Key Points
- Susan Ocampo sold 76,642 MACOM shares on Dec. 5 at an average price of $190.10 for roughly $14.57 million, reducing her stake by 1.64% to 4,599,390 shares valued at about $874.3 million.
- The Dec. 5 sale is part of a recent string of insider disposals (Oct. 24–Dec. 5) in which Ocampo sold roughly 617,320 shares, generating approximately $101.1 million in proceeds.
- For context, MACOM is trading near its 12‑month high (about $190.41), has a market cap of $13.8 billion, and carries an average analyst rating of "Moderate Buy" with an average price target of $169.44.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) major shareholder Susan Ocampo sold 2,291 shares of the firm's stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $190.00, for a total transaction of $435,290.00. Following the transaction, the insider directly owned 4,676,032 shares in the company, valued at $888,446,080. This trade represents a 0.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Major shareholders that own 10% or more 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 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 transaction of $14,569,644.20.
- 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.
- 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 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.
- 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 value 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 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 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 transaction of $6,367,358.90.
MACOM Technology Solutions Stock Down 1.6%
NASDAQ:MTSI opened at $184.10 on Friday. The company's 50-day simple moving average is $151.20 and its 200-day simple moving average is $138.33. The company has a debt-to-equity ratio of 0.31, a quick ratio of 2.98 and a current ratio of 3.71. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $84.00 and a fifty-two week high of $190.41. The stock has a market capitalization of $13.79 billion, a P/E ratio of -227.28, a P/E/G ratio of 2.63 and a beta of 1.47.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last posted its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. The firm had revenue of $261.17 million during the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. MACOM Technology Solutions's revenue was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, equities 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
Several analysts have recently commented on MTSI shares. Benchmark increased their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a "buy" rating in a report on Friday, November 7th. Wall Street Zen upgraded MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research note on Saturday, October 11th. Barclays raised 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. Truist Financial restated a "buy" rating and set a $180.00 price objective (up previously from $158.00) on shares of MACOM Technology Solutions in a report on Friday, November 7th. Finally, TD Cowen increased their price objective on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a "buy" rating in a research 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 assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $169.44.
Get Our Latest Stock Report on MTSI
Institutional Investors Weigh In On MACOM Technology Solutions
A number of institutional investors and hedge funds have recently modified their holdings of MTSI. Allworth Financial LP lifted its position in MACOM Technology Solutions by 22.6% during the third quarter. Allworth Financial LP now owns 4,551 shares of the semiconductor company's stock valued at $567,000 after purchasing an additional 840 shares during the period. Swiss Life Asset Management Ltd raised its stake in shares of MACOM Technology Solutions by 74.7% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 2,870 shares of the semiconductor company's stock valued at $357,000 after buying an additional 1,227 shares during the last quarter. Polar Asset Management Partners Inc. lifted its holdings in shares of MACOM Technology Solutions by 14.8% in the 3rd quarter. Polar Asset Management Partners Inc. now owns 286,760 shares of the semiconductor company's stock valued at $35,699,000 after buying an additional 36,995 shares during the period. Coldstream Capital Management Inc. boosted its stake in shares of MACOM Technology Solutions by 3.5% in the third quarter. Coldstream Capital Management Inc. now owns 3,571 shares of the semiconductor company's stock worth $445,000 after buying an additional 121 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in shares of MACOM Technology Solutions in the third quarter worth about $100,000. Institutional investors and hedge funds own 76.14% of the company's stock.
About MACOM Technology Solutions
(
Get Free Report)
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.
Featured Articles
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
