Insider Monkey
MACOM Technology Solutions Holdings (MTSI) is Gaining Significant Growth in the Data Center and Defense End Markets
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AI Sentiment
Positive
6/10
- Home
- MTSI
as of 03-26-2026 3:57pm EST
$228.93
$16.11
-6.58%
MACOM Technology Solutions Holdings Inc is a provider of analog, digital, and mixed-signal semiconductor solutions to original equipment manufacturers and distributors. These solutions are found in systems for industrial, medical, scientific, and test and measurement markets. The firm's portfolio of products includes integrated circuits, multichip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components, and complete subsystems.
| Founded: | 1950 | Country: | United States |
| Employees: | N/A | City: | LOWELL |
| Market Cap: | 18.3B | IPO Year: | 2011 |
| Target Price: | $242.89 | AVG Volume (30 days): | 1.0M |
| Analyst Decision: | Strong Buy | Number of Analysts: | 9 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | 0.64 | EPS Growth: | -170.19 |
| 52 Week Low/High: | $84.10 - $258.98 | Next Earning Date: | 05-07-2026 |
| Revenue: | $967,258,000 | Revenue Growth: | 32.58% |
| Revenue Growth (this year): | 23.55% | Revenue Growth (next year): | 17.74% |
| P/E Ratio: | 382.81 | Index: | N/A |
| Free Cash Flow: | 192.8M | FCF Growth: | -23.30% |
AI-Powered MTSI Daily Prediction
Machine learning model trained on 25+ technical indicators
Updated a day ago
AI Recommendation
hold
Model Accuracy: 73.13%
73.13%
Confidence
Disclaimer: This prediction is generated by an AI model and should not be considered as financial advice. Always conduct your own research and consult with financial professionals before making investment decisions.
Stock Insider Trading Activity of MACOM Technology Solutions Holdings Inc. (MTSI)
Dennehy Robert
Sell
Senior VP and COO
MTSI Feb 26, 2026
Avg Cost/Share
$245.96
Shares
18,398
Total Value
$4,512,097.78
Owned After
30,291
OCAMPO SUSAN
Sell
10% Owner
MTSI Feb 25, 2026
Avg Cost/Share
$252.26
Shares
261,763
Total Value
$66,600,316.28
Owned After
3,980,646
OCAMPO SUSAN
Sell
10% Owner
MTSI Feb 24, 2026
Avg Cost/Share
$250.08
Shares
53,509
Total Value
$13,381,370.19
Owned After
3,980,646
SEC Form 4
OCAMPO SUSAN
Sell
10% Owner
MTSI Feb 13, 2026
Avg Cost/Share
$242.69
Shares
62,050
Total Value
$15,006,807.64
Owned After
3,980,646
BLAND CHARLES R
Sell
Director
MTSI Feb 12, 2026
Avg Cost/Share
$240.82
Shares
1,000
Total Value
$240,820.00
Owned After
14,362
SEC Form 4
OCAMPO SUSAN
Sell
10% Owner
MTSI Feb 12, 2026
Avg Cost/Share
$242.13
Shares
57,827
Total Value
$13,897,142.47
Owned After
3,980,646
OCAMPO SUSAN
Sell
10% Owner
MTSI Feb 6, 2026
Avg Cost/Share
$235.85
Shares
100,000
Total Value
$23,584,700.00
Owned After
3,980,646
SEC Form 4
OCAMPO SUSAN
Sell
10% Owner
MTSI Feb 3, 2026
Avg Cost/Share
$230.29
Shares
100,000
Total Value
$23,029,000.00
Owned After
3,980,646
SEC Form 4
Hwang Donghyun Thomas
Sell
SVP, Global Sales
MTSI Feb 2, 2026
Avg Cost/Share
$229.06
Shares
5,274
Total Value
$1,192,260.00
Owned After
42,163
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Dennehy Robert | MTSI | Senior VP and COO | Feb 26, 2026 | Sell | $245.96 | 18,398 | $4,512,097.78 | 30,291 | |
| OCAMPO SUSAN | MTSI | 10% Owner | Feb 25, 2026 | Sell | $252.26 | 261,763 | $66,600,316.28 | 3,980,646 | |
| OCAMPO SUSAN | MTSI | 10% Owner | Feb 24, 2026 | Sell | $250.08 | 53,509 | $13,381,370.19 | 3,980,646 | |
| OCAMPO SUSAN | MTSI | 10% Owner | Feb 13, 2026 | Sell | $242.69 | 62,050 | $15,006,807.64 | 3,980,646 | |
| BLAND CHARLES R | MTSI | Director | Feb 12, 2026 | Sell | $240.82 | 1,000 | $240,820.00 | 14,362 | |
| OCAMPO SUSAN | MTSI | 10% Owner | Feb 12, 2026 | Sell | $242.13 | 57,827 | $13,897,142.47 | 3,980,646 | |
| OCAMPO SUSAN | MTSI | 10% Owner | Feb 6, 2026 | Sell | $235.85 | 100,000 | $23,584,700.00 | 3,980,646 | |
| OCAMPO SUSAN | MTSI | 10% Owner | Feb 3, 2026 | Sell | $230.29 | 100,000 | $23,029,000.00 | 3,980,646 | |
| Hwang Donghyun Thomas | MTSI | SVP, Global Sales | Feb 2, 2026 | Sell | $229.06 | 5,274 | $1,192,260.00 | 42,163 |
Earnings Transcripts
SEC 8-K filings with transcript text
2025 Q4 Q4 2025 Earnings
8-K BUY Feb 5, 2026 · 100% conf.
2025
Q4
Q4 2025 Earnings
8-K BUYFeb 5, 2026 · 100% conf.
AI Prediction BUY
1D
-2.72%
$221.61
Act: +3.54%
5D
+1.42%
$231.03
Act: +4.91%
20D
+8.42%
$246.99
Act: -9.35%
Price: $227.80 Prob +5D: 100% AUC: 1.000
0001493594-26-000016
mtsi-202602050001493594false00014935942026-02-052026-02-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 5, 2026
MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter)
Delaware001-3545127-0306875 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)
100 Chelmsford Street Lowell, Massachusetts 01851 (Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (978) 656-2500 Not applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of exchange on which registered Common Stock, par value $0.001 per shareMTSINasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨
Item 2.02. Results of Operations and Financial Condition. On February 5, 2026, MACOM Technology Solutions Holdings, Inc. issued a press release reporting its results of operations for the fiscal first quarter ended January 2, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. Item 9.01. Financial Statements and Exhibits. (d) Exhibits.
Exhibit NumberDescription
99.1Press Release, dated February 5, 2026, announcing results of operations for the fiscal first quarter ended January 2, 2026.
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
Dated: February 5, 2026By:/s/ John F. Kober John F. Kober Senior Vice President and Chief Financial Officer
2025 Q3 Q3 2025 Earnings
8-K Nov 6, 2025
2025
Q3
Q3 2025 Earnings
8-KNov 6, 2025
0001493594-25-000049
mtsi-202511060001493594false00014935942025-11-062025-11-06
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 6, 2025
MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter)
Delaware001-3545127-0306875 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)
100 Chelmsford Street Lowell, Massachusetts 01851 (Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (978) 656-2500 Not applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of exchange on which registered Common Stock, par value $0.001 per shareMTSINasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨
Item 2.02. Results of Operations and Financial Condition. On November 6, 2025, MACOM Technology Solutions Holdings, Inc. issued a press release reporting its results of operations for the fiscal fourth quarter and fiscal year ended October 3, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. Item 9.01. Financial Statements and Exhibits. (d) Exhibits.
Exhibit NumberDescription
99.1Press Release, dated November 6, 2025, announcing results of operations for the fiscal fourth quarter and fiscal year ended October 3, 2025.
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
Dated: November 6, 2025By:/s/ John F. Kober John F. Kober Senior Vice President and Chief Financial Officer
2025 Q2 Q2 2025 Earnings
8-K Aug 7, 2025
2025
Q2
Q2 2025 Earnings
8-KAug 7, 2025
0001493594-25-000036
mtsi-202508070001493594false00014935942025-08-072025-08-07
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2025
MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter)
Delaware001-3545127-0306875 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)
100 Chelmsford Street Lowell, Massachusetts 01851 (Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (978) 656-2500 Not applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of exchange on which registered Common Stock, par value $0.001 per shareMTSINasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨
Item 2.02. Results of Operations and Financial Condition. On August 7, 2025, MACOM Technology Solutions Holdings, Inc. issued a press release reporting its results of operations for the fiscal third quarter ended July 4, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. Item 9.01. Financial Statements and Exhibits. (d) Exhibits.
Exhibit NumberDescription
99.1Press Release, dated August 7, 2025, announcing results of operations for the fiscal third quarter ended July 4, 2025.
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
Dated: August 7, 2025By:/s/ John F. Kober John F. Kober Senior Vice President and Chief Financial Officer
Latest MACOM Technology Solutions Holdings Inc. News
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Magnachip, Analog Devices, Applied Materials, KLA Corporation, and MACOM Shares Skyrocket, What You Need To Know
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AI Sentiment
Highly Positive
9/10
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The information presented on this page, "MTSI MACOM Technology Solutions Holdings Inc. - Stocks Price | History | Analysis", including historical data, forecasts, news, insider information, and predictions, is provided for educational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Decisions regarding investments should be made only after careful consideration and consultation with a qualified financial advisor. We do not endorse or guarantee the accuracy or reliability of the information provided, and we disclaim any liability for financial losses incurred as a result of decisions made based on the information presented.