MACOM Technology Solutions (MTSI) CFO Kober Sells $243K of Stock
Key Points
- John Kober sold 1,027 shares of MACOM Technology at a price of $236.60 each, reducing his holdings to 34,405 shares.
- The stock closed at $243.58 on the same day, with a recent price of $255.68 as of October 27, 2026.
- Analysts maintain a 'buy' rating on MACOM Technology, with a mean price target of $384.69.
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On October 26, 2026, John Kober, Senior VP and CFO of MACOM Technology Solutions Holdings, Inc. (MTSI), sold 1,027 shares for about $242,988. This sale was reported in a Form 4 filing with the SEC, and Kober's action was part of a planned transaction. After this sale, he holds 34,405 shares of the company, a decrease of about 2.9% in his ownership.
MTSI
MACOM Technology Solutions Holdings, Inc.
Inside John Kober's Trade
Kober sold the shares at a price of $236.60 each. This transaction came as the stock closed at $243.58 on the same day. His sale reflects a strategic decision, given his role in the company and the current market conditions.
Other Institutional Activity in MACOM Technology
Driehaus Capital Management reduced its holdings by 145,238 shares, ending with 336,813 shares worth about $128.1 million. This decrease represents a 30.1% drop in their stake. Such movements from institutional investors can indicate changing sentiment towards the stock.
MACOM Technology Solutions Holdings, Inc. Stock Up 5.0%
As of October 27, 2026, MACOM shares were recently trading around $255.68, which is above the closing price of $243.58 on October 26. The stock is currently below its 50-day and 200-day moving averages, suggesting it has faced some downward pressure recently. Additionally, it is about 39% lower than its 52-week high of $418.90, but 77.5% above its 52-week low of $144.06.
Recent Earnings
MACOM Technology reported trailing twelve-month revenue of approximately $1.16 billion, reflecting a year-over-year revenue growth of 35.8%. The company has a net margin of 20.7% and a return on equity of 17.2%. Their next earnings report is scheduled for November 5, 2026.
Analysts Set New Price Targets
On October 27, 2026, Raymond James upgraded MACOM Technology to 'Outperform' and set a new price target of $300. This comes after earlier ratings from firms like Needham, which maintained a 'Buy' rating with a target of $410, and Susquehanna, which kept a 'Neutral' rating with a target of $300. The consensus among analysts is a 'buy' rating with a mean target price of $384.69 based on 16 opinions.
About MACOM Technology Solutions
MACOM Technology Solutions Holdings, Inc. provides analog semiconductor solutions for wireless and wireline applications. The company’s products include integrated circuits, amplifiers, and subsystems for the radio frequency, microwave, and millimeter wave markets. This recent insider sale by Kober may reflect personal financial planning, but it also comes as the company prepares for its upcoming earnings report.
Bottom Line
Investors should keep an eye on MACOM's next earnings report on November 5, 2026, for further insights into the company's performance. Additionally, any further insider trading activity could signal changes in management's outlook on the company. Kober's recent sale adds to a pattern of insider transactions that may be worth monitoring.
Related Filing Alerts
Source: John Kober's Form 4 filing on $MTSI (Oct 26, 2026). Written by software, not financial advice. How we make alerts