MACOM Technology Solutions Holdings, Inc. (MTSI) Stock
MTSI has an Alpha Score of 31 out of 100 (poor), computed on Oct 23, 2026 from 3 of 4 sub-scores. 3 members of Congress disclosed 17 trades in MTSI since 2019: 5 purchases and 12 sales, most recently Gilbert Cisneros (sale, Sep 29, 2026). 6 of the hedge funds AlphaScala tracks reported MTSI in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Whale Rock Capital's at $376.10M. Company insiders reported 0 open-market buys and 10 sales on SEC Form 4 in the 90 days to Oct 23, 2026. Its trailing P/E ratio is 86.5 and its net margin 20.7% (key statistics as of Oct 22, 2026).
What is MTSI's Alpha Score?
How it works →Alpha Score of 31 reflects weak overall profile with poor momentum, poor value, strong quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Oct 23, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded MACOM Technology Solutions Holdings, Inc. (MTSI)?
Most recent: Gilbert Cisneros (sale, Sep 29, 2026); records start Jan 18, 2019.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Gil Cisneros D-CA · House | 2026-09-29 | sale | $15k – $50k |
| Gil Cisneros D-CA · House | 2026-09-21 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-07-16 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-05-22 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-03-27 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-03-03 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-01-20 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-11-13 | partial sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Oct 22, 2026.
See all MTSI political trades →Which hedge funds own MTSI?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Whale Rock Capital Alex Sacerdote | 989K | $376.10M | -16% |
| Millennium Management Israel Englander | 430K | $163.71M | +28% |
| Point72 Steve Cohen | 67K | $25.66M | -46% |
| Citadel Ken Griffin | 44K | $16.62M | -93% |
| Maverick Capital Lee Ainslie | 2K | $681.6K | NEW |
| Marshall Wace | 1K | $418.4K | -96% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are MACOM Technology Solutions Holdings, Inc. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 1, 26 | Roth Ambra R. | SVP, GC and Secretary | SELL | 653 | $196K |
| Aug 28, 26 | Dennehy Robert | Senior VP and COO | SELL | 252 | $69K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 1.6K | $510K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 400 | $130K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 900 | $293K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 500 | $163K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 1.7K | $557K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 1.6K | $526K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 300 | $99K |
| Aug 17, 26 | Kober John | Senior VP and CFO | SELL | 400 | $132K |
SEC Form 4 filings as of Oct 23, 2026
See cluster-buy signals across all tickers →What are MTSI's key statistics?
Key statistics as of Oct 22, 2026
How does MTSI's valuation compare with the Technology sector?
| Metric | MTSI | Technology median | Companies in median |
|---|---|---|---|
| P/E ratio | 86.5 | 34.1 | 144 |
| Net margin | 20.70% | 13.36% | 161 |
| Return on equity | 17.09% | 16.22% | 163 |
Medians over the Technology stocks whose key statistics were refreshed in the last 35 days (newest Oct 26, 2026). P/E excludes loss-making companies.
MTSI price chart
Powered by TradingViewWhat does MACOM Technology Solutions Holdings, Inc. do?
MACOM Technology Solutions Holdings, Inc. is a leading provider of high-performance analog semiconductor solutions across radio frequency, microwave, millimeterwave, and lightwave spectra. The company designs and manufactures a broad portfolio of over 5,000 standard and custom devices, including integrated circuits, multi-chip modules, power pallets and transistors, diodes, amplifiers, switches, switch limiters, passive and active components, and complete subsystems. These products serve critical applications in networks for carrier infrastructure, cloud data centers, wired broadband, cellular backhaul, photonic solutions, and fiber optic networks; aerospace and defense systems such as radar, RF jammers, electronic countermeasures, and communication data links; and multi-market areas including industrial, medical, test and measurement, and scientific instruments. MACOM Technology Solutions Holdings, Inc. supports over 6,500 end customers worldwide through direct sales, representatives, and distributors, leveraging expertise in GaN, GaAs, InP, and other technologies via its fab-rite model that combines internal fabrication with foundry services. Founded in 1950 and headquartered in Lowell, Massachusetts, the company operates multiple design centers and facilities across the United States, Europe, and Asia to deliver reliable, high-frequency solutions for telecommunications, industrial, defense, and datacenter industries.