Why MACOM Technology Solutions (MTSI) Stock Is Up Today

MACOM Technology Solutions Holdings (MTSI) is up 11.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The rally appears tied to a strong fiscal third-quarter earnings report, with revenue and adjusted earnings topping expectations. Investors also seem to be reacting to upbeat fourth-quarter guidance, record bookings, and especially strong data center demand.

Details:

Fiscal third-quarter revenue rose 35.8% year over year to $342.2 million, while adjusted earnings per share came in at $1.40, above the consensus figures shown on the earnings calendar page.

Management guided for fiscal fourth-quarter revenue of $415 million to $425 million and adjusted earnings per share of $1.97 to $2.03, implying another step up in growth.

On the conference call, management highlighted a record 1.6-to-1 book-to-bill ratio and said all three end markets posted exceptional bookings, with notable strength in data center.

Data center revenue reached $137.6 million in the quarter, up about 40% sequentially, helped by 800G and 1.6T PAM4 platforms and a ramp in 200G photodetectors.

Sources:

MACOM Technology Solutions Holdings, MarketBeat, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$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 291 institutional investors add shares of $MTSI stock to their portfolio, and 214 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.

$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

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.