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

Key Points

• Rep. Gilbert Ray Cisneros Jr. sold between $1,001 and $15,000 of MACOM Technology Solutions stock on September 21, according to a congressional disclosure.
• MACOM reported quarterly EPS of $1.40, topping the $1.35 consensus estimate, while revenue rose 35.8% year over year to $342.24 million. Shares opened at $308.75, with a 12-month range of $126.93 to $418.90.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $341.25; institutional investors own 76.14% of the company.

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 $1,001 and $15,000 in MACOM Technology Solutions stock on September 21st. 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 Price Performance

Shares of NASDAQ:MTSI opened at $308.75 on Wednesday. The firm has a 50 day moving average of $285.74 and a 200-day moving average of $305.10. The stock has a market capitalization of $23.58 billion, a PE ratio of 99.28, a PEG ratio of 1.01 and a beta of 1.77. The company has a current ratio of 2.34, a quick ratio of 1.78 and a debt-to-equity ratio of 0.04. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $126.93 and a 12 month high of $418.90.

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

Analyst Ratings Changes

A number of brokerages have weighed in on MTSI. BMO Capital Markets raised MACOM Technology Solutions from a "market perform" rating to an "outperform" rating and set a $335.00 target price on the stock in a report on Friday, September 18th. Susquehanna dropped their price objective on MACOM Technology Solutions from $350.00 to $300.00 and set a "neutral" rating for the company in a research report on Tuesday, July 21st. Stifel Nicolaus raised their price objective on MACOM Technology Solutions from $385.00 to $450.00 and gave the company a "buy" rating in a research note on Wednesday, June 24th. Weiss Ratings lowered MACOM Technology Solutions from a "hold (c+)" rating to a "hold (c)" rating in a research note on Friday, August 21st. Finally, Zacks Research upgraded MACOM Technology Solutions from a "hold" rating to a "strong-buy" rating in a research report on Monday, August 24th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, MACOM Technology Solutions currently has a consensus rating of "Moderate Buy" and an average target price of $341.25.

Institutional Investors Weigh In On MACOM Technology Solutions

Hedge funds have recently modified their holdings of the company. Janus Henderson Group PLC grew its stake in MACOM Technology Solutions by 15.5% during the first quarter. Janus Henderson Group PLC now owns 784,118 shares of the semiconductor company's stock worth $174,109,000 after purchasing an additional 105,032 shares during the period. Jupiter Topco LLC acquired a new stake in MACOM Technology Solutions in the second quarter valued at approximately $256,612,000. Bank of America Corp DE bought a new stake in shares of MACOM Technology Solutions during the second quarter valued at approximately $247,732,000. Bank of New York Mellon Corp bought a new stake in shares of MACOM Technology Solutions during the second quarter valued at approximately $204,593,000. Finally, Deutsche Bank AG acquired a new position in shares of MACOM Technology Solutions during the second quarter worth approximately $137,970,000. Institutional investors and hedge funds own 76.14% of the company's stock.

Insider Buying and Selling

In other MACOM Technology Solutions news, COO Robert Dennehy sold 252 shares of the company's stock in a transaction on Friday, August 28th. The shares were 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 in the company, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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 firm's stock in a transaction on Monday, August 17th. The shares were 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 directly owned 33,583 shares in the company, valued at $10,950,744.64. This trade represents a 18.03% decrease in their ownership of the stock. 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 have sold a total of 8,294 shares of company stock worth $2,674,656 in the last ninety days. Corporate 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.

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