MACOM Technology Solutions rises on technical breakout
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 03 2024
0mins
Source: 4
MACOM Technology Solutions Holdings Inc. shares increased by 5.01% as the stock crossed above its 20-day SMA, indicating a bullish trend.
The rise in MACOM's stock price is attributed to sector rotation, as the broader market, including the Nasdaq-100 and S&P 500, showed slight gains. This shift in investor sentiment has favored technology stocks, contributing to MACOM's positive movement.
Investors are optimistic about MACOM's future performance, especially as the technology sector continues to attract interest amid overall market stability.
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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: 379.870
Low
165.00
Averages
193.50
High
220.00
Current: 379.870
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. Its 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 specializes 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.
MACOM Unveils New Satellite Communication Solutions
- High Power D2D Solution: MACOM's direct-to-device SATCOM solution features a driver amplifier and power amplifier that deliver up to 1W average output power and 45dB gain, significantly enhancing signal chain performance to meet industry demands for high efficiency.
- K/Ka-Band Link Innovation: The novel thermal compensation attenuator combined with K/Ka-band amplifiers aims to minimize gain variation due to temperature changes, thereby improving performance consistency in dynamic environments and simplifying overall system design to enhance market competitiveness.
- W-Band Product Showcase: The demonstration includes a 24dBm power amplifier operating from 80 to 100GHz and a low noise amplifier across 75 to 100GHz, delivering a 2.8dB noise figure and 23dB gain, addressing the next generation SATCOM's requirements for high frequency and low noise.
- Free Space Optical and RF Technology: MACOM showcases components supporting both free space optical and fiber-based links, covering optical transport architectures for ground-to-ground, ground-to-satellite, and satellite-to-satellite communications, demonstrating its technological strength and market potential in the SATCOM sector.
See More
Aristotle Capital Reduces Stake in ACI Worldwide by $4.44 Million
- Stake Reduction Details: Aristotle Capital sold 105,810 shares of ACI Worldwide in Q1 2026, with an estimated trade value of $4.44 million, indicating a cautious outlook on the company's future performance.
- Market Value Decline: This reduction resulted in a $9.56 million decrease in ACI Worldwide's quarter-end market value, reflecting the negative impact of stock price fluctuations on the investment portfolio, which may affect investor confidence.
- Financial Performance Analysis: Despite ACI's Q1 revenue rising 8% to $426 million and adjusted EBITDA climbing 12% to $105 million, its stock price fell 15%, underperforming the S&P 500, which raises concerns about its market competitiveness.
- Uncertain Future Outlook: Although ACI's underlying business improved and management raised full-year guidance, investors remain cautious about its ability to sustain earnings growth, particularly in the rapidly evolving fintech sector.
See More
Hot CPI Drives Treasury Yields Higher, Impacting Growth Stocks
- Rising Treasury Yields: April's hotter-than-expected CPI data has led to an increase in Treasury yields, creating direct headwinds for high-multiple growth stocks, particularly in the semiconductor sector, which saw widespread declines.
- Semiconductor Stock Performance: Stocks of companies like MACOM, Marvell, Applied Materials, KLA, and Lam Research fell by 4.5%, 6%, 4.7%, 4.5%, and 4.1% respectively, indicating a compression in market expectations for future earnings.
- Market Overreaction: Despite the market's sharp reaction to the news, significant price drops may present good buying opportunities for investors looking for high-quality stocks, especially in the current economic climate.
- Marvell Technology Dynamics: Marvell's shares have been extremely volatile, rising 80.3% year-to-date and trading close to their 52-week high, with investors remaining cautiously optimistic about its future performance despite recent uncertainties.
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 Unveils New Satellite Communication Solutions
- High Power D2D Solution: MACOM's direct-to-device SATCOM solution features a driver amplifier and power amplifier that deliver up to 1W average output power and 45dB gain, significantly enhancing signal chain performance to meet industry demands for high efficiency.
- K/Ka-Band Link Innovation: The novel thermal compensation attenuator combined with K/Ka-band amplifiers aims to minimize gain variation due to temperature changes, thereby improving performance consistency in dynamic environments and simplifying overall system design to enhance market competitiveness.
- W-Band Product Showcase: The demonstration includes a 24dBm power amplifier operating from 80 to 100GHz and a low noise amplifier across 75 to 100GHz, delivering a 2.8dB noise figure and 23dB gain, addressing the next generation SATCOM's requirements for high frequency and low noise.
- Free Space Optical and RF Technology: MACOM showcases components supporting both free space optical and fiber-based links, covering optical transport architectures for ground-to-ground, ground-to-satellite, and satellite-to-satellite communications, demonstrating its technological strength and market potential in the SATCOM sector.
See More
Aristotle Capital Reduces Stake in ACI Worldwide by $4.44 Million
- Stake Reduction Details: Aristotle Capital sold 105,810 shares of ACI Worldwide in Q1 2026, with an estimated trade value of $4.44 million, indicating a cautious outlook on the company's future performance.
- Market Value Decline: This reduction resulted in a $9.56 million decrease in ACI Worldwide's quarter-end market value, reflecting the negative impact of stock price fluctuations on the investment portfolio, which may affect investor confidence.
- Financial Performance Analysis: Despite ACI's Q1 revenue rising 8% to $426 million and adjusted EBITDA climbing 12% to $105 million, its stock price fell 15%, underperforming the S&P 500, which raises concerns about its market competitiveness.
- Uncertain Future Outlook: Although ACI's underlying business improved and management raised full-year guidance, investors remain cautious about its ability to sustain earnings growth, particularly in the rapidly evolving fintech sector.
See More
Hot CPI Drives Treasury Yields Higher, Impacting Growth Stocks
- Rising Treasury Yields: April's hotter-than-expected CPI data has led to an increase in Treasury yields, creating direct headwinds for high-multiple growth stocks, particularly in the semiconductor sector, which saw widespread declines.
- Semiconductor Stock Performance: Stocks of companies like MACOM, Marvell, Applied Materials, KLA, and Lam Research fell by 4.5%, 6%, 4.7%, 4.5%, and 4.1% respectively, indicating a compression in market expectations for future earnings.
- Market Overreaction: Despite the market's sharp reaction to the news, significant price drops may present good buying opportunities for investors looking for high-quality stocks, especially in the current economic climate.
- Marvell Technology Dynamics: Marvell's shares have been extremely volatile, rising 80.3% year-to-date and trading close to their 52-week high, with investors remaining cautiously optimistic about its future performance despite recent uncertainties.
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
