MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $23,029,000.00 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 100,000 shares of the stock in a transaction that occurred 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 sale, the insider directly owned 4,378,323 shares of the company’s stock, valued at approximately $1,008,284,003.67. This trade represents a 2.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Major shareholders that own more than 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 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.
• 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 value 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 shares were sold at an average price of $171.47, for a total value 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 Stock Up 3.5%

NASDAQ:MTSI opened at $235.87 on Friday. The company has a market cap of $17.69 billion, a PE ratio of 110.74, a P/E/G ratio of 4.40 and a beta of 1.44. The company has a current ratio of 3.96, a quick ratio of 2.98 and a debt-to-equity ratio of 0.30. The company’s 50 day moving average is $194.41 and its two-hundred day moving average is $158.20. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $240.85.

MACOM Technology Solutions (NASDAQ:MTSI) last released 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 net margin of 15.88% and a return on equity of 15.55%. The business had revenue of $271.61 million for the quarter, compared to the consensus estimate of $269.02 million. The business’s revenue for the quarter was up 24.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have commented on MTSI shares. Benchmark raised their price target 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. Truist Financial increased their target price on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research note on Friday. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Barclays increased 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. Finally, Bank of America raised their price objective on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $220.92.

Institutional Trading of MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. grew its position 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 buying an additional 157,343 shares during the last quarter. Invesco Ltd. increased 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 valued at $496,479,000 after acquiring an additional 106,004 shares during the period. Alliancebernstein L.P. raised its stake in shares of MACOM Technology Solutions by 11.7% in the 3rd 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. Geode Capital Management LLC lifted its stake in MACOM Technology Solutions by 2.5% during the second quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock valued at $165,177,000 after purchasing an additional 28,257 shares during the last quarter. Finally, Wellington Management Group LLP boosted its stake in shares of MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after acquiring an additional 634,903 shares in the last quarter. Institutional investors own 76.14% of the company’s stock.

More MACOM Technology Solutions News

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

• Positive Sentiment: Q1 results beat consensus — EPS $1.02 vs. $0.99 and revenue $271.6M, +24.5% YoY, showing healthy top-line growth and margin strength. Read More.
• Positive Sentiment: Upside Q2 guidance materially above Street — company guided to EPS $1.05–$1.09 and revenue $281M–$289M vs. consensus EPS ≈ $0.93 and revenue ≈ $275M, boosting near-term earnings estimates. Read More.
• Positive Sentiment: Analysts raised targets and reiterated buys after the quarter — Stifel raised target to $255, Truist to $261, Benchmark to $260 and Needham reaffirmed $250, supporting further upside potential. Read More.
• Neutral Sentiment: Deeper coverage and transcripts available — earnings-call transcript and sector deep-dives provide detail on demand drivers (data center, telecom, optical) and margin cadence for investors doing due diligence. Read More.
• Neutral Sentiment: Valuation discussions surfaced — analysts and write-ups are reassessing whether stronger growth and guidance warrant a re-rating; useful context for sizing positions. Read More.
• Negative Sentiment: Major shareholder Susan Ocampo sold 100,000 shares (~$23.0M) recently, reducing her stake ~2.2% — large insider sales can pressure sentiment and be interpreted as liquidity-taking. Read More.
• Negative Sentiment: SVP Donghyun Thomas Hwang sold ~5,274 shares (~$1.19M) — multiple recent insider sales (executive and major shareholder) may temper some investor enthusiasm despite strong results. Read More.

About MACOM Technology Solutions

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.