MACOM Technology Solutions (MTSI) Latest Stock Analysis Report – Oct 15, 2026, 4:00 PM ET
Updated Oct 15, 2026, 4:00 PM ET
- Closed at $271.39, -6.84% vs the prior close of $291.33.
- Volume 2.49M shares, 1.8x its 50-day average (heavy).
- No new SEC filings since the prior session.
- No new insider buys or sales reported since the prior session.
MTSI slides 6.8% to $271.39 on 1.8x normal volume. Closed at $271.39, -6.84% vs the prior close of $291.33. Day range $257.12–$281.00, opened at $276.54.
MTSI daily analysis — what happened
A plain-English, data-only note written after every US trading day. Newest first; older days stay archived below.
Oct 15, 2026 — MTSI slides 6.8% to $271.39 on 1.8x normal volume
- Closed at $271.39, -6.84% vs the prior close of $291.33. Day range $257.12–$281.00, opened at $276.54.
- Volume was 2.49M shares, 1.8x its 50-day average of 1.37M — unusually heavy trading.
- Price is -5.2% vs its 50-day average ($286.35) and -3.0% vs its 200-day average ($279.67).
- 52-week range $133.01–$418.90; today's close sits at 48% of that range, 35.2% below the 52-week high.
Oct 14, 2026 — MTSI slides 5.6% to $291.33
- Closed at $291.33, -5.64% vs the prior close of $308.75. Day range $288.09–$303.50, opened at $299.94.
- Volume was 1.77M shares, 1.3x its 50-day average of 1.37M.
- Price is +1.8% vs its 50-day average ($286.19) and +4.4% vs its 200-day average ($279.18).
- 52-week range $126.93–$418.90; today's close sits at 56% of that range, 30.5% below the 52-week high.
Oct 13, 2026 — MTSI rises 0.8% to $308.75
- Closed at $308.75, +0.78% vs the prior close of $306.36. Day range $290.20–$308.92, opened at $296.21.
- Volume was 2.19M shares, 1.6x its 50-day average of 1.35M.
- Price is +8.0% vs its 50-day average ($285.83) and +10.8% vs its 200-day average ($278.60).
- 52-week range $124.74–$418.90; today's close sits at 63% of that range, 26.3% below the 52-week high.
Oct 12, 2026 — MTSI slides 7.2% to $306.36
- Closed at $306.36, -7.18% vs the prior close of $330.06. Day range $304.40–$326.63, opened at $324.20.
- Volume was 1.62M shares, 1.2x its 50-day average of 1.34M.
- Price is +7.6% vs its 50-day average ($284.78) and +10.2% vs its 200-day average ($277.93).
- 52-week range $121.97–$418.90; today's close sits at 62% of that range, 26.9% below the 52-week high.
Oct 9, 2026 — MTSI rises 2.4% to $330.06
- Closed at $330.06, +2.44% vs the prior close of $322.21. Day range $318.76–$336.15, opened at $329.62.
- Volume was 1.22M shares, 0.9x its 50-day average of 1.37M.
- Price is +16.3% vs its 50-day average ($283.68) and +19.0% vs its 200-day average ($277.28).
- 52-week range $121.97–$418.90; today's close sits at 70% of that range, 21.2% below the 52-week high.
Oct 8, 2026 — MTSI slides 4.1% to $322.21
- Closed at $322.21, -4.08% vs the prior close of $335.91. Day range $318.66–$338.51, opened at $331.11.
- Volume was 1.64M shares, 1.2x its 50-day average of 1.38M.
- Price is +14.2% vs its 50-day average ($282.05) and +16.5% vs its 200-day average ($276.51).
- 52-week range $121.97–$418.90; today's close sits at 67% of that range, 23.1% below the 52-week high.
Oct 7, 2026 — MTSI slides 4.2% to $335.91
- Closed at $335.91, -4.21% vs the prior close of $350.67. Day range $330.41–$341.84, opened at $339.98.
- Volume was 1.52M shares, 1.1x its 50-day average of 1.38M.
- Price is +19.9% vs its 50-day average ($280.18) and +21.8% vs its 200-day average ($275.77).
- 52-week range $121.97–$418.90; today's close sits at 72% of that range, 19.8% below the 52-week high.
Oct 6, 2026 — MTSI jumps 6.8% to $350.67, a 3-month high, 6 up days in a row
- Closed at $350.67, +6.81% vs the prior close of $328.30. Day range $333.22–$353.54, opened at $334.22.
- Volume was 1.54M shares, 1.1x its 50-day average of 1.38M.
- Price is +25.9% vs its 50-day average ($278.45) and +27.5% vs its 200-day average ($274.95).
- 52-week range $121.97–$418.90; today's close sits at 77% of that range, 16.3% below the 52-week high.
- That makes 6 straight gains.
Oct 5, 2026 — MTSI rises 2.1% to $328.30, a 3-month high, 5 up days in a row
- Closed at $328.30, +2.08% vs the prior close of $321.60. Day range $316.63–$332.08, opened at $322.79.
- Volume was 1.19M shares, 0.9x its 50-day average of 1.38M.
- Price is +18.6% vs its 50-day average ($276.70) and +19.8% vs its 200-day average ($274.04).
- 52-week range $121.97–$418.90; today's close sits at 69% of that range, 21.6% below the 52-week high.
- That makes 5 straight gains.
Oct 2, 2026 — MTSI jumps 6.6% to $321.60, a 1-month high, 4 up days in a row
- Closed at $321.60, +6.62% vs the prior close of $301.63. Day range $307.87–$326.73, opened at $310.90.
- Volume was 1.35M shares, 1.0x its 50-day average of 1.37M.
- Price is +16.7% vs its 50-day average ($275.47) and +17.7% vs its 200-day average ($273.27).
- 52-week range $121.97–$418.90; today's close sits at 67% of that range, 23.2% below the 52-week high.
- That makes 4 straight gains.
MTSI latest news & SEC filings
Every SEC filing by or about MTSI in the last 120 days, explained in plain English. Updated daily, with a same-day refresh for new filings.
Oct 5, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Roth Ambra R. sold 653 shares at $300.00 (≈$195.90K) on Oct 1, 2026; now holds 9,184
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Oct 1, 2026 · Form 144 — Planned insider sale
Notice of proposed sale (Form 144) — an insider or affiliate plans to sell restricted or control shares
A notice of intent, not a completed sale. Any actual sale by a director or officer shows up later on Form 4.
Sep 1, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Dennehy Robert sold 252 shares at $275.20 (≈$69.35K) on Aug 28, 2026
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Aug 28, 2026 · Form 144 — Planned insider sale
Notice of proposed sale (Form 144) — an insider or affiliate plans to sell restricted or control shares
A notice of intent, not a completed sale. Any actual sale by a director or officer shows up later on Form 4.
Aug 19, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Kober John sold 1,590 shares at $320.57 (≈$509.71K) on Aug 17, 2026
- Kober John sold 300 shares at $329.75 (≈$98.92K) on Aug 17, 2026
- Kober John sold 1,600 shares at $328.78 (≈$526.05K) on Aug 17, 2026
- Kober John sold 1,699 shares at $327.78 (≈$556.90K) on Aug 17, 2026
- Kober John sold 500 shares at $326.51 (≈$163.25K) on Aug 17, 2026
- Kober John sold 900 shares at $325.26 (≈$292.73K) on Aug 17, 2026
- …plus 2 more transaction lines in the filing.
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Aug 14, 2026 · Form SCHEDULE 13G/A — Update to a passive 5%+ stake (13G)
Update to a passive 5%+ stake (13G)
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Aug 12, 2026 · Form SCHEDULE 13G/A — Update to a passive 5%+ stake (13G)
Update to a passive 5%+ stake (13G)
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Aug 6, 2026 · Form 10-Q — Quarterly report
Quarterly report (unaudited financial statements for the quarter)
Quarter ended Jul 3, 2026:
- Revenue: $342.24M (prior year $252.08M) (+35.8% vs Jul 4, 2025)
- Net income: $100.71M (prior year $36.53M) (+175.7% vs Jul 4, 2025)
- Diluted EPS: $1.28 (prior year $0.48) (+166.7% vs Jul 4, 2025)
Aug 6, 2026 · Form 8-K — Major event / current report
Current report — a filing companies must make within 4 business days of a major event
- Item 2.02 — Reported results of operations (earnings release).
This is a results-day filing: the earnings press release is attached as an exhibit.
Jul 8, 2026 · Form SCHEDULE 13G/A — Update to a passive 5%+ stake (13G)
Update to a passive 5%+ stake (13G)
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Jun 29, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Hwang Donghyun Thomas sold 420 shares at $382.04 (≈$160.46K) on Jun 25, 2026
- Hwang Donghyun Thomas sold 300 shares at $382.91 (≈$114.87K) on Jun 25, 2026
- Hwang Donghyun Thomas sold 9 shares at $384.35 (≈$3.46K) on Jun 25, 2026
- Hwang Donghyun Thomas sold 400 shares at $386.62 (≈$154.65K) on Jun 25, 2026
- Hwang Donghyun Thomas sold 200 shares at $387.25 (≈$77.45K) on Jun 25, 2026
- Hwang Donghyun Thomas sold 400 shares at $388.65 (≈$155.46K) on Jun 25, 2026
- …plus 6 more transaction lines in the filing.
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Things to know before you trade MTSI
- Last results release: Aug 6, 2026 (8-K Item 2.02). Previous ones: May 7, 2026, Feb 5, 2026, Nov 6, 2025. Based on that rhythm, the next report is likely around Nov 5, 2026 — an estimate, not a confirmed date.
- How much it moves: over the last 20 sessions the average daily move was 3.42% (largest 7.2%). That is a volatile stock.
- Liquidity: about 1.47M shares (≈$399.54M) trade per day on average.
- 52-week position: $271.39 vs a range of $133.01–$418.90 (48% of the range).
- Dividends: no cash dividends in the last 2 years.
- Splits: none in the last 2 years.
- Insider trades (Form 4, last 12 months, recent 25 shown): 0 open-market buys, 25 sales; latest: Robert Dennehy sold 252 shares on Aug 28, 2026.
- Latest filings: 10-Q Aug 6, 2026; 8-K Aug 6, 2026; 10-Q May 7, 2026.
- Share count: 76.37M shares outstanding (Aug 3, 2026), +2.6% vs a year earlier.
- Listing: Nasdaq · industry: Semiconductors & Related Devices.
MTSI market data (last 20 sessions)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 15, 2026 | 276.54 | 281.00 | 257.12 | 271.39 | 2.49M |
| Oct 14, 2026 | 299.94 | 303.50 | 288.09 | 291.33 | 1.77M |
| Oct 13, 2026 | 296.21 | 308.92 | 290.20 | 308.75 | 2.19M |
| Oct 12, 2026 | 324.20 | 326.63 | 304.40 | 306.36 | 1.62M |
| Oct 9, 2026 | 329.62 | 336.15 | 318.76 | 330.06 | 1.22M |
| Oct 8, 2026 | 331.11 | 338.51 | 318.66 | 322.21 | 1.64M |
| Oct 7, 2026 | 339.98 | 341.84 | 330.41 | 335.91 | 1.52M |
| Oct 6, 2026 | 334.22 | 353.54 | 333.22 | 350.67 | 1.54M |
| Oct 5, 2026 | 322.79 | 332.08 | 316.63 | 328.30 | 1.19M |
| Oct 2, 2026 | 310.90 | 326.73 | 307.87 | 321.60 | 1.35M |
| Oct 1, 2026 | 285.00 | 304.29 | 283.59 | 301.63 | 1.17M |
| Sep 30, 2026 | 284.19 | 287.32 | 278.00 | 284.82 | 916.20K |
| Sep 29, 2026 | 283.11 | 286.30 | 278.90 | 284.27 | 912.30K |
| Sep 28, 2026 | 287.38 | 287.38 | 274.48 | 278.56 | 1.07M |
| Sep 25, 2026 | 286.43 | 289.26 | 279.40 | 285.57 | 971.60K |
| Sep 24, 2026 | 268.80 | 285.44 | 266.42 | 284.94 | 1.13M |
| Sep 23, 2026 | 276.24 | 278.63 | 269.63 | 275.84 | 1.11M |
| Sep 22, 2026 | 276.30 | 281.16 | 274.47 | 279.69 | 1.34M |
| Sep 21, 2026 | 285.95 | 285.95 | 277.19 | 279.11 | 1.50M |
| Sep 18, 2026 | 272.58 | 277.48 | 269.82 | 275.86 | 2.79M |
About MACOM Technology Solutions
MACOM Technology Solutions (MTSI) is listed on the Nasdaq and classified by the SEC under “Semiconductors & Related Devices”. Its business address is in LOWELL, MA. State of incorporation: DE. Fiscal year ends October 3. SEC CIK 1493594.
MTSI board of directors & executives
From SEC Form 3/4/5 insider filings made in the last 12 months (date = latest filing).
Directors
| Name | Role | Latest filing |
|---|---|---|
| Charles R Bland | Director | May 20, 2026 |
| Peter Y Chung | Director | May 18, 2026 |
| Stephen G Daly | President and CEO | Jun 2, 2026 |
| Bryan Ingram | Director | Mar 10, 2026 |
| Geoffrey G Ribar | Director | May 13, 2026 |
| John Ritchie | Director | Mar 10, 2026 |
| Jihye Whang Rosenband | Director | Mar 10, 2026 |
| Murugesan Shanmugaraj | Director | May 21, 2026 |
Executive officers
| Name | Title | Latest filing |
|---|---|---|
| Stephen G Daly | President and CEO | Jun 2, 2026 |
| Robert Dennehy | Senior VP and COO | Sep 1, 2026 |
| Donghyun Thomas Hwang | SVP, Global Sales | Jun 29, 2026 |
| John Kober | Senior VP and CFO | Aug 19, 2026 |
| Ambra R. Roth | SVP, GC and Secretary | Nov 21, 2025 |
| Wayne Mack Struble | SVP, Advanced Semiconductor | Nov 10, 2025 |
Recent insider buys & sales
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 28, 2026 | Robert Dennehy | Sale | 252 | $275.20 |
| Aug 17, 2026 | John Kober | Sale | 1,590 | $320.57 |
| Aug 17, 2026 | John Kober | Sale | 300 | $329.75 |
| Aug 17, 2026 | John Kober | Sale | 1,600 | $328.78 |
| Aug 17, 2026 | John Kober | Sale | 1,699 | $327.78 |
| Aug 17, 2026 | John Kober | Sale | 500 | $326.51 |
| Aug 17, 2026 | John Kober | Sale | 900 | $325.26 |
| Aug 17, 2026 | John Kober | Sale | 400 | $323.97 |
| Aug 17, 2026 | John Kober | Sale | 400 | $330.67 |
| Jun 25, 2026 | Donghyun Thomas Hwang | Sale | 420 | $382.04 |
| Jun 25, 2026 | Donghyun Thomas Hwang | Sale | 300 | $382.91 |
| Jun 25, 2026 | Donghyun Thomas Hwang | Sale | 9 | $384.35 |
| Jun 25, 2026 | Donghyun Thomas Hwang | Sale | 400 | $386.62 |
| Jun 25, 2026 | Donghyun Thomas Hwang | Sale | 200 | $387.25 |
| Jun 25, 2026 | Donghyun Thomas Hwang | Sale | 400 | $388.65 |
MTSI financials (annual, from XBRL filings)
| Fiscal year end | Revenue | Net income | Diluted EPS | Operating cash flow |
|---|---|---|---|---|
| Oct 3, 2025 | $967.26M | $-54.21M | -0.73 | $235.37M |
| Sep 27, 2024 | $729.58M | $76.86M | 1.04 | $162.64M |
| Sep 29, 2023 | $648.41M | $91.58M | 1.28 | $166.92M |
| Sep 30, 2022 | $675.17M | $439.95M | 6.18 | $176.98M |
| Oct 1, 2021 | $606.92M | $37.97M | 0.54 | $148.41M |
Latest balance sheet: total assets $2.15B, total liabilities $605.99M, cash $89.60M (as of Jul 3, 2026).
MTSI earnings / results-day log
| Date | Filing | Close that day |
|---|---|---|
| Aug 6, 2026 | 8-K Item 2.02 (results) | $301.64 |
| May 7, 2026 | 8-K Item 2.02 (results) | $344.47 |
| Feb 5, 2026 | 8-K Item 2.02 (results) | $227.80 |
| Nov 6, 2025 | 8-K Item 2.02 (results) | $166.92 |
| Aug 7, 2025 | 8-K Item 2.02 (results) | $127.75 |
| May 8, 2025 | 8-K Item 2.02 (results) | $119.66 |
| Feb 6, 2025 | 8-K Item 2.02 (results) | $129.50 |
| Nov 7, 2024 | 8-K Item 2.02 (results) | $139.14 |
| Aug 1, 2024 | 8-K Item 2.02 (results) | — |
| May 2, 2024 | 8-K Item 2.02 (results) | — |
| Feb 1, 2024 | 8-K Item 2.02 (results) | — |
| Nov 9, 2023 | 8-K Item 2.02 (results) | — |
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Information only, not investment advice. BuyMeWhiskey is not a registered investment adviser or broker-dealer; nothing here is a recommendation to buy, sell or hold any security, and there are no price targets. Data comes from SEC EDGAR filings and public end-of-day market data and may be delayed or contain errors. Verify with the company's filings before making decisions. Prices: end-of-day data as of Oct 15, 2026, 4:00 PM ET. Filings: SEC EDGAR. Updated after every US trading day.