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Stephen G. Daly, President and CEO of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), sold 16,560 shares of common stock on November 10, 2025, for approximately $3.5 million. The sales occurred at weighted average prices ranging from $170.76 to $179.11, near the company’s 52-week high of $179.38. MACOM’s stock has delivered impressive returns, with a 31.6% price appreciation over the past six months and 26% over the last year, according to InvestingPro data.
The transactions were executed under a pre-arranged 10b5-1 trading plan adopted on February 28, 2025. InvestingPro analysis indicates MACOM is currently trading above its Fair Value, with multiple high valuation metrics including elevated EBIT and revenue multiples.
Following the reported transactions, Daly directly owns 74,217 shares of MACOM Technology Solutions Holdings, Inc. common stock. Despite not being profitable over the last twelve months, MACOM maintains strong financial health with a current ratio of 3.71 and liquid assets exceeding short-term obligations. Analysts remain optimistic, with 12 analysts recently revising earnings upward and projecting profitability this year. Discover more insights with MACOM’s comprehensive Pro Research Report, available among 1,400+ top stocks on InvestingPro.
In other recent news, MACOM Technology Solutions reported its fourth-quarter earnings for fiscal year 2025, surpassing expectations. The company achieved an adjusted earnings per share of $0.94, exceeding the forecasted $0.929, and reported revenue of $261.2 million, slightly above the anticipated $260.17 million. Following these results, Needham raised its price target for MACOM Technology to $175, maintaining a Buy rating, citing improved revenue, gross margins, and lower operating expenses. Similarly, Truist Securities increased its price target to $180 from $158, also maintaining a Buy rating. Truist noted the company’s solid third-quarter results and positive fourth-quarter outlook, with improvements in gross profit margins. These developments are part of MACOM’s ongoing response to challenges from its recently acquired RTP fabrication facility. The consistent upgrades from analysts reflect confidence in MACOM’s financial performance and future prospects.
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