MACOM Technology Solutions Holdings, Inc. (MTSI)

In the past six months, MACOM Technology Solutions Holdings, Inc. stock has experienced significant movements. The stock was up 31.60% over the past 12 months as of January 12, 2026, and as of February 7, 2026, the stock was trading at $235.87. Key events impacting the stock include exceeding forecasts for Q1 FY2026, analyst rating updates, reaching an all-time high stock price, strong Q4 2025 financial results, uncertainty over AI chip sales to China, and price target increases.

Demand for MACOM Technology Solutions Holdings, Inc.'s products and services shows some varied patterns across its key markets. The Data Center segment has shown particularly strong and robust growth, and the Industrial and Defense segment also consistently demonstrates strong demand. The Telecommunications segment can be more cyclical, and large project-based demand can be subject to scheduling adjustments.

MACOM Technology Solutions Holdings, Inc. is a leading provider of analog, digital, and mixed-signal semiconductor solutions, operating within the Technology sector, specifically in the Semiconductors industry. The company designs and manufactures high-performance semiconductor products for original equipment manufacturers and distributors, serving the Telecommunications, Industrial and Defense, and Data Center industries. Its product portfolio includes integrated circuits, multichip modules, power pallets and transistors, and complete subsystems crucial for various applications.

MACOM Technology Solutions Holdings, Inc. has a global presence, with approximately one-third of its revenue generated in the United States and the remaining revenue from other countries, including China, Japan, Singapore, and South Korea. The company operates facilities across the United States, Europe, and Asia, and its corporate headquarters are located in Lowell, Massachusetts, USA.

In the past year, MACOM Technology Solutions Holdings, Inc. has maintained a strong brand reputation, recognized for its expertise and commitment to quality in the semiconductor industry. MACOM is known for its strong commitment to research and development, advanced process technologies, and its ability to address complex design challenges. The company has achieved certifications to various standards, underscoring its commitment to quality and operational excellence.

MACOM Technology Solutions Holdings, Inc. is primarily owned by institutional investors, who collectively hold over three-quarters of the outstanding shares, including Vanguard Group Inc., BlackRock, Inc., and Fmr Llc. Significant individual and insider owners include John L. Ocampo, who holds 62.10% of the company's shares, Peter Y. Chung, and Susan Ocampo.