Market Cap
$21.8B
MTSI
MACOM Technology Solutions Holdings, Inc.
$325.04 ▲ +7.76%
Prev close $301.63Market cap$21.8B
ConsensusBuy
12-mo target$395.33 (+21.6%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)30 New Institutional Positions20 Institutional ExitsCongressional Activity (1) Semiconductors
Snapshot
The big-picture read on MTSI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (79%)
Inst. Holders
50 funds
Inst. Value
$21.7B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $9.9M sell
Insider Net $
-$9.9M
Social Sentiment
57° Neutral
SEC Reports
20
Press Releases
2
Congressional
2 trades
Price chart 30d +26.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 other
MACOM to Showcase RF and Microwave Products and Technologies at European Microwave Week
MACOM will exhibit at the upcoming European Microwave Week (EuMW) from October 6 - 8, 2026, in Londo
Aug 28, 2026 Insider
Dennehy Robert sold 252 shares
Senior VP and COO @ $275.20 ($69.4K)
Aug 17, 2026 Insider
Kober John sold 300 shares
Senior VP and CFO @ $329.75 ($98.9K)
Aug 17, 2026 Insider
Aug 6, 2026 SEC Kober John sold 400 shares
Senior VP and CFO @ $323.97 ($129.6K)
MACOM reported a massive beat for fiscal Q3 2026, with revenue of $342.2M (+35.8% YoY) crushing the $335.6M consensus an
8-K — Impact 8/10
Jul 16, 2026 Congress
Gilbert Cisneros sell
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
MASSACHUSETTS FINANCIAL SERVICES CO — ADD
1,166,242 shares ($443.6M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
996,731 shares ($379.1M)
Analyst ratings buy % -3.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
79% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | BMO Capital | UPGRADE | Outperform | 53% |
| Aug 21, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Aug 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 21, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jun 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| May 22, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 8, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| May 8, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 14 | 5 | 0 | 0 | 79% | |
| Aug 1, 2026 | 5 | 13 | 4 | 0 | 0 | 82% | |
| Jul 1, 2026 | 5 | 13 | 4 | 0 | 0 | 82% | |
| Jun 1, 2026 | 5 | 13 | 4 | 0 | 0 | 82% | |
| May 1, 2026 | 5 | 14 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 5 | 13 | 4 | 0 | 0 | 82% | |
| Mar 1, 2026 | 5 | 13 | 5 | 0 | 0 | 78% | |
| Feb 1, 2026 | 5 | 13 | 4 | 0 | 0 | 82% |
Price targets
Where 15 covering analysts think MTSI trades over the next 12 months.
$395.33 +21.6% upside Strong Buy
Current$325.04 Low$300.00 Median$380.00 High$475.00 15 analysts
$300.00$475.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood -6.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 7 bearish, 0 mixed, 12 neutral · avg impact 4.0/10.Plus 2 press releases.
BULLISH8-K8/10
MACOM reported a massive beat for fiscal Q3 2026, with revenue of $342.2M (+35.8% YoY) crushing the
Aug 6, 2026
NEUTRAL1442/10
Director Stephen G. Daly filed a Form 144 notice of intent to sell 15,828 shares of MACOM common sto
May 29, 2026
NEUTRAL1444/10
Director Susan Ocampo filed a Form 144 to sell 190,787 shares of MTSI common stock valued at approxi
May 27, 2026
NEUTRALCLUSTER3/10
A cluster of insider sales at MACOM Technology Solutions (MTSI) totaling ~$17.3M over the past week
May 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
other
MACOM to Showcase RF and Microwave Products and Technologies at European Microwave Week
MACOM will exhibit at the upcoming European Microwave Week (EuMW) from October 6 - 8, 2026, in London, England.
Sep 21, 2026
short_volume
Short Volume: MTSI — 56.8% short (0.3M / 0.5M)
Short: 298,886 | Exempt: 0 | TRF Vol: 525,900 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: MTSI — 62.9% short (0.4M / 0.6M)
Short: 379,125 | Exempt: 104 | TRF Vol: 602,949 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
other
MACOM Introduces 3.2T Chipset Solution for High Speed Optical Connectivity
MACOM's new front end 3.2 T chipset accelerates development of optical interconnects for AI, cloud data centers and high speed networking applications
Sep 15, 2026
other
MACOM Demonstrates Technologies Enabling the Future of High Speed Connectivity at ECOC 2026
MACOM will showcase its latest optical and high speed connectivity technologies at the European Conference on Optical Communication (ECOC) 2026.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.00 | $1.97–$2.01 | 112.6% | +0.0% | 14↑ 0↓ | $0.4B | 16 |
| Next Q | $2.02 | $1.92–$2.15 | 98.5% | +0.2% | 13↑ 0↓ | $0.4B | 15 |
| Current FY | $5.51 | $5.44–$5.53 | 58.9% | +0.0% | 14↑ 0↓ | $1.3B | 16 |
| Next FY | $8.49 | $8.14–$9.33 | 54.0% | +0.1% | 13↑ 0↓ | $1.8B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.998 | — |
| 7d ago | $1.998 | — |
| 30d ago | $1.998 | +0.000 |
| 60d ago | $1.568 | +0.430 |
| 90d ago | $1.566 | +0.432 |
Institutional ownership
Which big funds own MTSI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $21.7B total value (57,375,778 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 10,527,144 | $4.0B | 18.4% | — |
| BlackRock, Inc. | 9,512,899 | $3.6B | 16.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,605,324 | $1.4B | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,064,683 | $1.2B | 5.4% | — |
| STATE STREET CORP | 2,262,242 | $860.5M | 4.0% | — |
| Invesco Ltd. | 2,149,581 | $817.6M | 3.8% | — |
| JPMORGAN CHASE & CO | 2,125,091 | $793.0M | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,409,741 | $536.3M | 2.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,205,711 | $458.6M | 2.1% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,166,242 | $443.6M | 2.0% | ADD +40.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 828,448 | 1,166,242 | +40.8% | $443.6M |
| NORGES BANK | NEW | — | 996,731 | — | $379.1M |
| GOLDMAN SACHS GROUP INC | ADD | 430,800 | 812,421 | +88.6% | $309.0M |
| Qube Research & Technologies Ltd | NEW | — | 790,678 | — | $300.8M |
| BANK OF AMERICA CORP /DE/ | ADD | 480,687 | 651,293 | +35.5% | $247.7M |
| Rafferty Asset Management, LLC | ADD | 467,587 | 632,776 | +35.3% | $240.7M |
| Artisan Partners Limited Partnership | TRIM | 1,047,159 | 627,850 | -40.0% | $238.8M |
| Bank of New York Mellon Corp | ADD | 400,926 | 537,879 | +34.2% | $204.6M |
| JANE STREET GROUP, LLC | DOUBLED | 2,357 | 534,564 | +22579.8% | $203.3M |
| BARCLAYS PLC | TRIM | 734,568 | 467,343 | -36.4% | $177.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$9.9M — $0.00 bought, $9.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Dennehy Robert | Senior VP and COO | SELL | 252 | $275.20 | $69.4K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 300 | $329.75 | $98.9K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 400 | $323.97 | $129.6K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 1,600 | $328.78 | $526.0K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 900 | $325.26 | $292.7K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 500 | $326.51 | $163.3K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 1,590 | $320.57 | $509.7K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 400 | $330.67 | $132.3K |
| Aug 17, 2026 | Kober John | Senior VP and CFO | SELL | 1,699 | $327.78 | $556.9K |
| Jun 25, 2026 | Hwang Donghyun Thomas | SVP, Global Sales | SELL | 100 | $367.30 | $36.7K |
Congressional trades
MTSI trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | MACOM Technology Solutions Holdings Inc | Sep 7, 2026(54d) |
| Jan 20, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | MACOM Technology Solutions Holdings Inc | Feb 16, 2026(28d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MTSI.
Shares short
2,959,699
Settlement Sep 15, 2026
Change vs prior
-0.2%
Semi-monthly cycle
Days to cover
2.3
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All MTSI filing & press-release reports (26)
- 8-K reportAug 6, 2026
- PRESS-RELEASE reportJun 9, 2026
- 144 reportMay 29, 2026
- 144 reportMay 27, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 18, 2026
- CLUSTER reportMay 15, 2026
- 144 reportMay 14, 2026
- 144 reportMay 14, 2026
- 144 reportMay 11, 2026
- 144 reportMay 11, 2026
- 144 reportMay 8, 2026
- 144 reportMay 8, 2026
- 144 reportMay 6, 2026
- PRESS-RELEASE reportApr 27, 2026
- 144 reportApr 24, 2026
- 144 reportApr 17, 2026
- 144 reportApr 15, 2026
- 144 reportApr 13, 2026
- 144 reportApr 10, 2026
- 144 reportApr 8, 2026
- CLUSTER reportMar 2, 2026
- CLUSTER reportFeb 27, 2026