MTSI MACOM Technology Solutions Holdings, Inc.

track record → $285.71 +4.63 (+1.6%)
Get emailed when MTSI changes direction
Mkt Cap $21B P/E 126.6 fwd 50.3 52wk $95.73 - $281.50 Earnings 2026-05-07
Factor Model (net +1.2)

Factor Model

net +1.2
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

Analysis pending — waiting for first signal cycle.

Evidence

6d ago Stifel main MTSI: Buy → Buy
9d ago Insider sell by OCAMPO JOHN L (MTSI): $79,981,686
9d ago Insider sell by OCAMPO JOHN L (MTSI): $20,444,442
9d ago Insider sell by OCAMPO JOHN L (MTSI): $28,903,950
9d ago Insider sell by OCAMPO JOHN L (MTSI): $23,584,700
9d ago Insider sell by OCAMPO JOHN L (MTSI): $23,029,000
9d ago Insider sell by OCAMPO JOHN L (MTSI): $23,011,205
7 older signals
9d ago Insider sell by OCAMPO JOHN L (MTSI): $15,004,934
9d ago Insider sell by OCAMPO JOHN L (MTSI): $18,005,750
9d ago Insider sell by OCAMPO JOHN L (MTSI): $33,072,136
9d ago Insider sell by OCAMPO JOHN L (MTSI): $19,684,494
9d ago Insider sell by OCAMPO JOHN L (MTSI): $15,554,750
9d ago Insider sell by OCAMPO JOHN L (MTSI): $41,790,101
9d ago Insider sell by OCAMPO JOHN L (MTSI): $28,277,553
Fundamentals & Data ▾
MACOM Technology Solutions Holdings, Inc. Technology · Semiconductors
Mkt Cap
$21B
P/E
126.6 fwd 50.3
Beta
1.48
52w Range
$95.73 - $281.50
Short Interest
3.2M 4.86%
Days to Cover
2.6 +2%
Technicals downtrend
from 52w Hi
0.0%
1w return
+8.3%
Insiders
selling 0B / 18S
Analysts
mixed
EPS Estimate
$1.07 +0.0% 30d 1up / 0dn
Est. Dispersion
1% 16 analysts
Analyst Target
$273 $200 - $305
Options P/C
0.23
Insider Cluster
strong sell 0B / 10S
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater
Financials
Revenue
$272M +24% YoY
FCF
$26M
Gross Margin
56%
Op Margin
16%
Momentum: accelerating
Top Holders
D.E. Shaw $174M
Citadel $28M
Bridgewater $3M
Recent Filings & Data
insider trade 148
net selling · $972,470,332 sold
14 insiders · 148 transactions (30d)
Recent transactions
HWANG DONGHYUN THOMAS · award · $11,685
RIBAR GEOFFREY GEORGE · award
CHUNG PETER Y · award
RITCHIE JOHN · award
BLAND CHARLES R · award
SHANMUGARAJ MURUGESAN · award
ROSENBAND JIHYE WHANG · award
DENNEHY ROBERT B · sell · $4,512,098
RIBAR GEOFFREY GEORGE · sell · $569,056
OCAMPO JOHN L · other
OCAMPO JOHN L · sell · $79,981,686
RITCHIE JOHN · sell · $401,115
OCAMPO JOHN L · sell · $20,444,442
KOBER JOHN F III · sell · $1,749,161
OCAMPO JOHN L · sell · $28,903,950
BLAND CHARLES R · sell · $240,820
OCAMPO JOHN L · sell · $23,584,700
OCAMPO JOHN L · sell · $23,029,000
HWANG DONGHYUN THOMAS · sell · $1,192,260
INGRAM BRYAN T · award
OCAMPO JOHN L · sell · $23,011,205
OCAMPO JOHN L · sell · $15,004,934
HWANG DONGHYUN THOMAS · sell · $811,571
OCAMPO JOHN L · sell · $18,005,750
DALY STEPHEN G · sell · $3,463,111
DENNEHY ROBERT B · award
BLAND CHARLES R · sell · $660,000
HWANG DONGHYUN THOMAS · other
ROTH AMBRA R · sell · $2,778,652
HWANG DONGHYUN THOMAS · sell · $610,383
BLAND CHARLES R · other
KOBER JOHN F III · award · $10,400
BLAND CHARLES R · sell · $157,790
HWANG DONGHYUN THOMAS · award · $13,488
DENNEHY ROBERT B · award · $4,712
DALY STEPHEN G · sell · $3,514,592
KOBER JOHN F III · sell · $170,712
OCAMPO JOHN L · sell · $33,072,136
KOBER JOHN F III · sell · $3,101,213
DALY STEPHEN G · award
KOBER JOHN F III · award
ROTH AMBRA R · award
STRUBLE WAYNE MACK · award
HWANG DONGHYUN THOMAS · award
DENNEHY ROBERT B · award
OCAMPO JOHN L · sell · $19,684,494
DALY STEPHEN G · award
KOBER JOHN F III · sell · $217,852
KOBER JOHN F III · award
ROTH AMBRA R · award
STRUBLE WAYNE MACK · award
HWANG DONGHYUN THOMAS · award
DENNEHY ROBERT B · award
OCAMPO JOHN L · sell · $15,554,750
OCAMPO JOHN L · sell · $5,183,810
OCAMPO JOHN L · sell · $41,790,101
DENNEHY ROBERT B · sell · $578,003
OCAMPO JOHN L · sell · $28,277,553
DENNEHY ROBERT B · sell · $636,173
OCAMPO JOHN L · other
OCAMPO JOHN L · sell · $19,963,500
OCAMPO JOHN L · sell · $28,226,049
OCAMPO JOHN L · sell · $29,337,150
OCAMPO JOHN L · sell · $21,337,019
ROSENBAND JIHYE WHANG · sell · $199,048
KOBER JOHN F III · sell · $123,400
HWANG DONGHYUN THOMAS · sell · $687,011
HWANG DONGHYUN THOMAS · exercise · $80,300
OCAMPO JOHN L · other
DENNEHY ROBERT B · sell · $702,100
DALY STEPHEN G · sell · $299,155
DALY STEPHEN G · sell · $2,997,682
DENNEHY ROBERT B · sell · $497,929
KOBER JOHN F III · sell · $282,712
OCAMPO JOHN L · sell · $12,949,836
BLAND CHARLES R · other
KOBER JOHN F III · award · $14,532
OCAMPO JOHN L · sell · $579,709
STRUBLE WAYNE MACK · award · $21,224
HWANG DONGHYUN THOMAS · award · $12,546
DENNEHY ROBERT B · award · $18,192
OCAMPO JOHN L · sell · $55,653,937
HWANG DONGHYUN THOMAS · sell · $586,312
HWANG DONGHYUN THOMAS · sell · $647,100
OCAMPO JOHN L · other
RIBAR GEOFFREY GEORGE · award
CHUNG PETER Y · award
OCAMPO JOHN L · award
RITCHIE JOHN · award
BLAND CHARLES R · award
SHANMUGARAJ MURUGESAN · award
ROSENBAND JIHYE WHANG · award
HWANG DONGHYUN THOMAS · sell · $184,594
OCAMPO JOHN L · sell · $232
OCAMPO JOHN L · sell · $13,522,868
OCAMPO JOHN L · sell · $41,815,567
OCAMPO JOHN L · sell · $44,507,906
RIBAR GEOFFREY GEORGE · sell · $809,436
OCAMPO JOHN L · sell · $8,820,843
HWANG DONGHYUN THOMAS · sell · $978,215
KOBER JOHN F III · sell · $292,708
DENNEHY ROBERT B · sell · $898,406
ROTH AMBRA R · sell · $189,970
ROTH AMBRA R · sell · $1,985,581
OCAMPO JOHN L · sell · $32,260,129
RITCHIE JOHN · sell · $414,060
KOBER JOHN F III · sell · $2,470,299
BLAND CHARLES R · other
OCAMPO JOHN L · sell · $71,203,625
BLAND CHARLES R · sell · $311,209
ROSENBAND JIHYE WHANG · sell · $233,375
DENNEHY ROBERT B · sell · $306,711
OCAMPO JOHN L · sell · $19,804,136
INGRAM BRYAN T · award
DALY STEPHEN G · sell · $5,837,268
DALY STEPHEN G · sell · $2,607,091
KOBER JOHN F III · sell · $145,385
DALY STEPHEN G · award
KOBER JOHN F III · award
ROTH AMBRA R · award
HWANG DONGHYUN THOMAS · award
DENNEHY ROBERT B · award
HWANG DONGHYUN THOMAS · sell · $177,570
DENNEHY ROBERT B · sell · $191,981
DALY STEPHEN G · sell · $1,115,376
KOBER JOHN F III · sell · $313,762
DALY STEPHEN G · sell · $561,081
DALY STEPHEN G · award
KOBER JOHN F III · award
ROTH AMBRA R · award
STRUBLE WAYNE MACK · award
HWANG DONGHYUN THOMAS · award
DENNEHY ROBERT B · award
DENNEHY ROBERT B · sell · $701,059
HWANG DONGHYUN THOMAS · sell · $457,503
DALY STEPHEN G · sell · $2,298,658
OCAMPO JOHN L · sell · $24,167,182
OCAMPO JOHN L · sell · $11,505,155
DENNEHY ROBERT B · sell · $713,594
OCAMPO JOHN L · sell · $26,411,425
BLAND CHARLES R · sell · $262,809
OCAMPO JOHN L · other
OCAMPO JOHN L · sell · $32,519,062
OCAMPO JOHN L · sell · $11,955,363
HWANG DONGHYUN THOMAS · sell · $531,241
OCAMPO JOHN L · sell · $1,698,800
OCAMPO JOHN L · sell · $12,276,950
OCAMPO JOHN L · sell · $19,049,425
15 signals · latest 6d ago

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