Macom senior VP and CFO Kober sells $242,988 in company stock

John Kober, senior VP and Chief Financial Officer of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), sold 1,027 shares of the company’s common stock for a total value of $242,988. The transaction occurred on October 26, 2026, with shares sold at a price of $236.6 each. This sale was conducted under a Rule 10b5-1 trading plan, which Mr. Kober had adopted on August 14, 2025. The stock has delivered a strong 73% return over the past year, currently trading at $255.68 with a market cap of $18.6 billion.

Earlier, on October 23, 2026, 428 shares of common stock, totaling $101,110, were withheld by MACOM to satisfy Mr. Kober’s tax obligations. These shares were related to the vesting of restricted stock units, with a price of $236.24 per share.

Following these reported transactions, Mr. Kober directly beneficially owns 34,405 shares of MACOM Technology Solutions Holdings common stock. According to InvestingPro analysis, MTSI currently appears overvalued relative to its Fair Value. Investors seeking deeper insights can access 18 additional ProTips and comprehensive analysis through the platform’s Pro Research Report, available for MTSI and 1,400+ other US equities.

In other recent news, MACOM Technology Solutions has seen significant activity with multiple analyst upgrades. Raymond James upgraded the company’s stock to Outperform from Market Perform, setting a price target of $300. This upgrade comes in anticipation of the company’s September quarter results. BMO Capital Markets also upgraded MACOM to Outperform, with a higher price target of $335, citing the stock’s decline from its May peak as an opportunity for investors. The firm’s analyst noted that valuations have become more attractive as forward multiples have decreased. Additionally, Jefferies has highlighted MACOM as a key player in the upcoming 1.6T transition, emphasizing its role in the evolving technology landscape. These developments reflect a diversified growth outlook for MACOM, as noted by analysts.