MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $14,569,644.20 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 76,642 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $190.10, for a total transaction of $14,569,644.20. Following the completion of the transaction, the insider owned 4,599,390 shares of the company’s stock, valued at approximately $874,344,039. This trade represents a 1.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Major shareholders that own more than 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 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 shares were sold at an average price of $180.00, for a total value 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.
• On Thursday, November 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $160.08, for a total transaction of $16,008,000.00.
• On Wednesday, October 29th, Susan Ocampo sold 8,358 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $150.01, for a total value of $1,253,783.58.
• On Tuesday, October 28th, Susan Ocampo sold 124,515 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $148.02, for a total value of $18,430,710.30.
• On Monday, October 27th, Susan Ocampo sold 60,705 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $147.02, for a total transaction of $8,924,849.10.
• On Friday, October 24th, Susan Ocampo sold 44,809 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $142.10, for a total value of $6,367,358.90.

MACOM Technology Solutions Stock Down 1.6%

Shares of MTSI traded down $2.96 during trading hours on Friday, reaching $184.10. 1,380,595 shares of the stock traded hands, compared to its average volume of 855,291. 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 cap of $13.80 billion, a price-to-earnings ratio of -227.28, a PEG ratio of 2.58 and a beta of 1.47. The stock has a fifty day simple moving average of $150.10 and a 200 day simple moving average of $137.90. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $190.41.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analysts’ expectations of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The business’s revenue was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Institutional Investors Weigh In On MACOM Technology Solutions

Several large investors have recently added to or reduced their stakes in MTSI. Avantax Advisory Services Inc. boosted its holdings in MACOM Technology Solutions by 22.5% in the 1st quarter. Avantax Advisory Services Inc. now owns 2,154 shares of the semiconductor company’s stock valued at $216,000 after purchasing an additional 395 shares during the period. Federated Hermes Inc. increased its stake in MACOM Technology Solutions by 25.8% in the 1st quarter. Federated Hermes Inc. now owns 6,839 shares of the semiconductor company’s stock worth $686,000 after purchasing an additional 1,403 shares during the period. Natixis Advisors LLC boosted its position in MACOM Technology Solutions by 18.5% during the 1st quarter. Natixis Advisors LLC now owns 33,469 shares of the semiconductor company’s stock valued at $3,360,000 after buying an additional 5,221 shares during the period. PNC Financial Services Group Inc. lifted its holdings in MACOM Technology Solutions by 5.3% in the 1st quarter. PNC Financial Services Group Inc. now owns 7,501 shares of the semiconductor company’s stock worth $753,000 after buying an additional 378 shares during the period. Finally, Vanguard Group Inc. increased its position in shares of MACOM Technology Solutions by 2.0% during the first quarter. Vanguard Group Inc. now owns 6,646,452 shares of the semiconductor company’s stock valued at $667,171,000 after buying an additional 129,201 shares during the period. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

MTSI has been the subject of a number of research reports. Needham & Company LLC increased their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. TD Cowen upped their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. Zacks Research raised shares of MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a research report on Wednesday, August 20th. Finally, Benchmark upped their price objective on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $169.44.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.