MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $23,029,000.00 in Stock

February 6, 2026 by InsiderTrades.com

Key Points

Susan Ocampo sold 100,000 shares of MACOM on Feb 3 at an average price of $230.29 for $23.03M, trimming her stake by 2.23% but still holding about 4.38M shares valued at roughly $1.01B.
MACOM beat Q1 estimates and raised guidance: Q1 EPS was $1.02 (vs. $0.99 consensus) with revenue up ~24.5% YoY to $271.6M, and Q2 guidance of $1.05–$1.09 EPS and $281M–$289M revenue came in above street expectations, prompting analyst target increases.
However, recurring insider sell-offs—including multiple large December sales and a recent SVP sale—could temper investor sentiment despite the strong results and upbeat guidance.

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI - Get Free Report) major shareholder Susan Ocampo sold 100,000 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $230.29, for a total value of $23,029,000.00. Following the transaction, the insider owned 4,378,323 shares in the company, valued at approximately $1,008,284,003.67. This trade represents a 2.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Large shareholders that own at least 10% of a company's stock are required to disclose their sales and purchases with the SEC.

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

On Tuesday, December 9th, Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $190.07, for a total transaction of $23,011,204.69.
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 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 transaction of $435,290.00.
On Wednesday, December 3rd, Susan Ocampo sold 95,829 shares of MACOM Technology Solutions stock. The stock was 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 shares were 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 stock was sold at an average price of $170.01, for a total value of $9,641,437.11.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $227.80 on Friday. The company has a market cap of $17.09 billion, a price-to-earnings ratio of -281.23, a PEG ratio of 4.01 and a beta of 1.44. The business has a 50 day moving average price of $193.20 and a 200 day moving average price of $157.39. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $236.80.

MACOM Tech Stock is a 5G Rollout and Integration Semiconductor Play

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, topping analysts' consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The company had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same period in the previous year, the company earned $0.79 earnings per share. The company's quarterly revenue was up 24.5% compared to the same quarter last year. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Hedge Funds Weigh In On MACOM Technology Solutions

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its position in MACOM Technology Solutions by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 7,225,100 shares of the semiconductor company's stock valued at $1,237,515,000 after acquiring an additional 157,343 shares during the period. Invesco Ltd. boosted its stake in shares of MACOM Technology Solutions by 3.2% in the 2nd quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company's stock valued at $496,479,000 after purchasing an additional 106,004 shares in the last quarter. Alliancebernstein L.P. grew its holdings in shares of MACOM Technology Solutions by 11.7% in the 3rd 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 increased its position in shares of MACOM Technology Solutions by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company's stock worth $165,177,000 after purchasing an additional 28,257 shares in the last quarter. Finally, Wellington Management Group LLP increased its position in shares of MACOM Technology Solutions by 180.6% during the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company's stock worth $122,802,000 after purchasing an additional 634,903 shares in the last quarter. Institutional investors own 76.14% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on MTSI shares. 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. Needham & Company LLC reissued a "buy" rating and set a $250.00 target price on shares of MACOM Technology Solutions in a research report on Friday. Truist Financial upped their price target on MACOM Technology Solutions from $180.00 to $200.00 and gave the company a "buy" rating in a report on Friday, December 19th. Jefferies Financial Group lifted their price objective on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a "buy" rating in a report on Monday. Finally, Stifel Nicolaus boosted their price objective on MACOM Technology Solutions from $185.00 to $215.00 and gave the company a "buy" rating in a research report on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $210.00.

Check Out Our Latest Stock Analysis on MTSI

MACOM Technology Solutions News Summary

Here are the key news stories impacting MACOM Technology Solutions this week:

Positive Sentiment: Q1 results beat on both EPS and revenue: MACOM reported $1.02 EPS vs. $0.99 consensus and revenue of $271.6M (up ~24.5% YoY), signaling solid top-line growth. Read More.
Positive Sentiment: Upbeat Q2 guidance materially above estimates: company guided to EPS $1.050–1.090 and revenue $281M–$289M versus consensus EPS ~$0.93 and revenue ~$275M — a driver of stronger near-term earnings expectations. Read More.
Positive Sentiment: Analysts and media highlighted the beat-and-raise: several outlets and analysts raised targets and reiterated buys after the quarter, supporting momentum and sentiment. Read More.
Neutral Sentiment: Management commentary and detail available from the earnings call/transcript — helpful for investors wanting color on demand drivers (data center, telecom, optical) and margin trajectory. Read More.
Neutral Sentiment: Valuation write-ups surfaced after the results, discussing whether the stronger growth and guidance justify higher targets — useful for re-rating assessment. Read More.
Negative Sentiment: Large insider sell-offs: major shareholder Susan Ocampo sold 100,000 shares (~$23M) and an SVP sold ~5,274 shares recently — raises short-term governance/lockup/markup questions and can weigh on sentiment. Read More.
Negative Sentiment: Another disclosure shows the SVP sale (5,274 shares, ~$1.19M) — recurring insider sales by executives may temper enthusiasm despite strong results. Read More.

About MACOM Technology Solutions

(Get Free Report)

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.