MACOM will showcase optical and connectivity technologies at ECOC 2026, highlighting solutions for AI, data centers, and telecommunications.
Quiver AI Summary
MACOM Technology Solutions Inc. will showcase its latest optical and high-speed connectivity technologies at the European Conference on Optical Communication (ECOC) 2026 from September 21-23 in Málaga, Spain. Attendees at Stand 1055 can explore MACOM's solutions tailored to meet the increasing demands for bandwidth, performance, and energy efficiency in AI infrastructure, cloud data centers, telecommunications networks, and emerging optical architectures. The company will demonstrate innovations in various applications including optical transceivers and active copper cables, as well as highlight technologies for free-space optics and RF over fiber solutions. MACOM's President and CEO, Stephen G. Daly, emphasized the ongoing need for high bandwidth and low power consumption in the optical communications ecosystem.
Potential Positives
- MACOM will showcase its latest optical and high-speed connectivity technologies at a significant industry event, the European Conference on Optical Communication (ECOC) 2026, highlighting its commitment to innovation and leadership in the semiconductor market.
- The company is demonstrating advanced solutions that cater to the growing demands for higher bandwidth and lower power consumption in AI infrastructure and telecommunications, positioning itself as a key player in next-generation technologies.
- Live demonstrations of various cutting-edge products, such as 3.2T Optical Solutions and 1.6T Active Copper Cable Solutions, underscore MACOM's role in enabling efficient data transmission throughout AI networks and datacenters, enhancing its reputation among industry professionals.
- MACOM's commitment to quality is reinforced by its certifications in international quality (ISO9001) and environmental management (ISO14001) standards, reflecting its dedication to both product excellence and sustainable practices.
Potential Negatives
- The press release does not provide any specific updates on MACOM's financial performance or market position, which could raise concerns among investors about the company's current standing amidst competition in the semiconductor industry.
- There is a lack of information on how the showcased technologies specifically differentiate MACOM from competitors, which may leave stakeholders questioning the company's competitive edge in a rapidly evolving market.
- The press release does not mention any partnerships or collaborations, potentially indicating a lack of strategic alliances that could enhance its market reach and innovation capabilities.
FAQ
What is MACOM showcasing at ECOC 2026?
MACOM is showcasing its latest optical and high-speed connectivity technologies for AI infrastructure and cloud data centers.
When and where is ECOC 2026 taking place?
ECOC 2026 will be held from September 21 to 23, 2026, in Málaga, Spain.
What types of products will MACOM demonstrate?
MACOM will demonstrate optical transceivers, active copper cables, PCIe interconnects, and coherent networking solutions.
How can I schedule a meeting with MACOM during the event?
You can schedule a meeting by visiting MACOM's website at https://www.macom.com/meet.
What sectors does MACOM's technology support?
MACOM's technology supports telecommunications, industrial and defense applications, as well as data center operations.
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 76 times in the past 6 months. Of those trades, 0 have been purchases and 76 have been sales.
Here’s a breakdown of recent trading of $MTSI stock by insiders over the last 6 months:
- 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.
- JOHN KOBER (Senior VP and CFO) has made 0 purchases and 21 sales selling 15,033 shares for an estimated $5,155,565.
- 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 sold 800 shares for an estimated $304,000
- ROBERT DENNEHY (Senior VP and COO) sold 252 shares for an estimated $69,350
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 Revenue
$MTSI had revenues of $342.2M in Q3 2026. This is an increase of 35.77% from the same period in the prior year.
You can track MTSI financials on Quiver Quantitative's MTSI stock page.
You can access data on MTSI stock through the Quiver Quantitative API.
$MTSI Congressional Stock Trading
Members of Congress have traded $MTSI stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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 0 purchases and 3 sales worth up to $45,000 on 07/16, 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.
$MTSI Hedge Fund Activity
We have seen 391 institutional investors add shares of $MTSI stock to their portfolio, and 247 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,125,091 shares (+inf%) to their portfolio in Q2 2026, for an estimated $808,320,863
- INVESCO LTD. removed 1,524,234 shares (-41.5%) from their portfolio in Q2 2026, for an estimated $579,772,886
- BLACKROCK, INC. added 946,616 shares (+11.1%) to their portfolio in Q2 2026, for an estimated $360,064,327
- QUBE RESEARCH & TECHNOLOGIES LTD added 790,678 shares (+inf%) to their portfolio in Q2 2026, for an estimated $300,750,190
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 666,659 shares (+inf%) to their portfolio in Q2 2026, for an estimated $253,577,083
- JANE STREET GROUP, LLC added 532,207 shares (+22579.8%) to their portfolio in Q2 2026, for an estimated $202,435,576
- 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 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 $375.0.
Here are some recent targets:
- Tore Svanberg from Stifel set a target price of $450.0 on 06/24/2026
- Tom O'Malley from Barclays set a target price of $450.0 on 05/22/2026
- N. Quinn Bolton from Needham set a target price of $400.0 on 05/08/2026
- Mark Lipacis from Evercore ISI Group set a target price of $427.0 on 05/08/2026
- Christopher Rolland from Susquehanna set a target price of $350.0 on 05/08/2026
- Peter Peng from JP Morgan set a target price of $345.0 on 05/08/2026
- William Stein from Truist Securities set a target price of $375.0 on 05/08/2026
Full Release
LOWELL, Mass., Sept. 15, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”) , a leading supplier of semiconductor products, today announced it will showcase its latest optical and high speed connectivity technologies at the European Conference on Optical Communication (ECOC) 2026 , taking place September 21 - 23, 2026, in Málaga, Spain . Visitors to Stand 1055 can learn about MACOM’s broad portfolio of solutions designed to support the growing bandwidth, performance and power efficiency demands of AI infrastructure, cloud data centers, telecommunications networks and emerging optical architectures.
MACOM continues to advance the critical analog and optoelectronic technologies that enable more efficient data transmission throughout datacenter AI networks. The company will demonstrate its IC solutions in a variety of applications in optical transceivers, active copper cables, PCIe interconnects, coherent networking, optical access networks and near packaged optics (NPO).
“Demand for higher bandwidth and lower power consumption continues to drive innovation across the optical communications ecosystem. We’re excited to showcase our portfolio which is helping customers build the next generation of optical and connectivity infrastructure,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.
Featured Demonstrations
MACOM will present live demonstrations featuring:
- 3.2T Optical Solutions, featuring 448 Gbps/lane modulator drivers, transimpedance amplifiers and photodetectors.
- 1.6T Active Copper Cable Solution, demonstrating 224 Gbps/lane equalizers and cable drivers designed to deliver high speed copper connectivity.
- 1.6T Optical Products incorporating 224 Gbps/lane photodetectors, laser drivers and transimpedance amplifiers.
- PCIe Connectivity showcasing Optical PCIe® 6.0 and Copper PCIe® 7.0 technologies for next generation compute and storage architectures.
- NPO featuring 112 and 226 Gbps/lane drivers, transimpedance amplifiers and photodetectors.
- 800G Scale Out Networks utilizing 400 Gbps-per-wavelength coherent drivers and transimpedance amplifiers.
-
5G Advanced and 6G Fronthaul highlighting linear drivers and TIAs for SFP56/SFP112 LPO.
Additional Product Display
MACOM will also feature a dedicated display highlighting its technologies for:
- Free Space Optics (FSO) applications supporting high speed optical communication links.
- RF over Fiber (RFoF) solutions that enable the transport of radio frequency signals over optical fiber for communications, satellite communications and other high performance networking applications.
Visit MACOM at ECOC 2026
Event:
European Conference on Optical Communication (ECOC) 2026
Dates:
September 21 - 23, 2026
Location:
Málaga, Spain
Stand:
1055
To schedule a meeting with MACOM during ECOC 2026, please visit https://www.macom.com/meet .
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 Inc.
Stephen Ferranti
Senior Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E:
[email protected]
