MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 3,156 Shares

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 3,156 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $250.00, for a total transaction of $789,000.00. Following the completion of the transaction, the insider owned 4,075,167 shares in the company, valued at approximately $1,018,791,750. This trade represents a 0.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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 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 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 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 stock was 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 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 Performance

Shares of MTSI traded down $4.20 during mid-day trading on Thursday, hitting $242.56. 844,276 shares of the company’s stock were exchanged, compared to its average volume of 1,343,397. 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 52 week low of $84.00 and a 52 week high of $250.01. The stock’s 50-day simple moving average is $204.62 and its 200-day simple moving average is $164.46. The firm has a market cap of $18.19 billion, a price-to-earnings ratio of 113.88, a price-to-earnings-growth ratio of 4.74 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (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 during the quarter, compared to analysts’ expectations of $269.02 million. During the same period in the previous year, the company posted $0.79 earnings per share. The firm’s revenue for the quarter was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in shares of 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 valued at $1,237,515,000 after purchasing an additional 157,343 shares during the last quarter. Invesco Ltd. grew its stake 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 worth $496,479,000 after buying an additional 106,004 shares during the last quarter. Price T Rowe Associates Inc. MD increased 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 buying an additional 136,262 shares in the last quarter. Alliancebernstein L.P. increased its holdings in shares of 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 lifted its stake in shares of 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 acquiring an additional 37,222 shares during the last quarter. Institutional investors own 76.14% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on MTSI. Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Truist Financial boosted their target price on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Finally, Jefferies Financial Group lifted their price objective on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus price target of $228.27.

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.