Rep. Gilbert Ray Cisneros, Jr. Sells 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 $1,001 and $15,000 in MACOM Technology Solutions stock on September 21st. 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%

Shares of 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 firm’s fifty day moving average price is $286.29 and its two-hundred day moving average price is $305.54. The firm has a market capitalization of $22.25 billion, a P/E ratio of 93.68, a PEG ratio of 1.02 and a beta of 1.77.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The company had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. MACOM Technology Solutions had a net margin of 20.70% and a return on equity of 17.82%. The company’s quarterly revenue was up 35.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities analysts predict that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current fiscal year.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds have recently bought and sold shares of MTSI. Versant Capital Management Inc increased its position in MACOM Technology Solutions by 11.0% during the second quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock worth $130,000 after buying an additional 34 shares during the last quarter. Mather Group LLC. boosted its stake 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 acquiring an additional 41 shares during the period. Wedmont Private Capital increased its holdings in shares of MACOM Technology Solutions by 1.9% during the 3rd quarter. Wedmont Private Capital now owns 2,614 shares of the semiconductor company’s stock worth $745,000 after acquiring an additional 48 shares during the last quarter. Pacer Advisors Inc. raised its stake 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 during the period. Finally, Arizona State Retirement System raised its stake in MACOM Technology Solutions by 0.5% in the 2nd quarter. Arizona State Retirement System now owns 18,628 shares of the semiconductor company’s stock valued at $7,086,000 after acquiring an additional 85 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MTSI has been the subject of a number of analyst reports. BMO Capital Markets upgraded MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $335.00 price target for the company in a research note on Friday, September 18th. Susquehanna dropped their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research note on Tuesday, July 21st. Stifel Nicolaus increased their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Benchmark initiated coverage on shares of MACOM Technology Solutions in a research note on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price for the company. Finally, Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, MACOM Technology Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $341.25.

Insider Buying and Selling at MACOM Technology Solutions

In other news, SVP Ambra R. Roth sold 653 shares of the stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $300.00, for a total value of $195,900.00. Following the transaction, the senior vice president directly owned 9,184 shares of the company’s stock, valued at $2,755,200. This represents a 6.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of MACOM Technology Solutions stock in a transaction dated 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 directly owned 33,583 shares of the company’s stock, valued at $10,950,744.64. The trade was a 18.03% decrease in their position. 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. Insiders sold 8,294 shares of company stock valued at $2,674,656 in the last quarter. 0.36% of the stock is currently owned by 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.