Major Shareholder Cashes Out Big on MACOM Technology Stock!

Tip Ranks
2025.12.05 02:09
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Significant shareholder Susan Ocampo sold 100,000 shares of MACOM Technology Solutions Holdings for $18,005,749 on December 4, 2025. MACOM also promoted Robert Dennehy to Senior VP and COO. Analysts raised price targets due to strong fiscal 2025 results, but concerns about profitability and valuation persist. TipRanks' AI Analyst rates MTSI as Neutral with a mixed outlook.

New insider activity at MACOM Technology Solutions Holdings ( (MTSI) ) has taken place on December 4, 2025.

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Significant shareholder Susan Ocampo has made a notable move in the stock market by selling 100,000 shares of MACOM Technology Solutions Holdings. This transaction is valued at an impressive $18,005,749, reflecting a substantial financial decision.

Recent Updates on MTSI stock

In recent developments, MACOM Technology Solutions Holdings announced the promotion of Robert Dennehy to Senior Vice President and Chief Operating Officer, a move expected to support the company’s growth as it expands its operational scope. Analysts have raised their price targets for MACOM, citing strong fiscal 2025 results and positive earnings reports. Truist increased its target due to solid Q3 results and a favorable Q4 outlook, while Stifel highlighted MACOM’s above-guidance Q4 sales and potential for significant growth in fiscal year 2026. Evercore ISI also raised its target following a strong September quarter performance. Despite these positive signals, concerns about profitability and valuation remain, as reflected in a mixed stock score and a Hold rating from some analysts.

Spark’s Take on MTSI Stock

According to Spark, TipRanks’ AI Analyst, MTSI is a Neutral.

The overall stock score of 61 reflects a mixed outlook for MACOM Technology Solutions Holdings. The most significant factor is the strong technical analysis, indicating bullish momentum. However, financial performance and valuation concerns, particularly the negative profitability and high P/E ratio, weigh heavily on the score. The positive earnings call provides some optimism, highlighting growth and strategic initiatives, but challenges remain in profitability and valuation.

To see Spark’s full report on MTSI stock, click here.

More about MACOM Technology Solutions Holdings

YTD Price Performance: 41.74%

Average Trading Volume: 1,092,117

Technical Sentiment Signal: Buy

Current Market Cap: $13.33B