We estimate that the CEO of MACOM Technology Solutions Holdings, Inc. ($MTSI), Stephen Daly, received a compensation of $10,102,699 in 2025. This is an increase of 40.86% from an estimated $5,974,818 in 2024.
These estimates are based on a new DEF14A filing, filed with the SEC on January 16, 2026. Note that parsing errors may occur.
You can track $MTSI on Quiver Quantitative's $MTSI stock dashboard.
$MTSI Stock Insider Trading Activity
$MTSI Stock insiders have traded $MTSI stock on the open market 93 times in the past 6 months. Of those trades, 0 have been purchases and 93 have been sales.
Here’s a breakdown of recent trading of $MTSI stock by insiders over the last 6 months:
- SUSAN OCAMPO has made 0 purchases and 37 sales selling 2,041,287 shares for an estimated $298,448,449.
- STEPHEN G DALY (President and CEO) has made 0 purchases and 15 sales selling 40,000 shares for an estimated $6,977,703.
- JOHN KOBER (Senior VP and CFO) has made 0 purchases and 11 sales selling 21,975 shares for an estimated $3,613,176.
- AMBRA R. ROTH (SVP, GC and Secretary) has made 0 purchases and 6 sales selling 17,268 shares for an estimated $2,778,652.
- DONGHYUN THOMAS HWANG (SVP, Global Sales) has made 0 purchases and 17 sales selling 13,161 shares for an estimated $2,108,965.
- ROBERT DENNEHY (SVP, Operations) has made 0 purchases and 3 sales selling 9,128 shares for an estimated $1,214,175.
- CHARLES R BLAND has made 0 purchases and 2 sales selling 5,000 shares for an estimated $817,790.
- JIHYE WHANG ROSENBAND has made 0 purchases and 2 sales selling 1,600 shares for an estimated $199,048.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MTSI Stock Congressional Stock Trading
Members of Congress have traded $MTSI stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MTSI stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MTSI Stock Hedge Fund Activity
We have seen 227 institutional investors add shares of $MTSI Stock stock to their portfolio, and 193 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,721,449 shares (+98.9%) to their portfolio in Q3 2025, for an estimated $338,793,186
- BLACKROCK, INC. added 1,213,503 shares (+20.8%) to their portfolio in Q3 2025, for an estimated $151,068,988
- CITADEL ADVISORS LLC removed 993,395 shares (-71.6%) from their portfolio in Q3 2025, for an estimated $123,667,743
- POLAR CAPITAL HOLDINGS PLC removed 930,551 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $115,844,293
- MILLENNIUM MANAGEMENT LLC removed 810,398 shares (-72.4%) from their portfolio in Q3 2025, for an estimated $100,886,447
- WELLINGTON MANAGEMENT GROUP LLP added 634,903 shares (+180.6%) to their portfolio in Q3 2025, for an estimated $79,039,074
- BANK OF AMERICA CORP /DE/ added 601,001 shares (+219.3%) to their portfolio in Q3 2025, for an estimated $74,818,614
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MTSI Stock Analyst Ratings
Wall Street analysts have issued reports on $MTSI in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 11/07/2025
- Benchmark issued a "Buy" rating on 11/07/2025
- Truist Securities issued a "Buy" rating on 11/07/2025
- Needham issued a "Buy" rating on 11/06/2025
To track analyst ratings and price targets for $MTSI Stock, check out Quiver Quantitative's $MTSI forecast page.
$MTSI Stock Price Targets
Multiple analysts have issued price targets for $MTSI recently. We have seen 6 analysts offer price targets for $MTSI in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Tore Svanberg from Stifel set a target price of $215.0 on 01/16/2026
- William Stein from Truist Securities set a target price of $200.0 on 12/19/2025
- Christopher Rolland from Susquehanna set a target price of $200.0 on 12/15/2025
- Tom O'Malley from Barclays set a target price of $200.0 on 11/07/2025
- David Williams from Benchmark set a target price of $190.0 on 11/07/2025
- N. Quinn Bolton from Needham set a target price of $175.0 on 11/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
