MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 95,829 Shares

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 95,829 shares of MACOM Technology Solutions stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $180.06, for a total transaction of $17,254,969.74. Following the completion of the transaction, the insider owned 4,678,323 shares in the company, valued at approximately $842,378,839.38. This trade represents a 2.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Major shareholders that own 10% or more 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, 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 transaction of $9,641,437.11.
• On Thursday, November 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was 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 stock was sold at an average price of $150.01, for a total transaction 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 transaction 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 value of $8,924,849.10.
• On Friday, October 24th, Susan Ocampo sold 44,809 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $142.10, for a total value of $6,367,358.90.
• On Thursday, October 23rd, Susan Ocampo sold 1,862 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $141.00, for a total value of $262,542.00.
• On Monday, October 20th, Susan Ocampo sold 36,762 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $141.01, for a total value of $5,183,809.62.

MACOM Technology Solutions Trading Up 2.0%

NASDAQ:MTSI opened at $187.06 on Friday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $190.00. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. The stock has a fifty day moving average price of $150.10 and a two-hundred day moving average price of $137.90. The stock has a market capitalization of $14.02 billion, a price-to-earnings ratio of -230.94, a PEG ratio of 2.58 and a beta of 1.47.

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

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Barclays upped their price target on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Needham & Company LLC boosted their price objective 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. TD Cowen raised their target price 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. Finally, Truist Financial restated a “buy” rating and set a $180.00 target price (up previously from $158.00) on shares of MACOM Technology Solutions in a research report on Friday, November 7th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, MACOM Technology Solutions has an average rating of “Moderate Buy” and an average price target of $169.44.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in MTSI. Vanguard Group Inc. boosted its stake in shares of MACOM Technology Solutions by 5.9% during the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock worth $879,865,000 after purchasing an additional 392,365 shares during the last quarter. Invesco Ltd. lifted 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 buying an additional 106,004 shares during the period. Alliancebernstein L.P. boosted its position in 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 acquiring an additional 156,194 shares during the last quarter. Geode Capital Management LLC grew its stake in MACOM Technology Solutions by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock worth $165,177,000 after acquiring an additional 28,257 shares during the period. Finally, Wellington Management Group LLP raised its holdings in MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock valued at $122,802,000 after acquiring an additional 634,903 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

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.