MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells 100,000 Shares

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 100,000 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $230.29, for a total transaction of $23,029,000.00. Following the transaction, the insider owned 4,378,323 shares of the company’s stock, valued at $1,008,284,003.67. This trade represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Major 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 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 stock was 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 stock was sold at an average price of $180.00, for a total transaction 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 transaction of $7,422,764.83.
• On Friday, November 7th, Susan Ocampo sold 56,711 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $170.01, for a total value of $9,641,437.11.

MACOM Technology Solutions Price Performance

Shares of MTSI traded up $12.77 during midday trading on Thursday, reaching $227.80. The stock had a trading volume of 2,878,717 shares, compared to its average volume of 1,651,308. The company has a current ratio of 3.71, a quick ratio of 2.98 and a debt-to-equity ratio of 0.31. The company has a market capitalization of $17.09 billion, a price-to-earnings ratio of -281.23, a price-to-earnings-growth ratio of 4.23 and a beta of 1.44. The company’s 50-day moving average is $192.01 and its 200 day moving average is $156.89. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $236.80.

MACOM Technology Solutions (NASDAQ:MTSI) last issued 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. 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 for the quarter was up 24.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Trending Headlines about MACOM Technology Solutions

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

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on MTSI. Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $185.00 to $215.00 and gave the company a “buy” rating in a research note on Friday, January 16th. TD Cowen upped their price target on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. Susquehanna assumed coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 target price on the stock. Finally, Needham & Company LLC upped their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $196.82.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of institutional investors have recently added to or reduced their stakes in MTSI. Advisors Asset Management Inc. grew its position in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after buying an additional 161 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in MACOM Technology Solutions by 9.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock worth $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth increased its stake in shares of MACOM Technology Solutions by 121.3% during the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock valued at $676,000 after purchasing an additional 3,694 shares in the last quarter. Wealth Enhancement Advisory Services LLC purchased a new position in shares of MACOM Technology Solutions during the second quarter valued at approximately $265,000. Finally, Truist Financial Corp boosted its position in shares of MACOM Technology Solutions by 1.2% in the 2nd quarter. Truist Financial Corp now owns 38,062 shares of the semiconductor company’s stock worth $5,454,000 after purchasing an additional 449 shares in 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.