MTSI MACOM Technology Solutions Holdings, Inc.

BEARISH Impact: 5/10 144
Horizon days Filed May 14, 2026 Processed 29d 13h ago SEC 0001950047-26-004560
Form 144 — notice of proposed sale of securities
Latest settled — T+5d ⚠ clustered
MTSI ▲ +2.76% at T+5d
SHORT call ✗ call lost -2.76% · α vs SPY -1.80% · entry $375.60 → $385.98
Next anchor: T+20d due 24h ago
Currently $379.87 · -1.14% from $375.60 entry (call sign-flipped)
Entry anchored
May 14, 2026
via day open
T+1d
-5.15%
call +5.15% · α +5.09%
$356.25
settled 29d ago
T+5d
+2.76%
call -2.76% · α -1.80%
$385.98
settled 23d ago
T+20d
call — · α —
due 24h ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Director Peter Chung filed a Form 144 notice to sell 43,268 shares of MTSI common stock, with an estimated aggregate market value of approximately $16.4 million based on the filing date. This is a large sale relative to typical insider activity at MTSI (recent 30-day insider sales total only $614K), and the seller is a director and a representative of Summit Partners, a significant institutional shareholder. The filing signals intent to sell, not a completed transaction, but the size and insider status warrant attention.

Actionable Insight

Monitor for actual execution of the sale on Form 4. If completed, this would be the largest insider sale at MTSI in recent months, potentially signaling peak valuation concerns from a board-level insider. The stock's recent strong performance may attract profit-taking; watch for follow-on selling by other insiders or Summit Partners.

Key Facts

  • Director Peter Chung (Summit Partners) filed Form 144 to sell 43,268 shares of MTSI common stock.
  • Estimated aggregate market value of proposed sale: approximately $16.4 million.
  • Recent 30-day insider activity at MTSI totaled only $614K in sales, making this a notably large proposed sale.
  • Shares were acquired upon vesting of restricted stock from 11/15/2012 through 03/04/2023.
  • The sale is proposed for execution on or after 05/14/2026 via Morgan Stanley Smith Barney.

Financial Impact

Proposed sale of 43,268 shares valued at ~$16.4M, representing a significant insider monetization event.

insider ownershipfloatmarket perception

Risk Factors

  • Large insider sale could signal perceived overvaluation or reduced conviction in near-term prospects.
  • Summit Partners is a major shareholder; a director's large sale may precede broader distribution by the fund.
  • Form 144 is only an intent to sell; the sale may not occur, reducing immediate bearish pressure.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
83% bullish (23 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001950047-26-004560
Document: 0001950047-26-004560-index.html0001950047-26-004560
Document: 0001950047-26-004560.txt0001950047-26-004560
25 reports for MTSI
Performance horizon
67% Hit rate 6 of 9 directional calls best @ T+5▲ +5.67%Feb 25, 2026
Filters
Rows
Reports for MTSI — sortable, filterable
Type Now
Jun 9, 2026
3d ago
Press Release
NEUTRAL ★ 2/10
$361.77 awaiting T+5awaiting T+5$379.87 (+5.00%)
May 29, 2026
14d ago
144
NEUTRAL ★ 2/10
$353.79 $345.40▼ −2.37%▲ +0.38%$379.87 (+7.37%)
May 27, 2026
17d ago
144
NEUTRAL ★ 4/10
$400.66 $390.34▼ −2.58%▼ −3.04%$379.87 (−5.19%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$358.98 $403.49▲ +12.40%▲ +10.16%$379.87 (+5.82%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $403.49▲ +12.40%▲ +10.16%$379.87 (+5.82%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $403.49▲ +12.40%▲ +10.16%$379.87 (+5.82%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$380.45 $364.64▼ −4.16%▼ −6.00%$379.87 (−0.15%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$358.98 $403.05▲ +12.28%▲ +10.03%$379.87 (+5.82%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$356.25 $409.68▲ +15.00%▲ +13.38%$379.87 (+6.63%)
May 14, 2026
29d ago
144
BEARISH ★ 5/10
$375.60 $385.98▼ −2.76%▼ −1.80%$379.87 (−1.14%)
Showing 10 of 25

US Market Status

Market Closed — Opens Mon (49h 42m)

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