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MTSI

MACOM Technology Solutions Holdings, Inc.

NASDAQ • United states

$273.05

+$10.12

(+3.85%)

Source: Yahoo Finance · Quote time Oct 21, 2026 20:00 GMT+0000

Catalyst Evidence

No verified catalyst stored yet

Click “View” to see the stored chain of evidence (if available).

Management
Credibility
Score

MACOM Technology Solutions Holdings, Inc. (MTSI)

Unavailable

Quotes may be delayed

$20.85B

Market Cap

1,108,024

Volume

91.0

P/E Ratio

Unavailable

Div Yield

MACOM Technology Solutions Holdings, Inc. Price Chart

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Management Credibility Analysis

Unavailable

Verified Management Score Unavailable

Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed

Verified Catalysts Unavailable

No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive: Not disclosed
Headquarters: 100 CHELMSFORD STREET, LOWELL, MA
Founded: Not disclosed

📈 Company Timeline

Major business events

Positive

Negative

Neutral

14 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in MACOM Technology Solutions Holdings, Inc..

12 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in MACOM Technology Solutions Holdings, Inc..

7 Aug 2026

MACOM Technology Solutions Holdings, Inc. filed Form 10-Q

MACOM Technology Solutions Holdings, Inc. submitted Form 10-Q to the SEC for the period ending Jul 3, 2026.

6 Aug 2026

MACOM Technology Solutions Holdings, Inc. reported Operating or financial results

MACOM Technology Solutions Holdings, Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

8 Jul 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in MACOM Technology Solutions Holdings, Inc..

Capital Structure & Financial Position

Financial strength and liquidity analysis

Cash and equivalents (USD)$89.60M

Total assets (USD)$2.15B

Total liabilities (USD)$605.99M

Shareholders' equity (USD)$1.54B

Long-term debt (USD)$0

Debt due within a year (USD)$340.47M

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated 3 Jul 2026

Peer Comparison - Technology

Company	Price	Market Cap
NVDA - NVIDIA Corporation	$221.97 Yahoo Finance	$5.35T
AAPL - Apple Inc.	$343.99 Yahoo Finance	$5.02T
GOOGL - Alphabet Inc.	$334.76 Yahoo Finance	$4.09T
MSFT - Microsoft Corporation	$532.95 Yahoo Finance	$3.96T
META - Meta Platforms, Inc.	$697.52 Yahoo Finance	$1.78T

📋 Corporate Actions

Recent and upcoming corporate events

Verified Corporate Actions Unavailable

Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis

Quarter	Revenue (USD)	Operating income	Net income	Diluted EPS (USD)	Filed
Q2 2026	$342.24M	$77.12M	$100.71M	$1.28	10-Q · 6 Aug 2026
Q1 2026	$288.96M	$50.83M	$46.33M	$0.60	10-Q · 7 May 2026
Q4 2025	$271.61M	$43.30M	$48.77M	$0.64	10-Q · 5 Feb 2026
Q3 2025	$252.08M	$37.66M	$36.53M	$0.48	10-Q · 7 Aug 2025
Q2 2025	$252.08M	$37.66M	$36.53M	$0.48	10-Q · 6 Aug 2026
Q1 2025	$235.89M	$34.87M	$31.67M	$0.42	10-Q · 7 May 2026

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy

Target: $402.50

47.4% upside potential

📈

Strong Buy

Unavailable

👍

Buy

9

⏸️

Hold

1

📉

Sell

0

10 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved 21 Oct 2026, 23:47 UTC Targets range 300.00–475.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments

Verified Dividend Data Unavailable

Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable

Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity

1

Oct 2026

Roth Ambra R.

SVP, GC and Secretary

Open-market sale

$300.00 per share

653 shares

28

Aug 2026

Dennehy Robert

Senior VP and COO

Open-market sale

$275.20 per share

252 shares

17

Aug 2026

Kober John

Senior VP and CFO

Open-market sale

$326.08 per share

7,389 shares

25

Jun 2026

Hwang Donghyun Thomas

SVP, Global Sales

Open-market sale

$383.87 per share

2,620 shares

29

May 2026

Daly Stephen G

Director, President and CEO

Open-market sale

$365.75 per share

15,828 shares

19

May 2026

Shanmugaraj Murugesan

Director

Gift

Unavailable per share

1,400 shares

18

May 2026

Kober John

Senior VP and CFO

Open-market sale

$359.25 per share

7,644 shares

15

May 2026

Dennehy Robert

Senior VP and COO

Grant or award

$138.13 per share

146 shares

15

May 2026

Kober John

Senior VP and CFO

Grant or award

$138.13 per share

108 shares

Top Shareholders

Fmr Llc

10,527,144 shares

-0.785% change

6/30/2026

Blackrock, Inc.

9,512,899 shares

11.05% change

6/30/2026

Vanguard Group Inc

7,225,100 shares

2.226% change

12/31/2025

Vanguard Portfolio Management Llc

3,605,324 shares

0.509% change

6/30/2026

Vanguard Capital Management Llc

3,064,683 shares

2.4% change

6/30/2026

T. Rowe Price Investment Management, Inc.

2,850,185 shares

-36.466% change

6/30/2026

State Street Corp

2,262,242 shares

5.086% change

6/30/2026

Invesco Ltd.

2,149,581 shares

-41.489% change

6/30/2026

Jpmorgan Chase & Co

2,125,091 shares

5.431% change

6/30/2026

Geode Capital Management, Llc

1,409,741 shares

3.693% change

6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed 21 Oct 2026, 23:47 UTC· 9 hours ago

Research coverage and investment tools

MACOM Technology Solutions Holdings, Inc. (MTSI) is a stock listed on the Nasdaq in the United States, in the Technology sector (Semiconductors). Its last price was US$273.05 on 21 Oct 2026. That is 49% of the way from its 52-week low of US$133.35 to its 52-week high of US$418.90. Its market capitalisation was US$20.85 billion at that price.

Watch Add to portfolio Set an alert Compare Position size

How position sizing works Dividend yield and total return

Quarter	Revenue	Operating income	Net income	Diluted EPS	Gross margin	Operating margin	Free cash flow	Filed
Q2 2026	$342.24M	$77.12M	$100.71M	$1.28	58.3%	22.5%	—	10-Q · 6 Aug 2026 (opens in a new tab)
Q1 2026	$288.96M	$50.83M	$46.33M	$0.60	56.9%	17.6%	—	10-Q · 7 May 2026 (opens in a new tab)
Q4 2025	$271.61M	$43.30M	$48.77M	$0.64	55.9%	15.9%	$29.99M	10-Q · 5 Feb 2026 (opens in a new tab)
Q3 2025	$252.08M	$37.66M	$36.53M	$0.48	55.3%	14.9%	—	10-Q · 7 Aug 2025 (opens in a new tab)
Q2 2025	$252.08M R (restated)	$37.66M R (restated)	$36.53M R (restated)	$0.48 R (restated)	55.3%	14.9%	—	10-Q · 6 Aug 2026 (opens in a new tab)
Q1 2025	$235.89M R (restated)	$34.87M R (restated)	$31.67M R (restated)	$0.42 R (restated)	55.2%	14.8%	$61.32M	10-Q · 7 May 2026 (opens in a new tab)

Quarter ended	Reported	EPS	Consensus	Surprise
Jun 2026	8/6/2026	$1.08	$1.04	+3.9%
Mar 2026	5/7/2026	$0.76	$0.76	0.0%
Dec 2025	2/5/2026	$0.69	$0.77	-10.4%
Sep 2025	11/6/2025	$0.70	$0.74	-5.4%

Cash and equivalents: $89.60M
Total assets: $2.15B
Total liabilities: $605.99M
Shareholders' equity: $1.54B
Long-term debt: $0
Debt due within a year: $340.47M

SCHEDULE 13G/A · 14 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in MACOM Technology Solutions Holdings, Inc..
SCHEDULE 13G/A · 12 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in MACOM Technology Solutions Holdings, Inc..
10-Q · 7 Aug 2026

MACOM Technology Solutions Holdings, Inc. filed Form 10-Q (opens in a new tab)

MACOM Technology Solutions Holdings, Inc. submitted Form 10-Q to the SEC for the period ending Jul 3, 2026.
8-K · 6 Aug 2026

MACOM Technology Solutions Holdings, Inc. reported Operating or financial results (opens in a new tab)

MACOM Technology Solutions Holdings, Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.
SCHEDULE 13G/A · 8 Jul 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in MACOM Technology Solutions Holdings, Inc..

Insider	Date	Transaction	Shares	Average price	Filing
Roth Ambra R. SVP, GC and Secretary	1 Oct 2026	Open-market sale (S)	−653	$300.00	Form 4 (opens in a new tab)
Dennehy Robert Senior VP and COO	28 Aug 2026	Open-market sale (S)	−252	$275.20	Form 4 (opens in a new tab)
Kober John Senior VP and CFO	17 Aug 2026	Open-market sale (S)	−7,389	$326.08	Form 4 (opens in a new tab)
Hwang Donghyun Thomas SVP, Global Sales	25 Jun 2026	Open-market sale (S)	−2,620	$383.87	Form 4 (opens in a new tab)
Daly Stephen G Director, President and CEO	29 May 2026	Open-market sale (S)	−15,828	$365.75	Form 4 (opens in a new tab)
Shanmugaraj Murugesan Director	19 May 2026	Gift (G)	−1,400	—	Form 4 (opens in a new tab)
Kober John Senior VP and CFO	18 May 2026	Open-market sale (S)	−7,644	$359.25	Form 4 (opens in a new tab)
Dennehy Robert Senior VP and COO	15 May 2026	Grant or award (A)	+146	$138.13	Form 4 (opens in a new tab)
Kober John Senior VP and CFO	15 May 2026	Grant or award (A)	+108	$138.13	Form 4 (opens in a new tab)

Institution	Report date	Shares	Change
Fmr Llc	6/30/2026	10,527,144	-0.785%
Blackrock, Inc.	6/30/2026	9,512,899	11.05%
Vanguard Group Inc	12/31/2025	7,225,100	2.226%
Vanguard Portfolio Management Llc	6/30/2026	3,605,324	0.509%
Vanguard Capital Management Llc	6/30/2026	3,064,683	2.4%
T. Rowe Price Investment Management, Inc.	6/30/2026	2,850,185	-36.466%
State Street Corp	6/30/2026	2,262,242	5.086%
Invesco Ltd.	6/30/2026	2,149,581	-41.489%
Jpmorgan Chase & Co	6/30/2026	2,125,091	5.431%
Geode Capital Management, Llc	6/30/2026	1,409,741	3.693%

Previous close: 262.93 USD
Day range: 265.00 – 274.32 USD
52-week range: 133.35 – 418.90 USD
Volume: 1,108,024
Market cap: $20.85B
Average volume: 1,324,972
P/E ratio: 91.0
EPS (TTM, diluted): 3.00 USD
Shares outstanding: 76.37M
Beta (5Y monthly): 1.80

Price, ranges and volume: Yahoo Finance (opens in a new tab) Observed 21 Oct 2026, 20:00 UTC· 13 hours ago

Average volume and shares: Nasdaq (opens in a new tab) Observed 22 Oct 2026, 08:08 UTC· 1 hour ago

P/E is the price ÷ trailing 12-month diluted EPS from SEC filings.

EPS: SEC EDGAR company facts (opens in a new tab)

Beta: 5 years of monthly returns against the S&P 500, calculated from Yahoo Finance prices. Market cap is the price × shares outstanding.

This research is not available for MTSI yet

Guidance history

IMPORTANT FINANCIAL DISCLAIMER: The information provided on this platform is for educational and informational purposes only and should not be construed as investment advice. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Take Profits is not a registered investment advisor and does not provide personalized investment advice. Users should conduct their own research and consult with qualified financial professionals before making investment decisions. Market data may be delayed and is provided by third-party sources.