AlphAIAlphAI — Financial news for AI agents
SEC EDGAROCT 51 min read$MTSI

Roth Ambra R. sold $196K of MTSI

Roth Ambra R. (SVP, GC and Secretary) sold 653 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $300.00 ($0.20M total) on 2026-10-01 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Roth Ambra R.
Published Oct 5, 2026, 8:41 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 5, 2026, 8:42 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
Bearish
medium confidence
Mentioned
$MTSI
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$MTSIBearishLow
01

Why it matters

The transaction size is modest, likely causing minimal market reaction.

02

Market read

Provides a primary source update on insider activity, useful for compliance and short‑term sentiment monitoring.

03

What to watch

The insider retains over 9,000 shares, representing a long‑term stake.

Relevance 3/10Novelty 2/10Timing: filing posted after market close on 2026-10-05

Background

Form 4 filing discloses a routine insider sale by a senior officer of MACOM Technology Solutions Holdings.

Company-level read

Ticker impact

$MTSIBearishMedium confidence
Context

SVP and Secretary sold 653 shares for $195,900 on 2026-10-01 via a 10b5‑1 plan.

Expected impact

likely slight pressure as the market prices in the insider sale

Evidence & confidence

A 10b5‑1 sale of $196K by a senior officer signals no immediate material change, but any insider sell can nudge the stock lower.

Market effects

Sector

None significant; MACOM operates in the semiconductor components sector.

Regional

No broader regional effect.

Global

Limited to investors tracking insider activity.

Counterpoint

What could challenge this read

The sale may be routine and not indicative of negative outlook; price could remain stable.

Key entities

  • Officer
    Roth Ambra R.

    SVP, General Counsel and Secretary of MACOM

Read at source← All news

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.

MTSI insider trading history →

Related articles

OCT 27
$MTSIHigh

MACOM Rose 6% as Raymond James Upgrade Calls 30% October Slide an Opportunity

MACOM Technology Solutions (MTSI) shares rose 6% after Raymond James upgraded the stock to Outperform with a $300 price target, citing a 30% October decline as a buying opportunity. The company expects fiscal Q4 revenue of $415M-$425M and analysts project 55% EPS growth by fiscal 2027. MACOM's forward P/E is below its 5-year average, and the company reports earnings on Nov. 5.

finance.yahoo.com2 min
OCT 27
$MTSIMed

Raymond James upgrades MACOM stock on diversified growth outlook

Raymond James upgraded MACOM Technology Solutions (MTSI) to Outperform with a $300 price target, citing diversified growth in data centers, space, defense, and communications. The stock has fallen 30% since October but is up 42% year-to-date. The firm expects 37% revenue growth in fiscal 2026 and 40% in fiscal 2027, highlighting MACOM's lean structure and attractive valuation with a PEG ratio of 0.18.

investing.com1 min
OCT 6
$MTSIMed

MACOM (MTSI) Shares Skyrocket, What You Need To Know

MACOM Technology Solutions (MTSI) shares rose 7.3% after BMO Capital upgraded the stock to Outperform, citing strong interest in its 3.2-terabit optical chipset for AI data centers. The company showcased its RF and microwave products at European Microwave Week, driving investor interest. MTSI shares are up 100% YTD but remain 14.4% below their 52-week high. The stock is volatile, with 42 moves greater than 5% in the past year.

financialcontent.com2 min