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9 stories mentioning MTSIUpdated 38d ago

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Wire

Update: MACOM Shares Rise After Q3 Results Beat, Guidance

(Updates with recent stock movement in headline and first paragraph.)MACOM Technology Solutions (MTSI) shares were up over 13% in afternoon trading on Thursday following better-than-expected fiscal Q3 results and Q4 guidance.Earlier, the company reported an adjusted earnings of $1.40 per diluted share, up from $0.90 a year earlier.Analysts polled by FactSet expected $1.35.Revenue for the quarter ended July 3 was $342.2 million, up from $252.1 million a year earlier.Analysts expected $335.5 million.The firm said it expects fiscal Q4 revenue of $415 million to $425 million and adjusted EPS of $1.97 to $2.03. Analysts expected $378.5 million and $1.67, respectively.Price: $299.47, Change: $+36.01, Percent Change: +13.67%

$MTSI
Insider Trading

Macom Technology Solutions Holdings Insider Sold Shares Worth $1,005,732, According to a Recent SEC Filing

Donghyun Thomas Hwang, Senior Vice President, Global Sales, on June 25, 2026, sold 2,620 shares in Macom Technology Solutions Holdings (MTSI) for $1,005,732. Following the Form 4 filing with the SEC, Hwang has control over a total of 29,756 common shares of the company, with 29,756 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1493594/000090445426000379/xslF345X05/edgar.xml

$MTSI
Insider Trading

Macom Technology Solutions Holdings Insider Sold Shares Worth $5,789,100, According to a Recent SEC Filing

Stephen G Daly, Director, President and CEO, on May 29, 2026, sold 15,828 shares in Macom Technology Solutions Holdings (MTSI) for $5,789,100. Following the Form 4 filing with the SEC, Daly has control over a total of 38,389 common shares of the company, with 38,389 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1493594/000090445426000328/xslF345X05/edgar.xml

$MTSI
Insider Trading

Macom Technology Solutions Holdings Insider Sold Shares Worth $2,746,143, According to a Recent SEC Filing

John Kober, Senior Vice President and CFO, on May 18, 2026, sold 7,644 shares in Macom Technology Solutions Holdings (MTSI) for $2,746,143. Following the Form 4 filing with the SEC, Kober has control over a total of 40,972 common shares of the company, with 40,972 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1493594/000090445426000312/xslF345X05/edgar.xml

$MTSI
Insider Trading

Macom Technology Solutions Holdings Insider Sold Shares Worth $16,363,923, According to a Recent SEC Filing

Peter Y Chung, Director, on May 14, 2026, sold 43,268 shares in Macom Technology Solutions Holdings (MTSI) for $16,363,923. Following the Form 4 filing with the SEC, Chung has control over a total of 6,781 common shares of the company, with 6,781 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1493594/000123936626000008/xslF345X05/form4-05182026_080507.xml

$MTSI
Insider Trading

Macom Technology Solutions Holdings Insider Sold Shares Worth $587,266, According to a Recent SEC Filing

Geoffrey G Ribar, Director, on May 11, 2026, sold 1,623 shares in Macom Technology Solutions Holdings (MTSI) for $587,266. Following the Form 4 filing with the SEC, Ribar has control over a total of 12,563 common shares of the company, with 12,563 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1493594/000090445426000283/xslF345X05/edgar.xml

$MTSI
Wire

Semiconductor Demand in Data Centers, AI Offset by Automotive, Consumer Sectors, BofA Says

The demand environment for semiconductor stocks is mixed, with relative strength in data centers and artificial intelligence, offset by sluggishness in traditional automotive and consumer sectors, BofA Securities analysts said in a Monday note.Analysts said they prefer companies with strong free cash flow generation. Their top pick amongst large-cap companies in the sector is Analog Devices (ADI), while the top pick in small-to-medium caps is MACOM Technology Solutions (MTSI).BofA upgraded its ON Semiconductor rating to buy from neutral and increased its price target to $85 from $70. Analysts highlighted the stock's pipeline, "solid" free cash flow, buyback commitment, model leverage, and low balance sheet leverage.On NXP Semiconductors (NXPI), analysts downgraded the rating to neutral from buy and lowered its price target to $230 from $245, noting that the stock is "less compelling" compared to its peers in a tougher environment for analog.BofA retained its buy rating on Analog Devices and raised its price target to $425 from $400 to account for growth in core secular growth areas, such as artificial intelligence.Analysts also retained a buy rating on MACOM Technology Solutions and raised its price target to $305 from $260 due to its ongoing momentum in the optics industry.Price: $70.19, Change: $+1.54, Percent Change: +2.24%

$ADI$MTSI$NXPI$ON
Wire

BofA Adjusts Price Target on MACOM Technology Solutions to $305 From $260, Maintains Buy Rating

MACOM Technology Solutions Holdings (MTSI) has an average rating of overweight and mean price target of $268.07, according to analysts polled by FactSet.Price: $262.99, Change: $+4.88, Percent Change: +1.89%

$MTSI
Research

Loop Capital Initiates Coverage on MACOM Technology Solutions With Buy Rating

MACOM Technology Solutions Holdings (MTSI) has an average rating of overweight and mean price target of $265.07, according to analysts polled by FactSet.

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