Susan Ocampo Sells 100,000 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock in a transaction on Friday, February 6th. The shares were sold at an average price of $235.85, for a total value of $23,585,000.00. Following the completion of the transaction, the insider owned 4,278,323 shares of the company’s stock, valued at approximately $1,009,042,479.55. This trade represents a 2.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Large shareholders that own 10% or more 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, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $230.29, for a total transaction of $23,029,000.00.
• 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 shares were 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 value 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 value 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 transaction of $750,780.00.

MACOM Technology Solutions Trading Up 2.8%

Shares of MACOM Technology Solutions stock opened at $236.94 on Thursday. The company’s fifty day moving average is $197.79 and its two-hundred day moving average is $160.23. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. The company has a market capitalization of $17.77 billion, a P/E ratio of 111.24, a PEG ratio of 4.42 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $241.62.

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

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. Benchmark upped their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Zacks Research cut MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Needham & Company LLC restated a “buy” rating and issued a $250.00 price target on shares of MACOM Technology Solutions in a research report on Friday, February 6th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Finally, JPMorgan Chase & Co. boosted their price target on MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a research note on Friday, February 6th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $228.27.

Institutional Investors Weigh In On MACOM Technology Solutions

Hedge funds have recently bought and sold shares of the company. Norges Bank acquired a new stake in MACOM Technology Solutions in the 2nd quarter valued at $113,936,000. Wellington Management Group LLP increased its position in shares of MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after purchasing an additional 634,903 shares during the last quarter. Bessemer Group Inc. boosted its holdings in shares of MACOM Technology Solutions by 170,782.0% in the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after buying an additional 568,704 shares during the last quarter. Rafferty Asset Management LLC bought a new position in shares of MACOM Technology Solutions in the third quarter valued at $67,486,000. Finally, FengHe Fund Management Pte. Ltd. acquired a new position in MACOM Technology Solutions during the fourth quarter worth $90,663,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Company Profile

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.