MACOM Technology Solutions Holdings, Inc.

MACOM Technology Solutions Holdings, Inc.

Technology

NASDAQ:MTSI · NASDAQ Global Select

Market Cap $28.98B Beta 1.66 P/E (TTM) 161.3
$379.87 +1.36%

+$5.11 today

52W Low $118.16High $418.90

Vol 1.14M · Avg 1.34M

EPS (TTM)$2.36
Semiconductors

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-4.1%

avg -8.8%

ROIC

6.7%

avg 2.2%

ROA

-2.6%

avg -1.3%

Analysis

ROIC is currently the strongest return metric at 6.7% versus its period average of 2.2%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Stephen G. Daly

President, Chief Executive Officer & Chairman$1.96M60$52,717.000.07%

John F. Kober

Chief Financial Officer & Senior Vice President$1.06M56$48,116.000.06%

Robert Dennehy

SVP & Chief Operating Officer$861,023.0052$13,010.000.02%

Ambra R. Roth

Senior Vice President, General Counsel & Secretary$814,174.0044$11,963.000.02%

Donghyun Hwang

Senior Vice President of Global Sales$810,022.0062$33,571.000.04%

Conor Noel Hegarty

Vice President of Finance & Business Operations$348,578.0059

Gregg Jessen

Senior Vice President of Advanced GaN Technology

Stephen Ferranti

Senior Vice President of Corporate Development & Investor Relations$52,717.000.07%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

0

$0.00

Sells

156

$317.98M

Net Sentiment

$317.98M

Net selling

Most Active

Hwang Donghyun Thomas

42 transactions

DateInsiderTypeSharesPriceValue
May 29, 2026

Daly Stephen G

Direct

Sell400$360.49$144,196.00
May 29, 2026

Daly Stephen G

Direct

Sell1.5K$358.44$537,660.00
May 29, 2026

Daly Stephen G

Direct

Sell2.2K$359.37$790,614.00
May 29, 2026

Daly Stephen G

Direct

Sell904$362.02$327,266.08
May 29, 2026

Daly Stephen G

Direct

Sell2.4K$362.94$881,581.26
May 29, 2026

Daly Stephen G

Direct

Sell2.1K$363.87$755,030.25
May 29, 2026

Daly Stephen G

Direct

Sell2.8K$364.89$1,028,989.80
May 29, 2026

Daly Stephen G

Direct

Sell300$366.46$109,938.00
May 29, 2026

Daly Stephen G

Direct

Sell600$367.95$220,770.00
May 29, 2026

Daly Stephen G

Direct

Sell300$369.38$110,814.00

1–10 of 156

Analysis

Insiders reported 0 buys worth $0.00 and 156 sells worth $317.98M over the last 12 months. That adds up to net selling of $317.98M. Hwang Donghyun Thomas was the most active insider with 42 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
+17.9% (13yr)3 analysts
RevenueN/AN/A+11.7%
+11.9% (13yr)4 analysts
Net IncomeN/AN/AN/A
+21.1% (13yr)4 analysts
EBITN/AN/A-24.7%
+21.1% (13yr)4 analysts

Analysis

Recent growth has been strongest in Revenue at +11.7% over three years. Forward estimates point to Net Income at +21.1% (13yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages MTSI?

MACOM Technology Solutions Holdings, Inc. (MTSI) lists 8 active executives. The top listed executive is Gregg Jessen, Senior Vice President of Advanced GaN Technology.

Are MTSI insiders buying or selling?

Recent insider activity shows net selling of $359.60M.

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