AlphAIalphai — Financial news for AI agents
SEC EDGARJUN 22 min read$MTSI

Daly Stephen G sold $39K of MTSI

Daly Stephen G (President and CEO) sold 100 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $386.46 on 2026-05-29 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Daly Stephen G
Published Jun 2, 2026, 8:42 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jun 2, 2026, 8:58 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefInsider activity
Primary signal
$MTSI
Neutral
medium confidence
Mentioned
$MTSI
Relevance
6/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$MTSINeutralLow
01

Why it matters

The event provides transparency on management trading but does not, by itself, signal a new business development.

02

Market read

Traders may log it as a minor sentiment datapoint; it is unlikely to drive a standalone re-rating.

03

What to watch

The disclosure doesn’t indicate whether other insiders or large holders changed positions; also the sale size is small relative to typical market moves.

Relevance 6/10Novelty 2/10Timing: Filed after-hours on 2026-06-02; reflects trade dated 2026-05-29.

Background

This is an SEC Form 4 insider transaction for MACOM Technology Solutions Holdings, Inc. (MTSI).

Company-level read

Ticker impact

$MTSINeutralMedium confidence
Context

MTSI CEO Stephen G. Daly sold $38.6K of company stock in an open-market transaction under a pre-arranged 10b5-1 plan.

Expected impact

Minimal near-term impact; any reaction is likely noise unless accompanied by unusual volume or additional disclosures.

Evidence & confidence

The filing is a routine insider transaction with a stated 10b5-1 plan and only 100 shares sold, reducing the likelihood of a new fundamental catalyst.

Market effects

Sector

No clear sector read-through; this is company-specific insider disclosure without operational/regulatory changes.

Regional

None indicated.

Global

None indicated.

Counterpoint

What could challenge this read

Even 10b5-1 sales can coincide with management views on near-term valuation; traders may still watch for follow-on insider activity.

Key entities

  • issuer
    MACOM Technology Solutions Holdings, Inc.

    Subject of the Form 4 insider sale by CEO Stephen G. Daly.

  • insider
    Stephen G. Daly

    President and CEO who sold 100 shares at $386.46 on 2026-05-29 under a 10b5-1 plan.

Read at source← All news

Related articles

AUG 7
$MTSIMedAI 8/10

MACOM Technology Solutions Holdings (MTSI) Is Up 20.0% After Record Q3 Results And Upbeat Q4 Outlook – Has The Bull Case Changed?

Simply Wall St reports MACOM Technology Solutions Holdings (MTSI) posted record fiscal Q3 2026 results, with sales of $342.24 million and net income of $100.71 million, and issued fiscal Q4 2026 revenue guidance of $415 million to $425 million. The article links the outlook to data center and connectivity demand and discusses related execution and cyclicality risks.

simplywall.st5 min
AUG 7
$MTSIHighAI 9/10

MTSI Q3 Earnings Surpass Expectations, Revenues Rise Y/Y

MACOM Technology Solutions Holdings (MTSI) reported Q3 FY2026 adjusted EPS of $1.40, 4.5% above the Zacks Consensus, with bottom-line growth of 55.6% y/y. Revenue rose to $342.2 million, 2.1% above estimate. The company posted a 1.6 book-to-bill and guided Q4 revenue $415–$425 million and adjusted EPS $1.97–$2.03.

theglobeandmail.com6 min
AUG 6
$MTSIMedAI 8/10

MACOM (NASDAQ:MTSI) Q2 Sales Beat Estimates

MACOM Technology Solutions (NASDAQ: MTSI) reported Q2 CY2026 revenue of $342.2 million, up 35.8% year on year and 1.9% above estimates. It guided next-quarter revenue to $420 million at the midpoint, 14.8% above analyst expectations. Non-GAAP EPS was $1.40, 3.8% above consensus. Shares rose 3.7% to $273.18 after the release.

financialcontent.com5 min
AUG 6
$MTSIMedAI 8/10

Why is MACOM Technology Solutions stock surging today?

MACOM Technology Solutions (MTSI) shares rose about 7.6% in pre-open after the company reported fiscal Q3 2026 results. Adjusted EPS was $1.40 versus about $1.35 expected, with adjusted gross margin at 59.7% versus 58.5% prior quarter. Revenue consensus was ~$335M. The move was largely company-specific as major indexes were flat.

investing.com2 min
AUG 6
$MTSIMed

MACOM Technology Solutions Holdings, Inc. (MTSI): Results of Operations and Financial Condition

MACOM Technology Solutions Holdings, Inc. (MTSI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex99_1earningsreleaseq3fy26.htm EX-99.1 Document MACOM Reports Fiscal Third Quarter 2026 Financial Results LOWELL, MA, August 6, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its

SEC EDGAR 8-K6 min
JUL 11
$MRVLMedAI 8/10

5 Under the Radar AI Chip Stocks Powering the Data Center Boom

The article highlights AI data-center chip and connectivity stocks, citing YTD gains for MRVL (+187%) and ALAB (+151%). It reports Marvell Q1 FY2027 revenue $2.418B and Arm Q4 FY2026 revenue $1.49B with data-center royalties up. It also cites Cerebras’ $20B OpenAI inference deal and $1B loan, plus MACOM Q2 FY2026 revenue $288.95M.

yahoo.com7 min