MACOM Technology Solutions (NASDAQ:MTSI) Shares 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 February 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in MACOM Technology Solutions stock on January 20th. 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 $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

MACOM Technology Solutions Trading Up 0.9%

MACOM Technology Solutions stock traded up $2.26 during midday trading on Tuesday, reaching $246.42. 553,862 shares of the stock traded hands, compared to its average volume of 1,574,269. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. The firm has a market cap of $18.48 billion, a PE ratio of 115.19, a price-to-earnings-growth ratio of 4.69 and a beta of 1.44. The company has a 50-day simple moving average of $201.21 and a two-hundred day simple moving average of $162.56. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $84.00 and a 12-month high of $247.10.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.03. The firm had revenue of $271.61 million for the quarter, compared to analysts’ expectations of $269.02 million. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The firm’s revenue was up 24.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.79 earnings per share. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. Research analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Institutional Investors Weigh In On MACOM Technology Solutions

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of MACOM Technology Solutions in the second quarter valued at $113,936,000. Wellington Management Group LLP lifted its holdings in shares of MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after purchasing an additional 634,903 shares during the last quarter. Bessemer Group Inc. boosted its position in MACOM Technology Solutions by 170,782.0% during the 4th quarter. Bessemer Group Inc. now owns 569,037 shares of the semiconductor company’s stock valued at $97,465,000 after purchasing an additional 568,704 shares during the period. Rafferty Asset Management LLC acquired a new stake in MACOM Technology Solutions in the third quarter worth $67,486,000. Finally, FengHe Fund Management Pte. Ltd. bought a new stake in MACOM Technology Solutions in the 4th quarter valued at about $90,663,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, major shareholder Susan Ocampo sold 62,050 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $241.85, for a total value of $15,006,792.50. Following the completion of the transaction, the insider owned 4,158,446 shares of the company’s stock, valued at approximately $1,005,720,165.10. This trade represents a 1.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Donghyun Thomas Hwang sold 5,274 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $226.06, for a total value of $1,192,240.44. Following the completion of the sale, the senior vice president directly owned 38,604 shares of the company’s stock, valued at approximately $8,726,820.24. This represents a 12.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 674,580 shares of company stock valued at $141,055,644 over the last 90 days. 0.36% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on MTSI. Benchmark boosted their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Susquehanna started coverage on MACOM Technology Solutions in a research note on Monday, December 15th. They set a “neutral” rating and a $200.00 price target for the company. Stifel Nicolaus increased their price target on MACOM Technology Solutions from $215.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Finally, TD Cowen upped their price objective on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $228.27.

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.