LoadingLoadingLoadingNet selling: insiders sold $2.7M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $17K to $80K 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)
Qube Research
$300.8M
bought
Susquehanna
$50.2M
added
Sells/Trims (1)
Citadel
$114.5M
trimmed
No tracked top-trader positions in MTSI as of Oct 24, 06:06 UTC.
Hyperliquid positioning - not every stock is covered
Last report
Aug 6, 2026
Financial period
Q3 FY2026
Earnings per share
$1.35 expected
Revenue
Company release
Q4 FY2026 guidance
$415.0M to $425.0M
No comparable estimate
Estimates as of Oct 24, 2026
EPS expected
$1.97 to $2.01
Revenue expected
15 analysts
Last 30 days
Analysts cutting estimates
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 6, 2026 | $1.40 / $1.35Yahoo Finance | +3.85% beat | $342.2M No estimate | Unavailable |
| Mar 31, 2026 | May 7, 2026 | $1.09 / $1.07Yahoo Finance | +1.60% beat | $289.0M No estimate | Unavailable |
| Dec 31, 2025 | Feb 5, 2026 | $1.02 / $1.00Yahoo Finance | +2.23% beat | $271.6M No estimate | Unavailable |
| Sep 30, 2025 | Nov 6, 2025 | $0.94 / $0.93Yahoo Finance | +1.22% beat | $261.2M No estimate | Unavailable |
| Jun 30, 2025 | Aug 7, 2025 | $0.64 / $0.68Alpha Vantage | -5.88% miss | $252.1M No estimate | Unavailable |
| Mar 31, 2025 | May 8, 2025 | $0.85 / $0.84Alpha Vantage | +1.19% beat | $235.9M No estimate | Unavailable |
| Dec 31, 2024 | Feb 6, 2025 | $0.79 / $0.78Alpha Vantage | +1.28% beat | $218.1M No estimate | Unavailable |
| Sep 30, 2024 | Nov 7, 2024 | $0.73 / $0.73Alpha Vantage | +0.00% in line | $200.7M 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 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $261.2M | $271.6M | $289.0M | $342.2M |
| Cost of what it sold | $118.5M | $119.8M | $124.5M | $142.7M |
| Gross profit | $142.6M | $151.8M | $164.4M | $199.6M |
| What it spent | ||||
| Research and development | $62.9M | $66.5M | $69.0M | $74.3M |
| Sales and admin | $39.8M | $42.0M | $44.6M | $48.1M |
| Total operating expenses | $103.0M | $108.5M | $113.6M | $122.4M |
| What was left | ||||
| Operating profit | $39.6M | $43.3M | $50.8M | $77.1M |
| Interest on debt | $1.8M | $1.7M | $1.7M | $1.5M |
| Profit before tax | $55.9M | $49.6M | $56.9M | $123.8M |
| Tax | $10.8M | $822.0K | $10.6M | $23.1M |
| Net profit | $45.1M | $48.8M | $46.3M | $100.7M |
| EBITDA | $75.3M | $66.7M | $74.2M | $141.0M |
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 leans bullish
A 1,401-unit stock grant at MACOM (MTSI) ties Ambra R. Roth’s vesting to continued service.
NeutralOct 24Form 4 MACOM Technology Solutions Holdings Inc: Ambra R. Roth (SVP, GC and Secretary) For: 21 October
NeutralOct 23A 2,104-unit MACOM (MTSI) stock award vests in 2027–2029 if COO Robert Dennehy remains in service.
NeutralOct 23A 5,941-unit stock grant for MACOM (MTSI) CEO vests in 2027–2029, subject to continued service.
NeutralOct 23MACOM to Report Fourth Quarter and Fiscal Year 2026 Financial Results on November 5, 2026
NeutralOct 22MACOM to Report Fourth Quarter and Fiscal Year 2026 Financial Results on November 5, 2026
NeutralOct 22MACOM Technology Solutions Holdings, Inc. (MTSI) stock price, news, quote and history
BullishOct 21MACOM Technology Solutions Holdings, Inc. Financial Disclosures & Filings
BullishOct 20
