MACOM announces the MACD-41804 Cable Driver with Equalizer, enhancing copper interconnects for high-performance applications.
Quiver AI Summary
MACOM Technology Solutions Inc. has announced the launch of its new MACD-41804 Cable Driver with Equalizer, a copper connectivity solution designed for low power and high density interconnects in scale-up applications. This product provides a cost-effective alternative to retimed architectures with benefits such as reduced latency and lower power consumption. It builds on MACOM's existing portfolio of multi-channel equalizers, offering features like input equalization, gain adaptation, and mission mode diagnostics to enhance link performance and monitoring. The MACD-41804 supports various form factors, including 1.6T OSFP, and is packaged for high volume manufacturing. MACOM will showcase this innovation at the OFC 2026 in Los Angeles.
Potential Positives
- Introduction of the MACD-41804 Cable Driver with Equalizer expands MACOM's product portfolio, enhancing their offerings in copper connectivity solutions.
- The new product enables low power, high density interconnects, appealing to customers seeking efficient solutions for next generation scale-up applications.
- Featured advantages such as lower power consumption, reduced latency, and lower overall system costs position MACOM favorably against competitors, particularly in the growing telecommunications market.
- The MACD-41804 includes advanced features like gain adaptation and mission mode diagnostics, providing users with enhanced capabilities and monitoring, further differentiating MACOM's product line.
Potential Negatives
- None
FAQ
What is the MACD-41804 Cable Driver with Equalizer?
The MACD-41804 is MACOM's latest copper connectivity solution designed for low power, high density interconnects in scale-up applications.
How does the MACD-41804 Cable Driver benefit users?
It offers lower power consumption, reduced latency, and lower overall system costs compared to traditional retimed architectures.
What features does the MACD-41804 include?
The solution integrates input equalization, broad dynamic range, optional gain adaptation, and mission mode diagnostics for enhanced link capabilities.
Where can I see the MACD-41804 demonstrated?
MACOM will demonstrate the MACD-41804 at Booth 1227 at OFC 2026 in Los Angeles, CA from March 17 to 19, 2026.
Where can I find more information about MACOM's products?
Additional information can be found on MACOM's official website at www.macom.com.
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 119 times in the past 6 months. Of those trades, 0 have been purchases and 119 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 40 sales selling 2,376,139 shares for an estimated $423,718,058.
- STEPHEN G DALY (President and CEO) has made 0 purchases and 15 sales selling 40,000 shares for an estimated $6,977,703.
- ROBERT DENNEHY (Senior VP and COO) has made 0 purchases and 12 sales selling 27,526 shares for an estimated $5,726,273.
- JOHN KOBER (Senior VP and CFO) has made 0 purchases and 20 sales selling 28,171 shares for an estimated $5,238,937.
- 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 22 sales selling 13,435 shares for an estimated $2,614,214.
- CHARLES R BLAND has made 0 purchases and 3 sales selling 6,000 shares for an estimated $1,058,610.
- JOHN RITCHIE sold 1,573 shares for an estimated $401,115
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$MTSI Revenue
$MTSI had revenues of $271.6M in Q1 2026. This is an increase of 24.52% 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 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/20, 11/13.
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$MTSI Hedge Fund Activity
We have seen 239 institutional investors add shares of $MTSI stock to their portfolio, and 243 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,638,078 shares (-48.2%) from their portfolio in Q4 2025, for an estimated $451,849,999
- FMR LLC added 954,963 shares (+17.3%) to their portfolio in Q4 2025, for an estimated $163,566,062
- POLAR CAPITAL HOLDINGS PLC removed 930,551 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $115,844,293
- MACQUARIE GROUP LTD removed 859,784 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $147,263,803
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$MTSI Analyst Ratings
Wall Street analysts have issued reports on $MTSI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/06/2026
- B of A Securities issued a "Buy" rating on 01/21/2026
- Benchmark issued a "Buy" rating on 11/07/2025
- Barclays issued a "Overweight" rating on 11/07/2025
- Truist Securities issued a "Buy" rating on 11/07/2025
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$MTSI Price Targets
Multiple analysts have issued price targets for $MTSI recently. We have seen 9 analysts offer price targets for $MTSI in the last 6 months, with a median target of $255.0.
Here are some recent targets:
- N. Quinn Bolton from Needham set a target price of $250.0 on 02/06/2026
- Tore Svanberg from Stifel set a target price of $255.0 on 02/06/2026
- Peter Peng from JP Morgan set a target price of $240.0 on 02/06/2026
- David Williams from Benchmark set a target price of $260.0 on 02/06/2026
- William Stein from Truist Securities set a target price of $261.0 on 02/06/2026
- Blayne Curtis from Jefferies set a target price of $260.0 on 02/02/2026
- Vivek Arya from B of A Securities set a target price of $260.0 on 01/21/2026
Full Release
LOWELL, Mass., March 16, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”) , a leading supplier of semiconductor products, today announced the availability of its latest copper connectivity solution – the MACD-41804 Cable Driver with Equalizer , designed to enable low power, high density copper interconnects for next generation scale-up applications. MACOM’s line of cable drivers and equalizers presents a compelling alternative to retimed architectures, offering significant advantages, including lower power consumption, reduced latency and lower overall system costs.
The latest addition to the product line, the MACD-41804 Cable Driver with Equalizer , complements MACOM’s existing portfolio of multi-channel equalizer devices and offers next generation performance and flexibility.
“MACOM is focused on delivering differentiated connectivity solutions that enable high performance scale-up architectures,” said Stephen G. Daly, President and Chief Executive Officer, MACOM. “Our new cable driver solution can enable customers to increase data transmission throughput while maintaining the benefits of copper, which include lower power and cost as compared to optics.”
The MACD-41804 integrates input equalization, broad dynamic range, optional gain adaptation and mission mode diagnostics. The MACD-41804 is tailored for cost and power efficient links across a variety of form factors including 1.6T OSFP. The addition of gain adaptation and associated diagnostics features provides users with enhanced link capabilities as well as monitoring feedback, translating to power and cost-efficient copper connectivity. It is available in bumped die used in compact flip-chip packaging, supporting high volume manufacturing. MACOM will demonstrate this solution at Booth 1227 at OFC 2026 in Los Angeles, CA from March 17 to 19, 2026. For more information, visit www.macom.com .
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.
Company Contact:
MACOM Technology Solutions Inc.
Stephen Ferranti
Senior Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E:
[email protected]
