MACOM will showcase advanced semiconductor solutions at OFC 2026, emphasizing innovations in optical and copper interconnect technologies.
Quiver AI Summary
MACOM Technology Solutions Inc. will participate in OFC 2026 from March 17 to 19 at the Los Angeles Convention Center, showcasing advanced semiconductor solutions at Booth 1227. The company will highlight a range of products targeting AI architectures, cloud infrastructure, and access networks, including optical and copper interconnect solutions. Key demonstrations will feature 3.2 Terabit Optical Transmit Solutions, 1.6 Terabit capabilities, PCIe 6.0 and 7.0 solutions for enhanced data throughput, an 800G LR2 module with ultra-low power technology, and advancements in Continuous Wave laser technology. MACOM will also present onboard equalization techniques for improving signal integrity and a selection of optical components for various applications. Attendees can engage with MACOM's technical staff for insights on application requirements and system architectures. For more details or to schedule a meeting, interested parties can visit their website.
Potential Positives
- MACOM will showcase innovative solutions, such as their 3.2 Terabit Optical Transmit Solutions and 800G LR2 Module, highlighting their leadership in advanced photonics and optoelectronic technologies.
- Participation in OFC 2026 provides MACOM an opportunity to engage with industry leaders and customers, which can enhance brand visibility and strengthen partnerships.
- The demonstration of their PCIe 6.0 and 7.0 solutions emphasizes MACOM's commitment to advancing data throughput and reducing latency, aligning with current trends in high-performance computing and data centers.
- MACOM's booth will feature a variety of technologies applicable to multiple sectors, including telecommunications, automotive, and robotics, showcasing the versatility and broad applicability of their product portfolio.
Potential Negatives
- Participation in OFC 2026 may indicate that MACOM feels pressured to showcase its technology in a competitive market, suggesting potential concerns about its current standing or performance.
- There is no mention of any new partnerships or collaborations in the press release, which might imply a lack of progress in expanding its business relationships or market reach.
- The release emphasizes various advanced technologies, but there is no information about their commercial availability or customer adoption, which could raise concerns about the viability of these solutions.
FAQ
What is MACOM's participation in OFC 2026?
MACOM will showcase its advanced semiconductor products and solutions at OFC 2026 in Los Angeles from March 17-19, 2026.
Where can I find MACOM at OFC 2026?
MACOM will be exhibiting at Booth 1227 during the event.
What kind of demonstrations will MACOM provide?
Demonstrations will feature optical transmit solutions, PCIe solutions, 800G modules, and onboard equalization technology among others.
What are MACOM's main product focuses at OFC 2026?
The focus includes advanced photonics, optoelectronics, copper interconnect solutions, and applications for AI and cloud infrastructure.
How can I schedule a meeting with MACOM during OFC 2026?
Visit MACOM's website at https://www.macom.com to schedule a meeting during OFC 2026.
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 125 times in the past 6 months. Of those trades, 0 have been purchases and 125 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 46 sales selling 2,597,259 shares for an estimated $453,055,208.
- 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
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$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
- WHALE ROCK CAPITAL MANAGEMENT LLC added 783,305 shares (+inf%) to their portfolio in Q4 2025, for an estimated $134,164,480
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 746,235 shares (-37.4%) from their portfolio in Q4 2025, for an estimated $127,815,130
- BESSEMER GROUP INC added 568,704 shares (+170782.0%) to their portfolio in Q4 2025, for an estimated $97,407,621
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$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
- Barclays issued a "Overweight" rating on 11/07/2025
- Truist Securities issued a "Buy" rating on 11/07/2025
- Benchmark issued a "Buy" rating on 11/07/2025
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 9 analysts offer price targets for $MTSI in the last 6 months, with a median target of $255.0.
Here are some recent targets:
- 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
- N. Quinn Bolton from Needham set a target price of $250.0 on 02/06/2026
- Peter Peng from JP Morgan set a target price of $240.0 on 02/06/2026
- Tore Svanberg from Stifel set a target price of $255.0 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 11, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”) , a leading supplier of semiconductor products, will participate in OFC 2026, taking place March 17–19, 2026 at the Los Angeles Convention Center. MACOM will exhibit at Booth 1227, showcasing a broad portfolio of advanced photonics, optoelectronic and copper interconnect solutions supporting AI scale-up and scale-out architectures, cloud infrastructure and access networks.
Demonstrations at Booth 1227 will include:
- 3.2 Terabit Optical Transmit Solutions: Preview MACOM’s capabilities to support next generation 400G per lane Pulse Amplitude Modulation (PAM) transmission over single mode fiber (SMF).
- 1.6 Terabit Solutions: Experience MACOM’s comprehensive 200G per lane ecosystem in a live demo consisting of retimed optics, low power Active Copper Cable (ACC) and Linear Pluggable Optics (LPO) solutions supporting 1.6T links, featuring leading module and cable manufacturers, in a 102.4T switch ecosystem.
- PCIe 6.0 and 7.0 Solutions: Learn how MACOM’s portfolio of copper and optical PCIe solutions can help to support higher data throughput and lower latency in longer reach applications.
- 800G LR2 Module: Showing MACOM’s latest generation, ultra-low power Coherent Lite solutions for campus and scale across applications. This demonstration will feature module to module data transmission using high performance transceivers from leading vendors supporting data rate of 800 Gbps.
- Continuous Wave (CW) Laser for 800 Gigabit and 1.6 Terabit Modules: Learn about MACOM’s latest advancements in 75 mW and 100 mW CW laser technology in an 800G OSFP 2xFR4 demonstration.
- Onboard Equalization: Discover how onboard equalizers can help high-speed signals compensate for lossy PCB to improve signal integrity (SI) for 200G per lane and beyond data rates. OBE can help compensate for signal reflections, dielectric loss, and skin effect loss to extend trace reach and density in data center and HPC applications.
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Optical Components:
Explore a wide range of optical components for outside of the data center, including fronthaul, LiDAR for automotive and robotics applications.
MACOM technical staff will be available throughout OFC 2026 to discuss application requirements, system architectures and roadmap alignment. For more information or to schedule a meeting during OFC 2026, visit https://www.macom.com .
OFC 2026 Information:
| Venue: | Los Angeles Convention Center, Los Angeles, California |
| Date/Time: |
Tuesday, March 17: 10:00 a.m. to 5:00 p.m.
Wednesday, March 18: 10:00 a.m. to 5:00 p.m. Thursday, March 19: 10:00 a.m. to 4:00 p.m. |
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]
