Compare · ARM vs MTSI
ARM vs MTSI
Side-by-side comparison of Arm Holdings plc (ARM) and MACOM Technology Solutions Holdings Inc. (MTSI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ARM and MTSI operate in Semiconductors (Technology), so they compete in similar markets.
- ARM is the larger of the two at $284.30B, about 13.9x MTSI ($20.40B).
- Over the past year, ARM is up 70.5% and MTSI is up 88.2% - MTSI leads by 17.7 points.
- ARM has been more active in the news (3 items in the past 4 weeks vs 1 for MTSI).
- Both have 25 recent analyst ratings on file.
- Company
- Arm Holdings plc
- MACOM Technology Solutions Holdings Inc.
- Price
- $267.10+1.90%
- $267.33-3.02%
- Market cap
- $284.30B
- $20.40B
- 1M return
- -32.60%
- -27.47%
- 1Y return
- +70.46%
- +88.19%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2023
- 2012
- News (4w)
- 3
- 1
- Recent ratings
- 25
- 25
MACOM Technology Solutions Holdings Inc.
MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; data centres; and industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.
Latest ARM
- The Benchmark Company resumed coverage on Arm Holdings plc
- Arm Holdings plc downgraded by HSBC Securities with a new price target
- Arm Announces Earnings Release Date for First Quarter Fiscal Year Ended 2027
- Arm Holdings plc downgraded by New Street
- Chief Accounting Officer Bartels Laura Kathleen sold $4,439,866 worth of Ordinary Shares (11,306 units at $392.70), decreasing direct ownership by 48% to 12,135 units (SEC Form 4)
- Chief Commercial Officer Abbey William sold $2,644,252 worth of Ordinary Shares (6,566 units at $402.72), decreasing direct ownership by 24% to 20,563 units (SEC Form 4)
- Chief Commercial Officer Abbey William sold $1,444,002 worth of Ordinary Shares (4,200 units at $343.81), decreasing direct ownership by 13% to 27,129 units (SEC Form 4)
- Chief Commercial Officer Abbey William sold $703,386 worth of Ordinary Shares (2,300 units at $305.82), decreasing direct ownership by 7% to 31,329 units (SEC Form 4)
- SEC Form SD filed by Arm Holdings plc
- SEC Form IRANNOTICE filed by Arm Holdings plc
Latest MTSI
- SVP, Global Sales Hwang Donghyun Thomas sold $1,005,732 worth of shares (2,620 units at $383.87) as part of a pre-agreed trading plan, decreasing direct ownership by 8% to 29,756 units (SEC Form 4)
- MACOM and Elve to Demonstrate a V-Band Linearized TWTA for Satellite Communications and Defense Applications at IMS 2026
- MACOM Introduces its Hot Via Chip Scale Technology to Eliminate Wire Bonds
- MACOM IMS 2026 Product Announcements for Satellite Communications
- MACOM IMS 2026 Product Announcements for Aerospace and Defense
- President and CEO Daly Stephen G sold $5,789,100 worth of shares (15,828 units at $365.75) as part of a pre-agreed trading plan, decreasing direct ownership by 29% to 38,389 units (SEC Form 4)
- SEC Form 144 filed by MACOM Technology Solutions Holdings Inc.
- SEC Form SD filed by MACOM Technology Solutions Holdings Inc.
- SEC Form 144 filed by MACOM Technology Solutions Holdings Inc.
- Director Shanmugaraj Murugesan gifted 1,400 shares, decreasing direct ownership by 21% to 5,214 units (SEC Form 4)