MTSI

MACOM Technology Solutions Holdings, Inc.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001493594
$379.87 +1.36% $29.0B
Insider Selling Cluster (3 insiders)22 New Institutional Positions28 Institutional Exits
Vol
Market Cap$29.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$11.2B
Inst. Activity22 buys / 28 sells
Insider Activity0B / 18S
Insider Net $-$113.9M
Reddit Sentiment57° Neutral
SEC Reports20
Press Releases2
Congressional1 trades
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001493594·Prev Close $374.76

Recent Activity

Jun 9, 2026 Press
MACOM announced a joint demonstration with Elve at IMS 2026 showcasing combined APD linearization with TWTA technology f
Impact 2/10
Jun 9, 2026 contract
MACOM and Elve to Demonstrate a V-Band Linearized TWTA for Satellite Communications and Defense Applications at IMS 2026
MACOM and ELVE will demonstrate how their technologies can be combined to enhance performance and ef
May 29, 2026 SEC
Director Stephen G. Daly filed a Form 144 notice of intent to sell 15,828 shares of MACOM common stock, valued at approx
144 — Impact 2/10
May 29, 2026 Insider
Daly Stephen G sold 1,500 shares
President and CEO @ $358.44 ($537.7K)
May 27, 2026 SEC
Director Susan Ocampo filed a Form 144 to sell 190,787 shares of MTSI common stock valued at approximately $76.3 million
144 — Impact 4/10
May 20, 2026 SEC
A cluster of insider sales at MACOM Technology Solutions (MTSI) totaling ~$17.3M over the past week follows the company'
CLUSTER — Impact 3/10
May 19, 2026 Insider
Shanmugaraj Murugesan gifted 1,400 shares
Director
May 19, 2026 Insider
BLAND CHARLES R gifted 300 shares
Director

Price Targets

$398.36 +4.9% upside Hold
Current $379.87 Low $345.00 Median $392.50 High $450.00 14 analysts
$345.00 $450.00

Analyst Ratings

Strong Buy82% buy · 22 analysts
5Strong Buy
13Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 22, 2026 Barclays MAINTAIN Overweight → Overweight
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 8, 2026 Truist Securities MAINTAIN Buy → Buy
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
May 8, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.35 ▲ +17.4% $1.32 — $1.38 50% YoY 15
Next Q $1.57 ▲ +27.0% $1.45 — $1.86 67% YoY 15
Current FY $5.03 ▲ +12.3% $4.89 — $5.31 45% YoY 15
Next FY $6.84 ▲ +22.0% $5.84 — $8.18 36% YoY 14

Top Institutional Holders

FundValueMove
FMR LLC$2.4BADD
BlackRock, Inc.$1.9B
Invesco Ltd.$815.8M
VANGUARD PORTFOLIO MANAGEMENT LLC$796.6M
VANGUARD CAPITAL MANAGEMENT LLC$664.6M

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Daly StephenSELL$537.7K
May 19, 2026Shanmugaraj MurugesanG$0.00
May 19, 2026BLAND CHARLESG$0.00
May 18, 2026BLAND CHARLESG$0.00
May 18, 2026Hwang DonghyunSELL$106.0K

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
50 institutional holders with $11.2B total value (50,602,955 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, Invesco. Net selling activity: 28 institutions trimmed/exited vs 22 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC10,610,440$2.4B21.1%ADD +63.7%
2BlackRock, Inc.8,566,283$1.9B17.0%
3Invesco Ltd.3,673,815$815.8M7.3%
4VANGUARD PORTFOLIO MANAGEMENT LLC3,587,081$796.6M7.1%
5VANGUARD CAPITAL MANAGEMENT LLC2,992,851$664.6M5.9%
6STATE STREET CORP2,152,751$478.1M4.3%
7WELLINGTON MANAGEMENT GROUP LLP1,548,035$343.8M3.1%ADD +52.4%
8Capital Research Global Investors1,222,672$271.5M2.4%
9Artisan Partners Limited Partnership1,047,159$232.5M2.1%
10Polar Capital Holdings Plc930,778$206.7M1.8%NEW
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/828,448$184.0M1.6%ADD +77.1%
12Neuberger Berman Group LLC788,819$175.0M1.6%
13JANUS HENDERSON GROUP PLC784,118$174.1M1.6%
14BARCLAYS PLC734,568$163.1M1.5%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC660,860$146.8M1.3%
16NOMURA ASSET MANAGEMENT INTERNATIONAL INC.635,061$141.0M1.3%
17ALLIANCEBERNSTEIN L.P.789,042$135.1M1.2%
18CITADEL ADVISORS LLC590,570$131.1M1.2%
19RAYMOND JAMES FINANCIAL INC590,338$127.0M1.1%
20MORGAN STANLEY555,156$123.3M1.1%TRIM -26.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD6,480,65110,610,440+63.7%$2.4B2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD1,015,5691,548,035+52.4%$343.8M2026-Q1
Polar Capital Holdings PlcNEW930,778$206.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD467,797828,448+77.1%$184.0M2026-Q1
MORGAN STANLEYTRIM758,162555,156-26.8%$123.3M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM947,132529,138-44.1%$117.5M2026-Q1
FRANKLIN RESOURCES INCDOUBLED15,393501,969+3161.0%$111.5M2026-Q1
BANK OF AMERICA CORP /DE/TRIM656,453480,687-26.8%$106.7M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCTRIM482,051336,813-30.1%$74.8M2026-Q1
LOOMIS SAYLES & CO L PTRIM484,374322,459-33.4%$71.6M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM482,817305,954-36.6%$67.9M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED71,150228,400+221.0%$50.7M2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT551,641125,722-77.2%$27.9M2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLCTRIM209,510118,169-43.6%$26.2M2026-Q1
DEUTSCHE BANK AG\ADD88,148117,561+33.4%$26.1M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM131,74195,261-27.7%$21.2M2026-Q1
LMR Partners LLPNEW75,000$16.7M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM202,50070,057-65.4%$15.6M2026-Q1
NATIXISDOUBLED21,04366,285+215.0%$14.7M2026-Q1
Swedbank ABNEW58,806$13.1M2026-Q1
STRS OHIOTRIM54,01638,485-28.8%$8.5M2026-Q1
MARSHALL WACE, LLPDOUBLED2,57624,972+869.4%$5.5M2026-Q1
Assenagon Asset Management S.A.NEAR_EXIT172,82324,019-86.1%$5.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED74318,468+2385.6%$4.1M2026-Q1
Orion Porfolio Solutions, LLCTRIM27,69018,094-34.7%$4.0M2026-Q1
12 unique insiders with 31 transactions. Net insider value: -$113.9M ($0.00 bought, $113.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Daly Stephen GPresident and CEOSELL1,500$358.44$537.7K
May 19, 2026Shanmugaraj MurugesanDirectorGIFT1,400
May 19, 2026BLAND CHARLES RDirectorGIFT300
May 18, 2026BLAND CHARLES RDirectorGIFT400
May 18, 2026Hwang Donghyun ThomasSVP, Global SalesSELL300$353.32$106.0K
May 18, 2026Kober JohnSenior VP and CFOSELL500$352.79$176.4K
May 15, 2026Hwang Donghyun ThomasSVP, Global SalesAWARD85$138.13$11.7K
May 15, 2026Kober JohnSenior VP and CFOAWARD108$138.13$14.9K
May 15, 2026Dennehy RobertSenior VP and COOAWARD146$138.13$20.2K
May 14, 2026CHUNG PETER YDirectorSELL43,268$378.20$16.4M
May 13, 2026BLAND CHARLES RDirectorSELL800$380.00$304.0K
May 11, 2026RIBAR GEOFFREY GDirectorSELL1,623$361.84$587.3K
Apr 30, 2026Hwang Donghyun ThomasSVP, Global SalesSELL100$271.40$27.1K
Mar 6, 2026Ingram BryanDirectorAWARD776
Mar 6, 2026Shanmugaraj MurugesanDirectorAWARD776
Mar 6, 2026Rosenband Jihye WhangDirectorAWARD776
Mar 6, 2026Ritchie JohnDirectorAWARD776
Mar 6, 2026BLAND CHARLES RDirectorAWARD776
Mar 6, 2026RIBAR GEOFFREY GDirectorAWARD776
Mar 6, 2026CHUNG PETER YDirectorAWARD776
Feb 26, 2026Dennehy RobertSenior VP and COOSELL971$240.40$233.4K
Feb 25, 2026OCAMPO SUSAN10%+ OwnerSELL41,012$250.39$10.3M
Feb 25, 2026Ritchie JohnDirectorSELL1,573$255.00$401.1K
Feb 25, 2026RIBAR GEOFFREY GDirectorSELL2,244$253.59$569.1K
Feb 24, 2026OCAMPO SUSAN10%+ OwnerSELL53,509$250.08$13.4M
Feb 13, 2026OCAMPO SUSAN10%+ OwnerSELL42,173$240.35$10.1M
Feb 12, 2026BLAND CHARLES RDirectorSELL1,000$240.82$240.8K
Feb 12, 2026OCAMPO SUSAN10%+ OwnerSELL56,543$240.22$13.6M
Feb 6, 2026OCAMPO SUSAN10%+ OwnerSELL100,000$235.85$23.6M
Feb 3, 2026OCAMPO SUSAN10%+ OwnerSELL100,000$230.29$23.0M
Feb 2, 2026Hwang Donghyun ThomasSVP, Global SalesSELL1,715$217.38$372.8K
20 SEC filing reports analyzed. Sentiment: 0 bullish, 7 bearish, 0 mixed, 13 neutral. Avg impact: 3.8/10.
NEUTRAL 144 2/10
Director Stephen G. Daly filed a Form 144 notice of intent to sell 15,828 shares of MACOM common sto
May 29, 2026
NEUTRAL 144 4/10
Director Susan Ocampo filed a Form 144 to sell 190,787 shares of MTSI common stock valued at approxi
May 27, 2026
NEUTRAL CLUSTER 3/10
A cluster of insider sales at MACOM Technology Solutions (MTSI) totaling ~$17.3M over the past week
May 20, 2026
NEUTRAL CLUSTER 4/10
Director Peter Y. Chung sold 43,268 shares for ~$16.4M at $378.20, dominating this insider cluster a
May 20, 2026
NEUTRAL CLUSTER 4/10
Director Peter Y. Chung sold 43,268 shares for $16.4M at ~$378, representing the bulk of a $17.3M in
May 20, 2026
NEUTRAL CLUSTER 3/10
Three directors at MACOM sold a combined $17.25M in open-market shares in the week following strong
May 20, 2026
NEUTRAL CLUSTER 2/10
A cluster of insider sales totaling $17.3M was filed within 2 weeks of MTSI's Q2 FY2026 earnings rel
May 18, 2026
NEUTRAL CLUSTER 2/10
Two directors sold a combined $891K in open-market sales over a 7-day window, representing ~0.003% o
May 15, 2026
BEARISH 144 5/10
Director Peter Chung filed a Form 144 notice to sell 43,268 shares of MTSI common stock, with an est
May 14, 2026
BEARISH 144 5/10
Director Susan Ocampo filed a Form 144 notice to sell 100,000 shares of MACOM common stock, with an
May 14, 2026
BEARISH 144 6/10
Insider Susan Ocampo (likely a director or officer) filed a Form 144 on May 11, 2026, indicating int
May 11, 2026
NEUTRAL 144 2/10
Director Geoffrey Ribar filed a Form 144 notice of intent to sell 1,623 shares of MACOM common stock
May 11, 2026
NEUTRAL 144 2/10
Insider Susan Ocampo files Form 144 to sell 24,530 shares (~$8.8M) of MACOM Technology Solutions. Th
May 8, 2026
BEARISH 144 5/10
Insider Susan Ocampo files Form 144 to sell 400,000 MTSI shares (~$132.7M), continuing a pattern of
May 8, 2026
BEARISH 144 6/10
Director Susan Ocampo filed a Form 144 to sell 176,663 shares of MTSI common stock, with an estimate
May 6, 2026
NEUTRAL 144 3/10
Susan Ocampo, an affiliate of MACOM Technology Solutions, filed a Form 144 to propose the sale of up
Apr 24, 2026
NEUTRAL 144 3/10
Susan Ocampo, an affiliate of MACOM Technology Solutions, filed a Form 144 notifying intent to sell
Apr 17, 2026
BEARISH 144 6/10
Susan Ocampo, an affiliate of MACOM Technology Solutions, filed Form 144 to notify intent to sell up
Apr 15, 2026
BEARISH 144 6/10
Susan Ocampo, an insider at MACOM Technology Solutions, filed a Form 144 to notify of her intent to
Apr 13, 2026
NEUTRAL 144 3/10
Susan Ocampo, an affiliate of MACOM Technology Solutions, filed a Form 144 to notify of her intent t
Apr 10, 2026
Current analyst consensus: Strong Buy (82% buy). Based on 22 analysts: 5 strong buy, 13 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$398.36 mean target +4.9% upside Hold (1.60)
$345.00 Low $450.00 High
MetricValue
Current Price$379.87
Target Low$345.00
Target Mean$398.36
Target Median$392.50
Target High$450.00
# Analysts14
RecommendationHold (1.60)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.35 $1.32 $1.38 49.5% +17.4% 14↑ 0↓ $0.3B 33.0% 15
Next Q
2026-09-30
$1.57 $1.45 $1.86 66.6% +27.0% 14↑ 0↓ $0.4B 40.1% 15
Current FY
2026-09-30
$5.03 $4.89 $5.31 44.8% +12.3% 15↑ 0↓ $1.3B 30.4% 15
Next FY
2027-09-30
$6.84 $5.84 $8.18 36.2% +22.0% 13↑ 0↓ $1.6B 25.8% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.346
7d ago$1.346
30d ago$1.146+0.200
60d ago$1.145+0.201
90d ago$1.145+0.201
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 22, 2026 Barclays MAINTAIN Overweight Overweight
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 Truist Securities MAINTAIN Buy Buy
May 8, 2026 Barclays MAINTAIN Overweight Overweight
May 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 8, 2026 Susquehanna MAINTAIN Neutral Neutral
May 8, 2026 Needham MAINTAIN Buy Buy
Apr 16, 2026 Stifel MAINTAIN Buy Buy
Apr 13, 2026 B of A Securities MAINTAIN Buy Buy
Apr 10, 2026 Loop Capital INITIATE Buy
Feb 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 6, 2026 Stifel MAINTAIN Buy Buy
Feb 6, 2026 Truist Securities MAINTAIN Buy Buy
Feb 6, 2026 Benchmark MAINTAIN Buy Buy
Feb 6, 2026 Needham REITERATE Buy Buy
Feb 2, 2026 Jefferies MAINTAIN Buy Buy
Jan 21, 2026 B of A Securities MAINTAIN Buy Buy
Jan 16, 2026 Stifel MAINTAIN Buy Buy
Dec 19, 2025 Truist Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651340082%
May 1, 202651440083%
Apr 1, 202651340082%
Mar 1, 202651350078%
Feb 1, 202651340082%
Jan 1, 202651340082%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 20, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000MACOM Technology Solutions Holdings IncFeb 16, 2026 (28d)
57°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 0 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026156° Neutral001
May 12, 2026156° Neutral001
Apr 22, 2026160° Warm101

Recent Reddit Threads

r/stocks Neutral 1mo ago
Want some photonics names to look at or buy? Here you go!
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 1mo ago
Photonics stocks have exploded over the last year
▲ 1 💬 0 ⚡ 0.5
Jun 9, 2026
contract
MACOM and Elve to Demonstrate a V-Band Linearized TWTA for Satellite Communications and Defense Applications at IMS 2026
MACOM and ELVE will demonstrate how their technologies can be combined to enhance performance and efficiency in microwave transmitter systems at IMS 2
Jun 8, 2026
other
MACOM Introduces its Hot Via Chip Scale Technology to Eliminate Wire Bonds
MACOM, a leading supplier of semiconductor products, today announced a chip scale hot via process built on its AlGaAs diode technology.
Jun 5, 2026
other
MACOM IMS 2026 Product Announcements for Satellite Communications
MACOM today announced new additions to its RF and optical portfolio, designed to meet the evolving needs of the SATCOM industry.
Jun 4, 2026
other
MACOM IMS 2026 Product Announcements for Aerospace and Defense
MACOM today announced a new suite of high-performance RF solutions designed to meet the demanding requirements of aerospace and defense.
May 25, 2026
dark_pool
Dark Pool: MTSI — 1.6M shares, 48,521 trades
Week starting 2026-05-25. Total ATS volume: 1,622,852 shares across 48,521 trades.
May 18, 2026
dark_pool
Dark Pool: MTSI — 1.8M shares, 47,621 trades
Week starting 2026-05-18. Total ATS volume: 1,790,040 shares across 47,621 trades.
May 11, 2026
dark_pool
Dark Pool: MTSI — 2.4M shares, 57,447 trades
Week starting 2026-05-11. Total ATS volume: 2,374,825 shares across 57,447 trades.
May 7, 2026
earnings
MACOM Reports Fiscal Second Quarter 2026 Financial Results
MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI), today announced its financial results for its fiscal second quarter ended April 3, 2026.
May 7, 2026
earnings_calendar
MTSI Q2 2026 Earnings Scheduled — 2026-05-07
May 4, 2026
short_volume
Short Volume: MTSI — 63.7% short (0.3M / 0.5M)
Short: 347,889 | Exempt: 19 | TRF Vol: 546,149 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: MTSI — 2.5M shares, 63,248 trades
Week starting 2026-05-04. Total ATS volume: 2,545,079 shares across 63,248 trades.
Apr 30, 2026
earnings_calendar
MTSI Q2 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
contract
MACOM to Enter into Agreements to Further Strengthen Supply Chain
MACOM today announced that it will enter into Long-Term Supply Agreements with IQE plc for epitaxial services spanning multiple technologies.
Apr 27, 2026
dark_pool
Dark Pool: MTSI — 1.1M shares, 36,277 trades
Week starting 2026-04-27. Total ATS volume: 1,133,388 shares across 36,277 trades.
Apr 20, 2026
dark_pool
Dark Pool: MTSI — 1.4M shares, 38,919 trades
Week starting 2026-04-20. Total ATS volume: 1,393,044 shares across 38,919 trades.