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

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 Stock Up 3.6%

MTSI traded up $9.68 on Tuesday, reaching $278.63. The company’s stock had a trading volume of 186,182 shares, compared to its average volume of 1,438,678. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $121.97 and a 1 year high of $418.90. The business’s 50 day moving average is $285.53 and its 200 day moving average is $294.74. 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 has a market cap of $21.28 billion, a price-to-earnings ratio of 89.07, a price-to-earnings-growth ratio of 1.49 and a beta of 1.71.

MACOM Technology Solutions (NASDAQ:MTSI) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.05. The business had revenue of $342.24 million during the quarter, compared to the consensus estimate of $336.08 million. MACOM Technology Solutions had a return on equity of 17.82% and a net margin of 20.70%.The company’s revenue for the quarter was up 35.8% compared to the same quarter last year. During the same period last year, the firm earned $0.90 earnings per share. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. As a group, research analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current fiscal year.

Analyst Ratings Changes

MTSI has been the subject of several research reports. Weiss Ratings lowered shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, August 21st. Barclays increased their price objective on MACOM Technology Solutions from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, May 22nd. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Finally, Needham & Company LLC upped their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $341.25.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. Corient Private Wealth LP raised its stake in shares of MACOM Technology Solutions by 179.6% during the 2nd quarter. Corient Private Wealth LP now owns 11,289 shares of the semiconductor company’s stock worth $4,294,000 after purchasing an additional 7,251 shares in the last quarter. Amundi grew its stake in shares of MACOM Technology Solutions by 54.3% in the 2nd quarter. Amundi now owns 288,605 shares of the semiconductor company’s stock valued at $109,777,000 after buying an additional 101,538 shares in the last quarter. HighTower Advisors LLC increased its holdings in MACOM Technology Solutions by 48.4% in the second quarter. HighTower Advisors LLC now owns 15,236 shares of the semiconductor company’s stock worth $5,795,000 after buying an additional 4,967 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in MACOM Technology Solutions in the second quarter worth approximately $5,591,000. Finally, California State Teachers Retirement System raised its position in MACOM Technology Solutions by 37,467.0% during the second quarter. California State Teachers Retirement System now owns 29,824,812 shares of the semiconductor company’s stock valued at $11,344,464,000 after acquiring an additional 29,745,421 shares in the last quarter. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at MACOM Technology Solutions

In other MACOM Technology Solutions news, CFO John Kober sold 7,389 shares of the business’s stock in a transaction that occurred on 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 of the company’s stock, valued at $10,950,744.64. The trade was a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Hwang sold 2,620 shares of the stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $383.87, for a total transaction of $1,005,739.40. Following the transaction, the senior vice president owned 29,756 shares in the company, valued at approximately $11,422,435.72. This trade represents a 8.09% 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 10,261 shares of company stock worth $3,484,495 over the last ninety days. 0.36% of the stock is currently owned by 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.