SEC EDGARJUN 21 min read$MTSI

Daly Stephen G sold $156K of MTSI

Daly Stephen G (President and CEO) sold 400 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $391.07 ($0.16M total) 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 Desk Scoring methodology Report 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

Why it matters

The disclosure updates the insider-activity tape but does not introduce new operating or financial information.

Market read

Traders may treat this as low-signal unless it is part of a larger pattern of insider behavior or coincides with other catalysts.

What to watch

The article provides only the sale size and plan type; it does not indicate whether there were concurrent buys, option exercises, or broader insider activity trends.

Relevance 6/10Novelty 3/10Timing: Filed 2026-06-02; sale executed 2026-05-29 under a 10b5-1 plan.

Background

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

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$MTSINeutralMedium confidence

Context

MTSI CEO Stephen G. Daly sold 400 shares ($156,428) via an open-market transaction under a pre-arranged 10b5-1 plan.

Expected impact

Likely limited near-term impact; any reaction should be small and short-lived unless paired with other news.

Evidence & confidence

The filing is a routine 10b5-1 sale with a small share count relative to typical liquidity; no earnings, guidance, or deal information is included.

Market effects

Sector

Minimal; single-company insider transaction without sector-wide signal.

Regional

None indicated.

Global

None indicated.

Counterpoint

What could challenge this read

Even with 10b5-1, repeated insider selling can coincide with management’s view of near-term valuation risk; traders may watch for follow-on sales.

Key entities

issuer
MACOM Technology Solutions Holdings, Inc.
Subject of the Form 4 insider sale by its CEO under a 10b5-1 plan.
insider
Daly Stephen G
President and CEO who sold 400 shares at $391.07 on 2026-05-29.

Read at source ← All news

SEP 17

$MTSIMed

MACOM (MTSI) Stock Is Up, What You Need To Know

MACOM Technology Solutions (MTSI) rose 4.9% after announcing a 3.2T chipset for AI infrastructure, offering 3.2Tbps throughput. The stock is up 50.9% YTD but 35.5% below its 52-week high. Recent AI safety concerns caused a 11.9% drop days prior, per CNBC.

financialcontent.com2 min

SEP 14

$AMATMed

Applied Materials, Lam Research, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know

Shares of Applied Materials, Lam Research, Monolithic Power Systems, Marvell Technology, and MACOM fell 6.4%, 7.7%, 7.1%, 6.9%, and 11.9% respectively, after CEOs of Anthropic, OpenAI, and SpaceX called for a slowdown in AI development, raising concerns about tech valuations and chipmaker earnings.

finance.yahoo.com2 min

SEP 7

$MTSIHighAI 8/10

MACOM’s (MTSI) Earnings Explosion Raises A Very Big Question

MACOM Technology Solutions (MTSI) reported Q3 revenue of $342.2M, up 35.8% YoY, with net income tripling to $100.7M. Gross margin rose to 58.3%, and adjusted EPS reached $1.40. The company guided Q4 revenue to $415M-$425M, with adjusted EPS of $1.97-$2.03.

yahoo.com3 min

AUG 24

$MCHPMed

Analog Semiconductors Stocks Q2 Teardown: Microchip Technology (NASDAQ:MCHP) Vs The Rest

Microchip Technology (MCHP) and 13 other analog semiconductor stocks reported Q2 earnings, with revenues beating estimates by 1.8% and next quarter's guidance 4.9% above. MCHP reported $1.48B revenue, up 38% YoY, and its stock is up 2.4%. Monolithic Power Systems (MPWR) had the strongest performance, while Himax (HIMX) had the slowest growth. The sector's stocks are down 2.2% on average since earnings.

stockstory.org2 min

AUG 21

$NVDAMed

BMO starts chip stocks coverage: Here are its preferred picks

BMO Capital Markets initiated coverage of semiconductor and quantum computing sectors, favoring AI-exposed and analog chipmakers. Nvidia (top pick) received an Outperform rating and $340 target, with expected revenue growth of 84% and 50% in FY27 and 2028. Other picks include Broadcom, Micron, AMD, Marvell, Semtech, Analog Devices, Microchip, and Impinj. BMO predicts a memory market supercycle and AI-driven capex growth.

investing.com3 min

AUG 17