Market Cap
$20.7B
MTSI
MACOM Technology Solutions Holdings, Inc.
$262.24 ▼ -3.37%
Prev close $271.39Market cap$20.7B
ConsensusBuy
12-mo target$395.33 (+50.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional PositionsCongressional Activity (2) 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
7 funds
Inst. Value
$84.1M
Inst. Activity
3 buys / 2 sells
Insider Activity
$0.00 buy / $9.9M sell
Insider Net $
-$9.9M
Social Sentiment
50° Neutral
SEC Reports
20
Press Releases
2
Congressional
4 trades
Price chart 30d -6.0%
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.
Oct 1, 2026 Insider
Roth Ambra R. sold 653 shares
SVP, GC and Secretary @ $300.00 ($195.9K)
Sep 30, 2026 Inst.
Assenagon Asset Management S.A. — ADD
253,528 shares ($72.2M)
Sep 30, 2026 Inst.
Vontobel Holding Ltd. — DOUBLED
33,191 shares ($9.5M)
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
Sep 29, 2026 Congress
Gilbert Cisneros sell
$15,001 - $50,000 — House
Sep 21, 2026 Congress
Gilbert Cisneros sell
$1,001 - $15,000 — House
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)
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 +50.8% upside Strong Buy
Current$262.24 Low$300.00 Median$380.00 High$475.00 15 analysts
$300.00$475.00
Analyst rating Buy· 1.6/5 as of Oct 19, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
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 28, 2026
dark_pool
Dark Pool: MTSI — 1.6M shares, 41,218 trades
Week starting 2026-09-28. Total ATS volume: 1,562,684 shares across 41,218 trades.
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 21, 2026
dark_pool
Dark Pool: MTSI — 1.6M shares, 50,248 trades
Week starting 2026-09-21. Total ATS volume: 1,584,342 shares across 50,248 trades.
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)
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% | 0↑ 1↓ | $0.4B | 16 |
| Next Q | $2.02 | $1.92–$2.15 | 98.5% | +0.1% | 1↑ 0↓ | $0.4B | 15 |
| Current FY | $5.51 | $5.44–$5.53 | 58.9% | +0.0% | 0↑ 1↓ | $1.3B | 16 |
| Next FY | $8.49 | $8.14–$9.33 | 54.0% | +0.1% | 1↑ 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 | — |
| 60d ago | $1.998 | +0.000 |
| 90d ago | $1.568 | +0.430 |
Institutional ownership
Which big funds own MTSI (from quarterly 13F filings) and who is adding or trimming.
7 institutional holders with $84.1M total value (301,198 shares) as of 2026-Q3. Top holders: Assenagon, Vontobel, WEALTH. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | 253,528 | $72.2M | 85.9% | ADD +84.7% |
| Vontobel Holding Ltd. | 33,191 | $9.5M | 11.2% | DOUBLED +757.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,635 | $1.0M | 1.2% | — |
| Farther Finance Advisors, LLC | 1,995 | $568.2K | 0.7% | TRIM -34.7% |
| Concurrent Investment Advisors, LLC | 1,489 | $424.1K | 0.5% | NEAR_EXIT -83.6% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1,219 | $347.2K | 0.4% | — |
| MATHER GROUP, LLC. | 141 | $40.2K | 0.0% | ADD +41.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | ADD | 137,233 | 253,528 | +84.7% | $72.2M |
| Vontobel Holding Ltd. | DOUBLED | 3,873 | 33,191 | +757.0% | $9.5M |
| Farther Finance Advisors, LLC | TRIM | 3,057 | 1,995 | -34.7% | $568.2K |
| Concurrent Investment Advisors, LLC | NEAR_EXIT | 9,060 | 1,489 | -83.6% | $424.1K |
| MATHER GROUP, LLC. | ADD | 100 | 141 | +41.0% | $40.2K |
| 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 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net -$9.9M — $0.00 bought, $9.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Roth Ambra R. | SVP, GC and Secretary | SELL | 653 | $300.00 | $195.9K |
| 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 |
Congressional trades
MTSI trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 29, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | MACOM Technology Solutions Holdings Inc | Oct 13, 2026(15d) |
| Sep 21, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | MACOM Technology Solutions Holdings Inc | Oct 13, 2026(23d) |
| 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
3,404,387
Settlement Sep 30, 2026
Change vs prior
+15.0%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈4.5%
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