MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $13,896,984.64 in Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 57,827 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $240.32, for a total value of $13,896,984.64. Following the sale, the insider owned 4,220,496 shares in the company, valued at approximately $1,014,269,598.72. The trade was a 1.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Large shareholders that own at least 10% 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, February 13th, Susan Ocampo sold 62,050 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $241.85, for a total value of $15,006,792.50.
• 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 value of $23,585,000.00.
• On Tuesday, February 3rd, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $230.29, for a total transaction of $23,029,000.00.
• On Tuesday, December 9th, Susan Ocampo sold 121,067 shares of MACOM Technology Solutions stock. The shares were 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 stock was 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 shares were 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 stock was sold at an average price of $180.00, for a total value of $750,780.00.

MACOM Technology Solutions Price Performance

MTSI stock traded up $0.56 on Tuesday, reaching $244.72. The company had a trading volume of 441,294 shares, compared to its average volume of 1,572,324. The company’s fifty day moving average is $201.21 and its 200 day moving average is $162.56. The company has a market cap of $18.36 billion, a P/E ratio of 115.73, a PEG ratio of 4.69 and a beta of 1.44. The company has a debt-to-equity ratio of 0.30, a quick ratio of 3.18 and a current ratio of 3.96. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $247.10.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $269.02 million. During the same quarter last year, the business posted $0.79 earnings per share. MACOM Technology Solutions’s 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. On average, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current year.

Institutional Trading of MACOM Technology Solutions

Several institutional investors have recently made changes to their positions in MTSI. Principal Financial Group Inc. lifted its holdings in shares of MACOM Technology Solutions by 5.1% during the 3rd quarter. Principal Financial Group Inc. now owns 142,120 shares of the semiconductor company’s stock valued at $17,693,000 after buying an additional 6,874 shares during the last quarter. Ethic Inc. bought a new position in MACOM Technology Solutions during the third quarter valued at approximately $1,208,000. Bryce Point Capital LLC bought a new position in MACOM Technology Solutions during the third quarter valued at approximately $572,000. Hantz Financial Services Inc. lifted its stake in MACOM Technology Solutions by 2,180.1% in the third quarter. Hantz Financial Services Inc. now owns 4,811 shares of the semiconductor company’s stock valued at $599,000 after acquiring an additional 4,600 shares during the last quarter. Finally, Deltec Asset Management LLC bought a new stake in MACOM Technology Solutions in the third quarter worth approximately $1,429,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

MTSI has been the subject of a number of analyst reports. Truist Financial boosted 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. Benchmark lifted their target price on shares of MACOM Technology Solutions from $160.00 to $260.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Bank of America raised their price objective on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Weiss Ratings upgraded MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $228.27.

MACOM Technology Solutions Company Profile

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.