Susan Ocampo, listed as a 10% owner of MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI), sold 100,000 shares of the company’s common stock on February 6, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The sale was executed at a weighted average price of $235.847 per share, producing a total reported transaction value of $23.58 million. Reported trade prices in the filing ranged between $235.00 and $240.05.
The disposition took place while MACOM shares were trading near a 52-week high of $241.62, after the stock delivered an 88.6% total return over the prior 12 months based on InvestingPro data. Following this sale, Ocampo’s indirect holdings in MACOM common stock remain substantial: 4,278,323 shares held via Ocampo Family Trusts; 2,577,334 shares held through trusts established for children; and 938,631 shares held in a grantor retained annuity trust (GRAT).
Company financials and market context
MACOM reported first-quarter fiscal 2026 results that exceeded consensus expectations on both top-line and adjusted earnings measures. The company posted revenue of $271.6 million, a sequential increase of 4.0% and a year-over-year rise of 24.5%, topping the expected $269.02 million. Adjusted earnings per share were reported at $1.02, above the forecast of $0.9973.
Management’s reported results also included a record backlog and a book-to-bill ratio of 1.3, signaling that orders were being received at a faster pace than shipments over the reported period. These operational metrics were described in the filing and related company disclosures accompanying the quarterly results.
Market valuation and balance-sheet metrics cited alongside the filing show MACOM with a market capitalization of $17.3 billion. InvestingPro Fair Value analysis flagged the shares as appearing overvalued. The company’s financial position was characterized by moderate debt levels and relatively strong liquidity, with a current ratio reported at 3.96.
Analyst reactions and market response
Following the quarterly release, several sell-side analysts adjusted their outlooks on MACOM. Benchmark raised its price target to $260 while maintaining a Buy rating. Stifel also lifted its target to $255 and retained a Buy rating. These revisions reflect analysts’ updated views on the company’s forward visibility and growth prospects as reflected in the reported quarter.
Despite the earnings beat and the subsequent target increases, MACOM’s stock experienced a decline in pre-market trading after the results were announced.
Additional notes
The Form 4 reporting Ocampo’s sale was filed with the SEC and documents the transaction details and the remaining indirect holdings held through various trusts. Analysts polled and proprietary fair-value assessments referenced in disclosures show upward revisions to earnings estimates for the coming period, with net income expected to grow this year.
This article presents the factual reporting from the Form 4 filing and company financial disclosures, including share counts, transaction prices, financial results, market-capitalization and analyst price-target changes.