MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 57,827 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 57,827 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $240.32, for a total transaction of $13,896,984.64. Following the transaction, the insider directly owned 4,220,496 shares of the company’s stock, valued at $1,014,269,598.72. The trade was a 1.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Major shareholders that own at least 10% of a company’s stock are required to disclose their transactions with the SEC.

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

• On Friday, February 13th, Susan Ocampo sold 62,050 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $241.85, for a total value of $15,006,792.50.
• 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 shares were 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 shares were sold at an average price of $180.00, for a total transaction of $750,780.00.

MACOM Technology Solutions Stock Up 0.6%

MACOM Technology Solutions stock opened at $245.59 on Wednesday. The firm has a market cap of $18.42 billion, a price-to-earnings ratio of 115.30, a PEG ratio of 4.69 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 $248.28. 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 firm has a 50 day moving average price of $202.36 and a two-hundred day moving average price of $163.33.

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

Analysts Set New Price Targets

Several equities research analysts recently commented on MTSI shares. Barclays raised their target price on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Weiss Ratings upgraded shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. TD Cowen raised 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, Benchmark lifted their price target 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. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $228.27.

Hedge Funds Weigh In On MACOM Technology Solutions

Large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in MACOM Technology Solutions by 2.2% during the 4th quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after purchasing an additional 157,343 shares in the last quarter. Invesco Ltd. boosted its position in shares of MACOM Technology Solutions by 3.2% during the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after buying an additional 106,004 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in shares of MACOM Technology Solutions by 7.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,934,684 shares of the semiconductor company’s stock valued at $331,374,000 after buying an additional 136,262 shares during the last quarter. Alliancebernstein L.P. grew its holdings in MACOM Technology Solutions by 11.7% during the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after buying an additional 156,194 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in MACOM Technology Solutions by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after buying an additional 37,222 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

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.