Susan Ocampo Sells 80,123 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

Posted by Defense World Staff on Feb 21st, 2026

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 80,123 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $245.32, for a total transaction of $19,655,774.36. Following the completion of the sale, the insider directly owned 4,078,323 shares of the company’s stock, valued at $1,000,494,198.36. The trade was a 1.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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 value of $789,000.00.
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 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 value 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 shares were 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 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 transaction of $750,780.00.

MACOM Technology Solutions Stock Up 0.4%

MACOM Technology Solutions stock opened at $243.59 on Friday. The firm has a 50 day moving average price of $205.95 and a 200-day moving average price of $165.18. 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 Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $251.27. The company has a market capitalization of $18.27 billion, a P/E ratio of 114.36, a P/E/G ratio of 4.65 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, beating 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 business had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. During the same quarter in the prior year, the business earned $0.79 earnings per share. MACOM Technology Solutions’s revenue for the quarter 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. As a group, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on MTSI shares. Bank of America boosted their price target on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Barclays boosted their target price on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Stifel Nicolaus raised their price target on MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Finally, JPMorgan Chase & Co. boosted their price objective 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 given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $228.27.

Get Our Latest Stock Report on MTSI

Key MACOM Technology Solutions News

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

Positive Sentiment: Q4 results and guidance beat: MACOM reported quarterly EPS and revenue above consensus and set Q2 FY2026 EPS guidance of $1.05–$1.09, supporting growth expectations and helping push the shares higher. Earnings & Outlook
Positive Sentiment: Analyst upgrades and higher price targets: Multiple brokers (including Truist and Benchmark) raised price targets and maintained Buy ratings after the prints, giving the stock additional upward momentum. Analyst Notes
Neutral Sentiment: Strong institutional ownership and healthy liquidity: Institutions own ~76% of the float and the company shows solid current/quick ratios and modest leverage—factors that can stabilize the stock amid volatility. Ownership & Financials
Negative Sentiment: Large, repeated insider sales by major shareholder Susan Ocampo: Ocampo executed multiple large disposals in February (including 80,123 shares on Feb 17 and additional tranches), representing meaningful cashing‑out that may pressure sentiment. Insider Sales
Negative Sentiment: CFO selling: The company’s CFO sold 7,196 shares on Feb 17, which, when paired with the major shareholder’s sales, can amplify investor concern about insider timing. CFO Filing

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors and hedge funds have recently made changes to their positions in MTSI. Vanguard Group Inc. grew its position in MACOM Technology Solutions by 2.2% during the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company’s stock worth $1,237,515,000 after buying 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 2nd quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after acquiring an additional 106,004 shares during the last quarter. Price T Rowe Associates Inc. MD grew its holdings 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 worth $331,374,000 after purchasing an additional 136,262 shares in the last quarter. Alliancebernstein L.P. increased its position in shares of MACOM Technology Solutions by 11.7% in the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after purchasing an additional 156,194 shares during the last quarter. Finally, Geode Capital Management LLC increased its position in shares of MACOM Technology Solutions by 3.0% in the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock worth $217,073,000 after purchasing an additional 37,222 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company Profile

(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.