Jupiter Topco LLC Purchases Shares of 674,790 MACOM Technology Solutions Holdings, Inc. $MTSI

Jupiter Topco LLC acquired a new stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 674,790 shares of the semiconductor company’s stock, valued at approximately $256,612,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Versant Capital Management Inc raised its holdings in shares of MACOM Technology Solutions by 11.0% in the 2nd quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock worth $130,000 after acquiring an additional 34 shares during the last quarter. Pacer Advisors Inc. lifted its position in MACOM Technology Solutions by 0.4% in the 1st quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock valued at $2,673,000 after acquiring an additional 51 shares in the last quarter. Northwestern Mutual Investment Management Company LLC boosted its stake in MACOM Technology Solutions by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 14,329 shares of the semiconductor company’s stock valued at $2,454,000 after purchasing an additional 53 shares during the last quarter. Meeder Advisory Services Inc. increased its holdings in MACOM Technology Solutions by 3.5% during the 4th quarter. Meeder Advisory Services Inc. now owns 1,889 shares of the semiconductor company’s stock worth $324,000 after purchasing an additional 63 shares in the last quarter. Finally, O Shaughnessy Asset Management LLC increased its holdings in MACOM Technology Solutions by 2.4% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 2,725 shares of the semiconductor company’s stock worth $467,000 after purchasing an additional 63 shares in the last quarter. 76.14% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on MTSI shares. Benchmark assumed coverage on MACOM Technology Solutions in a research note on Thursday, August 13th. They issued a “buy” rating and a $375.00 price objective for the company. Barclays upped their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. BMO Capital Markets began coverage on MACOM Technology Solutions in a research report on Friday, August 21st. They issued a “market perform” rating and a $335.00 price target for the company. Stifel Nicolaus raised their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, HC Wainwright reaffirmed a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, MACOM Technology Solutions presently has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

MACOM Technology Solutions Trading Up 2.4%

NASDAQ:MTSI opened at $272.66 on Thursday. MACOM Technology Solutions Holdings, Inc. has a 52 week low of $121.97 and a 52 week high of $418.90. The firm has a 50-day moving average price of $304.19 and a two-hundred day moving average price of $293.25. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The firm has a market cap of $20.82 billion, a price-to-earnings ratio of 87.67, a price-to-earnings-growth ratio of 1.53 and a beta of 1.70.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The firm had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company’s revenue was up 35.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.12 earnings per share for the current fiscal year.

Insider Buying and Selling

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the transaction, the chief financial officer owned 33,583 shares in the company, valued at $10,950,744.64. This represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Stephen G. Daly sold 15,828 shares of the firm’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $365.75, for a total value of $5,789,091.00. Following the sale, the chief executive officer directly owned 38,389 shares of the company’s stock, valued at approximately $14,040,776.75. This represents a 29.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 25,837 shares of company stock worth $9,204,236. 0.36% of the stock is owned by company insiders.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.