Rep. Gilbert Ray Cisneros, Jr. Sells Off 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 Price Performance

Shares of MACOM Technology Solutions stock traded up $8.13 during trading hours on Tuesday, hitting $277.08. The company’s stock had a trading volume of 507,116 shares, compared to its average volume of 1,440,761. The company has a market cap of $21.16 billion, a PE ratio of 88.98, a PEG ratio of 1.49 and a beta of 1.71. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.78 and a current ratio of 2.34. The business has a 50 day moving average price of $285.53 and a two-hundred day moving average price of $294.74. MACOM Technology Solutions Holdings, Inc. has a 12-month low of $121.97 and a 12-month high of $418.90.

MACOM Technology Solutions (NASDAQ:MTSI) last released its quarterly earnings results 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. The company had revenue of $342.24 million for the quarter, compared to analyst estimates of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.MACOM Technology Solutions’s quarterly revenue was up 35.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. Analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.26 earnings per share for the current fiscal year.

Hedge Funds Weigh In On MACOM Technology Solutions

A number of large investors have recently added to or reduced their stakes in the stock. Swedbank AB acquired a new position in MACOM Technology Solutions in the 1st quarter valued at $13,059,000. Principal Financial Group Inc. boosted its holdings in shares of MACOM Technology Solutions by 41.7% during the 1st quarter. Principal Financial Group Inc. now owns 195,148 shares of the semiconductor company’s stock worth $43,337,000 after purchasing an additional 57,474 shares during the last quarter. Azzad Asset Management Inc. ADV increased its holdings in shares of MACOM Technology Solutions by 94.4% in the first quarter. Azzad Asset Management Inc. ADV now owns 20,113 shares of the semiconductor company’s stock valued at $4,466,000 after purchasing an additional 9,767 shares during the last quarter. Fifth Third Bancorp increased its stake in shares of MACOM Technology Solutions by 2,385.6% in the 1st quarter. Fifth Third Bancorp now owns 18,468 shares of the semiconductor company’s stock worth $4,101,000 after acquiring an additional 17,725 shares during the last quarter. Finally, Hsbc Holdings PLC grew its stake in shares of MACOM Technology Solutions by 5,004.6% in the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock valued at $17,796,000 after buying an additional 100,893 shares during the period. 76.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, COO Robert Dennehy sold 252 shares of the stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $275.20, for a total transaction of $69,350.40. Following the transaction, the chief operating officer owned 12,758 shares of the company’s stock, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 7,389 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $326.08, for a total value of $2,409,405.12. Following the completion of the sale, the chief financial officer directly owned 33,583 shares in the company, valued at $10,950,744.64. This 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. Over the last ninety days, insiders sold 10,261 shares of company stock valued at $3,484,495. 0.36% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on MTSI shares. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Benchmark initiated coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They issued a “buy” rating and a $375.00 target price on the stock. Needham & Company LLC increased their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Susquehanna dropped their price objective on shares of MACOM Technology Solutions from $350.00 to $300.00 and set a “neutral” rating on the stock in a report on Tuesday, July 21st. Finally, Weiss Ratings downgraded shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus 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 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.