Insider Selling: MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $15,006,792.50 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 62,050 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $241.85, for a total transaction of $15,006,792.50. Following the completion of the transaction, the insider directly owned 4,158,446 shares in the company, valued at $1,005,720,165.10. This represents a 1.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Large 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 Wednesday, February 18th, Susan Ocampo sold 3,156 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $250.00, for a total transaction of $789,000.00.
• On Tuesday, February 17th, Susan Ocampo sold 80,123 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $245.32, for a total transaction of $19,655,774.36.
• On Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $240.32, for a total transaction of $13,896,984.64.
• On Friday, February 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $235.85, for a total transaction of $23,585,000.00.
• On Tuesday, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $230.29, for a total value of $23,029,000.00.
• 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 value 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 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 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 value of $750,780.00.

MACOM Technology Solutions Stock Performance

NASDAQ MTSI opened at $242.56 on Friday. The business’s 50-day simple moving average is $204.62 and its 200-day simple moving average is $164.46. The firm has a market capitalization of $18.19 billion, a P/E ratio of 113.88, a P/E/G ratio of 4.74 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $84.00 and a 1-year high of $250.01. The company has a debt-to-equity ratio of 0.30, a current ratio of 3.96 and a quick ratio of 3.18.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data 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 return on equity of 15.55% and a net margin of 15.88%.The company had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. During the same quarter in the previous year, the firm posted $0.79 earnings per share. The firm’s quarterly revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Institutional Trading of MACOM Technology Solutions

Several hedge funds and other institutional investors have recently modified their holdings of MTSI. Mercer Global Advisors Inc. ADV lifted its stake in MACOM Technology Solutions by 83.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 3,058 shares of the semiconductor company’s stock worth $524,000 after acquiring an additional 1,388 shares in the last quarter. Raymond James Financial Inc. lifted its position in shares of MACOM Technology Solutions by 122.1% in the fourth quarter. Raymond James Financial Inc. now owns 602,450 shares of the semiconductor company’s stock worth $104,440,000 after purchasing an additional 331,206 shares in the last quarter. EP Wealth Advisors LLC acquired a new stake in shares of MACOM Technology Solutions during the fourth quarter worth approximately $324,000. NewEdge Advisors LLC grew its position in MACOM Technology Solutions by 1,731.2% during the fourth quarter. NewEdge Advisors LLC now owns 1,410 shares of the semiconductor company’s stock valued at $242,000 after purchasing an additional 1,333 shares in the last quarter. Finally, Sunstone Asset Management L.P. acquired a new position in MACOM Technology Solutions in the 4th quarter valued at approximately $2,186,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Recent results and guidance are supportive: MTSI beat quarterly estimates (EPS $1.02 vs. $0.99 consensus), reported revenue growth (~24.5% YoY) and set Q2 FY2026 EPS guidance of $1.05–$1.09 — factors that justify recent analyst price-target increases. MarketBeat MTSI Coverage
• Neutral Sentiment: Analyst sentiment remains broadly constructive: several firms raised targets (examples: Benchmark, Truist, Needham), and consensus remains a “Moderate Buy” with a mean target near $228 — supportive but market already priced in much of the upside. Analyst Notes
• Negative Sentiment: Major shareholder Susan Ocampo continued large, sequential sales in February (including ~80,123 shares on Feb. 17 at ~$245.32 and additional blocks on Feb. 12–18), representing multi-million-dollar dispositions — heavy insider selling from a >10% holder can signal supply pressure or trigger investor concern. Ocampo SEC Filing
• Negative Sentiment: CFO John Kober sold 7,196 shares on Feb. 17 at ~$243.07, reducing his holding by ~12.9% — an officer-level reduction is particularly visible to the market and can weigh on sentiment. CFO SEC Filing

Analysts Set New Price Targets

MTSI has been the subject of a number of research reports. Jefferies Financial Group lifted their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. TD Cowen upped their price target on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Truist Financial lifted their price objective on shares of MACOM Technology Solutions from $200.00 to $261.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Finally, Zacks Research cut shares of MACOM Technology Solutions from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $228.27.

About MACOM Technology Solutions

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.