New insider activity at MACOM Technology Solutions Holdings ( (MTSI) ) has taken place on May 15, 2026.
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Director Charles Bland has trimmed his stake in MACOM Technology Solutions Holdings, selling 800 shares of the company’s stock in a transaction valued at $304,000.
Recent Updates on MTSI stock
Macom Technology Solutions saw multiple analysts lift their price views in the past day, largely on stronger fundamentals and guidance. Northland cited a solid beat in fiscal Q2 and a sharp step up in Q3 outlook, while Susquehanna pointed to improved guidance tied to an inflection in the data center end market, and other firms referenced accelerating growth, robust bookings, and surging data center demand as key drivers.
Spark’s Take on MTSI Stock
According to Spark, TipRanks’ AI Analyst, MTSI is a Outperform.
The score is driven primarily by strong TTM financial performance and a very positive earnings call with upbeat revenue/margin guidance and record bookings/backlog. Offsetting these strengths are an overextended technical setup (very high RSI/Stoch) and a demanding valuation (high P/E with no dividend yield), which increase downside sensitivity if execution or cycle conditions weaken.
To see Spark’s full report on MTSI stock, click here.
More about MACOM Technology Solutions Holdings
YTD Price Performance: 123.94%
Average Trading Volume: 1,191,468
Technical Sentiment Signal: Buy
Current Market Cap: $29.26B