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 Trading Up 0.8%

NASDAQ MTSI opened at $308.75 on Wednesday. The firm has a market cap of $23.58 billion, a P/E ratio of 99.28, a P/E/G ratio of 1.01 and a beta of 1.77. 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 stock’s 50-day moving average is $285.74 and its 200-day moving average is $305.10. MACOM Technology Solutions Holdings, Inc. has a one year low of $126.93 and a one 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 earnings per share for the quarter, beating the consensus estimate of $1.35 by $0.05. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%. The business had revenue of $342.24 million for the quarter, compared to analysts’ expectations of $336.08 million. During the same quarter in the previous year, the business posted $0.90 EPS. MACOM Technology Solutions’s revenue for the quarter was up 35.8% on a year-over-year basis. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Sell-side analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, SVP Ambra R. Roth sold 653 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $300.00, for a total value of $195,900.00. Following the completion of the sale, the senior vice president directly owned 9,184 shares of the company’s stock, valued at $2,755,200. This trade represents a 6.64% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Robert Dennehy sold 252 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $275.20, for a total value of $69,350.40. Following the transaction, the chief operating officer directly owned 12,758 shares in the company, valued at $3,511,001.60. The trade was a 1.94% 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. Insiders have sold a total of 8,294 shares of company stock valued at $2,674,656 over the last 90 days. 0.36% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in MTSI. GHP Investment Advisors Inc. bought a new stake in shares of MACOM Technology Solutions in the 1st quarter valued at about $31,000. Burkett Financial Services LLC acquired a new stake in MACOM Technology Solutions in the 3rd quarter valued at about $38,000. Bell Investment Advisors Inc bought a new position in MACOM Technology Solutions during the second quarter worth about $49,000. Summit Securities Group LLC bought a new position in MACOM Technology Solutions during the first quarter worth about $55,000. Finally, Keating Financial Advisory Services Inc. bought a new position in MACOM Technology Solutions during the second quarter worth about $58,000. Institutional investors own 76.14% of the company’s stock.

Analyst Upgrades and Downgrades

MTSI has been the subject of several research reports. Susquehanna lowered their price objective on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating for the company in a research report on Tuesday, July 21st. Weiss Ratings lowered shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, August 21st. Needham & Company LLC increased their target price on MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. BMO Capital Markets raised MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $335.00 price target on the stock in a research note on Friday, September 18th. Finally, Benchmark assumed coverage on MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 price target on the stock. Two research 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’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $341.25.

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 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.