Key Points
- Major sale on Dec. 9: Susan Ocampo sold 121,067 MACOM shares at an average of $190.07 for about $23.01 million, leaving her with 4,478,323 shares (a 2.63% reduction in her ownership).
- Large, ongoing insider selling: Across trades since Oct. 27 she has sold roughly 693,578 shares, generating about $117.7 million in proceeds from the disclosed transactions.
- Stock and analyst context: MTSI is trading near its 52‑week high (~$190) after a 1.4% uptick, recently reported a slight Q3 EPS beat and set Q1 2026 guidance of $0.98–1.02, while analysts' consensus price target is $169.44 with an average "Moderate Buy" rating.
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) major shareholder Susan Ocampo sold 121,067 shares of the business's stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total value of $23,011,204.69. Following the transaction, the insider owned 4,478,323 shares in the company, valued at $851,194,852.61. This represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Large shareholders that own more than 10% of a company's stock are required to disclose their transactions 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 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 shares were 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 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 value 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 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 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 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.
MACOM Technology Solutions Stock Up 1.4%
Shares of NASDAQ:MTSI opened at $188.08 on Wednesday. The company has a market capitalization of $14.09 billion, a PE ratio of -232.19, a P/E/G ratio of 2.61 and a beta of 1.47. 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 company's fifty day moving average is $153.71 and its 200-day moving average is $139.47. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $190.95.
MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last issued its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping the consensus estimate 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 analysts' expectations of $260.16 million. During the same period in the prior year, the firm earned $0.73 earnings per share. The company's quarterly revenue 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. Equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.
Analysts Set New Price Targets
MTSI has been the topic of a number of recent analyst reports. 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 upped their price target 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. Benchmark raised their price objective on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the company a "buy" rating in a research report on Friday, November 7th. TD Cowen boosted their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a "buy" rating in a research note on Friday, November 7th. Finally, Zacks Research raised shares of MACOM Technology Solutions from a "strong sell" rating to a "hold" rating in a research note on Wednesday, August 20th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, MACOM Technology Solutions currently has an average rating of "Moderate Buy" and a consensus price target of $169.44.
Check Out Our Latest Research Report on MACOM Technology Solutions
Institutional Trading of MACOM Technology Solutions
A number of institutional investors have recently bought and sold shares of MTSI. Merit Financial Group LLC lifted its stake in shares of MACOM Technology Solutions by 3.9% in the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company's stock valued at $228,000 after purchasing an additional 68 shares during the period. Larson Financial Group LLC increased its holdings in MACOM Technology Solutions by 19.4% in the third quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company's stock valued at $52,000 after purchasing an additional 68 shares during the last quarter. Sowell Financial Services LLC lifted its stake in MACOM Technology Solutions by 3.9% in the second quarter. Sowell Financial Services LLC now owns 2,135 shares of the semiconductor company's stock valued at $306,000 after buying an additional 80 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company's stock worth $27,000 after buying an additional 93 shares during the last quarter. Finally, Wedmont Private Capital boosted its holdings in MACOM Technology Solutions by 5.4% during the third quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company's stock worth $246,000 after buying an additional 99 shares during the last quarter. Institutional investors and hedge funds own 76.14% of the company's stock.
MACOM Technology Solutions Company Profile
(
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.
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