MACOM will announce Q1 2026 financial results on February 5, followed by a conference call at 8:30 a.m. Eastern Time.
Quiver AI Summary
MACOM Technology Solutions Holdings, Inc. will announce its financial results for the first quarter ending January 2, 2026, on February 5, 2026, before the market opens. The announcement will be followed by a conference call at 8:30 a.m. Eastern Time the same day, hosted by CEO Stephen G. Daly and CFO John F. Kober. Participants can register for the call and access a live webcast on MACOM's Investor Relations Website. A replay of the call will be available within 24 hours for approximately 90 days. MACOM, based in Lowell, Massachusetts, designs and manufactures semiconductor products for various applications and is recognized for its quality and environmental management standards.
Potential Positives
- Announcement of first quarter financial results on February 5, 2026, provides a clear timeline for investors and stakeholders to anticipate significant updates.
- Conference call hosted by top executives indicates transparency and engagement with investors regarding company performance and strategy.
- Availability of a 90-day replay of the conference call allows for extended access to important financial information for interested parties.
- Certification to ISO9001 and ISO14001 standards showcases MACOM's commitment to quality and environmental management, enhancing its corporate reputation.
Potential Negatives
- None
FAQ
When will MACOM announce its financial results?
MACOM will announce its financial results for Q1 on February 5, 2026, before market open.
What time is the MACOM conference call?
The conference call will be held at 8:30 a.m. Eastern Time on February 5, 2026.
Who will host the MACOM conference call?
Mr. Stephen G. Daly, CEO, and Mr. John F. Kober, CFO, will host the call.
How can I access the MACOM conference call?
You can register for access on MACOM’s Investor Relations Website for the live call.
Will a replay of the call be available?
Yes, a replay will be available within 24 hours and accessible for about 90 days.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$MTSI Insider Trading Activity
$MTSI insiders have traded $MTSI stock on the open market 88 times in the past 6 months. Of those trades, 0 have been purchases and 88 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 12 sales selling 8,161 shares for an estimated $1,421,954.
- 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 Revenue
$MTSI had revenues of $261.2M in Q4 2025. This is an increase of 30.12% from the same period in the prior year.
You can track MTSI financials on Quiver Quantitative's MTSI stock page.
$MTSI 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 Hedge Fund Activity
We have seen 230 institutional investors add shares of $MTSI stock to their portfolio, and 194 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 Analyst Ratings
Wall Street analysts have issued reports on $MTSI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 01/21/2026
- Benchmark issued a "Buy" rating on 11/07/2025
- Barclays issued a "Overweight" 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, check out Quiver Quantitative's $MTSI forecast page.
$MTSI Price Targets
Multiple analysts have issued price targets for $MTSI recently. We have seen 7 analysts offer price targets for $MTSI in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $260.0 on 01/21/2026
- 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
- David Williams from Benchmark set a target price of $190.0 on 11/07/2025
- Tom O'Malley from Barclays set a target price of $200.0 on 11/07/2025
- N. Quinn Bolton from Needham set a target price of $175.0 on 11/06/2025
Full Release
LOWELL, Mass., Jan. 22, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its first quarter ended January 2, 2026, before market open on Thursday, February 5, 2026. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, February 5, 2026 hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer.
Please visit MACOM’s Investor Relations Website to register for a user-specific access code for the live call or to access the live webcast. A replay of the call will be available within 24 hours and remain accessible by all interested parties for approximately 90 days.
About MACOM
MACOM designs and manufactures semiconductor products for telecommunications, industrial and defense and data center applications. Headquartered in Lowell, Massachusetts, MACOM has design centers and sales offices throughout North America, Europe and Asia. MACOM is certified to the ISO9001 international quality standard and ISO14001 environmental management standard. To learn more, visit
https://www.macom.com/
.
Company Contact:
MACOM Technology Solutions Holdings, Inc.
Stephen Ferranti, Senior Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E:
[email protected]