Net selling: insiders sold $4.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $7K to $105K in total in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (2)
Squarepoint
$637.9M
added
Susquehanna
$308.5M
added
Sells/Trims (1)
Egerton Capital
$376.7M
sold
Sells (1)
Trader E15Short
$73K
position
Trader 5B7Long
$7K
position
Trader 977Long
$3K
position
Trader 75CLong
$3K
position
Last report
Aug 13, 2026
Financial period
Q3 FY2026
Earnings per share
$3.39 expected
Revenue
$9.00B expected
Estimates as of Oct 21, 2026
EPS expected
$4.02 to $4.19
Revenue expected
24 analysts
Last 30 days
Analysts cutting estimates
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jul 31, 2026 | Aug 13, 2026 | $3.50 / $3.39Yahoo Finance | +3.11% beat | $9.12B $9.00B expected | +1.23% beat |
| Apr 30, 2026 | May 14, 2026 | $2.86 / $2.69Yahoo Finance | +6.50% beat | $7.91B No estimate | Unavailable |
| Jan 31, 2026 | Feb 12, 2026 | $2.38 / $2.21Yahoo Finance | +7.89% beat | $7.01B No estimate | Unavailable |
| Oct 31, 2025 | Nov 13, 2025 | $2.17 / $2.09Yahoo Finance | +3.65% beat | $6.80B No estimate | Unavailable |
| Jul 31, 2025 | Aug 14, 2025 | $2.48 / $2.36Alpha Vantage | +5.08% beat | $7.30B No estimate | Unavailable |
| Apr 30, 2025 | May 15, 2025 | $2.39 / $2.31Alpha Vantage | +3.46% beat | $7.10B No estimate | Unavailable |
| Jan 31, 2025 | Feb 13, 2025 | $2.38 / $2.30Alpha Vantage | +3.48% beat | $7.17B No estimate | Unavailable |
| Oct 31, 2024 | Nov 14, 2024 | $2.32 / $2.19Alpha Vantage | +5.94% beat | $7.04B No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $6.80B | $7.01B | $7.91B | $9.12B |
| Cost of what it sold | $3.54B | $3.58B | $3.96B | $4.53B |
| Gross profit | $3.27B | $3.44B | $3.95B | $4.59B |
| What it spent | ||||
| Research and development | $917.0M | $928.0M | $1.03B | $1.10B |
| Sales and admin | $243.0M | $189.0M | $164.0M | $162.0M |
| Other operating costs | $393.0M | $222.0M | $233.0M | $249.0M |
| Total operating expenses | $1.55B | $1.34B | $1.42B | $1.51B |
| What was left | ||||
| Operating profit | $1.71B | $2.10B | $2.52B | $3.08B |
| Interest on debt | $71.0M | $69.0M | $69.0M | $68.0M |
| Profit before tax | $2.27B | $2.33B | $3.23B | $2.91B |
| Tax | $370.0M | $302.0M | $419.0M | $369.0M |
| Net profit | $1.90B | $2.03B | $2.81B | $2.54B |
| EBITDA | $2.45B | $2.52B | $3.43B | $3.13B |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bullish
MACOM Technology Solutions Holdings, Inc. (MTSI) stock price, news, quote and history
Leans bullishOct 21Applied Materials stock: Needham lowers target for Applied Materials stock to USD 580
NeutralOct 21Applied Materials Slides After Targeting $12 Billion in Services by 2030
Leans bearishOct 21A China chip-factory gas project is expected to top $8 million. HUHUTECH joined a bid.
Leans bullishOct 21Nvidia Outlines Plans to Expand Chipmaking Capacity
Leans bullishOct 21Forge Nano SPAC Merger Wins Shareholder Approval
Leans bullishOct 21Synopsys at NVIDIA GTC Berlin: Delivering Engineering Precision with Speed
Leans bullishOct 21Nokia is deploying AI that can compress design cycles from months to days
NeutralOct 2132 macro signals shaping AMAT right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results