Stifel Rates MACOM Technology Solutions (MTSI) buy

Stifel has reiterated its buy rating on MACOM Technology Solutions Holdings, Inc. (NasdaqGS: MTSI), maintaining a price target of $450. Analyst Tore Svanberg confirmed the rating on June 24, 2026, as part of a broader assessment of the company's financial health and market position.

Other Institutional Activity in MACOM Technology Solutions

Several notable institutional investors have adjusted their positions in MACOM Technology Solutions. FMR LLC increased its holdings by 4,129,789 shares, ending with 10,610,440 shares valued at approximately $2.36 billion, marking a 63.7% increase. BlackRock, Inc. also boosted its stake by 1,041,347 shares, holding a total of 8,566,283 shares worth about $1.90 billion, a 13.8% rise. On the other hand, T. Rowe Price Investment Management, Inc. trimmed its position by 913,946 shares, now holding 4,486,082 shares valued at $996.23 million, reflecting a 16.9% decrease. Invesco Ltd. added 249,245 shares, bringing its total to 3,673,815 shares, approximately $815.84 million in value, a 7.3% increase. Meanwhile, Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both initiated new positions with 3,587,081 and 2,992,851 shares, respectively.

MACOM Technology Solutions Holdings, Inc. Stock Up 36.0%

Shares of MACOM Technology Solutions traded near $372.15 on Wednesday. The company boasts a market cap of approximately $30.23 billion, with a P/E ratio of 168.6 and a forward P/E of 57.9. Its beta is 1.662, indicating a higher volatility compared to the market. The stock's 52-week low is $118.16, and its high is $418.90. The 50-day moving average stands at $334.55, while the 200-day moving average is $221.35. The firm maintains strong liquidity with a current ratio of 7.522 and a quick ratio of 5.507, alongside a debt-to-equity ratio of 29.203.

Recent Earnings

In its recent earnings report, MACOM Technology Solutions posted revenue of approximately $1.07 billion, reflecting a 22.5% growth. The company achieved an EPS of $2.35, with a net margin of 16.5% and a return on equity of 13.5%. The next earnings report is expected on August 6, 2026.

Insider Buying and Selling at MACOM Technology Solutions Holdings, Inc.

Recent insider activity at MACOM Technology Solutions includes several planned sales. On May 29, 2026, President and CEO Stephen Daly sold 15,828 shares at an average price of $365.75 under a Rule 10b5-1 plan. Other sales include Senior VP and CFO John Kober, who sold 7,644 shares at $359.25 on May 18, 2026, and SVP, Global Sales Donghyun Thomas Hwang, who sold 2,595 shares at $360.64 on the same day, both as part of planned transactions.

Analysts Set New Price Targets

On June 24, 2026, Stifel maintained its buy rating on MACOM Technology Solutions with a $450 price target. Barclays also maintained a buy rating with a similar target on May 22, 2026. The consensus among 14 analysts is a buy rating, with a mean price target of $398.36.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for wireless and wireline applications. Based in Lowell, Massachusetts, the company provides products like integrated circuits, modules, and diodes that are used in various systems, including wireless base stations and optical networks. Led by CEO Stephen G. Daly, MACOM employs around 2,000 people and operates globally, serving sectors like carrier infrastructure and industrial and defense.

Bottom Line

Stifel's reiterated buy rating and $450 price target for MACOM Technology Solutions reflect confidence in the company's growth potential. With its strong market position and robust financials, MACOM remains a key player in the semiconductor industry. Investors should remember that analyst ratings are based on historical data and may not predict future performance.