Susan Ocampo Sells 53,509 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 53,509 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $250.08, for a total transaction of $13,381,530.72. Following the sale, the insider owned 4,021,658 shares of the company’s stock, valued at approximately $1,005,736,232.64. The trade was a 1.31% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Large shareholders that own 10% or more of a company’s stock are required to disclose their transactions with the SEC.

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

• On Wednesday, February 25th, Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $254.43, for a total transaction of $66,600,360.09.
• On Wednesday, February 18th, Susan Ocampo sold 3,156 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $250.00, for a total transaction of $789,000.00.
• On Tuesday, February 17th, Susan Ocampo sold 80,123 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $245.32, for a total transaction of $19,655,774.36.
• 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 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 stock was 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 shares were sold at an average price of $190.00, for a total transaction of $435,290.00.

MACOM Technology Solutions Stock Up 0.4%

MACOM Technology Solutions stock opened at $248.12 on Friday. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. MACOM Technology Solutions Holdings, Inc. has a one year low of $84.00 and a one year high of $256.12. The company has a 50-day simple moving average of $213.49 and a 200-day simple moving average of $169.34. The firm has a market capitalization of $18.61 billion, a P/E ratio of 116.49, a P/E/G ratio of 4.74 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same period in the previous year, the business posted $0.79 EPS. MACOM Technology Solutions’s 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. As a group, equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Stifel Nicolaus lifted their target price on MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Bank of America raised their price target on MACOM Technology Solutions from $220.00 to $260.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. TD Cowen upped their price objective 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. Benchmark increased 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 report on Friday, February 6th. Finally, Needham & Company LLC reissued a “buy” rating and set a $250.00 target price on shares of MACOM Technology Solutions in a research note on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $228.27.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings 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 acquiring an additional 157,343 shares during the period. Invesco Ltd. grew its stake in shares of MACOM Technology Solutions by 3.2% in the 2nd quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock worth $496,479,000 after purchasing an additional 106,004 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in shares of MACOM Technology Solutions by 7.6% in the 4th 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. lifted its stake 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 valued at $186,080,000 after purchasing an additional 156,194 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in MACOM Technology Solutions by 3.0% during the fourth quarter. Geode Capital Management LLC now owns 1,267,103 shares of the semiconductor company’s stock valued at $217,073,000 after purchasing an additional 37,222 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

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.