MTSI stock icon

MACOM Technology Solutions
MTSI

$95.67
3.42%

Market Cap: $6.91B

0
Funds holding %
of 6,686 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

286% more call options, than puts

Call options by funds: $16M | Put options by funds: $4.15M

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]

19% more capital invested

Capital invested by funds: $5.77B [Q1] → $6.84B (+$1.07B) [Q2]

15% more funds holding

Funds holding: 296 [Q1] → 340 (+44) [Q2]

1.42% more ownership

Funds ownership: 83.73% [Q1] → 85.15% (+1.42%) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 119

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$110
15%
upside
Avg. target
$121
26%
upside
High target
$135
41%
upside

5 analyst ratings

positive
80%
neutral
20%
negative
0%
JP Morgan
Peter Peng
13% 1-year accuracy
1 / 8 met price target
15%upside
$110
Neutral
Maintained
2 Aug 2024
Benchmark
David Williams
31% 1-year accuracy
11 / 36 met price target
25%upside
$120
Buy
Maintained
2 Aug 2024
Barclays
Tom O'Malley
53% 1-year accuracy
19 / 36 met price target
25%upside
$120
Overweight
Maintained
2 Aug 2024
Needham
Quinn Bolton
34% 1-year accuracy
44 / 130 met price target
25%upside
$120
Buy
Maintained
2 Aug 2024
Stifel
Tore Svanberg
46% 1-year accuracy
22 / 48 met price target
41%upside
$135
Buy
Maintained
18 Jul 2024

Financial journalist opinion