MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by Rice Hall James & Associates LLC

by · The Markets Daily

Rice Hall James & Associates LLC decreased its holdings in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) by 12.7% during the first quarter, Holdings Channel.com reports. The fund owned 14,700 shares of the semiconductor company’s stock after selling 2,138 shares during the period. Rice Hall James & Associates LLC’s holdings in MACOM Technology Solutions were worth $3,264,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of MTSI. Whale Rock Capital Management LLC acquired a new position in MACOM Technology Solutions during the 4th quarter valued at approximately $134,164,000. Wellington Management Group LLP grew its holdings 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 valued at $122,802,000 after buying an additional 634,903 shares during the last quarter. Bessemer Group Inc. increased its position in shares of MACOM Technology Solutions by 170,782.0% in the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after acquiring an additional 568,704 shares during the period. Norges Bank acquired a new position in shares of MACOM Technology Solutions in the 4th quarter valued at $97,397,000. Finally, FengHe Fund Management Pte. Ltd. purchased a new position in MACOM Technology Solutions in the 4th quarter worth $90,663,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on MTSI. Weiss Ratings reiterated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Needham & Company LLC lifted their target price on MACOM Technology Solutions from $250.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Susquehanna dropped their target price on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Stifel Nicolaus raised their price target on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $330.45.

View Our Latest Research Report on MACOM Technology Solutions

MACOM Technology Solutions Price Performance

Shares of MTSI opened at $266.99 on Monday. The business’s 50-day moving average is $348.53 and its two-hundred day moving average is $282.52. The company has a market capitalization of $20.37 billion, a P/E ratio of 115.58, a P/E/G ratio of 2.19 and a beta of 1.65. The company has a debt-to-equity ratio of 0.29, a quick ratio of 5.84 and a current ratio of 7.52. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $118.16 and a fifty-two week high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The business had revenue of $288.95 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%.The company’s revenue was up 22.5% on a year-over-year basis. During the same quarter last year, the business posted $0.85 EPS. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insider Activity at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,644 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $359.25, for a total value of $2,746,107.00. Following the completion of the transaction, the chief financial officer directly owned 40,972 shares of the company’s stock, valued at approximately $14,719,191. The trade was a 15.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Geoffrey G. Ribar sold 1,623 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $361.84, for a total value of $587,266.32. Following the completion of the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 78,096 shares of company stock valued at $28,760,941 in the last 90 days. 0.36% of the stock is currently owned by corporate insiders.

MACOM Technology Solutions Profile

(Free Report)

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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