$MTSI

Daly Stephen G sold $221K of MTSI

Daly Stephen G (President and CEO) sold 600 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $367.95 ($0.22M 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.
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

This provides a datapoint on insider activity but does not include new operational, financial, or strategic information.

02

Market read

Traders may monitor insider activity for sentiment, but 10b5-1 context usually limits actionable signal.

03

What to watch

The transaction size is modest (600 shares) relative to typical CEO holdings, and the plan was pre-arranged, lowering interpretive weight.

Relevance 6/10Novelty 3/10Timing: Filed 2026-06-02 (covers sale dated 2026-05-29)

Background

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

Company-level read

Ticker impact

$MTSINeutralMedium confidence
Context

SEC Form 4 shows MTSI CEO Stephen G. Daly sold 600 shares in an open-market transaction on 2026-05-29 under a 10b5-1 plan.

Expected impact

Low likelihood of a sustained price move; any impact would be short-lived unless paired with other news.

Evidence & confidence

The filing is an ownership-change disclosure tied to a pre-arranged 10b5-1 plan, which typically reduces interpretive signal versus discretionary selling.

Market effects

Minimal; this is company-specific insider activity without sector-wide read-across.

None.

None.

Counterpoint

10b5-1 sales can coincide with routine liquidity needs and may not reflect bearish fundamentals; the market may overreact to the headline.

Key entities

  • MACOM Technology Solutions Holdings, Inc.

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

  • Daly Stephen G

    President and CEO who sold 600 shares under a 10b5-1 plan.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$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.

$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.

$MTSIMed

Why MACOM (MTSI) Stock Is Trading Up Today

MACOM Technology Solutions (MTSI) shares rose about 3% to $326.57 after Benchmark reinstated coverage with a Buy rating and a $375 price target, according to TipRanks. Benchmark said roughly two-thirds of revenue comes from higher-growth end markets. The article also cites Bloomberg reporting Anthropic’s Q2 revenue rose more than 14-fold to over $11.5B.