Rep. Gilbert Ray Cisneros, Jr. Buys 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 Price Performance

MTSI stock traded down $4.10 on Thursday, reaching $245.76. The company had a trading volume of 1,160,326 shares, compared to its average volume of 2,117,905. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $150.80 and a 1 year 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 company’s fifty day moving average is $269.00 and its 200 day moving average is $283.13. The company has a market cap of $18.77 billion, a P/E ratio of 57.15, a PEG ratio of 0.87 and a beta of 1.82.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings data on Thursday, November 5th. The semiconductor company reported $2.09 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $420.35 million. During the same quarter last year, the company earned $0.94 earnings per share. The business’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. On average, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 7.56 earnings per share for the current year.

Insider Buying and Selling

In other MACOM Technology Solutions news, COO Robert Dennehy sold 252 shares of the firm’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $275.20, for a total transaction of $69,350.40. Following the completion of the transaction, the chief operating officer owned 12,758 shares in the company, valued at $3,511,001.60. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Kober sold 21,036 shares of the firm’s stock in a transaction dated Friday, November 6th. The stock was sold at an average price of $206.91, for a total transaction of $4,352,558.76. Following the transaction, the chief financial officer owned 36,553 shares of the company’s stock, valued at approximately $7,563,181.23. This represents a 36.53% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 40,827 shares of company stock valued at $9,629,392 over the last ninety days. 0.36% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research firms have recently commented on MTSI. Truist Financial dropped their price objective on shares of MACOM Technology Solutions from $375.00 to $310.00 and set a “buy” rating for the company in a research note on Friday, November 6th. Susquehanna decreased their target price 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. Weiss Ratings cut shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, August 21st. JPMorgan Chase & Co. lowered their target price on shares of MACOM Technology Solutions from $345.00 to $280.00 and set a “neutral” rating for the company in a report on Friday, November 6th. Finally, Benchmark initiated coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, MACOM Technology Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $316.25.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds have recently made changes to their positions in MTSI. Meeder Advisory Services Inc. raised its position in shares of MACOM Technology Solutions by 9.5% in the third quarter. Meeder Advisory Services Inc. now owns 2,152 shares of the semiconductor company’s stock valued at $613,000 after purchasing an additional 186 shares during the period. Whittier Trust Co. bought a new position in MACOM Technology Solutions during the third quarter valued at about $7,158,000. Advisors Asset Management Inc. bought a new position in MACOM Technology Solutions during the third quarter valued at about $3,207,000. USS Investment Management Ltd raised its holdings in MACOM Technology Solutions by 5.9% in the 3rd quarter. USS Investment Management Ltd now owns 35,516 shares of the semiconductor company’s stock valued at $10,112,000 after acquiring an additional 1,984 shares in the last quarter. Finally, Private Advisor Group LLC raised its holdings in MACOM Technology Solutions by 123.3% in the 3rd quarter. Private Advisor Group LLC now owns 1,755 shares of the semiconductor company’s stock valued at $500,000 after acquiring an additional 969 shares in the last quarter. Hedge funds and other institutional investors own 76.14% 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 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.