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

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on November 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in MACOM Technology Solutions stock on October 27th. 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 BridgeBio Pharma (NASDAQ:BBIO) on 11/2/2026.
• Purchased $1,001 – $15,000 in shares of argenex (NASDAQ:ARGX) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Illumina (NASDAQ:ILMN) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 10/27/2026.
• Sold $15,001 – $50,000 in shares of PTC (NASDAQ:PTC) on 10/27/2026.
• Purchased $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Micron Solutions (OTCMKTS:MICR) on 10/21/2026.
• Sold $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 10/21/2026.
• Purchased $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 10/21/2026.
• Purchased $1,001 – $15,000 in shares of Moderna (NASDAQ:MRNA) on 10/20/2026.

MACOM Technology Solutions Trading Down 1.6%

MTSI stock traded down $4.10 during midday trading on Thursday, reaching $245.76. 1,160,326 shares of the company traded hands, compared to its average volume of 1,505,590. MACOM Technology Solutions Holdings, Inc. has a 52-week low of $150.80 and a 52-week high of $418.90. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.99 and a current ratio of 2.53. The business has a 50 day moving average of $269.23 and a 200-day moving average of $282.99. The firm has a market capitalization of $18.77 billion, a price-to-earnings ratio of 57.15, a P/E/G ratio of 0.78 and a beta of 1.82.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its earnings results on Thursday, November 5th. The semiconductor company reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.00 by $0.09. MACOM Technology Solutions had a return on equity of 22.46% and a net margin of 25.25%. The business had revenue of $424.82 million during the quarter, compared to analyst estimates of $420.35 million. During the same quarter in the previous year, the business earned $0.94 earnings per share. The company’s revenue for the quarter was up 62.6% compared to the same quarter last year. MACOM Technology Solutions has set its Q1 2027 guidance at 2.210-2.290 EPS. As a group, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 7.63 earnings per share for the current fiscal year.

Insider Transactions at MACOM Technology Solutions

In other news, COO Robert Dennehy sold 252 shares of the firm’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the sale, the chief operating officer directly owned 12,758 shares of the company’s stock, valued at $3,511,001.60. This trade represents a 1.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ambra Roth sold 9,497 shares of MACOM Technology Solutions stock in a transaction that occurred on Monday, November 9th. The stock was sold at an average price of $226.65, for a total transaction of $2,152,495.05. Following the completion of the transaction, the senior vice president directly owned 15,666 shares in the company, valued at approximately $3,550,698.90. This trade represents a 37.74% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 40,827 shares of company stock valued at $9,629,392 in the last quarter. Insiders own 0.36% of the company’s stock.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds have recently made changes to their positions in the business. Janus Henderson Group PLC lifted its holdings in MACOM Technology Solutions by 15.5% in the 1st quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company’s stock worth $174,109,000 after buying an additional 105,032 shares in the last quarter. Jupiter Topco LLC bought a new stake in shares of MACOM Technology Solutions during the second quarter valued at approximately $256,612,000. Bank of America Corp DE acquired a new position in MACOM Technology Solutions during the 2nd quarter valued at about $247,732,000. Bank of New York Mellon Corp acquired a new position in shares of MACOM Technology Solutions during the 2nd quarter valued at $204,593,000. Finally, Bessemer Group Inc. grew its holdings in MACOM Technology Solutions by 0.5% during the third quarter. Bessemer Group Inc. now owns 531,679 shares of the semiconductor company’s stock worth $151,433,000 after acquiring an additional 2,617 shares during the period. Institutional investors and hedge funds own 76.14% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Benchmark began coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 price objective on the stock. Needham & Company LLC reduced their target price on MACOM Technology Solutions from $410.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, November 5th. Susquehanna lowered their price target on shares of MACOM Technology Solutions from $300.00 to $220.00 and set a “neutral” rating on the stock in a research report on Thursday, November 5th. Stifel Nicolaus set a $360.00 target price on MACOM Technology Solutions in a report on Thursday, November 5th. Finally, Truist Financial cut their price target on shares of MACOM Technology Solutions from $375.00 to $310.00 and set a “buy” rating for the company in a report on Friday, November 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $316.25.

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 designs and supplies semiconductor products for applications that use radio frequency, microwave, millimeter-wave and optical signals. Its products include amplifiers, switches, diodes, mixers, attenuators and other components used in communications and electronic systems. The company serves customers in markets including telecommunications, data centers, aerospace and defense, and industrial applications. Its components are used in equipment such as wireless infrastructure, high-speed optical networks, radar and test systems.