Insider Selling: MACOM Technology Solutions (NASDAQ:MTSI) Major Shareholder Sells 150,000 Shares of Stock

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) major shareholder Susan Ocampo sold 150,000 shares of the company’s stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $133.09, for a total value of $19,963,500.00. Following the transaction, the insider owned 3,372,186 shares of the company’s stock, valued at approximately $448,804,234.74. This represents a 4.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Major shareholders that own at least 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 Wednesday, September 17th, Susan Ocampo sold 62,435 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $133.02, for a total value of $8,305,103.70.
• On Monday, September 15th, Susan Ocampo sold 150,424 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.43, for a total value of $19,920,650.32.
• On Friday, September 12th, Susan Ocampo sold 89,868 shares of MACOM Technology Solutions stock. The shares were sold at an average price of $132.86, for a total value of $11,939,862.48.
• On Thursday, September 11th, Susan Ocampo sold 80,891 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $132.49, for a total value of $10,717,248.59.
• On Wednesday, September 10th, Susan Ocampo sold 50,361 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $132.64, for a total value of $6,679,883.04.
• On Tuesday, September 9th, Susan Ocampo sold 45,986 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $131.12, for a total value of $6,029,684.32.
• On Monday, September 8th, Susan Ocampo sold 3,195 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $132.06, for a total value of $421,931.70.
• On Friday, September 5th, Susan Ocampo sold 113,275 shares of MACOM Technology Solutions stock. The stock was sold at an average price of $131.41, for a total value of $14,885,467.75.

MACOM Technology Solutions Trading Up 1.9%

NASDAQ MTSI opened at $129.49 on Tuesday. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $84.00 and a 12 month high of $152.50. The stock has a market cap of $9.64 billion, a P/E ratio of -128.21, a P/E/G ratio of 2.41 and a beta of 1.49. The stock’s fifty day moving average price is $131.49 and its 200-day moving average price is $121.98. The company has a current ratio of 3.83, a quick ratio of 3.10 and a debt-to-equity ratio of 0.32.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, August 7th. The semiconductor company reported $0.90 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.01. MACOM Technology Solutions had a positive return on equity of 14.02% and a negative net margin of 7.71%.The firm had revenue of $252.08 million for the quarter, compared to analysts’ expectations of $249.89 million. During the same period in the prior year, the firm posted $0.66 earnings per share. The company’s quarterly revenue was up 32.3% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2025 guidance at 0.910-0.950 EPS. As a group, equities analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

MTSI has been the topic of a number of research analyst reports. Bank of America upped their price target on MACOM Technology Solutions from $140.00 to $160.00 and gave the company a “buy” rating in a report on Tuesday, June 24th. Stifel Nicolaus upped their price target on MACOM Technology Solutions from $140.00 to $155.00 and gave the company a “buy” rating in a report on Friday, July 18th. Zacks Research raised MACOM Technology Solutions from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 20th. Truist Financial upped their price target on MACOM Technology Solutions from $136.00 to $154.00 and gave the company a “buy” rating in a report on Monday, July 7th. Finally, Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Sunday, July 20th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $146.13.

Institutional Trading of MACOM Technology Solutions

Several institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. grew its position in shares of MACOM Technology Solutions by 2.0% during the first quarter. Vanguard Group Inc. now owns 6,646,452 shares of the semiconductor company’s stock worth $667,171,000 after purchasing an additional 129,201 shares in the last quarter. Invesco Ltd. grew its position in shares of MACOM Technology Solutions by 3.2% during the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock worth $496,479,000 after purchasing an additional 106,004 shares in the last quarter. Alliancebernstein L.P. grew its holdings in MACOM Technology Solutions by 2.4% during the 1st quarter. Alliancebernstein L.P. now owns 1,468,782 shares of the semiconductor company’s stock valued at $147,436,000 after buying an additional 34,214 shares in the last quarter. GW&K Investment Management LLC grew its holdings in MACOM Technology Solutions by 9.9% during the 1st quarter. GW&K Investment Management LLC now owns 1,275,048 shares of the semiconductor company’s stock valued at $127,990,000 after buying an additional 114,780 shares in the last quarter. Finally, Geode Capital Management LLC grew its holdings in MACOM Technology Solutions by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock valued at $165,177,000 after buying an additional 28,257 shares in the last quarter. Hedge funds and other institutional investors own 76.14% of the company’s stock.

MACOM Technology Solutions Company Profile

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.