MACOM Enters Long-Term Supply Agreements with IQE
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
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Should l Buy MTSI?
Source: Newsfilter
- Long-Term Supply Agreements: MACOM's signing of Long-Term Supply Agreements (LTSAs) with IQE will cover multiple technologies, expected to further secure MACOM's supply chain and support its growth strategy.
- Investment Amount Confirmed: MACOM plans to invest £45 million in IQE, in the form of equity and a convertible loan note, which not only strengthens the partnership but also enhances IQE's financial performance.
- Board Representation: As part of the investment, MACOM will gain representation on IQE's board of directors, providing MACOM with greater influence in IQE's decision-making and further solidifying their strategic collaboration.
- Supply Chain Resilience Enhancement: MACOM CEO Stephen G. Daly stated that this transaction will enhance the company's supply chain resilience while helping IQE improve its balance sheet and overall financial performance.
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Analyst Views on MTSI
Wall Street analysts forecast MTSI stock price to fall
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 359.880
Low
165.00
Averages
193.50
High
220.00
Current: 359.880
Low
165.00
Averages
193.50
High
220.00
About MTSI
MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance semiconductor products for the industrial and defense, data center and telecommunications industries. It services over 6,000 customers annually with a product portfolio that incorporates radio frequency (RF), microwave, analog and mixed signal and optical semiconductor technologies. The Company is specialized in application, analog and mixed signal circuit design, compound semiconductor fabrication (including gallium arsenide (GaAs), gallium nitride (GaN), indium phosphide (InP) and specialized silicon), advanced packaging and back-end assembly and test. It offers a broad portfolio of standard and custom devices, which include integrated circuits (IC), multi-chip modules (MCM), diodes, amplifiers, switches and switch limiters, passive and active components and RF and optical subsystems. Its products are electronic components that its customers generally incorporate into larger electronic systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $8.83 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 24,530 shares of its common stock on May 8, with a total market value of approximately $8.83 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 2.2 million shares since February 12, 2026.
Total Value of Reduced Shares: The total value of the shares reduced by Ocampo Susan is approximately $605 million.
Market Impact: The sale and reduction in shareholding may impact the market perception and valuation of MACOM Technology Solutions.
See More
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $132.66 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susana intends to sell 400,000 shares of its common stock on May 7, with a total market value of approximately $132.66 million.
Reduction in Holdings: Ocampo Susana has reduced its shareholding in MACOM Technology Solutions by 1.8 million shares since February 12, 2026, valued at approximately $472.34 million.
See More
MACOM Technology Reports Strong Q2 Earnings and Optimistic Guidance
- Significant Revenue Growth: MACOM reported $289 million in revenue for Q2 fiscal 2026, reflecting a 6.4% sequential increase and over 22% year-on-year growth, indicating strong market demand and the company's competitive position in the industry.
- Record Backlog: The company achieved a book-to-bill ratio of 1.5:1 in Q2, with backlog at an all-time high, suggesting substantial future growth potential, particularly in the industrial and defense sectors.
- Upgraded Data Center Growth Outlook: MACOM raised its FY26 revenue growth forecast for Data Centers from 35% to over 60%, driven by robust demand for pluggable optical modules and optical cable production, further solidifying its market position.
- Strong Financial Performance: Adjusted gross profit for Q2 was $169 million, with a gross margin of 58.5%, and the company expects gross margins to reach approximately 60% next quarter, demonstrating ongoing improvements in cost control and profitability.
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MACOM Technology Reports Strong Q2 Earnings and Guidance
- Significant Earnings Growth: MACOM Technology reported an adjusted EPS of $1.09 for Q2 ending April 3, with revenue rising 22.5% year-over-year to $289 million, demonstrating strong performance in the semiconductor market and solidifying its market position.
- Margin Improvement: The adjusted gross margin for the quarter was 58.5%, with adjusted operating income at $80.5 million, indicating substantial progress in cost control and operational efficiency, thereby enhancing profitability.
- Optimistic Future Outlook: MACOM expects Q3 revenue to range between $331 million and $339 million, with adjusted gross margin projected between 59% and 60%, and adjusted EPS anticipated between $1.31 and $1.37, reflecting the company's confidence in future growth.
- Strong Stock Performance: MACOM's shares have surged over 77% year-to-date and 173% over the past 12 months, indicating high market recognition of its performance and outlook, potentially attracting more investor interest.
See More
MACOM Q2 Earnings Exceed Expectations
- Strong Earnings Performance: MACOM reported a Q2 non-GAAP EPS of $1.09, beating expectations by $0.02, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Significant Revenue Growth: The company achieved revenue of $289 million, a 22.5% year-over-year increase, surpassing expectations by $4.41 million, demonstrating robust demand for its products, particularly in the data center components sector.
- Margin Improvement: The adjusted gross margin rose to 58.5%, up from 57.5% in the same quarter last year and 57.6% in the previous quarter, showcasing improvements in cost control and operational efficiency.
- Optimistic Future Outlook: MACOM expects Q3 revenue to range between $331 million and $339 million, with adjusted gross margins projected between 59.0% and 60.0%, indicating confidence in future growth and anticipated market demand.
See More
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $54.53 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 176,666 shares of its common stock on May 6, with a total market value of approximately $54.53 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions (MTSI.U.S) by 1.73 million shares since February 6, 2026, valued at approximately $441.4 million.
See More
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $8.83 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 24,530 shares of its common stock on May 8, with a total market value of approximately $8.83 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions by 2.2 million shares since February 12, 2026.
Total Value of Reduced Shares: The total value of the shares reduced by Ocampo Susan is approximately $605 million.
Market Impact: The sale and reduction in shareholding may impact the market perception and valuation of MACOM Technology Solutions.
See More
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $132.66 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susana intends to sell 400,000 shares of its common stock on May 7, with a total market value of approximately $132.66 million.
Reduction in Holdings: Ocampo Susana has reduced its shareholding in MACOM Technology Solutions by 1.8 million shares since February 12, 2026, valued at approximately $472.34 million.
See More
MACOM Technology Reports Strong Q2 Earnings and Optimistic Guidance
- Significant Revenue Growth: MACOM reported $289 million in revenue for Q2 fiscal 2026, reflecting a 6.4% sequential increase and over 22% year-on-year growth, indicating strong market demand and the company's competitive position in the industry.
- Record Backlog: The company achieved a book-to-bill ratio of 1.5:1 in Q2, with backlog at an all-time high, suggesting substantial future growth potential, particularly in the industrial and defense sectors.
- Upgraded Data Center Growth Outlook: MACOM raised its FY26 revenue growth forecast for Data Centers from 35% to over 60%, driven by robust demand for pluggable optical modules and optical cable production, further solidifying its market position.
- Strong Financial Performance: Adjusted gross profit for Q2 was $169 million, with a gross margin of 58.5%, and the company expects gross margins to reach approximately 60% next quarter, demonstrating ongoing improvements in cost control and profitability.
See More
MACOM Technology Reports Strong Q2 Earnings and Guidance
- Significant Earnings Growth: MACOM Technology reported an adjusted EPS of $1.09 for Q2 ending April 3, with revenue rising 22.5% year-over-year to $289 million, demonstrating strong performance in the semiconductor market and solidifying its market position.
- Margin Improvement: The adjusted gross margin for the quarter was 58.5%, with adjusted operating income at $80.5 million, indicating substantial progress in cost control and operational efficiency, thereby enhancing profitability.
- Optimistic Future Outlook: MACOM expects Q3 revenue to range between $331 million and $339 million, with adjusted gross margin projected between 59% and 60%, and adjusted EPS anticipated between $1.31 and $1.37, reflecting the company's confidence in future growth.
- Strong Stock Performance: MACOM's shares have surged over 77% year-to-date and 173% over the past 12 months, indicating high market recognition of its performance and outlook, potentially attracting more investor interest.
See More
MACOM Q2 Earnings Exceed Expectations
- Strong Earnings Performance: MACOM reported a Q2 non-GAAP EPS of $1.09, beating expectations by $0.02, indicating a sustained enhancement in profitability and reflecting its competitive position in the market.
- Significant Revenue Growth: The company achieved revenue of $289 million, a 22.5% year-over-year increase, surpassing expectations by $4.41 million, demonstrating robust demand for its products, particularly in the data center components sector.
- Margin Improvement: The adjusted gross margin rose to 58.5%, up from 57.5% in the same quarter last year and 57.6% in the previous quarter, showcasing improvements in cost control and operational efficiency.
- Optimistic Future Outlook: MACOM expects Q3 revenue to range between $331 million and $339 million, with adjusted gross margins projected between 59.0% and 60.0%, indicating confidence in future growth and anticipated market demand.
See More
Insider at MACOM Technology Solutions (MTSI.US) Plans to Sell $54.53 Million in Common Stock via Form 144
Share Sale Announcement: Ocampo Susan intends to sell 176,666 shares of its common stock on May 6, with a total market value of approximately $54.53 million.
Reduction in Shareholding: Ocampo Susan has reduced its shareholding in MACOM Technology Solutions (MTSI.U.S) by 1.73 million shares since February 6, 2026, valued at approximately $441.4 million.
See More
