MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• MACOM Technology Solutions has received a consensus recommendation of "Moderate Buy" from analysts, with two hold ratings, seven buy ratings, and one strong buy rating among ten analysts covering the stock.
• The average 12-month price target for MACOM Technology Solutions is $146.13, indicating potential for growth based on recent analyst projections.
• Insider trading activity includes a notable sale by SVP Robert Dennehy, who sold 5,000 shares for over $700,000, representing a 24.18% decrease in his ownership of the stock.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the ten analysts that are currently covering the stock, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has issued a strong buy rating on the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $146.1250.

A number of research firms recently issued reports on MTSI. Bank of America lifted their price target on MACOM Technology Solutions from $140.00 to $160.00 and gave the company a "buy" rating in a report on Tuesday, June 24th. Wall Street Zen raised MACOM Technology Solutions from a "hold" rating to a "buy" rating in a report on Sunday, July 20th. Zacks Research raised MACOM Technology Solutions from a "strong sell" rating to a "hold" rating in a report on Wednesday, August 20th. Truist Financial lifted their price target on MACOM Technology Solutions from $136.00 to $154.00 and gave the company a "buy" rating in a report on Monday, July 7th. Finally, Stifel Nicolaus lifted their price target on MACOM Technology Solutions from $140.00 to $155.00 and gave the company a "buy" rating in a report on Friday, July 18th.

Insiders Place Their Bets

In related news, SVP Robert Dennehy sold 5,000 shares of MACOM Technology Solutions stock in a transaction dated Tuesday, June 24th. The stock was sold at an average price of $140.42, for a total value of $702,100.00. Following the completion of the sale, the senior vice president directly owned 15,680 shares in the company, valued at $2,201,785.60. This trade represents a 24.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jihye Whang Rosenband sold 800 shares of MACOM Technology Solutions stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $123.81, for a total value of $99,048.00. Following the completion of the sale, the director owned 7,189 shares of the company's stock, valued at approximately $890,070.09. The trade was a 10.01% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 395,376 shares of company stock valued at $52,285,626 over the last three months. Company insiders own 16.30% of the company's stock.

Institutional Trading of MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MTSI. Norges Bank bought a new position in shares of MACOM Technology Solutions during the 2nd quarter valued at about $113,936,000. Fiera Capital Corp bought a new position in shares of MACOM Technology Solutions during the 2nd quarter valued at about $41,744,000. AQR Capital Management LLC lifted its holdings in shares of MACOM Technology Solutions by 5,891.8% during the 1st quarter. AQR Capital Management LLC now owns 247,400 shares of the semiconductor company's stock valued at $23,510,000 after purchasing an additional 243,271 shares in the last quarter. Nuveen LLC bought a new position in shares of MACOM Technology Solutions during the 1st quarter valued at about $23,767,000. Finally, Bank of New York Mellon Corp lifted its holdings in shares of MACOM Technology Solutions by 52.2% during the 2nd quarter. Bank of New York Mellon Corp now owns 628,882 shares of the semiconductor company's stock valued at $90,113,000 after purchasing an additional 215,578 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Stock Performance

MACOM Technology Solutions stock opened at $131.42 on Tuesday. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10. The stock has a fifty day moving average price of $132.25 and a two-hundred day moving average price of $121.20. MACOM Technology Solutions has a 52-week low of $84.00 and a 52-week high of $152.50. The firm has a market capitalization of $9.79 billion, a P/E ratio of -130.12, a P/E/G ratio of 2.50 and a beta of 1.49.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last released its quarterly earnings data on Thursday, August 7th. The semiconductor company reported $0.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The firm had revenue of $252.08 million during the quarter, compared to analyst estimates of $249.89 million. During the same period in the prior year, the company posted $0.66 earnings per share. The business's revenue for the quarter was up 32.3% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. As a group, analysts anticipate that MACOM Technology Solutions will post 2.43 EPS for the current fiscal year.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.

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