MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 80,123 Shares

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 80,123 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $245.32, for a total transaction of $19,655,774.36. Following the completion of the transaction, the insider owned 4,078,323 shares of the company’s stock, valued at $1,000,494,198.36. This represents a 1.93% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Large shareholders that own at least 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Susan Ocampo also recently made the following trade(s):

• On Wednesday, February 18th, Susan Ocampo sold 3,156 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $250.00, for a total transaction of $789,000.00.
• On Friday, February 13th, Susan Ocampo sold 62,050 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $241.85, for a total transaction of $15,006,792.50.
• On Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $240.32, for a total transaction of $13,896,984.64.
• On Friday, February 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $235.85, for a total value of $23,585,000.00.
• On Tuesday, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $230.29, for a total value of $23,029,000.00.
• On Tuesday, December 9th, Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.07, for a total value of $23,011,204.69.
• On Friday, December 5th, Susan Ocampo sold 76,642 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $190.10, for a total value of $14,569,644.20.
• On Thursday, December 4th, Susan Ocampo sold 2,291 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $190.00, for a total value of $435,290.00.
• On Wednesday, December 3rd, Susan Ocampo sold 95,829 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $180.06, for a total value of $17,254,969.74.
• On Tuesday, December 2nd, Susan Ocampo sold 4,171 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $180.00, for a total value of $750,780.00.

MACOM Technology Solutions Price Performance

Shares of MACOM Technology Solutions stock traded down $4.20 on Thursday, hitting $242.56. The company’s stock had a trading volume of 844,276 shares, compared to its average volume of 1,343,397. The company has a market capitalization of $18.19 billion, a P/E ratio of 113.88, a price-to-earnings-growth ratio of 4.74 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $250.01. The firm has a fifty day moving average price of $204.62 and a 200-day moving average price of $164.46. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The company had revenue of $271.61 million during the quarter, compared to analysts’ expectations of $269.02 million. During the same quarter in the previous year, the business posted $0.79 earnings per share. The firm’s quarterly revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have weighed in on MTSI. Barclays raised their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Wall Street Zen upgraded MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Benchmark boosted their target price on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, February 6th. TD Cowen lifted their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Finally, Truist Financial boosted their price objective on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, MACOM Technology Solutions has an average rating of “Moderate Buy” and a consensus price target of $228.27.

Institutional Investors Weigh In On MACOM Technology Solutions

Institutional investors have recently bought and sold shares of the business. Mercer Global Advisors Inc. ADV increased its position in shares of MACOM Technology Solutions by 83.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 3,058 shares of the semiconductor company’s stock worth $524,000 after acquiring an additional 1,388 shares in the last quarter. Raymond James Financial Inc. boosted its position in MACOM Technology Solutions by 122.1% during the 4th quarter. Raymond James Financial Inc. now owns 602,450 shares of the semiconductor company’s stock worth $104,440,000 after purchasing an additional 331,206 shares during the period. EP Wealth Advisors LLC purchased a new stake in MACOM Technology Solutions during the 4th quarter worth $324,000. NewEdge Advisors LLC increased its holdings in MACOM Technology Solutions by 1,731.2% in the 4th quarter. NewEdge Advisors LLC now owns 1,410 shares of the semiconductor company’s stock valued at $242,000 after purchasing an additional 1,333 shares in the last quarter. Finally, Sunstone Asset Management L.P. purchased a new position in MACOM Technology Solutions in the fourth quarter valued at about $2,186,000. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

About MACOM Technology Solutions

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.