Raiffeisen Bank International AG Sells 8,000 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Key Points

• Raiffeisen Bank International reduced its MACOM Technology Solutions stake by 16.8%, selling 8,000 shares and retaining 39,600 shares worth approximately $14.8 million. Institutional investors collectively own 76.14% of MTSI.
• MACOM reported quarterly EPS of $1.40, exceeding estimates by $0.05, while revenue rose 35.8% year over year to $342.24 million. The company posted a 20.70% net margin and issued fourth-quarter 2026 EPS guidance of $1.97–$2.03.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $341.25 target price, although insiders sold 10,261 shares worth $3.48 million over the past 90 days.

Raiffeisen Bank International AG decreased its position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Free Report) by 16.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 39,600 shares of the semiconductor company's stock after selling 8,000 shares during the quarter. Raiffeisen Bank International AG owned 0.05% of MACOM Technology Solutions worth $14,755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of MTSI. Advisory Services Network LLC purchased a new position in shares of MACOM Technology Solutions in the third quarter valued at $25,000. Measured Wealth Private Client Group LLC purchased a new stake in MACOM Technology Solutions during the fourth quarter valued at $30,000. GHP Investment Advisors Inc. bought a new position in MACOM Technology Solutions during the first quarter valued at $31,000. Clearstead Advisors LLC lifted its position in 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 during the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in shares of MACOM Technology Solutions in the 4th quarter worth $46,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Trading Up 0.9%

MTSI stock opened at $259.95 on Friday. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $121.97 and a twelve month high of $418.90. The stock has a market capitalization of $19.85 billion, a price-to-earnings ratio of 83.59, a price-to-earnings-growth ratio of 1.43 and a beta of 1.71. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The firm's fifty day simple moving average is $289.61 and its two-hundred day simple moving average is $294.40.

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

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the business's stock in a transaction that occurred 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 completion of 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the company's stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $275.20, for a total value of $69,350.40. Following the transaction, the chief operating officer directly owned 12,758 shares in the company, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 10,261 shares of company stock worth $3,484,495 over the last 90 days. Company insiders own 0.36% of the company's stock.

Analyst Ratings Changes

MTSI has been the topic of a number of research reports. Zacks Research upgraded shares of MACOM Technology Solutions from a "hold" rating to a "strong-buy" rating in a report on Monday, August 24th. Susquehanna lowered their price target on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a "neutral" rating for the company in a report on Tuesday, July 21st. Wall Street Zen upgraded MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a "buy" rating in a research note on Wednesday, June 24th. Finally, HC Wainwright restated a "buy" rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, MACOM Technology Solutions has an average rating of "Moderate Buy" and a consensus target price of $341.25.

MACOM Technology Solutions Company 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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