Director Makes a Significant Move by Selling MACOM Technology Shares!

New insider activity at MACOM Technology Solutions Holdings ( (MTSI) ) has taken place on May 21, 2025.

Director Susan Ocampo has recently sold 4,694 shares of MACOM Technology Solutions Holdings stock, amounting to a total transaction value of $579,709.

Recent Updates on MTSI stock

MACOM Technology Solutions Holdings has experienced positive developments following its recent Q2 earnings report, which showcased a 30.2% year-over-year revenue increase to $235.9 million and a net income of $31.7 million. Analysts have raised the company’s price target due to strong Q1 results and a promising Q2 outlook, particularly in the Telecom sector, which benefited from the accelerating 5G infrastructure recovery. The company’s robust performance in the Data Center and Telecom segments, along with strategic product launches, has contributed to a positive market outlook. However, challenges remain in the industrial sector and with the Wolfspeed RF fab transition. Despite these hurdles, MACOM’s strong financial position and strategic initiatives have led to an optimistic forecast for continued growth, with expected Q3 revenue between $246 million and $254 million.

Spark’s Take on MTSI Stock

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

MACOM Technology Solutions Holdings demonstrates strong revenue growth and a stable financial position, which are significant strengths. However, challenges with profitability, as indicated by negative net income and EBITDA, and valuation concerns due to a negative P/E ratio, weigh on the overall score. Technical indicators show positive momentum, but potential overbought conditions warrant caution. The earnings call provided a positive outlook with promising segment performances and guidance, yet highlighted some operational challenges.

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

More about MACOM Technology Solutions Holdings

YTD Price Performance: -5.33%

Average Trading Volume: 862,648

Technical Sentiment Signal: Strong Buy

Current Market Cap: $9.12B