MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Susan Ocampo Sells 100,000 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 100,000 shares of the business’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $160.08, for a total value of $16,008,000.00. Following the sale, the insider owned 4,316,954 shares of the company’s stock, valued at $691,057,996.32. The trade was a 2.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Major shareholders that own more than 10% of a company’s shares are required to disclose their transactions with the SEC.

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

• 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 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 transaction of $9,641,437.11.
• 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 transaction 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 stock was 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 shares were 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 stock was 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 value of $20,403,000.00.

MACOM Technology Solutions Price Performance

MTSI stock opened at $170.89 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $179.38. The company has a debt-to-equity ratio of 0.32, a current ratio of 3.83 and a quick ratio of 3.10. The firm has a market capitalization of $12.73 billion, a PE ratio of -169.20, a price-to-earnings-growth ratio of 2.26 and a beta of 1.52. The business has a 50 day simple moving average of $137.98 and a 200-day simple moving average of $132.14.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The company 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 for the quarter was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Institutional Investors Weigh In On MACOM Technology Solutions

A number of institutional investors have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC lifted its holdings in shares of MACOM Technology Solutions by 75.6% in the 3rd 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 last quarter. Hantz Financial Services Inc. increased its holdings in MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock valued at $30,000 after purchasing an additional 134 shares during the last quarter. SVB Wealth LLC purchased a new stake in MACOM Technology Solutions in the first quarter valued at approximately $34,000. Smartleaf Asset Management LLC lifted its stake in MACOM Technology Solutions by 108.7% during the third quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 150 shares in the last quarter. Finally, Allworth Financial LP lifted its stake in MACOM Technology Solutions by 131.3% during the first quarter. Allworth Financial LP now owns 347 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 197 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on MTSI shares. Barclays boosted their price target on shares of MACOM Technology Solutions from $150.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Needham & Company LLC boosted their target price on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the company a “buy” rating in a report on Thursday, November 6th. 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. Truist Financial reaffirmed a “buy” rating and set a $180.00 price target (up previously from $158.00) on shares of MACOM Technology Solutions in a research report on Friday, November 7th. Finally, TD Cowen upped their price objective on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $169.44.

About MACOM Technology Solutions

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.