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Nykredit A S acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,148 shares of the semiconductor company’s stock, valued at approximately $817,000.

Several other hedge funds also recently made changes to their positions in the company. Bell Investment Advisors Inc acquired a new stake in shares of MACOM Technology Solutions during the second quarter worth about $49,000. GHP Investment Advisors Inc. acquired a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at about $31,000. Keating Financial Advisory Services Inc. acquired a new stake in shares of MACOM Technology Solutions in the 2nd quarter valued at about $58,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in MACOM Technology Solutions during the 2nd quarter worth approximately $67,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in MACOM Technology Solutions during the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Price Performance Shares of NASDAQ:MTSI opened at $268.95 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $121.97 and a fifty-two week high of $418.90. 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 50-day simple moving average is $285.53 and its 200-day simple moving average is $294.74. The company has a market cap of $20.54 billion, a price-to-earnings ratio of 86.48, a PEG ratio of 1.49 and a beta of 1.71.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its quarterly 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 analysts’ expectations of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The firm’s revenue for the quarter was up 35.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current year. Insider Transactions at MACOM Technology Solutions In other news, COO Robert Dennehy sold 252 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the transaction, the chief operating officer directly owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the sale, the chief financial officer directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. This represents a 18.03% 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. In the last three months, insiders sold 10,261 shares of company stock valued at $3,484,495. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In A number of brokerages have weighed in on MTSI. Needham & Company LLC boosted their price objective on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Benchmark began coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 price objective for the company. Weiss Ratings downgraded MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, August 21st. BMO Capital Markets started coverage on MACOM Technology Solutions in a report on Friday, August 21st. They issued a “market perform” rating and a $335.00 target price on the stock. Finally, 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 report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, MACOM Technology Solutions has an average rating of “Moderate Buy” and a consensus target price of $341.25.

Read Our Latest Research Report on MTSI

(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.

Read More Five stocks we like better than MACOM Technology Solutions 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane 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).

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M/A-Com (MTSI - Free Report) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $0.9 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.48%. A quarter ago, it was expected that this chipmaker would post earnings of $1.07 per share when it actually produced earnings of $1.09, delivering a surprise of +1.87%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

M/A-Com, which belongs to the Zacks Semiconductor - Analog and Mixed industry, posted revenues of $342.24 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.13%. This compares to year-ago revenues of $252.08 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

M/A-Com shares have added about 53.8% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for M/A-Com?While M/A-Com has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for M/A-Com was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.46 on $356.82 million in revenues for the coming quarter and $4.93 on $1.25 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductor - Analog and Mixed is currently in the top 10% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Analog Devices (ADI - Free Report) , has yet to report results for the quarter ended July 2026. The results are expected to be released on August 19.

This semiconductor maker is expected to post quarterly earnings of $3.33 per share in its upcoming report, which represents a year-over-year change of +62.4%. The consensus EPS estimate for the quarter has been revised 1.8% higher over the last 30 days to the current level.

Analog Devices' revenues are expected to be $3.92 billion, up 36.3% from the year-ago quarter.