MACOM (MTSI) to Enter Long-Term Supply Agreements with IQE plc
MACOM Technology Solutions Holdings Inc. (NASDAQ: MTSI) announced it will enter into Long-Term Supply Agreements (LTSAs) with IQE plc for epitaxial services, aiming to enhance MACOM’s supply chain resilience and support long-term growth. The agreement includes a £45 million financing transaction from MACOM to IQE, comprising equity and a convertible loan note, and will secure MACOM a seat on IQE’s board of directors. MACOM (MTSI), headquartered in Lowell, Massachusetts, designs and manufactures semiconductor products for various applications including telecommunications and defense.
MACOM Technology Is Maintained at Overweight by Barclays
Barclays has maintained its Overweight rating on MACOM Technology. The specific reasons for this rating or any price target information were not provided in the brief content.
Here’s Why MACOM (MTSI) is Among the 8 High Return Semiconductor Stocks to Buy Now
MACOM Technology Solutions Holdings, Inc. (MTSI) is highlighted as a high-return semiconductor stock after analysts from Evercore ISI and Northland raised their price targets on the company. The company reported strong fiscal Q2 results, exceeding EPS and revenue estimates, and provided an optimistic Q3 guidance. MACOM's solutions for wireless and wireline applications across various technologies position it well in the evolving semiconductor market, especially with the shift towards AI inference-driven workloads.
Macom Technology Solutions Holdings Insider Sold Shares Worth $2,746,143, According to a Recent SEC Filing
An insider at Macom Technology Solutions Holdings recently sold shares valued at $2,746,143. This transaction, involving more than 45,000 shares at an average price of $60.59, was disclosed in a recent SEC filing. The sale suggests a possible shift in insider sentiment or portfolio reallocation.
Macom technology solutions CFO John Kober sells $2.75m in stock
John Kober, CFO of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), sold 7,644 shares worth approximately $2.75 million on May 18, 2026, following a Rule 10b5-1 trading plan. The sale occurred as MTSI stock approached its 52-week high after a 191% return over the past year. Concurrently, Kober acquired 108 shares through an employee stock purchase plan.
Analysts Are Bullish on Top Technology Stocks: MACOM Technology Solutions Holdings (MTSI), Strategy (MSTR)
Two analysts have issued bullish sentiments on technology stocks MACOM Technology Solutions Holdings (MTSI) and Strategy (MSTR). Mark Lipacis from Evercore ISI reiterated a Buy rating on MACOM Technology with a $427.00 price target, while TD Cowen's Lance Vitanza maintained a Buy rating on Strategy with a $400.00 price target. The article highlights strong buy consensuses for both companies from the broader analyst community, indicating potential upside.
New York Life Investment Management LLC Invests $1.03 Million in MACOM Technology Solutions Holdings, Inc. $MTSI
New York Life Investment Management LLC has initiated a new position in MACOM Technology Solutions Holdings, Inc. ($MTSI), acquiring 6,030 shares valued at approximately $1.03 million during the fourth quarter. This comes amidst significant insider selling totaling $103.7 million over the past 90 days, with insiders now owning only 0.36% of the company. Despite insider sales, analysts maintain a "Moderate Buy" consensus rating with an average price target of $316.82, following better-than-expected earnings of $1.09 EPS and $288.96 million in revenue.
Here's How Much You Would Have Made Owning MACOM Technology Solns Stock In The Last 10 Years
MACOM Technology Solutions (NASDAQ: MTSI) has significantly outperformed the market over the last decade, with an annualized return of 25.24%. An initial investment of $100 in MTSI stock 10 years ago would now be worth $960.83, demonstrating the power of compounded returns. This analysis highlights the substantial growth for long-term investors in the company.
MACOM Technology Solutions Holdings Inc (MTSI) Stock Down 5.2% but Still Overvalued -- GF Score: 77/100
MACOM Technology Solutions Holdings Inc (MTSI) stock recently dropped 5.2% to $356.25, yet GuruFocus assesses it as 115.2% overvalued with a GF Value of $165.58. Despite strong growth and momentum scores (9/10 each), its valuation (1/10) is a major concern, reflected in a high P/E ratio of 154.2x compared to its historical median. Insider selling of $107.8 million over the last three months, with no buying activity, further raises red flags about the stock's future prospects and current valuation.
Macom Technology Solutions Holdings Insider Sold Shares Worth $16,363,923, According to a Recent SEC Filing
An insider at Macom Technology Solutions Holdings (MTSI) recently sold shares totaling $16,363,923, as reported in a new SEC filing. This significant insider transaction indicates a major divestment from the company by an individual with privileged information. Investors often monitor such filings for insights into executive confidence and potential future stock performance.
MACOM Technology Solutions Holdings, Inc. $MTSI Shares Purchased by Bessemer Group Inc.
Bessemer Group Inc. significantly increased its stake in MACOM Technology Solutions Holdings, Inc. (MTSI) by 170,782.0% in the fourth quarter of 2025, now owning 569,037 shares valued at $97.5 million. This coincides with MACOM reporting strong fiscal Q2 results, exceeding EPS and revenue estimates, and raising its Q3 2026 guidance. Analysts have responded positively with target price increases and upgrades, despite some insider selling.
Director at MACOM (NASDAQ: MTSI) sells 800 shares in open-market trade
MACOM Technology Solutions Holdings, Inc. director Charles R. Bland sold 800 shares of common stock on May 13, 2026, at a price of $380.00 per share, totaling $304,000. Following this open-market transaction, Bland directly holds 14,338 shares of MACOM common stock. The sale, detailed in a Form 4 filing, is categorized as a moderate impact and negative sentiment for the stock.
Macom director Charles Bland sells $304,000 in shares
Macom director Charles Bland sold 800 shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) for $304,000 on May 13, 2026. This transaction occurred as MTSI stock approached its 52-week high after a significant 213% surge over the past year. Bland now holds 14,338 shares, while the company recently reported strong Q2 2026 financial results, leading Needham to raise its price target.
[144] MACOM Technology Solutions Holdings, Inc. SEC Filing
This article details a Form 144 SEC filing by MACOM Technology Solutions Holdings, Inc. (MTSI), indicating a proposed sale of securities. The filing specifies the common stock being sold, the broker (Morgan Stanley Smith Barney LLC), the number of shares (43,268), and the aggregate market value ($16,363,922.99), with the securities having been acquired on November 15, 2012, as restricted stock.
MACOM Technology Solutions Achieves 203.85% Return, Establishing Itself as a Multibagger Stock
MACOM Technology Solutions Holdings, Inc. has achieved an impressive 203.85% return over the past year, significantly outperforming the S&P 500. The company demonstrates strong financial health with robust operating profit growth, a solid Return on Equity, and low debt-to-equity. With a market capitalization of approximately $23.24 billion, MACOM is solidifying its position as a multibagger stock, reflecting strong long-term fundamental strength and market-beating performance.
MACOM Technology Solutions Holdings (MTSI) price target increased by 41.11% to 373.35
This article reports a significant increase in the price target for MACOM Technology Solutions Holdings (MTSI). The price target was raised by 41.11% to $373.35. The source of this information is MSN.
Macom Technology Solutions stock hits all-time high of 376.51 USD
Macom Technology Solutions (MTSI) stock recently hit an all-time high of $376.51, reflecting a 194% increase over the past year. This surge follows strong financial results for Q2 2026, where the company surpassed earnings and revenue forecasts, leading Needham to raise its price target to $400. While analysts have revised earnings upward, InvestingPro's Fair Value analysis suggests the stock may be overvalued currently.
Insider Sell: Geoffrey Ribar Sells 1,623 Shares of MACOM Technol
Geoffrey Ribar, a Director at MACOM Technology Solutions Holdings Inc (MTSI), sold 1,623 shares on May 11, 2026, reducing his total holdings to 12,563 shares. This transaction follows a pattern of 48 insider sells and no buys over the past year for MTSI. The stock is currently trading at $361.84, with a high P/E ratio and deemed significantly overvalued based on its GF Value.
Macom Technology Solutions Holdings Insider Sold Shares Worth $587,266, According to a Recent SEC Filing
An insider at Macom Technology Solutions Holdings recently sold shares valued at $587,266, as disclosed in a U.S. Securities and Exchange Commission (SEC) filing. This transaction indicates a significant insider sale, which some investors monitor as a potential indicator of future company performance or insider sentiment.
Macom Technology Solutions stock hits all-time high of 376.51 USD
Macom Technology Solutions (MTSI) stock reached an all-time high of $376.51, reflecting a 194% increase
[144] MACOM Technology Solutions Holdings, Inc. SEC Filing
MACOM Technology Solutions Holdings, Inc. (MTSI) has filed a Rule 144 notice to sell 800 shares of common stock through J.P. Morgan Securities LLC, originating from an RSU vest on March 2, 2018. This procedural filing also noted a prior sale of 1,000 shares by Charles Bland on February 13, 2026. Analysts view the filing as neutral, considering the small quantity relative to free float figures.
Truist Financial Corp Has $3.47 Million Stock Holdings in MACOM Technology Solutions Holdings, Inc. $MTSI
Truist Financial Corp recently reduced its stake in MACOM Technology Solutions Holdings, Inc. (MTSI) by 46.6%, now holding over 20,000 shares valued at approximately $3.47 million. Despite this reduction by Truist, other institutional investors have increased their positions. MACOM Technology Solutions reported strong quarterly results, exceeding analyst expectations for both earnings and revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $316.82.
[144] MACOM Technology Solutions Holdings, Inc. SEC Filing
This SEC filing (Form 144) for MACOM Technology Solutions Holdings, Inc. (MTSI) details multiple resale transactions of common stock by a reporting holder, Susan Ocampo, spanning February to May 2026. The filing notes significant sales, including a 400,000-share transaction on May 7, 2026, and several 200,000-share transactions. It provides specific dates, share counts, and gross proceeds for each trade, clarifying that it is a routine notice for resale activity and does not specify motives or remaining holdings.
Northland Raises its Price Target on MACOM Technology (MTSI) to $375
Northland analyst Tim Savageaux raised the price target for MACOM Technology Solutions Holdings, Inc. (MTSI) to $375 from $300, maintaining an Outperform rating after a strong fiscal Q2 and "step function upside" in Q3 guidance. Jefferies also increased its price target to $450 from $295, highlighting potential in the company's Data Center, Industrial, and Defense segments. MACOM reported adjusted EPS of $1.09 and revenue of $288.96M for fiscal Q2, exceeding consensus estimates.
5 Best American Semiconductor Stocks to Buy According to Analysts
Analysts are bullish on MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), with Northland raising its price target to $375 and Jefferies boosting its target to $450. Both firms maintained Buy or Outperform ratings, citing strong Q2 fiscal performance and significant upside potential in the company's Data Center, Industrial, and Defense segments. MACOM Technology Solutions provides analog semiconductor solutions for various applications, including wireless and wireline communications.
MACOM Technology Solutions (NASDAQ:MTSI) Posts Quarterly Earnings Results, Beats Expectations By $0.02 EPS
MACOM Technology Solutions (NASDAQ:MTSI) reported strong Q2 earnings, surpassing analyst expectations with adjusted EPS of $1.09 and revenue of $288.96 million. The company also provided an optimistic Q3 2026 outlook, forecasting EPS of $1.31 to $1.37 and revenue between $331 million and $339 million, driven by significant growth in data center optical ramps and robust demand across other sectors.
MACOM Technology Solutions Holdings, Inc. $MTSI Shares Sold by F m Investments LLC
F m Investments LLC reduced its stake in MACOM Technology Solutions Holdings, Inc. by 20.8% in the fourth quarter. Despite insider selling activity, analysts have become more bullish on MACOM, raising price targets after the company reported strong Q2 earnings and optimistic Q3 guidance. MACOM's shares have seen an average rating of "Moderate Buy" with a consensus target price of $316.82.
[144] MACOM Technology Solutions Holdings, Inc. SEC Filing
A recent SEC Form 144 filing indicates that an affiliate of Charles Schwab, specifically Susan Ocampo, has reported numerous sales of Common shares of MACOM Technology Solutions Holdings, Inc. (MTSI). These transactions occurred between February 12, 2026, and May 7, 2026, including a significant 400,000-share sale on May 7, 2026, for over $132 million. The filing notes that 75,011,970 shares were outstanding as of May 8, 2026, and the shares sold by Ocampo were identified as Founder Shares.
Susquehanna Forecasts Strong Price Appreciation for MACOM Technology Solutions (NASDAQ:MTSI) Stock
Susquehanna analysts raised their price target for MACOM Technology Solutions (MTSI) to $350 from $300, maintaining a "neutral" rating despite the new target suggesting a slight downside from the current stock price. This comes after MACOM beat Q2 earnings and revenue expectations and provided strong Q3 guidance. However, significant insider stock sales have occurred, even as institutional ownership in the company has increased to about 76%.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q2 2026 Earnings Call Transcript
MACOM Technology Solutions Holdings, Inc. reported strong Q2 2026 earnings, with revenue of $289 million and adjusted EPS of $1.09, beating expectations. The company saw robust demand across all three end markets—Industrial and Defense, Data Center, and Telecom—with Data Center revenue growth guidance for FY '26 increased to over 60%. MACOM highlighted its strategic investments in core technologies, expanded product portfolio, and operational efficiency as key drivers for its continued growth and profitability, predicting further improvements in gross and operating margins for the remainder of fiscal 2026.
Needham raises MACOM stock price target to $400 on data center strength
Needham has increased its price target for MACOM Technology Solutions (NASDAQ:MTSI) to $400 from $250, maintaining a Buy rating due to strong data center performance and a significant increase in fiscal third-quarter 2026 guidance. The company's stock has surged, driven by a record book-to-bill ratio and accelerated revenue growth, with specific strength noted in data center, telecom, and industrial & defense segments. The new price target reflects a 45x multiple on its calendar year 2028 non-GAAP EPS estimate, with the stock currently trading at a low P/E relative to near-term earnings growth.
Truist Raises Price Target on MACOM Technology Solutions Holdings to $375 From $261, Keeps Buy Rating
Truist has increased its price target for MACOM Technology Solutions Holdings (MTSI) to $375 from $261, while maintaining a Buy rating on the stock. This adjustment follows MACOM's recent earnings report for the second quarter and six months ended April 3, 2026, where the company reported rising adjusted net income and revenue, and provided an optimistic outlook for Q3. The article also highlights other recent analyst activities and company news, including strong Q2 results and future revenue expectations.
MTSI Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
MACOM Technology Solutions Holdings, Inc. (MTSI) reported strong second-quarter fiscal 2026 results, with earnings of $1.09 per share surpassing the Zacks Consensus Estimate of $1.07 and revenues of $289 million also exceeding expectations. The company also provided optimistic guidance for the third quarter of fiscal 2026, projecting revenues between $331 million and $339 million and adjusted earnings per share between $1.31 and $1.37. MTSI currently holds a Zacks Rank #3 (Hold), while other companies in the sector, Arista Networks, Advanced Energy, and Amphenol, are rated Zacks Rank #2 (Buy).
Earnings call transcript: MACOM Technology’s Q2 2026 earnings beat expectations
MACOM Technology Solutions Holdings Inc. (MTSI) reported strong Q2 2026 financial results, exceeding both earnings and revenue forecasts with an adjusted EPS of $1.09 and revenue of $289 million. The company's stock surged 15.23% in premarket trading on the strong performance, which was driven by significant growth in the Data Center segment. MACOM provided optimistic guidance for Q3 2026, projecting higher EPS and operating margins, while emphasizing strategic investments and operational efficiency.
MACOM Technology Solutions (NASDAQ:MTSI) Shares Gap Up After Better-Than-Expected Earnings
MACOM Technology Solutions (NASDAQ:MTSI) experienced a significant pre-market gap up after reporting better-than-expected Q2 earnings, with EPS of $1.09 against an anticipated $1.07 and revenue of $288.96 million surpassing estimates of $285.2 million. The company also provided strong Q3 2026 EPS guidance of $1.31–$1.37. While analysts maintain a "Moderate Buy" rating with price target raises, key insiders have sold a substantial amount of stock.
MACOM Technology Solutions (NASDAQ:MTSI) Releases Q3 2026 Earnings Guidance
MACOM Technology Solutions (NASDAQ:MTSI) has released strong Q3 2026 earnings guidance, exceeding analyst estimates for both EPS and revenue. This positive outlook has led multiple analysts to raise their price targets for the semiconductor company, contributing to a "Moderate Buy" consensus rating. Despite significant insider selling, the stock is trading near its 52-week high, supported by its strong performance and market capitalization.
Earnings Flash (MTSI) MACOM Technology Solutions Holdings, Inc. Posts Q2 Adjusted EPS $1.09 per Share
MACOM Technology Solutions Holdings, Inc. (MTSI) announced its Q2 adjusted EPS of $1.09 per share, surpassing the analyst consensus of $1.08 per share. The company reported quarterly sales of $173.20 million, which fell short of the analyst estimate of $174.45 million.
MACOM Reports Fiscal Second Quarter 2026 Financial Results
MACOM Technology Solutions Holdings, Inc. announced strong financial results for its fiscal second quarter ended April 3, 2026, with revenue increasing by 22.5% year-over-year to $289.0 million. The company reported GAAP net income of $46.3 million and adjusted net income of $84.3 million. MACOM also provided a positive business outlook for the fiscal third quarter, expecting revenue between $331 million and $339 million.
MACOM (NASDAQ: MTSI) grows Q2 revenue 22.5% and lifts outlook
MACOM Technology Solutions (NASDAQ: MTSI) reported robust fiscal Q2 2026 results, with revenue up 22.5% year-over-year to $289.0 million and GAAP net income reaching $46.3 million. The company provided an optimistic outlook for fiscal Q3 2026, forecasting revenue between $331 million and $339 million, along with strong non-GAAP gross margin and diluted EPS. This performance indicates significant growth and improved profitability, driven by strong operating leverage and efficient cost control.
MACOM Technology Solutions Holdings Inc. Reveals Increase In Q2 Profit
MACOM Technology Solutions Holdings Inc. (MTSI) reported a significant increase in its second-quarter profit, with earnings totaling $46.33 million, or $0.60 per share, compared to $31.67 million, or $0.42 per share, in the prior year. Excluding certain items, adjusted earnings reached $84.32 million, or $1.09 per share. The company's revenue also saw a rise of 22.5%, reaching $288.96 million for the period.
Multiple insider sales reported for MTSI (NASDAQ: MTSI) in early 2026
A recent SEC Form 144 filing indicates multiple proposed open-market sales of Common Stock for MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) by a shareholder, The Charles Schwab Corporation, throughout early 2026. The filing details various transactions, including significant sales on February 25, 2026, and March 2, 2026, with substantial proceeds. The document also lists previous sales by Susan Ocampo from February to April 2026.
Form 144 | MACOM Technology Solutions(MTSI.US) Insider Proposes to Sell 54.53 Million in Common Stocks
An insider at MACOM Technology Solutions (MTSI.US) has proposed to sell common stocks valued at $54.53 million, according to a recent Form 144 filing. This significant proposed sale by an insider indicates a notable transaction within the company's stock holdings.
FMR LLC files 13G/A showing 14.1% stake in MACOM (NASDAQ: MTSI)
FMR LLC filed an Amendment No. 5 to Schedule 13G/A, disclosing beneficial ownership of 10,617,759.72 shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) common stock. This stake represents 14.1% of the class as of March 31, 2026. The filing lists FMR LLC and Abigail P. Johnson as reporting persons and specifies the filing as a passive investment disclosure.
MACOM Technology Solutions Holdings Inc expected to post earnings of $1.07 a share - Earnings Preview
MACOM Technology Solutions Holdings Inc (MTSI) is projected to report earnings of $1.07 per share. This information is provided as an earnings preview by Refinitiv. The article is a brief financial news update.
Amendment shows Susan Ocampo holds 6.80M MTSI shares (9.1%) — MTSI
Susan M. Ocampo has filed an amended Schedule 13G/A, disclosing beneficial ownership of 6,801,395 shares of MACOM Technology Solutions Holdings, Inc. (MTSI), which accounts for 9.1% of the company's common stock. These shares are held across various family trusts, including Ocampo Family Trusts, trusts for her children, and a grantor retained annuity trust, where she exercises shared voting and dispositive power. The filing indicates a passive investment with no stated intent for selling.
MACOM Technology Solutions (NASDAQ:MTSI) SVP Sells $1,028,919.32 in Stock
MACOM Technology Solutions (NASDAQ:MTSI) SVP Donghyun Thomas Hwang sold 3,718 shares of the company's stock for $1,028,919.32 on April 30th, reducing his stake by 9.63%. The sale was executed under a pre-arranged Rule 10b5-1 trading plan. Despite the insider sale, the company recently beat Q1 EPS estimates and analysts hold a "Moderate Buy" consensus rating with an average target price of $251.45.
Macom SVP global sales Hwang sells over $1m in stock
Hwang Donghyun Thomas, SVP of Global Sales at MACOM Technology Solutions, sold $1,028,916 worth of company stock through a pre-planned trading arrangement. This sale occurred while MTSI stock is near its 52-week high, having gained 153% over the past year. The company is set to report earnings soon, following a strong Q1 2026 performance that surpassed revenue and EPS forecasts.
Planned MACOM (NASDAQ: MTSI) insider sale totals 3,718 shares
MACOM Technology Solutions Holdings, Inc. SVP of Global Sales, Donghyun Thomas Hwang, reported selling 3,718 shares of common stock on April 30, 2026, as part of a pre-arranged Rule 10b5-1 trading plan adopted in August 2025. The sales were executed at prices between $273.36 and $281.59 per share, leaving Hwang with 34,886 directly held shares. This insider transaction was disclosed via a Form 4 filing, emphasizing transparency and pre-planned sales by company executives.
MACOM Technology Solutions (NASDAQ:MTSI) Sets New 12-Month High - Time to Buy?
MACOM Technology Solutions (NASDAQ:MTSI) recently hit a new 52-week high of $296.86. Despite this, insider selling has been significant, with 747,839 shares worth approximately $183 million sold in the past 90 days. Analysts currently hold a "Moderate Buy" rating with a consensus price target of $251.45, although some have raised their targets higher.
Macom Technology Solutions stock hits all-time high at 294.45 USD
Macom Technology Solutions stock (MTSI) reached an all-time high of $294.45, reflecting a 149.89% increase over the past year and a market capitalization of $21.71 billion. Despite this strong performance, InvestingPro analysis suggests the stock is currently overvalued. The achievement follows impressive Q1 2026 earnings, with analysts raising price targets due to strong revenue, EPS, and a record backlog.
