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

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 $15,001 and $50,000 in MACOM Technology Solutions stock on September 29th. 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 Stock Up 0.8%

MTSI stock opened at $308.75 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a one year low of $126.93 and a one year high of $418.90. The firm has a market cap of $23.58 billion, a PE ratio of 99.28, a PEG ratio of 1.01 and a beta of 1.77. The firm’s 50 day moving average price is $285.74 and its 200-day moving average price is $305.10. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping 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 company had revenue of $342.24 million during the quarter, compared to analyst estimates of $336.08 million. During the same period in the prior year, the business posted $0.90 earnings per share. The firm’s revenue for the quarter was up 35.8% compared to the same quarter last year. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current year.

Analyst Ratings Changes

MTSI has been the subject of a number of recent analyst reports. Stifel Nicolaus raised their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Benchmark began coverage on shares of MACOM Technology Solutions in a report on Thursday, August 13th. They issued a “buy” rating and a $375.00 price objective on the stock. BMO Capital Markets raised shares of MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $335.00 target price on the stock in a research report on Friday, September 18th. 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. Finally, Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 24th. Two 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. According to data from MarketBeat, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and a consensus price target of $341.25.

Institutional Trading of MACOM Technology Solutions

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Jupiter Topco LLC acquired a new position in shares of MACOM Technology Solutions in the second quarter valued at approximately $256,612,000. Bank of America Corp DE purchased a new stake in MACOM Technology Solutions during the 2nd quarter worth approximately $247,732,000. Bank of New York Mellon Corp purchased a new stake in MACOM Technology Solutions during the 2nd quarter worth approximately $204,593,000. Deutsche Bank AG acquired a new stake in MACOM Technology Solutions during the 2nd quarter worth approximately $137,970,000. Finally, TimesSquare Capital Management LLC acquired a new stake in MACOM Technology Solutions during the 2nd quarter worth approximately $99,499,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, SVP Ambra Roth sold 653 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $300.00, for a total value of $195,900.00. Following the completion of the transaction, the senior vice president owned 9,184 shares of the company’s stock, valued at $2,755,200. This trade represents a 6.64% decrease in their position. The sale 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, CFO John Kober sold 7,389 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the completion of the transaction, the chief financial officer owned 33,583 shares of the company’s stock, valued at approximately $10,950,744.64. This trade represents a 18.03% 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. Insiders sold 8,294 shares of company stock valued at $2,674,656 in the last 90 days. Company 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.

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.