Key Points
- Susan Ocampo, a major shareholder, sold 95,829 MACOM shares on Dec. 3 at an average of $180.06 for about $17.25M, leaving her with 4,678,323 shares after the SEC‑filed transaction (a 2.01% reduction).
- Ongoing insider selling: Ocampo has executed multiple large sales since Oct. 20 (including blocks of 124,515 and 100,000 shares), totaling roughly $91.5M in disposals across the recent transactions.
- For context, MACOM slightly beat recent quarterly EPS estimates and provided Q1 2026 guidance of $0.98–1.02, analysts hold a mostly positive view (average price target ~$169.44), and the stock trades near its 12‑month high with a market cap around $14.0B.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) major shareholder Susan Ocampo sold 4,171 shares of the company's stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $180.00, for a total value of $750,780.00. Following the completion of the transaction, the insider owned 4,774,152 shares of the company's stock, valued at $859,347,360. The trade was a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Large 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 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 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 stock was 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 value 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 stock was 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 shares were 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 shares were 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 stock was 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 shares were sold at an average price of $141.01, for a total transaction of $5,183,809.62.
MACOM Technology Solutions Stock Up 1.3%
Shares of MACOM Technology Solutions stock opened at $189.47 on Friday. The company's fifty day simple moving average is $150.10 and its two-hundred day simple moving average is $137.90. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $190.02. 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 $14.20 billion, a P/E ratio of -234.51, a PEG ratio of 2.58 and a beta of 1.47.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last announced its earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating 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 firm had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. During the same quarter in the previous year, the firm posted $0.73 EPS. The company's revenue for the quarter was up 3.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.
Institutional Investors Weigh In On MACOM Technology Solutions
Institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in MACOM Technology Solutions by 5.9% in the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company's stock worth $879,865,000 after acquiring an additional 392,365 shares during the last quarter. Invesco Ltd. raised its stake in shares of MACOM Technology Solutions by 3.2% in the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company's stock worth $496,479,000 after purchasing an additional 106,004 shares during the last quarter. Alliancebernstein L.P. raised its stake in shares of MACOM Technology Solutions by 11.7% in the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company's stock worth $186,080,000 after purchasing an additional 156,194 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of 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 in the last quarter. Finally, Wellington Management Group LLP boosted its position in shares of MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company's stock valued at $122,802,000 after buying an additional 634,903 shares during the last quarter. Hedge funds and other institutional investors own 76.14% of the company's stock.
Wall Street Analysts Forecast Growth
Several research firms recently weighed in on MTSI. Wall Street Zen upgraded MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research report on Saturday, October 11th. Barclays boosted 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. Zacks Research upgraded shares of MACOM Technology Solutions from a "strong sell" rating to a "hold" rating in a research note on Wednesday, August 20th. 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 note on Thursday, November 6th. 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 research 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 assigned a Sell rating to the company's stock. According to data from MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of "Moderate Buy" and a consensus target price of $169.44.
Get Our Latest Research Report on MTSI
About MACOM Technology Solutions
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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.
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