Why MACOM Technology Solutions Holdings (MTSI) Stock Is Down Today

MACOM Technology Solutions Holdings (MTSI) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a broad semiconductor selloff rather than a new company-specific setback. MACOM’s last major update, released on August 6, showed strong quarterly growth and upbeat fourth-quarter guidance, so today’s decline looks more like sector pressure and some profit-taking after that earlier rally. ([ir.macom.com](https://ir.macom.com/news-releases/news-release-details/macom-reports-fiscal-third-quarter-2026-financial-results))

Details:

MACOM’s most recent earnings release showed fiscal third-quarter revenue of $342.2 million, up 35.8% year over year, with adjusted earnings per share of $1.40. ([ir.macom.com](https://ir.macom.com/news-releases/news-release-details/macom-reports-fiscal-third-quarter-2026-financial-results))

The company guided for fiscal fourth-quarter revenue of $415 million to $425 million and adjusted earnings per share of $1.97 to $2.03, which points to continued momentum in the underlying business. ([ir.macom.com](https://ir.macom.com/news-releases/news-release-details/macom-reports-fiscal-third-quarter-2026-financial-results))

No newer press release or fresh SEC filing tied to a negative operating development was easy to identify ahead of today’s move, which weakens the case for a company-specific catalyst. ([ir.macom.com](https://ir.macom.com/news-releases?mobile=1&page=1&utm_source=openai))

Chip stocks were broadly under pressure on August 24, with semiconductors dragging the Nasdaq lower, so MTSI may simply be moving with the group. This could also reflect investors locking in gains after MACOM’s strong post-earnings run. ([finance.yahoo.com](https://finance.yahoo.com/markets/article/semiconductor-stocks-drag-sp-500-nasdaq-lower-alphacheck-135725875.html?utm_source=openai))

Sources:

MACOM Investor Relations, SEC, Yahoo Finance

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 89 times in the past 6 months. Of those trades, 0 have been purchases and 89 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 4 sales selling 315,272 shares for an estimated $79,981,686.
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.
ROBERT DENNEHY (Senior VP and COO) has made 0 purchases and 9 sales selling 18,398 shares for an estimated $4,512,097.
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
JOHN RITCHIE sold 1,573 shares for an estimated $401,115
CHARLES R BLAND sold 800 shares for an estimated $304,000

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 393 institutional investors add shares of $MTSI stock to their portfolio, and 246 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added 29,745,421 shares (+37467.0%) to their portfolio in Q2 2026, for an estimated $11,314,265,785
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
CITADEL ADVISORS LLC removed 546,871 shares (-92.6%) from their portfolio in Q2 2026, for an estimated $208,013,322

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.