shares of the semiconductor company's stock worth $251,000 after purchasing an additional 102 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Up 11.2%

Shares of NASDAQ:MTSI opened at $344.47 on Friday. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The company has a fifty day simple moving average of $249.02 and a 200 day simple moving average of $209.70. The firm has a market cap of $25.84 billion, a PE ratio of 161.72, a price-to-earnings-growth ratio of 5.15 and a beta of 1.60. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $117.05 and a 12-month high of $355.00.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.07 by $0.02. The business had revenue of $288.96 million during the quarter, compared to analyst estimates of $285.20 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business's revenue was up 22.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.85 earnings per share. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.2 EPS for the current fiscal year.

Insider Activity

In other MACOM Technology Solutions news, COO Robert Dennehy sold 18,398 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the completion of the sale, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. The trade was a 58.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Donghyun Thomas Hwang sold 3,718 shares of the business's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $276.74, for a total transaction of $1,028,919.32. Following the sale, the senior vice president owned 34,886 shares of the company's stock, valued at approximately $9,654,351.64. The trade was a 9.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 551,557 shares of company stock valued at $137,590,774 over the last quarter. 0.36% of the stock is owned by company insiders.

Key MACOM Technology Solutions News

Here are the key news stories impacting MACOM Technology Solutions this week:

• Positive Sentiment: Q2 beat + strong Q3 guide — MACOM delivered better-than-expected Q2 revenue and adjusted EPS and issued Q3 guidance that implies a step-up in revenue, margins and EPS, a clear near-term growth signal for the market. MACOM Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Strong margins & revenue growth — Q2 revenue rose 22.5% y/y and adjusted gross margin near 58.5%, supporting higher operating leverage and the company’s above-consensus EPS guide. MTSI Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
• Positive Sentiment: Forward-looking commentary — Management’s Q3 guide (revenue and adj. EPS well above consensus) and commentary on demand momentum in key end markets is driving the re-rating of this growth-oriented semiconductor. MACOM jumps as fiscal Q2 results beat and Q3 guidance points to accelerating growth
• Neutral Sentiment: Earnings call transcript available — Transcript provides color on product ramps, channel inventory and demand drivers; useful for validating management’s claims but requires parsing for sustainability. MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Heavy insider selling and mixed institutional flows — Multiple executives have sold shares recently (per filings summarized in coverage), and some large institutional reallocations have reduced positions; this can cap near-term upside or add volatility despite the beat. MACOM jumps as fiscal Q2 results beat and Q3 guidance points to accelerating growth

Analysts Set New Price Targets

MTSI has been the topic of a number of recent research reports. Weiss Ratings raised shares of MACOM Technology Solutions from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Monday, January 26th. Stifel Nicolaus boosted their target price on shares of MACOM Technology Solutions from $255.00 to $300.00 and gave the stock a "buy" rating in a research report on Thursday, April 16th. Wall Street Zen cut shares of MACOM Technology Solutions from a "buy" rating to a "hold" rating in a research report on Saturday, May 2nd. Loop Capital initiated coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They set a "buy" rating and a $300.00 target price on the stock. Finally, Bank of America boosted their target price on shares of MACOM Technology Solutions from $260.00 to $305.00 and gave the stock a "buy" rating in a research report on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, MACOM Technology Solutions currently has an average rating of "Moderate Buy" and an average target price of $251.45.

About MACOM Technology Solutions

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.

Want to see what other hedge funds are holding MTSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.