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MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
NASDAQ
$265.27
▼ DOWN 4.29% (-11.88)

KEY STATISTICS

Market Cap$20.24 B
52w High$418.90
52w Low$121.97
Dividend Yield—
Frequency—
P/E59.61
Volume1.09M
Shares Out.76.30M

COMPANY

LEADERSHIP

Stephen G. Daly
CHIEF EXECUTIVE
Stephen G. Daly

COMPENSATION 2026

Salary$815,000
Stock Awards$8,147,392
Incentive Plan Pay$1,138,165
All Other Comp.$2,142
Total$10,102,699

ABOUT

SECTOR
Technology
WENT PUBLIC
March 15, 2012
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
2,000

PRICE TARGET

Target High$475.00
Target Low$300.00
Target Median$450.00
Target Consensus$401.25

UPCOMING EARNINGS

DateNov 5, 2026
DayThursday
Rev. Est.$420.15M
NOV
5
THU

PRICE

$265.27 ▼ DOWN 4.29% (−$11.88)
$264$268$2729:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM265.27

About MACOM Technology Solutions Holdings, Inc.

https://www.macom.com ↗

MACOM designs and manufactures analog semiconductor solutions for wireless, wireline, and high-frequency applications across global markets, serving telecom, industrial, defense, medical, and data center industries.

INDUSTRY

Semiconductors

A PRODUCT MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. IS KNOWN FOR

200G per lane solutions for 1.6T data center optical connectivity
200G per lane solutions for 1.6T data center optical connectivity

A portfolio of high-performance semiconductor components—including lasers, VCSEL drivers, photodiodes, and TIAs—enabling 1.6 Tbps optical connectivity for data centers supporting AI and machine learning workloads.

COMPETITORS

COMPETITOR
AAOI COMPARE
AVGO COMPARE
COHR COMPARE
LITE COMPARE

Revenue by Products

IconPRODUCTQ1-2026Q2-2026Q3-2026
Reportable Segment$271.61M $288.95M ▲$342.24M ▲

Revenue by Geography

MapREGIONQ2-2025Q1-2026Q2-2026Q3-2026
China and Hong Kong$63.85M $85.22M ▲$99.18M ▲$133.79M ▲
UNITED STATES$107.97M $123.84M ▲$114M ▼$121.15M ▲
Other Countries$37.66M $32M ▼$42.32M ▲$47.06M ▲
Asia Pacific Excluding China$26.4M $30.55M ▲$33.45M ▲$40.23M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
281
LISTED HERE
26
RANKED BY POSITION SIZE
XUU.TO
0.02% · 2.3M
VTI
0.02% · 2.2M
SOXL
0.68% · 518.5K
MDY
0.50% · 480.7K
XMMO
1.56% · 421.4K
SCHA
0.38% · 311.9K
JTEK
0.95% · 158.7K
FMDE
0.32% · 96.1K
FXL
0.88% · 89.4K
FIVG
1.49% · 80.4K
APEX.L
3.28% · 55.5K
DFAC
0.02% · 43.6K
QMOM
2.23% · 35.7K
JHMM
0.16% · 35.0K
JSMD
0.86% · 34.3K
GSLC
0.05% · 28.5K
TMSL
0.24% · 26.7K
VIRS
0.88% · 15.6K
MID
4.78% · 12.7K
BKMC
0.43% · 10.6K
FLQL
0.11% · 8.6K
IQSM
0.65% · 8.5K
SMCO
1.48% · 7.5K
ROUS
0.26% · 7.2K
USD
0.07% · 6.6K
SEIM
0.11% · 6.2K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
69.30%
HOLDERS
795
TOP 12 OF 795 · RANKED BY POSITION SIZE
Fmr LLC
10.6M sh · $2.36B
Blackrock, Inc.
9.5M sh · $3.62B
Vanguard Group Inc
7.2M sh · $1.24B
T. Rowe Price Investment Management, Inc.
5.5M sh · $681.45M
Blackrock Inc.
5.0M sh · $554.97M
Invesco Ltd.
3.7M sh · $815.84M
State Street Corp
2.3M sh · $860.49M
Jpmorgan Chase & Co
2.1M sh · $792.99M
Artisan Partners Limited Partnership
2.0M sh · $248.1M
Price T Rowe Associates Inc /Md/
1.9M sh · $331.37M
Wellington Management Group Llp
1.5M sh · $343.77M
Capital Research Global Investors
1.5M sh · $190.83M

RATINGS SNAPSHOT

Overall rating: B

DCFROEROAD/EP/EP/B
Discounted Cash Flow3
Return On Equity4
Return On Assets5
Debt To Equity3
Price To Earnings1
Price To Book1
Overall Score3

TRADES BY CONGRESS

HOUSE TRADES
Gilbert Cisneros
Gilbert Cisneros
Sale
2026-05-22
 Josh Gottheimer
Josh Gottheimer
Sale (Partial)
2025-04-09
 Rob Bresnahan
Rob Bresnahan
Purchase
2025-02-10

INSIDER TRADES

★
OFFICER: SENIOR VP AND CFO
Kober John
Sale · 1.6K shares
2026-08-17
★
OFFICER: SENIOR VP AND CFO
Kober John
Sale · 400 shares
2026-08-17
★
OFFICER: SENIOR VP AND CFO
Kober John
Sale · 900 shares
2026-08-17
★
OFFICER: SENIOR VP AND CFO
Kober John
Sale · 500 shares
2026-08-17

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 6
NEUTRAL 2
OUTPERFORM 1
OVERWEIGHT 1
10 GRADES IN THE LAST 12 MONTHS
Evercore ISI Group OUTPERFORM Needham BUY Susquehanna NEUTRAL Stifel BUY Barclays OVERWEIGHT Truist Securities BUY JP Morgan NEUTRAL B of A Securities BUY

SECTORS PEERS

PEERPRICE
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LSCC$114.40COMPARE
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NVMI$349.06COMPARE
SWKS$65.79COMPARE
PCOR$63.72COMPARE
RMBS$85.76COMPARE
QRVO$94.73COMPARE