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MACOM Technology Solutions Holdings, Inc.

MTSI · Semiconductors & Related Devices · 76.3M shares · +2%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$5M (gross $33M, SBC $38M)

Reference price $358.44 · est. market cap ~$27.3B — last insider sale, 2026-05-29 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B73

Profitable, fast-growing analog/RF semi with strong FCF; a one-off drags GAAP net income.

Strengths

Risks

Notable findings

Quarterly revenue

2025-07-04 · $252M2025-10-03 · $261M2026-01-02 · $272M2026-04-03 · $289M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin
54.7%
Operating margin
13.4%
Net margin
-5.6%
Return on equity
-4.1%
Return on assets
-2.6%
ROIC
6.1%
Revenue growth (QoQ)
6.4%
Net-income growth
-170.5%
Debt / equity
0.3×
Net debt / EBITDA
-2.3×
Current ratio
3.7×
Free cash flow
$193M
EBITDA
$193M
Tangible book value
$912M
Cash & investments
$786M
Stock comp / revenue
8.2%

Insider transactions · last 18 months

DateInsiderTypeSharesPrice
2026-05-29Daly Stephen GSell400$360.49
2026-05-29Daly Stephen GSell904$362.02
2026-05-29Daly Stephen GSell2.4K$362.94
2026-05-29Daly Stephen GSell1.5K$358.44
2026-05-29Daly Stephen GSell2.1K$363.87
2026-05-29Daly Stephen GSell2.8K$364.89
2026-05-29Daly Stephen GSell300$366.46
2026-05-29Daly Stephen GSell600$367.95
2026-05-29Daly Stephen GSell2.2K$359.37
2026-05-29Daly Stephen GSell300$369.38
2026-05-29Daly Stephen GSell300$374.09
2026-05-29Daly Stephen GSell200$375.10
2026-05-29Daly Stephen GSell400$378.86
2026-05-29Daly Stephen GSell100$380.98
2026-05-29Daly Stephen GSell100$382.60
2026-05-29Daly Stephen GSell100$386.46
2026-05-29Daly Stephen GSell551$388.38
2026-05-29Daly Stephen GSell149$389.40
2026-05-29Daly Stephen GSell400$391.07
2026-05-19Shanmugaraj MurugesanGift1.4K
2026-05-19BLAND CHARLES RGift300
2026-05-18Hwang Donghyun ThomasSell100$364.93
2026-05-18Kober JohnSell500$352.79
2026-05-18Kober JohnSell800$353.81
2026-05-18Kober JohnSell700$354.83
2026-05-18Kober JohnSell1.1K$356.47
2026-05-18Kober JohnSell800$357.59
2026-05-18Kober JohnSell741$359.01
2026-05-18Kober JohnSell759$360.33
2026-05-18Kober JohnSell300$361.61
2026-05-18Kober JohnSell363$362.96
2026-05-18Kober JohnSell537$364.55
2026-05-18Kober JohnSell400$365.68
2026-05-18Kober JohnSell400$367.79
2026-05-18Kober JohnSell200$377.70
2026-05-18Hwang Donghyun ThomasSell300$353.32
2026-05-18Hwang Donghyun ThomasSell300$355.06
2026-05-18Hwang Donghyun ThomasSell500$356.68
2026-05-18Hwang Donghyun ThomasSell300$358.84
2026-05-18Hwang Donghyun ThomasSell500$360.38
2026-05-18Hwang Donghyun ThomasSell100$362.89
2026-05-18Hwang Donghyun ThomasSell200$367.50
2026-05-18Hwang Donghyun ThomasSell100$369.06
2026-05-18Hwang Donghyun ThomasSell100$377.70
2026-05-18Hwang Donghyun ThomasSell95$381.23
2026-05-18BLAND CHARLES RGift400
2026-05-15Hwang Donghyun ThomasGrant85$138.13
2026-05-15Dennehy RobertGrant146$138.13
2026-05-15Kober JohnGrant108$138.13
2026-05-14CHUNG PETER YSell43K$378.20
2026-05-13BLAND CHARLES RSell800$380.00
2026-05-11RIBAR GEOFFREY GSell1.6K$361.84
2026-04-30Hwang Donghyun ThomasSell700$278.42
2026-04-30Hwang Donghyun ThomasSell635$279.75
2026-04-30Hwang Donghyun ThomasSell65$281.59
2026-04-30Hwang Donghyun ThomasSell200$280.88
2026-04-30Hwang Donghyun ThomasSell100$271.40
2026-04-30Hwang Donghyun ThomasSell200$273.48
2026-04-30Hwang Donghyun ThomasSell1.5K$274.79
2026-04-30Hwang Donghyun ThomasSell100$275.73
2026-04-30Hwang Donghyun ThomasSell200$276.81
2026-03-06BLAND CHARLES RGrant776
2026-03-06CHUNG PETER YGrant776
2026-03-06Ingram BryanGrant776
2026-03-06Shanmugaraj MurugesanGrant776
2026-03-06Rosenband Jihye WhangGrant776
2026-03-06Ritchie JohnGrant776
2026-03-06RIBAR GEOFFREY GGrant776
2026-02-26Dennehy RobertSell1.6K$253.58
2026-02-26Dennehy RobertSell971$240.40
2026-02-26Dennehy RobertSell300$241.70
2026-02-26Dennehy RobertSell3.2K$242.96
2026-02-26Dennehy RobertSell4.8K$243.95
2026-02-26Dennehy RobertSell4.1K$244.85
2026-02-26Dennehy RobertSell2.6K$246.70
2026-02-26Dennehy RobertSell400$248.97
2026-02-26Dennehy RobertSell500$250.52
2026-02-25OCAMPO SUSANSell218K$255.22
2026-02-25OCAMPO SUSANGift174K
2026-02-25Ritchie JohnSell1.6K$255.00
2026-02-25OCAMPO SUSANSell2.3K$251.16
2026-02-25RIBAR GEOFFREY GSell2.2K$253.59
2026-02-25OCAMPO SUSANSell41K$250.39
2026-02-24OCAMPO SUSANSell54K$250.08
2026-02-18OCAMPO SUSANSell3.2K$250.00
2026-02-17Kober JohnSell133$243.38
2026-02-17Kober JohnSell767$244.73
2026-02-17Kober JohnSell1.8K$245.55
2026-02-17Kober JohnSell600$246.63
2026-02-17Kober JohnSell520$247.70
2026-02-17OCAMPO SUSANSell80K$245.31
2026-02-17OCAMPO SUSANSell600$246.02
2026-02-17Kober JohnSell200$236.42
2026-02-17Kober JohnSell300$237.68
2026-02-17Kober JohnSell500$238.71
2026-02-17Kober JohnSell200$239.83
2026-02-17Kober JohnSell2.2K$241.09
2026-02-13OCAMPO SUSANSell20K$245.03
2026-02-13OCAMPO SUSANSell42K$240.35
2026-02-12OCAMPO SUSANSell57K$240.22
2026-02-12BLAND CHARLES RSell1.0K$240.82
2026-02-12OCAMPO SUSANSell126$241.14
2026-02-12OCAMPO SUSANSell1.2K$245.04
2026-02-06OCAMPO SUSANSell100K$235.85
2026-02-03OCAMPO SUSANSell100K$230.29
2026-02-02Hwang Donghyun ThomasSell500$232.68
2026-02-02Hwang Donghyun ThomasSell300$234.83
2026-02-02Hwang Donghyun ThomasSell200$235.81
2026-02-02Hwang Donghyun ThomasSell1.7K$217.38
2026-02-02Hwang Donghyun ThomasSell100$225.01
2026-02-02Hwang Donghyun ThomasSell400$226.58
2026-02-02Hwang Donghyun ThomasSell800$227.92
2026-02-02Hwang Donghyun ThomasSell359$228.70
2026-02-02Hwang Donghyun ThomasSell300$230.20
2026-02-02Hwang Donghyun ThomasSell600$231.45
2026-01-13Ingram BryanGrant971
2025-12-09OCAMPO SUSANSell121K$190.07
2025-12-05OCAMPO SUSANSell77K$190.10
2025-12-04Hwang Donghyun ThomasSell200$184.24
2025-12-04Hwang Donghyun ThomasSell400$185.35
2025-12-04Hwang Donghyun ThomasSell875$186.76
2025-12-04Hwang Donghyun ThomasSell880$187.60
2025-12-04Hwang Donghyun ThomasSell300$188.62
2025-12-04Hwang Donghyun ThomasSell100$189.36
2025-12-04OCAMPO SUSANSell2.3K$190.00
2025-12-04Hwang Donghyun ThomasSell1.6K$183.40
2025-12-03OCAMPO SUSANSell96K$180.06
2025-12-02OCAMPO SUSANSell4.2K$180.00
2025-12-01Daly Stephen GSell199$169.97
2025-12-01Daly Stephen GSell1.9K$170.86
2025-12-01Daly Stephen GSell1.3K$172.08
2025-12-01Daly Stephen GSell7.3K$173.10
2025-12-01Daly Stephen GSell8.5K$173.81
2025-12-01Daly Stephen GSell799$174.82
2025-11-25Dennehy RobertGrant1.2K
2025-11-24BLAND CHARLES RSell4.0K$165.00
2025-11-20Hwang Donghyun ThomasGift1.5K
2025-11-19Roth Ambra R.Sell2.6K$159.97
2025-11-19Roth Ambra R.Sell5.3K$160.67
2025-11-19Roth Ambra R.Sell5.2K$161.71
2025-11-19Roth Ambra R.Sell1.1K$162.96
2025-11-19Roth Ambra R.Sell1.0K$163.72
2025-11-19Hwang Donghyun ThomasSell291$158.27
2025-11-19Hwang Donghyun ThomasSell1.4K$160.35
2025-11-19Hwang Donghyun ThomasSell596$162.38
2025-11-19Hwang Donghyun ThomasSell304$163.64
2025-11-19Hwang Donghyun ThomasSell1.2K$161.38
2025-11-19Roth Ambra R.Sell2.0K$158.16
2025-11-17BLAND CHARLES RGift400
2025-11-14Dennehy RobertGrant29$104.94
2025-11-14BLAND CHARLES RSell1.0K$157.79
2025-11-14Hwang Donghyun ThomasGrant83$104.94
2025-11-14Kober JohnGrant64$104.94
2025-11-10Daly Stephen GSell3.6K$175.16
2025-11-10Daly Stephen GSell1.7K$170.76
2025-11-10Daly Stephen GSell1.0K$171.65
2025-11-10Daly Stephen GSell536$172.93
2025-11-10Daly Stephen GSell1.4K$174.25
2025-11-10Daly Stephen GSell3.3K$176.34
2025-11-10Daly Stephen GSell5.6K$177.17
2025-11-10Daly Stephen GSell2.4K$178.29
2025-11-10Daly Stephen GSell500$179.11
2025-11-10Kober JohnSell972$175.63
2025-11-10OCAMPO SUSANSell8.4K$170.20
2025-11-10OCAMPO SUSANSell23K$171.31
2025-11-10OCAMPO SUSANSell8.0K$172.46
2025-11-10OCAMPO SUSANSell3.5K$173.31
2025-11-08Dennehy RobertTax withheld471$170.03
2025-11-08Hwang Donghyun ThomasTax withheld471$170.03
2025-11-08Struble Wayne MackTax withheld454$170.03
2025-11-08Roth Ambra R.Tax withheld540$170.03
2025-11-08Daly Stephen GTax withheld1.9K$170.03
2025-11-08Kober JohnTax withheld775$170.03
2025-11-07Kober JohnSell2.8K$165.68
2025-11-07Kober JohnSell2.8K$167.93
2025-11-07Kober JohnSell1.8K$166.93
2025-11-07Kober JohnSell3.0K$168.81
2025-11-07Kober JohnSell5.0K$169.91
2025-11-07OCAMPO SUSANSell57K$170.01
2025-11-07Kober JohnSell600$163.65
2025-11-07Kober JohnSell2.5K$164.58
2025-11-06OCAMPO SUSANSell100K$160.08
2025-11-06Dennehy RobertTax withheld17K$166.92
2025-11-06Roth Ambra R.Grant39K
2025-11-06Roth Ambra R.Tax withheld19K$166.92
2025-11-06Kober JohnGrant50K
2025-11-06Kober JohnTax withheld22K$166.92
2025-11-06Daly Stephen GGrant114K
2025-11-06Daly Stephen GTax withheld51K$166.92
2025-11-06Hwang Donghyun ThomasGrant39K
2025-11-06Hwang Donghyun ThomasTax withheld17K$166.92
2025-11-06Struble Wayne MackGrant21K
2025-11-06Struble Wayne MackTax withheld9.0K$166.92
2025-11-06Dennehy RobertGrant39K
2025-10-29OCAMPO SUSANSell8.4K$150.01
2025-10-28Struble Wayne MackGrant2.0K
2025-10-28Roth Ambra R.Grant2.3K
2025-10-28Daly Stephen GGrant11K
2025-10-28Dennehy RobertGrant2.5K
2025-10-28Kober JohnGrant4.0K
2025-10-28Hwang Donghyun ThomasGrant2.3K
2025-10-28OCAMPO SUSANSell125K$148.02
2025-10-28Kober JohnSell797$145.10
2025-10-28Kober JohnSell700$146.01
2025-10-27Dennehy RobertTax withheld374$146.39
2025-10-27Hwang Donghyun ThomasTax withheld412$146.39
2025-10-27Daly Stephen GTax withheld1.9K$146.39
2025-10-27Roth Ambra R.Tax withheld456$146.39
2025-10-27Struble Wayne MackTax withheld273$146.39
2025-10-27Kober JohnTax withheld623$146.39
2025-10-27OCAMPO SUSANSell61K$147.02
2025-10-24OCAMPO SUSANSell45K$142.10
2025-10-23Hwang Donghyun ThomasTax withheld246$139.31
2025-10-23Kober JohnTax withheld428$139.31
2025-10-23Dennehy RobertTax withheld260$139.31
2025-10-23Daly Stephen GTax withheld1.1K$139.31
2025-10-23Roth Ambra R.Tax withheld300$139.31
2025-10-23Struble Wayne MackTax withheld230$139.31
2025-10-23OCAMPO SUSANSell1.9K$141.00
2025-10-20OCAMPO SUSANSell37K$141.01
2025-10-16OCAMPO SUSANSell102K$140.06
2025-10-16Dennehy RobertSell4.1K$140.02
2025-10-15OCAMPO SUSANSell150K$136.02
2025-10-14OCAMPO SUSANSell53K$133.03
2025-10-08OCAMPO SUSANSell150K$133.03
2025-10-07OCAMPO SUSANSell62K$133.22
2025-10-02Dennehy RobertSell4.1K$127.15
2025-10-02Dennehy RobertSell919$127.61
2025-09-18OCAMPO SUSANSell150K$133.09
2025-09-18OCAMPO SUSANGift1.6K
2025-09-18OCAMPO SUSANGift1.6K
2025-09-17OCAMPO SUSANSell62K$133.02
2025-09-15OCAMPO SUSANSell43K$133.11
2025-09-15OCAMPO SUSANSell107K$132.16
2025-09-12OCAMPO SUSANSell53K$132.53
2025-09-12OCAMPO SUSANSell37K$133.35
2025-09-11OCAMPO SUSANSell73K$132.42
2025-09-11OCAMPO SUSANSell7.6K$133.14
2025-09-10OCAMPO SUSANSell39K$132.46
2025-09-10OCAMPO SUSANSell11K$133.28
2025-09-09OCAMPO SUSANSell46K$131.12
2025-09-08OCAMPO SUSANSell3.2K$132.06
2025-09-05OCAMPO SUSANSell81K$131.37
2025-09-05OCAMPO SUSANSell18K$130.82
2025-09-05OCAMPO SUSANSell14K$132.36
2025-08-22Rosenband Jihye WhangSell800$125.00
2025-08-21Rosenband Jihye WhangSell800$123.81
2025-08-08Kober JohnSell1.0K$123.40
2025-08-01Struble Wayne MackTax withheld547$136.31
2025-07-22Hwang Donghyun ThomasSell1.1K$135.85
2025-07-22Hwang Donghyun ThomasOption exercise5.0K$16.06
2025-07-22Hwang Donghyun ThomasSell2.2K$136.78
2025-07-22Hwang Donghyun ThomasSell157$137.41
2025-07-22Hwang Donghyun ThomasSell575$138.73
2025-07-22Hwang Donghyun ThomasSell937$139.89
2025-06-30OCAMPO SUSANGift200K
2025-06-24Dennehy RobertSell5.0K$140.42
2025-06-24OCAMPO SUSANGift200K
2025-06-06Daly Stephen GSell2.0K$125.55
2025-06-06Daly Stephen GSell400$126.39
2025-06-06Daly Stephen GSell3$128.76
2025-06-04Daly Stephen GSell6.9K$127.65
2025-06-04Daly Stephen GSell2.4K$128.26
2025-06-02Daly Stephen GSell5.2K$123.46
2025-06-02Daly Stephen GSell5.4K$122.05
2025-06-02Daly Stephen GSell4.0K$122.64
2025-05-30Dennehy RobertSell2.1K$120.55
2025-05-30Dennehy RobertSell2.0K$121.62
2025-05-29Kober JohnSell2.2K$125.65
2025-05-21OCAMPO SUSANSell48K$123.66
2025-05-21OCAMPO SUSANSell56K$124.26
2025-05-19BLAND CHARLES RGift2.0K
2025-05-16Hwang Donghyun ThomasGrant120$104.55
2025-05-16Struble Wayne MackGrant203$104.55
2025-05-16Kober JohnGrant139$104.55
2025-05-16Dennehy RobertGrant174$104.55
2025-05-16OCAMPO SUSANSell4.7K$123.50
2025-05-13OCAMPO SUSANSell105K$123.72
2025-05-13OCAMPO SUSANSell45K$124.20
2025-05-13OCAMPO SUSANSell100$125.01
2025-05-12OCAMPO SUSANSell32K$123.52
2025-05-12OCAMPO SUSANSell6.0K$120.88
2025-05-12OCAMPO SUSANSell27K$121.48
2025-05-12OCAMPO SUSANSell77K$122.67
2025-05-12OCAMPO SUSANSell128K$124.35
2025-05-12OCAMPO SUSANSell29K$125.19
2025-05-08Hwang Donghyun ThomasSell2.4K$117.89
2025-05-08Hwang Donghyun ThomasSell2.5K$119.26
2025-04-30Hwang Donghyun ThomasSell6.5K$100.00
2025-03-25OCAMPO SUSANGift2.1K
2025-03-25OCAMPO SUSANGift2.1K
2025-03-07OCAMPO SUSANGrant1.6K
2025-03-07CHUNG PETER YGrant1.6K
2025-03-07Rosenband Jihye WhangGrant1.6K
2025-03-07Shanmugaraj MurugesanGrant1.6K
2025-03-07Ritchie JohnGrant1.6K
2025-03-07RIBAR GEOFFREY GGrant1.6K
2025-03-07BLAND CHARLES RGrant1.6K
2025-03-03Hwang Donghyun ThomasSell1.6K$116.61
2025-02-27OCAMPO SUSANSell2$115.82
2025-02-21OCAMPO SUSANSell11K$124.07
2025-02-20OCAMPO SUSANSell98K$124.08
2025-02-19OCAMPO SUSANSell37K$124.08
2025-02-18OCAMPO SUSANSell300K$124.13
2025-02-14OCAMPO SUSANSell259K$123.23
2025-02-14OCAMPO SUSANSell27K$124.04
2025-02-13OCAMPO SUSANSell74K$123.05
2025-02-12RIBAR GEOFFREY GSell6.7K$121.61
2025-02-11OCAMPO SUSANSell25K$123.32
2025-02-10OCAMPO SUSANSell45K$125.34
2025-02-10OCAMPO SUSANSell402$126.05
2025-01-27Hwang Donghyun ThomasSell7.4K$133.00
2025-01-02Kober JohnSell800$130.81
2025-01-02Kober JohnSell25$132.34
2025-01-02Kober JohnSell1.4K$129.65

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

DateItems
2026-05-07ResultsExhibitsfiling ↗
2026-03-09Shareholder voteExhibitsfiling ↗
2026-02-05ResultsExhibitsfiling ↗
2026-01-12Exec/director changeReg FDExhibitsfiling ↗
2025-11-25Exec/director changeReg FDExhibitsfiling ↗
2025-11-06ResultsExhibitsfiling ↗
2025-08-08Exec/director changeExhibitsfiling ↗
2025-08-07ResultsExhibitsfiling ↗

Recent filings

FormFiledPeriodAccession
10-Q2026-05-072026-04-030001493594-26-000028 ↗
8-K2026-05-072026-05-070001493594-26-000024 ↗
8-K2026-03-092026-03-050001493594-26-000021 ↗
8-K2026-02-052026-02-050001493594-26-000016 ↗
10-Q2026-02-052026-01-020001493594-26-000019 ↗
8-K2026-01-122026-01-120001493594-26-000002 ↗
8-K2025-11-252025-11-250001493594-25-000057 ↗
10-K2025-11-142025-10-030001493594-25-000054 ↗
8-K2025-11-062025-11-060001493594-25-000049 ↗
8-K2025-08-082025-08-040001493594-25-000042 ↗
8-K2025-08-072025-08-070001493594-25-000036 ↗
10-Q2025-08-072025-07-040001493594-25-000038 ↗