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 September 04th, the Representative disclosed that they had sold between $1,001 and $15,000 in MACOM Technology Solutions stock on July 16th. 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 Mesabi Trust (NYSE:MSB) on 7/31/2026.
• Purchased $1,001 – $15,000 in shares of Praxis Precision Medicines (NASDAQ:PRAX) on 7/30/2026.
• Purchased $15,001 – $50,000 in shares of Alkermes (NASDAQ:ALKS) on 7/30/2026.
• Sold $15,001 – $50,000 in shares of Crinetics Pharmaceuticals (NASDAQ:CRNX) on 7/30/2026.
• Sold $100,001 – $250,000 in shares of Alibaba Group (NYSE:BABA) on 7/24/2026.
• Sold $1,001 – $15,000 in shares of Adobe (NASDAQ:ADBE) on 7/24/2026.
• Sold $1,001 – $15,000 in shares of Viavi Solutions (NASDAQ:VIAV) on 7/21/2026.
• Purchased $1,001 – $15,000 in shares of SailPoint (NASDAQ:SAIL) on 7/21/2026.
• Purchased $1,001 – $15,000 in shares of Glacier Bancorp (NYSE:GBCI) on 7/21/2026.
• Sold $1,001 – $15,000 in shares of FedEx (NYSE:FDX) on 7/21/2026.

MACOM Technology Solutions Stock Performance

NASDAQ:MTSI opened at $268.95 on Tuesday. The firm has a market capitalization of $20.54 billion, a price-to-earnings ratio of 86.48, a PEG ratio of 1.49 and a beta of 1.71. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.34 and a quick ratio of 1.78. The company’s 50-day moving average is $285.53 and its two-hundred day moving average is $294.74. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $121.97 and a 1-year high of $418.90.

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

Wall Street Analyst Weigh In

MTSI has been the subject of a number of recent analyst reports. Zacks Research raised MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 24th. HC Wainwright reiterated a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. BMO Capital Markets assumed coverage on shares of MACOM Technology Solutions in a report on Friday, August 21st. They issued a “market perform” rating and a $335.00 price objective on the stock. Benchmark began coverage on MACOM Technology Solutions in a report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. Finally, Susquehanna cut their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a research report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $341.25.

Institutional Trading of MACOM Technology Solutions

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Advisory Services Network LLC acquired a new position in shares of MACOM Technology Solutions during the 3rd quarter worth about $25,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of MACOM Technology Solutions during the 4th quarter worth about $30,000. GHP Investment Advisors Inc. acquired a new stake in MACOM Technology Solutions during the first quarter worth approximately $31,000. Clearstead Advisors LLC raised its holdings in MACOM Technology Solutions by 156.5% during the fourth quarter. Clearstead Advisors LLC now owns 236 shares of the semiconductor company’s stock worth $40,000 after purchasing an additional 144 shares in the last quarter. Finally, Los Angeles Capital Management LLC purchased a new stake in shares of MACOM Technology Solutions during the 4th quarter worth approximately $46,000. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CFO John Kober sold 7,389 shares of MACOM Technology Solutions stock in a transaction on Monday, August 17th. The shares were 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 in the company, valued at $10,950,744.64. This trade represents a 18.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 company’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the transaction, the chief operating officer owned 12,758 shares of the company’s stock, valued at $3,511,001.60. This represents a 1.94% decrease in their position. 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 10,261 shares of company stock worth $3,484,495. Corporate insiders own 0.36% of the company’s stock.

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.

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.