MACOM Technology Solutions Holdings, Inc.

MACOM Technology Solutions Holdings, Inc.

MTSIยทNASDAQ

$390.34

+2.1%
TechnologySemiconductors

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high-capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.

At a Glance

Live Snapshot
Market Cap$29.78B
EPS-0.7300
P/E Ratio-534.71
Earnings Date08/06/2026
6.66%
Return on Invested Capital
57%
3Y+6.0%
5Y-26.0%
10Y-179.0%
-4.08%
Return on Equity
-160%
3Y-142.0%
5Y-108.0%
10Y-97.0%
-2.58%
Return on Assets
-159%
3Y-144.0%
5Y-109.0%
10Y-93.0%
MACOM Technology Solutions Holdings, Inc.

MACOM Technology Solutions Holdings, Inc. Management Team

MTSI ยท NASDAQ
MJ

Mr. John F. Kober III

Chief Financial Officer & Senior Vice President

Compensation

$554,173

Born 1970(Age 56)
male
MS

Mr. Stephen G. Daly

President, Chief Executive Officer & Chairman

Compensation

$816,583

Born 1966(Age 60)
male
MW

Mr. Wayne Struble

Senior Vice President of Advanced Semiconductor Technology

Born 1961(Age 65)
male
MD

Mr. Donghyun Hwang

Senior Vice President of Global Sales

Compensation

$458,190

Born 1964(Age 62)
male
MR

Mr. Robert Dennehy

Senior Vice President of Operations

Compensation

$454,749

Born 1974(Age 52)
male
MA

Ms. Ambra R. Roth J.D.

Senior Vice President, General Counsel & Secretary

Compensation

$456,510

Born 1982(Age 44)
female
MC

Mr. Conor Noel Hegarty C.M.A.

Vice President of Finance & Business Operations

Compensation

$348,578

Born 1967(Age 59)
male
MS

Mr. Stephen Ferranti

Vice President of Strategic Initiatives & Investor Relations

male
mtsi

MACOM Technology Solutions Holdings, Inc. Insider Positioning

MTSI ยท NASDAQ

During the last 12 months, insiders have sold $370.48M worth of MTSI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

47.8K

18.00M

Net Activity

-18.0M

-$18.00M

3-6 Months

Bought

0

0.00

Sold

559.2K

128.18M

Net Activity

-128.2M

-$128.18M

6-9 Months

Bought

0

0.00

Sold

1.5M

220.94M

Net Activity

-220.9M

-$220.94M

9-12 Months

Bought

0

0.00

Sold

25.3K

3.36M

Net Activity

-3.4M

-$3.36M

Top Buyers

No buying activity

Top Sellers

1
OS

Ocampo Susan

10 Percent Owner

2.1M sharesโ€ข34 transactions

$345.83M

2
CPY

Chung Peter Y

Director

43.3K sharesโ€ข1 transactions

$16.36M

3
DR

Dennehy Robert

Officer: Senior Vp And Coo

11.0K sharesโ€ข4 transactions

$1.63M

4
KJ

Kober John

Officer: Senior Vp And Cfo

8.1K sharesโ€ข5 transactions

$1.42M

5
BCR

Bland Charles R

Director

6.8K sharesโ€ข4 transactions

$1.36M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $370.48M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$18.00M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

SEC Filings

MTSI - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

January 16, 2026
January 16, 2026
2026
DEF 14A

DEF 14A 2025

N/A

January 16, 2025
January 16, 2025
2025
DEF 14A

DEF 14A 2024

N/A

January 17, 2024
January 17, 2024
2024
DEF 14A

DEF 14A 2023

N/A

January 17, 2023
March 02, 2023
2023
DEF 14A

DEF 14A 2022

N/A

January 14, 2022
March 03, 2022
2022
DEF 14A

DEF 14A 2021

N/A

January 15, 2021
January 15, 2021
2021
DEF 14A

DEF 14A 2020

N/A

January 16, 2020
January 16, 2020
2020
DEF 14A

DEF 14A 2019

N/A

January 16, 2019
February 28, 2019
2019
DEF 14A

DEF 14A 2018

N/A

January 16, 2018
March 01, 2018
2018
DEF 14A

DEF 14A 2017

N/A

January 17, 2017
March 02, 2017
2017
Showing 1 to 10 of 14 filings