Here’s What Impacted MACOM Technology Solutions Holdings (MTSI) in Q3

3 months ago 48

Soumya Eswaran

Mon, November 17, 2025 astatine 9:20 AM CST 3 min read

Artisan Partners, an concern absorption company, released its “Artisan Small Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Global equities proceed to rally successful the 3rd quarter, the play with double-digit YTD gains. Major US indices similar Russell 1000®, Russell Midcap®, and Russell 2000® reached grounds highs successful the period. In the quarter, the fund’s Investor Class money ARTSX returned 8.69%, Advisor Class money APDSX posted a instrumentality of 8.75%, and Institutional Class money APHSX returned 8.73%, compared to a instrumentality of 12.19% for the Russell 2000 Growth Index. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Artisan Small Cap Fund highlighted stocks specified arsenic MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures analog semiconductor solutions for wireless and wireline applications. The one-month instrumentality of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was 12.47%, and its shares gained 30.17% of their worth implicit the past 52 weeks. On November 14, 2025, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) banal closed astatine $162.50 per share, with a marketplace capitalization of $12.168 billion.

Artisan Small Cap Fund stated the pursuing regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) successful its 3rd 4th 2025 capitalist letter:

"Outside of our bundle holdings, different Q3 detractors included Twist Bioscience, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) and Wingstop. MACOM designs and manufactures high-performance semiconductors. The institution delivered better-than-expected quarterly results. However, it was required to presume operational power of the fabrication installation acquired from Wolfspeed astir six months up of schedule, pursuing Wolfspeed’s bankruptcy filing. This accelerated modulation has temporarily weighed connected MACOM’s near-term borderline outlook, though we judge the interaction volition beryllium short-lived. We took vantage of the resulting stock terms weakness to summation our position."

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. As per our database, 34 hedge money portfolios held MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) astatine the extremity of the 2nd quarter, which was 36 successful the erstwhile quarter. In the fiscal 4th fourth of 2025, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) reported grounds gross of $261.2 million, up 3.6% sequentially and up 30.1% year-over-year. 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.