MTSI is the ticker symbol for MACOM Technology Solutions Holdings, Inc., a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks MTSI with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is MTSI a good stock to buy?

13F Pro's AI ranking engine scores MTSI at 69.1/100, ranked #272 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for MTSI is available at https://13fpro.ai/company/MTSI. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source MTSI data?

All MACOM Technology Solutions Holdings, Inc. fundamentals and ownership data come directly from SEC EDGAR. MACOM Technology Solutions Holdings, Inc. files with the SEC under CIK 1493594. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

MACOM Technology Solutions Holdings, Inc. MTSI

NasdaqLarge CapTechnology

13F Pro quality score

Rank #272 of 2,925TOP 10%

Why it scores 69 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$342.24M

Quarter to Jul 3

Net income

$100.71M

Quarter to Jul 3

Free cash flow

$59.20M

Quarter to Jul 3

Operating margin

22.5%

Quarter to Jul 3

Top Institutional Holders

as of Q2 2026

$27.66B total

FMR LLC

$4.00B-0.8%

BlackRock, Inc.

$3.62B+11.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

$1.37B+0.5%

VANGUARD CAPITAL MANAGEMENT LLC

$1.17B+2.4%

T. Rowe Price Investment Management, Inc.

$1.08B-36.5%

STATE STREET CORP

$860.49M+5.1%

Invesco Ltd.

$817.64M-41.5%

JPMORGAN CHASE & CO

$792.99M+5.4%

GEODE CAPITAL MANAGEMENT, LLC

$536.34M+3.7%

WELLINGTON MANAGEMENT GROUP LLP

$458.62M-22.1%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$443.58M+40.8%

Capital Research Global Investors

$413.14M-11.2%

NORGES BANK

$379.13M--

Whale Rock Capital Management LLC

$376.10M-15.8%

PRICE T ROWE ASSOCIATES INC /MD/

$372.81M+7.1%

Neuberger Berman Group LLC

$314.39M+4.8%

GOLDMAN SACHS GROUP INC

$309.02M+88.6%

FRANKLIN RESOURCES INC

$303.87M+59.2%

Qube Research & Technologies Ltd

$300.75MNew

Polar Capital Holdings Plc

$285.47M-19.4%

Jupiter Topco LLC

$256.61M--

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$253.58M+0.9%

BANK OF AMERICA CORP /DE/

$247.73M+35.5%

GW&K Investment Management, LLC

$241.44M-24.4%

Rafferty Asset Management, LLC

$240.69M+35.3%

See all 659 institutional holders →

What's Driving MTSI's Business? Latest 10-Q Breakdown

35/35 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q3 FY2026 (quarter ended July 3, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 35.8% YoY to $342.2 million as Data Center sales jumped 81.5% to $137.6 million and gross margin expanded to 58.3%.

Biggest Revenue Drivers

Data Center$137.6M+81.5% YoY

Higher sales of optical Data Center products primarily supporting high speed data rates from 100G up to 1.6T.

Industrial & Defense$133.4M+23.3% YoY

Primarily driven by revenue growth from defense-related programs.

Biggest Revenue Drivers

Total revenue: $342.2M+35.8% YoY

Data Center$137.6M+81.5% YoY

Higher sales of optical Data Center products primarily supporting high speed data rates from 100G up to 1.6T.

Industrial & Defense$133.4M+23.3% YoY

Primarily driven by revenue growth from defense-related programs.

Telecom$71.3M+4.7% YoY

Higher sales of products for broadband access, metro long haul and PON.

Largest Expense Items

Cost of revenue$142.7M41.7% of revenue vs 44.7%

Increased employee-related costs from additional RTP Fab headcount, higher maintenance expense and production supplies, offset by higher margin product mix.

Research and development$74.3M+17.2% YoY

Increases in employee-related costs including headcount, higher R&D-related material costs and development foundry costs.

Selling, general and administrative$48.1M+25.4% YoY

Increases in employee-related costs, share-based compensation expense and professional fees.

Margins: Gross margin rose to 58.3% from 55.3% a year ago, driven by increased sales including higher margin products, partially offset by RTP Fab headcount, maintenance and production supply costs.

Watch Items from the Filing

Customer A represented 23% of quarterly revenue, up from 13% a year ago, and 26% of accounts receivable versus 11% at October 3, 2025.
China revenue reached $133.8M for the quarter versus $71.0M a year ago, now the largest geography ahead of the United States' $121.2M.
The 2029 Convertible Notes' Stock Price Trigger was satisfied, reclassifying $340.5M to short-term debt and making notes convertible during the quarter ending October 2, 2026.
Pre-tax income included a non-operating $41.5M gain on the IQE plc investment fair value, equal to 12.1% of revenue, versus none last year.
Telecom grew only 4.7% YoY to $71.3M and fell to 20.8% of revenue from 27.0%, while top ten customers were 60% of revenue.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Debt/Equity

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/MTSI

Earnings Per Share

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MACOM Technology Solutions Holdings, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$967.3M	$-54.2M	13.4%
FY 2024	10-K	$729.6M	$76.9M	10.1%
FY 2023	10-K	$648.4M	$91.6M	16.6%
FY 2022	10-K	$675.2M	$440.0M	19.7%
FY 2021	10-K	$606.9M	$38.0M	13.4%
FY 2020	10-K	$530.0M	$-46.1M	0.6%

About MACOM Technology Solutions Holdings, Inc. (MTSI): stock profile, AI score and financials

MACOM Technology Solutions Holdings, Inc. (MTSI) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores MTSI at 69.1/100 on a composite quality score built from its SEC filings, placing it at rank #272 of 2,925 stocks — the top 10% of the AI-ranked universe. MTSI scores in the top quartile across revenue growth (88.5), balance sheet strength (88.4), profitability (84.5). Areas of concern include institutional flow (34.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 18.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), MACOM Technology Solutions Holdings, Inc. reports quarterly revenue of $342.2M, net income of $100.7M, an operating margin of 22.5%. Top institutional holders of MTSI by reported 13-F value include FMR, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. MTSI trades on the Nasdaq exchange and files with the SEC under CIK 1493594. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MTSI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MACOM Technology Solutions Holdings, Inc. directly from SEC EDGAR.

Financials through the period ended Jul 3, 2026SEC EDGAR: CIK 1493594 →

MACOM Technology Solutions Holdings, Inc. MTSI

Top Institutional Holders

What's Driving MTSI's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MTSI key financials by period

MTSI insiders

Congress trading in MTSI

About MACOM Technology Solutions Holdings, Inc. (MTSI): stock profile, AI score and financials

MACOM Technology Solutions Holdings, Inc. MTSI

Top Institutional Holders

What's Driving MTSI's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MTSI key financials by period

Companies similar to MTSI

MTSI insiders

Congress trading in MTSI

About MACOM Technology Solutions Holdings, Inc. (MTSI): stock profile, AI score and financials