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A 10% owner of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), Ocampo Susan, sold 199,400 shares of common stock between November 6 and November 10, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The semiconductor company has seen its stock surge 30.8% year-to-date, with particularly strong momentum over the last week (13.6% gain).
The sales, executed in multiple transactions, resulted in gross proceeds of $33,072,135. The prices obtained for these shares ranged from $160.08 to $173.31, with the stock currently trading near its 52-week high of $179.38. InvestingPro analysis indicates MTSI appears overvalued at current levels.
Specifically, on November 6, 100,000 shares were sold at a weighted average price of $160.08. Subsequent sales occurred on November 7 with 56,711 shares at $170.01, and on November 10 with 8,390 shares at $170.20, 23,421 shares at $171.31, 7,980 shares at $172.46 and 3,498 shares at $173.31.
Following these transactions, Ocampo Susan, by Ocampo Family Trusts, indirectly owns 4,216,954 shares of MACOM Technology Solutions Holdings, Inc.
In other recent news, MACOM Technology Solutions reported fourth-quarter earnings for fiscal year 2025 that exceeded expectations. The company achieved an adjusted earnings per share of $0.94, surpassing the forecast of $0.929. Revenue reached $261.2 million, slightly above the anticipated $260.17 million. Following these strong earnings results, Needham raised its price target for MACOM to $175, maintaining a Buy rating. Similarly, Truist Securities increased its price target to $180, also maintaining a Buy rating. The upgrades reflect MACOM’s improved revenue, gross margins, and lower operating expenses. Additionally, MACOM’s third-quarter results and fourth-quarter outlook showed gross profit margin improvements, despite challenges from its recently-acquired RTP fabrication facility. These developments highlight the company’s ability to overcome recent operational challenges.
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