$MTSI

Dennehy Robert sold $69K of MTSI

Dennehy Robert (Senior VP and COO) sold 252 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $275.20 on 2026-08-28 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Dennehy Robert
Published Sep 1, 2026, 8:36 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 1, 2026, 8:55 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
high confidence
Mentioned
$MTSI
Relevance
2/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$MTSINeutralLow
01

Why it matters

The disclosed sale is modest and unlikely to move the stock, but it adds to the transparency of insider holdings.

02

Market read

Routine insider sale with limited trading relevance.

03

What to watch

Potential upcoming corporate actions or compensation plans not disclosed.

Relevance 2/10Novelty 4/10Timing: post‑market filing

Background

Form 4 filings disclose insider transactions; they are primary sources for insider activity.

Company-level read

Ticker impact

$MTSINeutralHigh confidence
Context

Senior VP and COO Robert Dennehy sold 252 shares for $69,350 via a 10b5‑1 plan on 2026‑08‑28.

Expected impact

Minimal impact; likely absorbed without noticeable price movement.

Evidence & confidence

The transaction size is small relative to market cap and disclosed through a Form 4, providing clear, verifiable data.

Market effects

No material effect on the broader semiconductor sector.

Limited to US investors monitoring insider activity.

None

Counterpoint

The sale could signal insider concern, but size is too small to infer meaningful sentiment.

Key entities

  • Robert Dennehy

    Senior Vice President and Chief Operating Officer of MACOM

  • MACOM Technology Solutions Holdings, Inc.

    US‑listed semiconductor company (ticker MTSI)

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.