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MACOM Technology Solutions Holdings, Inc. (MTSI)

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MACOM designs and makes semiconductor chips for data center, telecom and industrial customers. MTSI reports earnings on Thu, Nov 5, 2026. Analyst consensus is Strong Buy, based on the latest ratings from 4 firms (3 buy, 1 hold, 0 sell). Over the past 90 days StreetAlpha recorded 10 whale options trades in MTSI, 60% of them bullish and 40% bearish. In the past 30 days there were 4 dark pool prints.

Prices, price targets and earnings estimates for MTSI are shown to AI Starter and AI Pro members. Ratings, flow and news are open to everyone.See plans
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Next report
Nov 5
2026 · Time not announced
Consensus EPS forecast
EPS and revenue estimates
Year-ago EPS
Same quarter last year
Options-implied move
Move priced in by options
Analyst consensus
Strong Buy
Based on 4 analyst ratings (90 days)
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Analyst Ratings & Price Targets

Analyst Ratings →
Consensus · 90 days
Strong Buy
4firms
3 Buy1 Hold0 Sell
Each firm's latest rating on MTSI in the past 90 days
Average 12-month target
Price targets for MTSIThe average, highest and lowest analyst targets and the target chart are shown to AI Starter and AI Pro members.See plans
Latest rating changes
Raymond JamesUpgrade
Oct 27Buy
BMO CapitalInitiated
Aug 21Hold
Evercore ISI GroupMaintained
Aug 7Buy
NeedhamMaintained
Aug 6Buy
SusquehannaMaintained
Jul 21Hold
DateFirmActionRatingPrice target
Oct 27Raymond JamesUpgradeBuy
Aug 21BMO CapitalInitiatedHold
Aug 7Evercore ISI GroupMaintainedBuy
Aug 6NeedhamMaintainedBuy
Jul 21SusquehannaMaintainedHold
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Whale Options Flow

90D
Total alerts
10
Bullish
6
60%
Bearish
4
40%
Date span
Aug 6 – Oct 26
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Dark Pool

30D
Prints
4
Notional
Largest print
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AI Auto Pilots

Paper trading

StreetAlpha runs four autonomous AI traders powered by Anthropic's Claude. Each one reads options flow, dark pool prints, insider filings, sentiment, macro signals and technicals, then makes its own trading decisions in a paper portfolio. Every decision is logged and every trade is tracked, so you can see whether MTSI is in one of them and how their past MTSI trades turned out.

MTSI in the AI portfolios
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Macro & Market News

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StreetAlpha hasn't covered MTSI in an article yet. Here's the latest on the wider market.

MTSI Congress Trades

All congress trades →
Trades, 12 months
8
Buys
1
13%
Sells
7
88%
People
1
Last filed Oct 12
Who traded MTSI · since 2018
Latest 5 filings of 19
$15K – $50KTraded Sep 29, 2026Filed Oct 12, 2026
Gilbert CisnerosSell (partial)
$1K – $15KTraded Sep 21, 2026Filed Oct 12, 2026
Gilbert CisnerosSell (partial)
$1K – $15KTraded Jul 16, 2026Filed Sep 4, 2026
Gilbert CisnerosSell (partial)
$1K – $15KTraded May 22, 2026Filed Jun 8, 2026
Gilbert CisnerosSell (partial)
$1K – $15KTraded Mar 27, 2026Filed Apr 7, 2026
PersonTypeAmountTradedFiledDelay
Gilbert CisnerosD · CASell$15K – $50KSep 29, 2026Oct 12, 202613 d
Gilbert CisnerosD · CASell (partial)$1K – $15KSep 21, 2026Oct 12, 202621 d
Gilbert CisnerosD · CASell (partial)$1K – $15KJul 16, 2026Sep 4, 202650 d
Gilbert CisnerosD · CASell (partial)$1K – $15KMay 22, 2026Jun 8, 202617 d
Gilbert CisnerosD · CASell (partial)$1K – $15KMar 27, 2026Apr 7, 202611 d

Members of Congress and senior officials report trades up to 45 days later, as dollar ranges. Filings show a trade happened, not why. Not investment advice.

About MACOM Technology Solutions Holdings

MACOM designs and manufactures semiconductor products that operate at high frequencies, including RF, microwave, millimeter wave, optical and photonic devices. Its chips are used in test and measurement equipment, radar, space electronics, industrial, automotive and medical systems, as well as in data center interconnects and telecom networks such as 5G and satellite communications. The company sells through a direct sales team, independent sales representatives and distributors. It is based in Lowell, Massachusetts.

Headquarters
Lowell, MA
Founded
1950