MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 43,289 Shares

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 43,289 shares of the business’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $171.47, for a total value of $7,422,764.83. Following the sale, the insider owned 4,216,954 shares of the company’s stock, valued at approximately $723,081,102.38. The trade was a 1.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Major shareholders that own 10% or more of a company’s stock are required to disclose their sales and purchases with the SEC.

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

• 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 transaction 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 transaction 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 transaction 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 transaction 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.
• On Thursday, October 16th, Susan Ocampo sold 102,261 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $140.06, for a total transaction of $14,322,675.66.
• On Wednesday, October 15th, Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $136.02, for a total transaction of $20,403,000.00.

MACOM Technology Solutions Stock Performance

Shares of MACOM Technology Solutions stock opened at $170.89 on Thursday. The firm has a fifty day moving average of $137.98 and a two-hundred day moving average of $132.14. The company has a debt-to-equity ratio of 0.32, a quick ratio of 3.10 and a current ratio of 3.83. The stock has a market capitalization of $12.73 billion, a price-to-earnings ratio of -169.20, a PEG ratio of 2.26 and a beta of 1.52. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $84.00 and a 52 week high of $179.38.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.01. The business had revenue of $261.17 million for the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The firm’s revenue was up 3.6% on a year-over-year basis. During the same period last year, the company earned $0.73 EPS. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, equities research analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analysts Set New Price Targets

Several research firms have recently issued reports on MTSI. Truist Financial restated a “buy” rating and set a $180.00 target price (up from $158.00) on shares of MACOM Technology Solutions in a research report on Friday, November 7th. Barclays lifted their price objective on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Benchmark increased their target price 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. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $169.44.

Institutional Trading of MACOM Technology Solutions

Several hedge funds have recently bought and sold shares of the stock. Merit Financial Group LLC lifted its stake in MACOM Technology Solutions by 3.9% in the third quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock valued at $228,000 after buying an additional 68 shares in the last quarter. Sowell Financial Services LLC increased its position in shares of MACOM Technology Solutions by 3.9% during the second quarter. Sowell Financial Services LLC now owns 2,135 shares of the semiconductor company’s stock worth $306,000 after acquiring an additional 80 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of 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 acquiring an additional 93 shares during the period. Wedmont Private Capital raised its holdings in shares of 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 acquiring an additional 99 shares during the period. Finally, State of Michigan Retirement System lifted its position in MACOM Technology Solutions by 0.7% in the 2nd quarter. State of Michigan Retirement System now owns 14,300 shares of the semiconductor company’s stock valued at $2,049,000 after acquiring an additional 100 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

MACOM Technology Solutions Company Profile

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.