MACOM Technology Solutions (MTSI)
Builds RF-to-lightwave semiconductors for industrial, defense, data center, and telecommunications systems.
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Designs and manufactures RF, microwave, millimeter-wave, and lightwave semiconductors for Industrial & Defense, Data Center, and Telecommunications customers. Products span devices, integrated circuits, modules, and subsystems, supported by internal and third-party manufacturing and reported as one operating segment.
Designs, develops, and manufactures semiconductor devices, integrated circuits, modules, and subsystems across RF, microwave, millimeter-wave, and lightwave technologies. Industrial & Defense, Data Center, and Telecommunications are the principal end markets, while financial reporting treats the business as one operating segment.
Compound-semiconductor design and fabrication span GaAs and GaN capabilities in the United States and Europe, supported by internal plants and third-party manufacturing and assembly. Product-line organizations combine engineering, qualification, applications support, and post-sale technical support under shared accountability.
Demand is cyclical and concentrated, and ordering depends on customers and distributors. Operations also depend on export-control compliance, access to internal and external fabrication and assembly, acquisition integration, and retention of specialized employees.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | BMO Capital | Upgrade | ||
| Aug 20, 2026 | BMO Capital | Initiate | Rating: —Target: — | Target: $335 |
| Aug 6, 2026 | Evercore ISI | Reiterate | Rating: —Target: $427 | Target: $475 |
| Jul 21, 2026 | Susquehanna | Reiterate | Rating: —Target: $350 | Target: $300 |
| Jun 24, 2026 | Stifel Nicolaus | Target | Target: $300 | Target: $450 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 3, 2026Cash & short-term investments $663.0M · Total debt $371.1M · Total assets $2.15B · Shareholders' equity $1.54B
- Revenue
- $342.2M
- Operating income
- $77.1M
- Net income
- $100.7M
No dividends on record.
| Institutions | ≈ 94.99% | 72.54M shares | |
|---|---|---|---|
| 684 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 9.18% | 7.01M shares | |
| 14 holders · as of Sep 1, 2026 | |||
| Adds to | 104.17% | ||
76.37M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.17%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 13.78% | 10.53M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 12.46% | 9.51M | as of Jun 30, 2026 |
Susan Ocampo1,2Insider10 percent owner | 8.91% | 6.80M | filed May 5, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.72% | 3.61M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.01% | 3.06M | as of Jun 30, 2026 |
- Susan Ocampo's transaction reports restate only vehicles that traded; the 2026 ownership statement (6.80M) is used instead.
- Susan Ocampo reports a block also reported by Vanguard Portfolio Management LLC; it is counted once, under Vanguard Portfolio Management LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | Robert Dennehy | officer: Senior VP and COO | −252 | $275.20 |
| Aug 17, 2026 | John Kober | officer: Senior VP and CFO | −7,389 | $326.08 |
| Jun 25, 2026 | Donghyun Thomas Hwang | officer: SVP, Global Sales | −2,620 | $383.87 |
| May 29, 2026 | Stephen G. Daly | director, officer: President and CEO | −15,828 | $365.75 |
| May 18, 2026 | Donghyun Thomas Hwang | officer: SVP, Global Sales | −2,595 | $360.64 |
- Analog Devices
Broad overlap across RF, defense, telecom and data-center connectivity
- Qorvo
Direct RF and compound-semiconductor rival in defense and telecom
- Broadcom
Scale competitor in optical connectivity, telecom access and RF devices
- Marvell Technology
Major optical-interconnect rival from data-center links to carrier networks
- Credo Technology Group
Focused challenger in AI and cloud high-speed interconnects
- NXP Semiconductors
RF-power overlap in 5G infrastructure, radar and defense communications
- Semtech
Focused overlap in optical signal integrity, PON and base-station links
- MaxLinear
Narrower overlap in optical links, PON and wireless infrastructure
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MACOM Technology Solutions | $280.80 | +0.61% | $21.29B | 89.7 | 34.0 | 18.3 | +35.8% |
| Analog Devices | $387.65 | +1.21% | $186.55B | 45.4 | 24.1 | 13.4 | +39.6% |
| Qorvo | $117.42 | +0.17% | $10.34B | 27.2 | 15.1 | 2.8 | −4.2% |
| Broadcom | $363.32 | +0.18% | $1.73T | 46.3 | 21.0 | 19.4 | +85.5% |
| Marvell Technology | $262.26 | +1.90% | $225.40B | 85.3 | 47.9 | 23.9 | +36.6% |
| Credo Technology Group | $192.69 | +2.89% | $34.92B | 66.6 | 26.5 | 21.9 | +114.7% |
| NXP Semiconductors | $235.10 | +1.16% | $58.61B | 19.8 | 14.0 | 4.4 | +19.5% |
| Semtech | $175.51 | −1.05% | $16.52B | 117.7 | 35.5 | 14.1 | +32.7% |
| MaxLinear | $85.79 | −0.23% | $7.80B | — | 35.4 | 13.7 | +55.2% |
| Median | 46.3 | 25.3 | 13.9 | +38.1% |