Insider Selling: MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells 100,000 Shares of Stock

Posted by Anthony Miller on Feb 5th, 2026

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $230.29, for a total value of $23,029,000.00. Following the completion of the transaction, the insider directly owned 4,378,323 shares of the company’s stock, valued at approximately $1,008,284,003.67. This represents a 2.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Large shareholders that own more than 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 Tuesday, December 9th, Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $190.07, for a total transaction 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 transaction of $14,569,644.20.
On Thursday, December 4th, Susan Ocampo sold 2,291 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $190.00, for a total transaction of $435,290.00.
On Wednesday, December 3rd, Susan Ocampo sold 95,829 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $180.06, for a total transaction of $17,254,969.74.
On Tuesday, December 2nd, Susan Ocampo sold 4,171 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $180.00, for a total value of $750,780.00.
On Monday, November 10th, Susan Ocampo sold 43,289 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $171.47, for a total value of $7,422,764.83.
On Friday, November 7th, Susan Ocampo sold 56,711 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $170.01, for a total value of $9,641,437.11.

MACOM Technology Solutions Stock Up 5.9%

Shares of MTSI stock traded up $12.77 during mid-day trading on Thursday, hitting $227.80. The company’s stock had a trading volume of 2,878,717 shares, compared to its average volume of 1,651,308. The stock has a market cap of $17.09 billion, a price-to-earnings ratio of -281.23, a PEG ratio of 4.23 and a beta of 1.44. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $236.80. The business has a 50-day moving average price of $192.01 and a 200 day moving average price of $156.89.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The business had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.MACOM Technology Solutions’s revenue was up 24.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. Bank of America lifted their target price on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Barclays lifted their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. TD Cowen increased their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Susquehanna began coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 target price on the stock. Finally, Truist Financial upped their price target on shares of MACOM Technology Solutions from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $196.82.

View Our Latest Report on MACOM Technology Solutions

MACOM Technology Solutions News Summary

Here are the key news stories impacting MACOM Technology Solutions this week:

Positive Sentiment: Quarterly beat — MACOM reported $1.02 EPS, above the $0.99 consensus, and revenue of $271.6M (up ~24.5% YoY), showing solid top- and bottom-line execution. M/A-Com (MTSI) Tops Q1 Earnings and Revenue Estimates
Positive Sentiment: Raised guidance — Management set Q2 FY2026 EPS guidance of $1.050–1.090 (consensus ~$0.93) and revenue guidance $281M–$289M (vs. consensus ~$275M), signaling stronger near-term demand. See the company release for details. MACOM Reports Fiscal First Quarter 2026 Financial Results
Positive Sentiment: Analyst bullishness — Several analysts raised targets (Jefferies, BofA and others), including a notable price-target lift reported in the press, supporting upside sentiment. MACOM price target increased
Neutral Sentiment: Company materials — The full earnings release and conference call are available for investors seeking detail on segment trends, margin drivers and backlog. View Press Release Listen to Conference Call
Neutral Sentiment: Sector backdrop — Broader semiconductor/AI and data-center demand themes are lifting peers and help justify higher expectations for MACOM, per recent sector commentary. What’s in Store for These 3 Semiconductor Stocks
Negative Sentiment: Insider selling — An SVP sold ~5,274 shares (~$1.19M) recently; while common and not uncommon after run-ups, insider sales can temper sentiment for some investors. SVP Sells $1,192,240.44 in Stock

Hedge Funds Weigh In On MACOM Technology Solutions

Large investors have recently added to or reduced their stakes in the company. Advisory Services Network LLC purchased a new stake in shares of MACOM Technology Solutions in the third quarter worth $25,000. EverSource Wealth Advisors LLC increased its stake in MACOM Technology Solutions by 75.6% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock worth $27,000 after buying an additional 93 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in MACOM Technology Solutions by 174.0% during the second quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 134 shares during the period. Smartleaf Asset Management LLC lifted its position in shares of MACOM Technology Solutions by 108.7% in the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares in the last quarter. Finally, Bayforest Capital Ltd bought a new position in shares of MACOM Technology Solutions in the fourth quarter worth about $39,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

About MACOM Technology Solutions

(Get Free Report)

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.