MACOM Technology Solutions (MTSI)

MACOM Technology Solutions Inc. • Mindspeed Technologies, LLC • MACOM Connectivity Solutions, LLC • M/A-COM Technology Solutions International Limited • M/A-COM Technology • MACOM Technology Solutions Limited • M/A-COM Tech Asia Inc. • MACOM Technology • MACOM Japan Limited • MACOM Technology Solutions Canada Inc. ...

IRS number

270306875

MTSI stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Northland Capital Markets

Latest filings (excl ownership)

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6 Feb 25

MACOM Reports Fiscal First Quarter 2025 Financial Results

6 Feb 25

DEFA14A

Additional proxy soliciting materials

16 Jan 25

DEFA14A

Additional proxy soliciting materials

16 Jan 25

Entry into a Material Definitive Agreement

20 Dec 24

8-K

MACOM Refinances Approximately 65% of Existing Convertible Notes with New Notes at 0% Coupon and 27.5% Conversion Premium

12 Nov 24

MACOM Reports Fiscal Fourth Quarter and Fiscal Year 2024 Financial Results

1 Aug 24

Transcripts

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MTSI

Earnings call transcript

2025 Q1

6 Feb 25

MTSI

Earnings call transcript

2024 Q4

7 Nov 24

MTSI

Earnings call transcript

2024 Q3

1 Aug 24

MTSI

Earnings call transcript

2024 Q2

2 May 24

MTSI

Earnings call transcript

2024 Q1

1 Feb 24

MTSI

Earnings call transcript

2023 Q4

9 Nov 23

MTSI

Earnings call transcript

2023 Q3

3 Aug 23

MTSI

Earnings call transcript

2023 Q3

3 Aug 23

MTSI

Earnings call transcript

2023 Q2

4 May 23

MTSI

Earnings call transcript

2023 Q1

2 Feb 23

Latest ownership filings

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Notice of proposed sale of securities

PRICE T ROWE ASSOCIATES INC /MD/

14 Feb 25

144

Notice of proposed sale of securities

Notice of proposed sale of securities

10 Feb 25

Financial summary

Financial statements Chart MTSI financial data

Quarter (USD)	Jan 25	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 24	Sep 23	Sep 22	Oct 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	232.70 mm	232.70 mm	232.70 mm	232.70 mm	232.70 mm	232.70 mm
Cash burn (monthly)	(no burn)	(no burn)	56.65 mm	7.81 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	n/a	113.44 mm	15.63 mm	n/a	n/a
Cash remaining	n/a	n/a	119.26 mm	217.06 mm	n/a	n/a
Runway (months of cash)	n/a	n/a	2.1	27.8	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

MTSI institutional ownership history Ownership history

83.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	381	333	+14.4%
Opened positions	84	57	+47.4%
Closed positions	36	63	-42.9%
Increased positions	117	114	+2.6%
Reduced positions	115	110	+4.5%

13F shares	Current	Prev Q	Change
Total value	6.98 tn	6.08 tn	+14.8%
Total shares	62.30 mm	61.94 mm	+0.6%
Total puts	58.60 k	35.50 k	+65.1%
Total calls	334.90 k	214.30 k	+56.3%
Total put/call ratio	0.2	0.2	+5.6%

Largest owners	Shares	Value	Change
Vanguard	6.52 mm	$846.66 bn	+6.0%
BlackRock	5.43 mm	$705.78 bn	+4.2%
FMR	4.73 mm	$613.93 bn	+4.0%
T. Rowe Price	4.00 mm	$519.40 mm	+38.9%
IVZ Invesco	3.53 mm	$459.02 bn	-4.6%
Artisan Partners Limited Partnership	2.71 mm	$352.51 bn	-7.7%
STT State Street	2.02 mm	$262.55 bn	+0.6%
Point72 Asset Management	1.97 mm	$256.24 bn	-22.8%
T. Rowe Price Investment Management	1.48 mm	$192.90 mm	-11.5%
Alliancebernstein	1.43 mm	$186.36 bn	-12.4%

Largest transactions	Shares	Bought/sold	Change
T. Rowe Price	4.00 mm	+1.12 mm	+38.9%
Norges Bank	637.62 k	+637.62 k	NEW
RSM Us Wealth Management	0.00	-600.23 k	EXIT
Point72 Asset Management	1.97 mm	-582.90 k	-22.8%
Hood River Capital Management	294.45 k	-504.89 k	-63.2%
Vanguard	6.52 mm	+368.98 k	+6.0%
Lord, Abbett & Co.	281.71 k	+281.71 k	NEW
Massachusetts Financial Services	240.63 k	+240.63 k	NEW
Artisan Partners Limited Partnership	2.71 mm	-227.11 k	-7.7%
CSS	227.00 k	+227.00 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

MTSI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
21 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	124.07	11,459	1.42 mm	4,677,766
20 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	124.08	97,527	12.10 mm	4,689,225
19 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	124.08	36,884	4.58 mm	4,786,752
18 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	124.13	300,000	37.24 mm	4,823,636
14 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	124.04	27,278	3.38 mm	5,123,636
14 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	123.23	259,357	31.96 mm	5,150,914
13 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	123.05	74,472	9.16 mm	5,410,271
12 Feb 25	Geoffrey G Ribar	Common Stock	Sell	Dispose S	No	No	121.61	6,656	809.44 k	14,031
11 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	123.32	25,003	3.08 mm	5,484,743
10 Feb 25	Ocampo Susan	Common Stock	Sell	Dispose S	Yes	No	126.05	402	50.67 k	5,509,746