Jupiter Topco LLC Makes New $256.61 Million Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Jupiter Topco LLC purchased a new position in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 674,790 shares of the semiconductor company’s stock, valued at approximately $256,612,000. Jupiter Topco LLC owned 0.88% of MACOM Technology Solutions as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of MTSI. Advisory Services Network LLC acquired a new stake in shares of MACOM Technology Solutions during the third quarter worth $25,000. Measured Wealth Private Client Group LLC acquired a new position in MACOM Technology Solutions in the fourth quarter valued at $30,000. GHP Investment Advisors Inc. acquired a new position in MACOM Technology Solutions in the first quarter valued at $31,000. Clearstead Advisors LLC boosted its position in MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 144 shares during the last quarter. Finally, Los Angeles Capital Management LLC bought a new stake in MACOM Technology Solutions during the fourth quarter valued at $46,000. 76.14% of the stock is owned by institutional investors.

MACOM Technology Solutions Trading Up 2.4%

NASDAQ:MTSI opened at $272.66 on Thursday. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $20.82 billion, a price-to-earnings ratio of 87.67, a PEG ratio of 1.53 and a beta of 1.70. The firm has a fifty day simple moving average of $304.19 and a two-hundred day simple moving average of $293.25. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $121.97 and a 12 month high of $418.90.

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

Insider Activity

In related news, SVP Donghyun Thomas Hwang sold 2,620 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $383.87, for a total value of $1,005,739.40. Following the completion of the sale, the senior vice president directly owned 29,756 shares of the company’s stock, valued at $11,422,435.72. The trade was a 8.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at 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 company’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the transaction, the chief executive officer directly owned 38,389 shares in the company, valued at approximately $14,040,776.75. This trade represents a 29.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 25,837 shares of company stock worth $9,204,236 in the last three months. Company insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on MTSI shares. Needham & Company LLC increased their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. BMO Capital Markets assumed coverage on MACOM Technology Solutions in a research note on Friday, August 21st. They issued a “market perform” rating and a $335.00 price objective on the stock. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Monday. Finally, Barclays lifted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $341.25.

About MACOM Technology Solutions

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.