Susan Ocampo Sells 62,050 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 62,050 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $241.85, for a total transaction of $15,006,792.50. Following the transaction, the insider owned 4,158,446 shares in the company, valued at $1,005,720,165.10. This represents a 1.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Major shareholders that own 10% or more of a company’s shares are required to disclose their transactions with the SEC.

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

• On Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $240.32, for a total transaction 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 stock was sold at an average price of $180.00, for a total transaction of $750,780.00.

MACOM Technology Solutions Price Performance

NASDAQ MTSI opened at $246.76 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $250.01. The company has a fifty day simple moving average of $203.57 and a 200 day simple moving average of $163.91. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The company has a market cap of $18.51 billion, a P/E ratio of 115.85, a P/E/G ratio of 4.71 and a beta of 1.44.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. The firm had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business’s revenue was up 24.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, sell-side analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analyst Ratings Changes

MTSI has been the topic of several research analyst reports. Stifel Nicolaus raised their price objective on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Jefferies Financial Group increased their price target on shares of MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Bank of America boosted their price objective on shares of MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Weiss Ratings raised shares of MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, January 26th. Finally, Truist Financial lifted their target price on MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $228.27.

Institutional Trading of MACOM Technology Solutions

Institutional investors have recently made changes to their positions in the business. Mercer Global Advisors Inc. ADV increased its stake in MACOM Technology Solutions by 83.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 3,058 shares of the semiconductor company’s stock valued at $524,000 after acquiring an additional 1,388 shares during the period. Raymond James Financial Inc. boosted its holdings in MACOM Technology Solutions by 122.1% during the fourth quarter. Raymond James Financial Inc. now owns 602,450 shares of the semiconductor company’s stock valued at $104,440,000 after purchasing an additional 331,206 shares in the last quarter. EP Wealth Advisors LLC bought a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at approximately $324,000. NewEdge Advisors LLC raised its holdings in shares of MACOM Technology Solutions by 1,731.2% in the 4th quarter. NewEdge Advisors LLC now owns 1,410 shares of the semiconductor company’s stock worth $242,000 after buying an additional 1,333 shares in the last quarter. Finally, Sunstone Asset Management L.P. bought a new position in shares of MACOM Technology Solutions during the 4th quarter worth approximately $2,186,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

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.