MACOM Technology Solutions Holdings (MTSI) reported fiscal third-quarter 2026 revenue of $342.2 million, up 35.8% from $252.1 million a year earlier and up 18.4% from $289.0 million in the prior quarter.
GAAP net income was $100.7 million, or $1.28 per diluted share, compared with $36.5 million, or $0.48 per diluted share, in the prior-year quarter. The company said it expects fiscal fourth-quarter revenue of $415 million to $425 million.
- Fiscal Q3 ended July 3, 2026.
- GAAP gross margin was 58.3%, compared with 55.3% a year earlier.
- GAAP income from operations was $77.1 million, or 22.5% of revenue.
- Adjusted net income was $109.8 million, or $1.40 per diluted share.
- MACOM will host a conference call on Aug. 6, 2026, at 8:30 a.m. Eastern Time.
$MTSI Insider Trading Activity
$MTSI insiders have traded $MTSI stock on the open market 101 times in the past 6 months. Of those trades, 0 have been purchases and 101 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 13 sales selling 618,428 shares for an estimated $152,914,778.
- PETER Y CHUNG sold 43,268 shares for an estimated $16,363,922
- STEPHEN G DALY (President and CEO) has made 0 purchases and 19 sales selling 15,828 shares for an estimated $5,789,100.
- ROBERT DENNEHY (Senior VP and COO) has made 0 purchases and 9 sales selling 18,398 shares for an estimated $4,512,097.
- JOHN KOBER (Senior VP and CFO) has made 0 purchases and 23 sales selling 14,840 shares for an estimated $4,495,304.
- DONGHYUN THOMAS HWANG (SVP, Global Sales) has made 0 purchases and 32 sales selling 8,933 shares for an estimated $2,970,519.
- GEOFFREY G RIBAR sold 1,623 shares for an estimated $587,266
- CHARLES R BLAND has made 0 purchases and 2 sales selling 1,800 shares for an estimated $544,820.
- JOHN RITCHIE sold 1,573 shares for an estimated $401,115
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MTSI Hedge Fund Activity
We have seen 287 institutional investors add shares of $MTSI stock to their portfolio, and 215 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,129,789 shares (+63.7%) to their portfolio in Q1 2026, for an estimated $917,102,243
- BLACKROCK, INC. added 1,041,347 shares (+13.8%) to their portfolio in Q1 2026, for an estimated $231,251,928
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,019,834 shares (-52.7%) from their portfolio in Q1 2026, for an estimated $226,474,536
- POLAR CAPITAL HOLDINGS PLC added 930,778 shares (+inf%) to their portfolio in Q1 2026, for an estimated $206,697,870
- WELLINGTON MANAGEMENT GROUP LLP added 532,466 shares (+52.4%) to their portfolio in Q1 2026, for an estimated $118,244,724
- FRANKLIN RESOURCES INC added 486,576 shares (+3161.0%) to their portfolio in Q1 2026, for an estimated $108,053,932
- CITADEL ADVISORS LLC added 457,447 shares (+343.6%) to their portfolio in Q1 2026, for an estimated $101,585,255
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MTSI Congressional Stock Trading
Members of Congress have traded $MTSI stock 3 times in the past 6 months. Of those trades, 1 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 3 times. They made 1 purchase worth up to $15,000 on 03/03 and 2 sales worth up to $30,000 on 05/22, 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
