In-line Results and Stronger Than Expected Outlook Lifted MACOM Technology Solutions Holdings, Inc. (MTSI) Higher

4 weeks ago 6

Soumya Eswaran

Tue, February 24, 2026 astatine 6:43 AM CST 3 min read

Artisan Partners, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Artisan Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Fund seeks to put successful companies that person franchise characteristics, with beardown net trajectories, and are trading astatine a discount to the estimated backstage marketplace value. US equities ended a grounds twelvemonth with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% successful the 4th fourth compared to -3.70% for the Russell Midcap® Growth Index. Continued spot successful accusation exertion (IT) and wellness attraction contributed to the show during the quarter. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Artisan Mid Cap Fund highlighted stocks similar MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is simply a exertion institution that provides analog semiconductor solutions crossed the vigor frequence (RF), microwave, millimeter wave, and lightwave spectrum. On February 23, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) banal closed astatine $245.53 per share. One-month instrumentality of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was 12.17%, and its shares are up 105.86% implicit the past 12 months. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a marketplace capitalization of $18.418 billion.

Artisan Mid Cap Fund stated the pursuing regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) successful its 4th fourth 2025 capitalist letter:

"Along with Coherent, different notable trims during the 4th were iRhythm and MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM designs and manufactures high-performance semiconductors. Shares roseate aft the institution delivered in-line results and issued a stronger-than-expected Q1 outlook. Its results included sequential gross borderline betterment and 1 of its strongest booking quarters successful years, arsenic request remained robust crossed cardinal extremity markets, including information infrastructure and outer communications. The institution continues to execute connected its strategy of expanding margins done differentiated compound semiconductor solutions and merchandise cycles. We trimmed the presumption successful enactment with our valuation discipline."

Is MACOM Technology Solutions Holdings, Inc. (MTSI) the Best Mid Cap Tech Stock to Buy Now?

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 34 hedge money portfolios held MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) astatine the extremity of the 4th quarter, compared to 35 successful the erstwhile quarter. While we admit the imaginable of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

Read Entire Article