MTSI

MACOM Technology Solutions Holdings Inc

MTSI.US macom.com
274.90
+2.47 (+0.91%)
USD · NASDAQ
52-week range
121.97
418.90
Trading at 52% of the 52-week range
Market Cap
20.81B
P/E Ratio
90.81
Forward P/E
33.44
Book Value
20.18
Div. Yield
N/A
% Institutions
97.34%
% Insiders
6.55%

1 Year

+109.7%

3 Year

+250.5%

10 Year

+581.8%
Description

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.

Company Information

Company Name
MACOM Technology Solutions Holdings Inc
Sector
Technology
Industry
Semiconductors
Exchange
NASDAQ
ISIN: US55405Y1001
CIK: 0001493594
CUSIP: 55405Y100
Currency: USD
Full Time Employees: 2,000
Phone: 978 656 2500
Website: macom.com
Fiscal Year End: September
IPO Date: Mar 15, 2012
Description:

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless base stations, optical networks, radar and medical systems, satellite networks, and test and measurement applications. The company serves carrier infrastructure, which comprise long-haul/metro, 5G and 6G infrastructure, satellite communications, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company operates in the United States, China, Japan, Singapore, South Korea, Taiwan, and internationally. MACOM Technology Solutions Holdings, Inc. was formerly known as M/A-Com Technology Solutions Holdings, Inc. and changed its name to MACOM Technology Solutions Holdings, Inc. in 2016. MACOM Technology Solutions Holdings, Inc. was founded in 1950 and is based in Lowell, Massachusetts.

Address:

100 Chelmsford Street, Lowell, MA, United States, 01851

People

Directors & Officers

Name Title Year Born
Mr. Stephen G. Daly President, CEO & Chairman 1966
Mr. John F. Kober III CFO & Senior VP 1970
Mr. Robert Dennehy SVP & COO 1973
Ms. Ambra R. Roth J.D. Senior VP, General Counsel & Secretary 1982
Mr. Donghyun Hwang Senior Vice President of Global Sales 1964
Mr. Stephen Ferranti Senior Vice President of Corporate Development & Investor Relations NA
Dr. Gregg Jessen Senior Vice President of Advanced GaN Technology NA
Mr. Conor Noel Hegarty C.M.A. Vice President of Finance & Business Operations 1967

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 27, 2026 Gilbert Ray Cisneros, Jr. N/A Sale N/A $225.44 N/A
Mar 03, 2026 Gilbert Ray Cisneros, Jr. N/A Purchase N/A $241.01 N/A
Feb 26, 2026 Robert Dennehy N/A Sale 18.40K $245.25 $4.51M
Feb 25, 2026 Geoffrey G Ribar N/A Sale 2.24K $253.59 $569.06K
Feb 25, 2026 John Ritchie N/A Sale 1.57K $255.00 $401.12K
Feb 25, 2026 Susan Ocampo N/A Sale 261.76K $254.43 $66.60M
Feb 24, 2026 Susan Ocampo N/A Sale 53.51K $250.08 $13.38M
Feb 18, 2026 Susan Ocampo N/A Sale 3.16K $250.00 $789.00K
Feb 17, 2026 John Kober N/A Sale 7.20K $243.07 $1.75M
Feb 17, 2026 Susan Ocampo N/A Sale 80.12K $245.32 $19.66M
Feb 13, 2026 Susan Ocampo N/A Sale 62.05K $241.85 $15.01M
Feb 12, 2026 Susan Ocampo N/A Sale 57.83K $240.32 $13.90M
Feb 06, 2026 Susan Ocampo N/A Sale 100.00K $235.85 $23.59M
Feb 03, 2026 Susan Ocampo N/A Sale 100.00K $230.29 $23.03M
Feb 02, 2026 Donghyun Thomas Hwang N/A Sale 5.27K $226.06 $1.19M
Jan 20, 2026 Gilbert Ray Cisneros, Jr. N/A Sale N/A $221.70 N/A
Dec 09, 2025 Susan Ocampo N/A Sale 121.07K $190.07 $23.01M
Dec 05, 2025 Susan Ocampo N/A Sale 76.64K $190.10 $14.57M
Dec 04, 2025 Donghyun Thomas Hwang N/A Sale 4.37K $185.63 $811.57K
Dec 04, 2025 Susan Ocampo N/A Sale 2.29K $190.00 $435.29K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 10.61M Mar 31, 2026 13.89% $0.12 63.72%
BlackRock Inc 8.57M Mar 31, 2026 11.22% $0.03 13.84%
T. Rowe Price Investment Management,Inc. 4.49M Mar 31, 2026 5.87% $0.69 -45.53%
Amvescap Plc. 3.67M Mar 31, 2026 4.81% $0.08 7.28%
Vanguard Portfolio Management, LLC 3.59M Mar 31, 2026 4.70% $0.04 0.00%
Vanguard Capital Management, LLC 2.99M Mar 31, 2026 3.92% $0.02 0.00%
State Street Corp 2.15M Mar 31, 2026 2.82% $0.02 1.61%
JPMorgan Chase & Co 2.02M Mar 31, 2026 2.64% $0.03 82.19%
Geode Capital Management, LLC 1.36M Mar 31, 2026 1.78% $0.02 7.29%
Wellington Management Company LLP 1.21M Jun 30, 2026 1.58% $0.08 -22.11%
Capital Research Global Investors 1.09M Jun 30, 2026 1.42% $0.06 -11.17%
NORGES BANK 996.73K Jun 30, 2026 1.31% $0.04 75.28%
Whale Rock Capital Management LLC 988.79K Jun 30, 2026 1.29% $3.02 -15.85%
Polar Capital Holdings PLC 930.78K Mar 31, 2026 1.22% $0.73 0.00%
T. Rowe Price Associates, Inc. 914.85K Mar 31, 2026 1.20% $0.02 -52.71%
GW&K Investment Management, LLC 839.06K Mar 31, 2026 1.10% $1.64 -31.11%
Massachusetts Financial Services Company 828.45K Mar 31, 2026 1.08% $0.06 77.10%
UBS Group AG 809.41K Mar 31, 2026 1.06% $0.03 -11.03%
AllianceBernstein L.P. 789.04K Mar 31, 2026 1.03% $0.04 -25.80%
Neuberger Berman Group LLC 788.82K Mar 31, 2026 1.03% $0.13 18.54%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Fidelity Select Semiconductors 3.82M 5.00% ▼ 0.44% Jul 31, 2026
2 iShares Core S&P Mid-Cap ETF 2.30M 3.01% ▲ 0.04% Aug 31, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 2.19M 2.86% ▲ 0.28% Jul 31, 2026
4 iShares Semiconductor ETF 1.61M 2.11% ▼ 0.20% Aug 31, 2026
5 Vanguard Small Cap Index 1.58M 2.07% ▲ 0.22% Jul 31, 2026
6 T. Rowe Price US Mid-Cap Growth Equity 1.19M 1.55% ▼ 16.06% Jun 30, 2026
7 T. Rowe Price Mid-Cap Growth 1.18M 1.55% ▼ 0.05% Jul 31, 2026
8 American Funds SMALLCAP World A 1.06M 1.38% ▼ 1.89% Jun 30, 2026
9 Vanguard MStar Small Cap Growth Indx Inv 912.78K 1.20% ▲ 0.35% Jul 31, 2026
10 Fidelity OTC 858.70K 1.12% ▲ 1.66% Jul 31, 2026

Financial Highlights

Market Cap: $20.81B
EBITDA: $276.05M
P/E Ratio: $90.81
PEG Ratio: $2.05
Book Value: $20.18
Earnings/Share: $3.00
Profit Margin: 20.70%
Operating Margin: 23.34%
ROA (TTM): 6.38%
ROE (TTM): 17.18%
Revenue (TTM): $1.16B
Revenue/Share (TTM): $15.47
Earnings Growth (YOY): 166.70%
Revenue Growth (YOY): 35.80%

Valuation Metrics

Enterprise Value: $21.57B
Trailing P/E: 90.81
Forward P/E: 33.44

Shares Statistics

Shares Outstanding: 76.37M
Shares Float: 71.29M
% Insiders: 6.55%
% Institutions: 97.34%
Short % Float: 4.35%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$967.26M
Cost of Goods Sold
adjust
$-435.82M
Gross Profit
subtotal
$531.44M
SG&A
adjust
$-154.88M
R&D
adjust
$-244.47M
Other Operating Expense
adjust
$-2.44M
Operating Income
subtotal
$129.65M
Other / Non-Operating Items
adjust
$-183.86M
Net Income
subtotal
$-54.21M

Earnings Per Share (EPS) History

Financial Ratios

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