MTSI

MTSI Earnings Preview

MACOM Technology Solutions Holdings, Inc. · Technology · $21B

14d until earnings

MTSI Earnings

Thursday, May 07 2026
EPS Estimate
$1.07
$1.07 – $1.08
Revenue Estimate
$285M
Current Price
$285.71

Data Signal Summary

1 bullish
2 bearish
Insider selling cluster Put/call 0.2 (bullish skew) Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
126.6
Est. Revisions (30d)
+0.0% 1up/0dn
Analyst Target (mean)
$273 $200–$305 -4%
Options P/C Ratio
0.23
Est. Dispersion
1% 16 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater

Recent Activity

insider trades 148 transactions
Award · HWANG DONGHYUN THOMAS (Officer) ·95 shares ·$11,685
Award · RIBAR GEOFFREY GEORGE (Director) ·776 shares
Award · CHUNG PETER Y (Director) ·776 shares
Award · RITCHIE JOHN (Director) ·776 shares
Award · BLAND CHARLES R (Director) ·776 shares
143 more
Award · SHANMUGARAJ MURUGESAN ·776 shr
Award · ROSENBAND JIHYE WHANG ·776 shr
Sell · DENNEHY ROBERT B ·18,398 shr ·$4,512,098
Sell · RIBAR GEOFFREY GEORGE ·2,244 shr ·$569,056
Other · OCAMPO JOHN L ·174,465 shr
Sell · OCAMPO JOHN L ·315,272 shr ·$79,981,686
Sell · RITCHIE JOHN ·1,573 shr ·$401,115
Sell · OCAMPO JOHN L ·83,279 shr ·$20,444,442
Sell · KOBER JOHN F III ·7,196 shr ·$1,749,161
Sell · OCAMPO JOHN L ·119,877 shr ·$28,903,950
Sell · BLAND CHARLES R ·1,000 shr ·$240,820
Sell · OCAMPO JOHN L ·100,000 shr ·$23,584,700
Sell · OCAMPO JOHN L ·100,000 shr ·$23,029,000
Sell · HWANG DONGHYUN THOMAS ·5,274 shr ·$1,192,260
Award · INGRAM BRYAN T ·971 shr
Sell · OCAMPO JOHN L ·121,067 shr ·$23,011,205
Sell · OCAMPO JOHN L ·78,933 shr ·$15,004,934
Sell · HWANG DONGHYUN THOMAS ·4,372 shr ·$811,571
Sell · OCAMPO JOHN L ·100,000 shr ·$18,005,750
Sell · DALY STEPHEN G ·20,000 shr ·$3,463,111
Award · DENNEHY ROBERT B ·1,232 shr
Sell · BLAND CHARLES R ·4,000 shr ·$660,000
Other · HWANG DONGHYUN THOMAS ·1,500 shr
Sell · ROTH AMBRA R ·17,268 shr ·$2,778,652
Sell · HWANG DONGHYUN THOMAS ·3,789 shr ·$610,383
Other · BLAND CHARLES R ·400 shr
Award · KOBER JOHN F III ·64 shr ·$10,400
Sell · BLAND CHARLES R ·1,000 shr ·$157,790
Award · HWANG DONGHYUN THOMAS ·83 shr ·$13,488
Award · DENNEHY ROBERT B ·29 shr ·$4,712
Sell · DALY STEPHEN G ·20,000 shr ·$3,514,592
Sell · KOBER JOHN F III ·972 shr ·$170,712
Sell · OCAMPO JOHN L ·200,000 shr ·$33,072,136
Sell · KOBER JOHN F III ·18,506 shr ·$3,101,213
Award · DALY STEPHEN G ·114,177 shr
Award · KOBER JOHN F III ·50,400 shr
Award · ROTH AMBRA R ·38,591 shr
Award · STRUBLE WAYNE MACK ·20,988 shr
Award · HWANG DONGHYUN THOMAS ·38,591 shr
Award · DENNEHY ROBERT B ·38,801 shr
Sell · OCAMPO JOHN L ·132,873 shr ·$19,684,494
Award · DALY STEPHEN G ·11,071 shr
Sell · KOBER JOHN F III ·1,497 shr ·$217,852
Award · KOBER JOHN F III ·3,994 shr
Award · ROTH AMBRA R ·2,332 shr
Award · STRUBLE WAYNE MACK ·2,005 shr
Award · HWANG DONGHYUN THOMAS ·2,332 shr
Award · DENNEHY ROBERT B ·2,463 shr
Sell · OCAMPO JOHN L ·107,376 shr ·$15,554,750
Sell · OCAMPO JOHN L ·36,762 shr ·$5,183,810
Sell · OCAMPO JOHN L ·305,365 shr ·$41,790,101
Sell · DENNEHY ROBERT B ·4,128 shr ·$578,003
Sell · OCAMPO JOHN L ·212,476 shr ·$28,277,553
Sell · DENNEHY ROBERT B ·5,000 shr ·$636,173
Other · OCAMPO JOHN L ·1,623 shr
Sell · OCAMPO JOHN L ·150,000 shr ·$19,963,500
Sell · OCAMPO JOHN L ·212,859 shr ·$28,226,049
Sell · OCAMPO JOHN L ·221,120 shr ·$29,337,150
Sell · OCAMPO JOHN L ·162,456 shr ·$21,337,019
Sell · ROSENBAND JIHYE WHANG ·1,600 shr ·$199,048
Sell · KOBER JOHN F III ·1,000 shr ·$123,400
Sell · HWANG DONGHYUN THOMAS ·5,000 shr ·$687,011
Exercise · HWANG DONGHYUN THOMAS ·5,000 shr ·$80,300
Other · OCAMPO JOHN L ·200,000 shr
Sell · DENNEHY ROBERT B ·5,000 shr ·$702,100
Sell · DALY STEPHEN G ·2,380 shr ·$299,155
Sell · DALY STEPHEN G ·24,039 shr ·$2,997,682
Sell · DENNEHY ROBERT B ·4,113 shr ·$497,929
Sell · KOBER JOHN F III ·2,250 shr ·$282,712
Sell · OCAMPO JOHN L ·104,449 shr ·$12,949,836
Other · BLAND CHARLES R ·2,000 shr
Award · KOBER JOHN F III ·139 shr ·$14,532
Sell · OCAMPO JOHN L ·4,694 shr ·$579,709
Award · STRUBLE WAYNE MACK ·203 shr ·$21,224
Award · HWANG DONGHYUN THOMAS ·120 shr ·$12,546
Award · DENNEHY ROBERT B ·174 shr ·$18,192
Sell · OCAMPO JOHN L ·450,000 shr ·$55,653,937
Sell · HWANG DONGHYUN THOMAS ·4,944 shr ·$586,312
Sell · HWANG DONGHYUN THOMAS ·6,471 shr ·$647,100
Other · OCAMPO JOHN L ·2,138 shr
Award · RIBAR GEOFFREY GEORGE ·1,623 shr
Award · CHUNG PETER Y ·1,623 shr
Award · OCAMPO JOHN L ·1,623 shr
Award · RITCHIE JOHN ·1,623 shr
Award · BLAND CHARLES R ·1,623 shr
Award · SHANMUGARAJ MURUGESAN ·1,623 shr
Award · ROSENBAND JIHYE WHANG ·1,623 shr
Sell · HWANG DONGHYUN THOMAS ·1,583 shr ·$184,594
Sell · OCAMPO JOHN L ·2 shr ·$232
Sell · OCAMPO JOHN L ·108,986 shr ·$13,522,868
Sell · OCAMPO JOHN L ·336,884 shr ·$41,815,567
Sell · OCAMPO JOHN L ·361,107 shr ·$44,507,906
Sell · RIBAR GEOFFREY GEORGE ·6,656 shr ·$809,436
Sell · OCAMPO JOHN L ·70,776 shr ·$8,820,843
Sell · HWANG DONGHYUN THOMAS ·7,355 shr ·$978,215
Sell · KOBER JOHN F III ·2,250 shr ·$292,708
Sell · DENNEHY ROBERT B ·6,587 shr ·$898,406
Sell · ROTH AMBRA R ·1,366 shr ·$189,970
Sell · ROTH AMBRA R ·13,980 shr ·$1,985,581
Sell · OCAMPO JOHN L ·240,192 shr ·$32,260,129
Sell · RITCHIE JOHN ·3,000 shr ·$414,060
Sell · KOBER JOHN F III ·19,470 shr ·$2,470,299
Other · BLAND CHARLES R ·300 shr
Sell · OCAMPO JOHN L ·601,789 shr ·$71,203,625
Sell · BLAND CHARLES R ·2,500 shr ·$311,209
Sell · ROSENBAND JIHYE WHANG ·1,867 shr ·$233,375
Sell · DENNEHY ROBERT B ·2,539 shr ·$306,711
Sell · OCAMPO JOHN L ·158,019 shr ·$19,804,136
Award · INGRAM BRYAN T ·776 shr
Sell · DALY STEPHEN G ·45,100 shr ·$5,837,268
Sell · DALY STEPHEN G ·19,395 shr ·$2,607,091
Sell · KOBER JOHN F III ·1,056 shr ·$145,385
Award · DALY STEPHEN G ·110,619 shr
Award · KOBER JOHN F III ·45,220 shr
Award · ROTH AMBRA R ·25,459 shr
Award · HWANG DONGHYUN THOMAS ·25,459 shr
Award · DENNEHY ROBERT B ·25,459 shr
Sell · HWANG DONGHYUN THOMAS ·1,500 shr ·$177,570
Sell · DENNEHY ROBERT B ·1,687 shr ·$191,981
Sell · DALY STEPHEN G ·9,751 shr ·$1,115,376
Sell · KOBER JOHN F III ·2,671 shr ·$313,762
Sell · DALY STEPHEN G ·4,742 shr ·$561,081
Award · DALY STEPHEN G ·11,525 shr
Award · KOBER JOHN F III ·4,366 shr
Award · ROTH AMBRA R ·2,513 shr
Award · STRUBLE WAYNE MACK ·2,349 shr
Award · HWANG DONGHYUN THOMAS ·2,513 shr
Award · DENNEHY ROBERT B ·2,653 shr
Sell · DENNEHY ROBERT B ·6,915 shr ·$701,059
Sell · HWANG DONGHYUN THOMAS ·4,375 shr ·$457,503
Sell · DALY STEPHEN G ·21,012 shr ·$2,298,658
Sell · OCAMPO JOHN L ·222,719 shr ·$24,167,182
Sell · OCAMPO JOHN L ·107,510 shr ·$11,505,155
Sell · DENNEHY ROBERT B ·6,683 shr ·$713,594
Sell · OCAMPO JOHN L ·248,633 shr ·$26,411,425
Sell · BLAND CHARLES R ·2,500 shr ·$262,809
Other · OCAMPO JOHN L ·10,024 shr
Sell · OCAMPO JOHN L ·305,395 shr ·$32,519,062
Sell · OCAMPO JOHN L ·115,743 shr ·$11,955,363
Sell · HWANG DONGHYUN THOMAS ·5,000 shr ·$531,241
Sell · OCAMPO JOHN L ·16,490 shr ·$1,698,800
Sell · OCAMPO JOHN L ·119,118 shr ·$12,276,950
Sell · OCAMPO JOHN L ·185,261 shr ·$19,049,425
analyst ratings 2 ratings
Stifel Buy 6d ago
B of A Securities Buy 9d ago