MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells $23,011,204.69 in Stock

Posted by Amy Steele on Dec 9th, 2025

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Get Free Report) major shareholder Susan Ocampo sold 121,067 shares of the stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $190.07, for a total transaction of $23,011,204.69. Following the completion of the transaction, the insider directly owned 4,478,323 shares of the company’s stock, valued at approximately $851,194,852.61. The trade was a 2.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Large shareholders that own 10% or more of a company’s shares are required to disclose their transactions with the SEC.

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

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 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 value 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.
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 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 shares were 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 stock was 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.

MACOM Technology Solutions Trading Up 1.4%

Shares of MTSI stock traded up $2.54 during trading hours on Tuesday, hitting $188.08. 1,240,588 shares of the company’s stock traded hands, compared to its average volume of 857,354. The stock has a market cap of $14.09 billion, a PE ratio of -232.19, a price-to-earnings-growth ratio of 2.59 and a beta of 1.46. The stock’s 50 day simple moving average is $152.44 and its 200 day simple moving average is $139.00. 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 12 month low of $84.00 and a 12 month high of $190.95.

MACOM Technology Solutions (NASDAQ:MTSI – Get Free Report) last issued its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.01. The company had revenue of $261.17 million for the quarter, compared to analysts’ expectations of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. MACOM Technology Solutions’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Barclays increased their target price 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 increased their price objective on shares of MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Weiss Ratings reissued a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. Truist Financial restated a “buy” rating and issued a $180.00 target price (up previously from $158.00) on shares of MACOM Technology Solutions in a report on Friday, November 7th. Finally, Benchmark increased their price target on MACOM Technology Solutions from $160.00 to $190.00 and gave the stock a “buy” rating in a report on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $169.44.

View Our Latest Report on MACOM Technology Solutions

Institutional Trading of MACOM Technology Solutions

A number of institutional investors and hedge funds have recently modified their holdings of MTSI. Allworth Financial LP grew its stake in MACOM Technology Solutions by 22.6% in the 3rd quarter. Allworth Financial LP now owns 4,551 shares of the semiconductor company’s stock valued at $567,000 after purchasing an additional 840 shares during the period. Swiss Life Asset Management Ltd boosted its holdings in shares of MACOM Technology Solutions by 74.7% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 2,870 shares of the semiconductor company’s stock worth $357,000 after buying an additional 1,227 shares during the last quarter. Polar Asset Management Partners Inc. raised its position in MACOM Technology Solutions by 14.8% in the third quarter. Polar Asset Management Partners Inc. now owns 286,760 shares of the semiconductor company’s stock worth $35,699,000 after acquiring an additional 36,995 shares during the period. Coldstream Capital Management Inc. lifted its holdings in shares of MACOM Technology Solutions by 3.5% in the third quarter. Coldstream Capital Management Inc. now owns 3,571 shares of the semiconductor company’s stock worth $445,000 after buying an additional 121 shares in the last quarter. Finally, Danske Bank A S purchased a new position in MACOM Technology Solutions during the third quarter valued at approximately $100,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

MACOM Technology Solutions Company Profile

(Get Free Report)

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.