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

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on December 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in MACOM Technology Solutions stock on November 13th. 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):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

MACOM Technology Solutions Trading Up 1.7%

Shares of MTSI stock opened at $174.42 on Friday. The stock has a 50-day simple moving average of $161.48 and a 200 day simple moving average of $142.27. The stock has a market capitalization of $13.07 billion, a P/E ratio of -215.33, a P/E/G ratio of 3.20 and a beta of 1.47. MACOM Technology Solutions Holdings, Inc. has a fifty-two week low of $84.00 and a fifty-two week high of $190.95. The company has a quick ratio of 2.98, a current ratio of 3.71 and a debt-to-equity ratio of 0.31.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.01. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. The company had revenue of $261.17 million during the quarter, compared to the consensus estimate of $260.16 million. During the same period in the prior year, the company earned $0.73 EPS. MACOM Technology Solutions’s revenue was up 3.6% on a year-over-year basis. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. On average, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Hedge Funds Weigh In On MACOM Technology Solutions

Several institutional investors have recently bought and sold shares of the stock. Merit Financial Group LLC boosted its stake in shares of MACOM Technology Solutions by 3.9% during the 3rd quarter. Merit Financial Group LLC now owns 1,834 shares of the semiconductor company’s stock worth $228,000 after acquiring an additional 68 shares in the last quarter. Larson Financial Group LLC lifted its holdings in MACOM Technology Solutions by 19.4% in the 3rd quarter. Larson Financial Group LLC now owns 418 shares of the semiconductor company’s stock worth $52,000 after purchasing an additional 68 shares during the last quarter. Sowell Financial Services LLC boosted its position in MACOM Technology Solutions by 3.9% during the second quarter. Sowell Financial Services LLC now owns 2,135 shares of the semiconductor company’s stock worth $306,000 after purchasing an additional 80 shares during the period. EverSource Wealth Advisors LLC grew its holdings in MACOM Technology Solutions by 75.6% during the third quarter. EverSource Wealth Advisors LLC now owns 216 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 93 shares during the last quarter. Finally, Wedmont Private Capital raised its position in shares of MACOM Technology Solutions by 5.4% in the third quarter. Wedmont Private Capital now owns 1,925 shares of the semiconductor company’s stock valued at $246,000 after purchasing an additional 99 shares during the period. 76.14% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

MTSI has been the subject of several recent research reports. TD Cowen increased their target price on shares of MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Susquehanna began coverage on MACOM Technology Solutions in a research report on Monday, December 15th. They set a “neutral” rating and a $200.00 price objective for the company. Barclays raised their price objective on MACOM Technology Solutions from $150.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Needham & Company LLC boosted their target price on MACOM Technology Solutions from $150.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, MACOM Technology Solutions currently has an average rating of “Moderate Buy” and a consensus price target of $174.50.

Insider Buying and Selling at MACOM Technology Solutions

In related news, Director Charles R. Bland sold 4,000 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $165.00, for a total value of $660,000.00. Following the transaction, the director directly owned 15,362 shares in the company, valued at approximately $2,534,730. This trade represents a 20.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Donghyun Thomas Hwang sold 4,372 shares of MACOM Technology Solutions stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $185.63, for a total transaction of $811,574.36. Following the completion of the transaction, the senior vice president owned 43,878 shares in the company, valued at $8,145,073.14. This trade represents a 9.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,395,384 shares of company stock worth $216,284,885 in the last quarter. 16.30% of the stock is owned by corporate insiders.

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.