MACOM Technology Solutions (NASDAQ:MTSI) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on December 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in MACOM Technology Solutions stock on November 13th. 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):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $174.42 on Friday. The business’s fifty day moving average is $161.48 and its 200 day moving average is $142.27. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31. The stock has a market cap of $13.07 billion, a price-to-earnings ratio of -215.33, a PEG ratio of 3.20 and a beta of 1.47. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $84.00 and a twelve month high of $190.95.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, November 6th. The semiconductor company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.93 by $0.01. The business had revenue of $261.17 million during the quarter, compared to analyst estimates of $260.16 million. MACOM Technology Solutions had a positive return on equity of 14.38% and a negative net margin of 5.60%.The company’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Wall Street Analyst Weigh In

MTSI has been the topic of several research reports. Wall Street Zen raised shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Susquehanna assumed coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They issued a “neutral” rating and a $200.00 price target on the stock. Weiss Ratings restated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research note on Wednesday, October 8th. Benchmark lifted their price objective on MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Finally, TD Cowen increased their target price on MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research note on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $174.50.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors and hedge funds have recently modified their holdings of the business. Advisory Services Network LLC bought a new position in shares of MACOM Technology Solutions during the third quarter valued at $25,000. Hantz Financial Services Inc. raised its position in MACOM Technology Solutions by 174.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 211 shares of the semiconductor company’s stock worth $30,000 after buying an additional 134 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in MACOM Technology Solutions by 75.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 93 shares during the period. Smartleaf Asset Management LLC boosted its holdings in shares of MACOM Technology Solutions by 108.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 288 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 150 shares during the last quarter. Finally, Parkside Financial Bank & Trust grew its stake in shares of MACOM Technology Solutions by 282.4% in the third quarter. Parkside Financial Bank & Trust now owns 325 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 240 shares during the period. Institutional investors own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In related news, major shareholder Susan Ocampo sold 150,000 shares of the stock in a transaction that occurred on Wednesday, October 15th. The shares were sold at an average price of $136.02, for a total transaction of $20,403,000.00. Following the transaction, the insider owned 2,956,606 shares in the company, valued at $402,157,548.12. This represents a 4.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold 1,395,384 shares of company stock worth $216,284,885 over the last three months. 16.30% of the stock is 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 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.