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

Key Points

• Rep. Gilbert Cisneros sold $1,001–$15,000 of MACOM Technology Solutions (MTSI) on July 16 from a Bank of America trust account. He also reported several other recent purchases and sales across technology, pharmaceutical, financial and industrial stocks.
• MACOM reported strong quarterly results, with EPS of $1.40 beating estimates of $1.35 and revenue of $342.24 million rising 35.8% year over year. The company issued fourth-quarter 2026 EPS guidance of $1.97–$2.03.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $341.25 price target, although company insiders have sold 10,261 shares worth about $3.48 million over the past three months.

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 NASDAQ:MTSI opened at $268.95 on Tuesday. The company has a quick ratio of 1.78, a current ratio of 2.34 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $20.54 billion, a PE ratio of 86.48, a price-to-earnings-growth ratio of 1.49 and a beta of 1.71. The firm's 50 day moving average price is $285.53 and its 200-day moving average price is $294.74. MACOM Technology Solutions Holdings, Inc. has a twelve month low of $121.97 and a twelve month high of $418.90.

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

Insider Activity at MACOM Technology Solutions

In related news, COO Robert Dennehy sold 252 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was 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 directly owned 12,758 shares of the company's stock, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 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 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 transaction, the chief financial officer owned 33,583 shares of the company's stock, valued at $10,950,744.64. This represents a 18.03% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 10,261 shares of company stock valued at $3,484,495. Insiders own 0.36% of the company's stock.

Analyst Ratings Changes

Several research firms recently weighed in on MTSI. Wall Street Zen upgraded MACOM Technology Solutions from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Barclays upped their price target on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an "overweight" rating in a research report on Friday, May 22nd. Benchmark began coverage on MACOM Technology Solutions in a research report on Thursday, August 13th. They set a "buy" rating and a $375.00 price objective on the stock. Zacks Research upgraded MACOM Technology Solutions from a "hold" rating to a "strong-buy" rating in a research note on Monday, August 24th. Finally, BMO Capital Markets assumed coverage on shares of MACOM Technology Solutions in a report on Friday, August 21st. They issued a "market perform" rating and a $335.00 target price for the company. 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 company. Based on data from MarketBeat, MACOM Technology Solutions has an average rating of "Moderate Buy" and a consensus target price of $341.25.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. California State Teachers Retirement System grew its stake 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. Whale Rock Capital Management LLC purchased a new stake in MACOM Technology Solutions in the 4th quarter worth $134,164,000. Jupiter Topco LLC bought a new position in shares of MACOM Technology Solutions during the 2nd quarter valued at about $256,612,000. Bank of America Corp DE bought a new position in shares of MACOM Technology Solutions during the 2nd quarter valued at about $247,732,000. Finally, Wellington Management Group LLP grew its position in shares of MACOM Technology Solutions by 180.6% during the third quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company's stock valued at $122,802,000 after purchasing an additional 634,903 shares in the last quarter. 76.14% of the stock is currently owned by institutional investors.

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.

About MACOM Technology Solutions

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.

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