Street Calls of the Week
A 10% owner of MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Ocampo Susan, sold 36,762 shares of common stock on October 20, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The shares were sold at a weighted average price of $141.01, for a total transaction value of $5,183,809. Prices ranged from $141.00 to $141.08. The sale comes as MACOM’s stock has surged over 42% in the past six months, with the company now valued at approximately $10.1 billion. According to InvestingPro analysis, the stock is currently trading above its Fair Value.
Following the transaction, Ocampo Susan indirectly owns 2,817,583 shares of MACOM Technology Solutions Holdings Inc. These shares are held by trusts for children. Ocampo also indirectly owns 4,416,954 shares by Ocampo Family Trusts, and 1,500,000 by GRAT. The company maintains strong liquidity with a current ratio of 3.83, and InvestingPro has identified 14 additional key investment factors for MACOM, available in the comprehensive Pro Research Report.
In other recent news, MACOM Technology Solutions Holdings Inc. announced its fiscal third-quarter 2025 earnings, which met analysts’ expectations for earnings per share (EPS) and exceeded revenue forecasts. The company reported an EPS of $0.90, aligning with projections, and a revenue of $252.1 million, surpassing the expected $248.85 million. Additionally, Evercore ISI raised its price target for MACOM to $158 from $146, maintaining an Outperform rating, following these earnings results. Despite this positive assessment, MACOM’s stock experienced a decline. In other developments, Director Susan Ocampo will retire from MACOM’s Board of Directors effective August 31, 2025, after a 15-year tenure. Ocampo has been a significant figure in the company’s development and strategic direction since joining the board in 2010. These updates reflect MACOM’s recent activities and strategic changes.
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