Susan Ocampo Sells 3,156 Shares of MACOM Technology Solutions (NASDAQ:MTSI) Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 3,156 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $250.00, for a total transaction of $789,000.00. Following the completion of the transaction, the insider owned 4,075,167 shares in the company, valued at approximately $1,018,791,750. This represents a 0.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Major shareholders that own more than 10% 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 Tuesday, February 17th, Susan Ocampo sold 80,123 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $245.32, for a total value of $19,655,774.36.
• 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 Thursday, February 12th, Susan Ocampo sold 57,827 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $240.32, for a total value of $13,896,984.64.
• On Friday, February 6th, Susan Ocampo sold 100,000 shares of MACOM Technology Solutions stock. The shares were 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 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 value 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 transaction 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 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 transaction of $750,780.00.

MACOM Technology Solutions Trading Up 0.4%

NASDAQ MTSI opened at $243.59 on Friday. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The stock has a market capitalization of $18.27 billion, a P/E ratio of 114.36, a P/E/G ratio of 4.65 and a beta of 1.44. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $84.00 and a 52-week high of $251.27. The firm has a 50-day moving average price of $205.95 and a 200 day moving average price of $165.18.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.03. The company had revenue of $271.61 million for the quarter, compared to analyst estimates of $269.02 million. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The firm’s revenue for the quarter was up 24.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.79 EPS. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Equities research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Trending Headlines about MACOM Technology Solutions

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

• Positive Sentiment: Q4 results and guidance beat: MACOM reported quarterly EPS and revenue above consensus and set Q2 FY2026 EPS guidance of $1.05–$1.09, supporting growth expectations and helping push the shares higher. Earnings & Outlook
• Positive Sentiment: Analyst upgrades and higher price targets: Multiple brokers (including Truist and Benchmark) raised price targets and maintained Buy ratings after the prints, giving the stock additional upward momentum. Analyst Notes
• Neutral Sentiment: Strong institutional ownership and healthy liquidity: Institutions own ~76% of the float and the company shows solid current/quick ratios and modest leverage—factors that can stabilize the stock amid volatility. Ownership & Financials
• Negative Sentiment: Large, repeated insider sales by major shareholder Susan Ocampo: Ocampo executed multiple large disposals in February (including 80,123 shares on Feb 17 and additional tranches), representing meaningful cashing‑out that may pressure sentiment. Insider Sales
• Negative Sentiment: CFO selling: The company’s CFO sold 7,196 shares on Feb 17, which, when paired with the major shareholder’s sales, can amplify investor concern about insider timing. CFO Filing

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on MTSI shares. Stifel Nicolaus increased their price target on shares of MACOM Technology Solutions from $215.00 to $255.00 and gave the company a “buy” rating in a report on Friday, February 6th. TD Cowen increased their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. JPMorgan Chase & Co. lifted their price target on shares of MACOM Technology Solutions from $165.00 to $240.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. Susquehanna initiated coverage on MACOM Technology Solutions in a report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Finally, Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and an average target price of $228.27.

Hedge Funds Weigh In On MACOM Technology Solutions

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

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.