Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on October 12th, the Representative disclosed that they had sold between $15,001 and $50,000 in MACOM Technology Solutions stock on September 29th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Benchmark Electronics (NYSE:BHE) on 10/1/2026.
• Sold $1,001 – $15,000 in shares of Oxford Industries (NYSE:OXM) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of Semtech (NASDAQ:SMTC) on 9/29/2026.
• Sold $15,001 – $50,000 in shares of ITT (NYSE:ITT) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Tandem Diabetes Care (NASDAQ:TNDM) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Cytokinetics (NASDAQ:CYTK) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of Ultragenyx Pharmaceutical (NASDAQ:RARE) on 9/29/2026.
• Purchased $1,001 – $15,000 in shares of YETI (NYSE:YETI) on 9/29/2026.
• Sold $1,001 – $15,000 in shares of AtriCure (NASDAQ:ATRC) on 9/29/2026.

MACOM Technology Solutions Stock Down 5.6%

MTSI stock opened at $291.33 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. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $133.01 and a 1 year high of $418.90. The company has a fifty day simple moving average of $286.29 and a 200 day simple moving average of $305.54. The firm has a market cap of $22.25 billion, a PE ratio of 93.68, a PEG ratio of 1.02 and a beta of 1.77.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping 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 for the quarter, compared to the consensus estimate of $336.08 million. During the same period in the prior year, the business posted $0.90 earnings per share. The business’s quarterly revenue was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

MTSI has been the subject of several analyst reports. Benchmark began coverage on MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price for the company. Needham & Company LLC increased their price target on MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, August 6th. BMO Capital Markets upgraded shares of MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $335.00 price objective for the company in a research note on Friday, September 18th. Weiss Ratings downgraded shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Finally, Stifel Nicolaus upped their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $341.25.

Institutional Trading of MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MTSI. Mather Group LLC. increased its holdings in shares of MACOM Technology Solutions by 41.0% during the 3rd quarter. Mather Group LLC. now owns 141 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 41 shares during the period. Avior Wealth Management LLC grew its position in MACOM Technology Solutions by 87.0% during the third quarter. Avior Wealth Management LLC now owns 1,621 shares of the semiconductor company’s stock worth $462,000 after buying an additional 754 shares in the last quarter. Wedmont Private Capital grew its position in MACOM Technology Solutions by 1.9% during the third quarter. Wedmont Private Capital now owns 2,614 shares of the semiconductor company’s stock worth $745,000 after buying an additional 48 shares in the last quarter. GAMMA Investing LLC increased its stake in MACOM Technology Solutions by 14.2% during the third quarter. GAMMA Investing LLC now owns 3,112 shares of the semiconductor company’s stock valued at $886,000 after acquiring an additional 387 shares during the period. Finally, Bright Rock Capital Management LLC acquired a new position in MACOM Technology Solutions in the 3rd quarter valued at approximately $1,567,000. Institutional investors and hedge funds own 76.14% of the company’s stock.

Insiders Place Their Bets

In other news, CFO John Kober sold 7,389 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the sale, the chief financial officer owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This trade represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $275.20, for a total value of $69,350.40. Following the sale, the chief operating officer owned 12,758 shares in the company, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 8,294 shares of company stock worth $2,674,656. 0.36% of the stock is currently owned by company insiders.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

MACOM Technology Solutions Company Profile

MACOM Technology Solutions Holdings, Inc (NASDAQ: MTSI) is a semiconductor company that designs and manufactures high-performance products for telecommunications, data center, industrial, aerospace and defense applications. Its technologies support the generation, transmission, reception and processing of high-frequency signals across radio frequency, microwave, millimeter-wave and optical systems.

The company’s product portfolio includes amplifiers, switches, diodes, mixers, modulators, filters, integrated circuits and other components used in wireless infrastructure, optical networks, satellite communications, radar, electronic warfare and test and measurement equipment.