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

Key Points

• Rep. Gilbert Ray Cisneros Jr. sold $15,001–$50,000 of MACOM Technology Solutions (MTSI) on September 29 from a Bank of America trust account. He also reported several other stock purchases and sales, including buying Benchmark Electronics and selling ITT, Semtech, and Oxford Industries.
• MACOM shares opened at $308.75, up 0.8%, while the company reported quarterly EPS of $1.40 and revenue of $342.24 million—both above analyst estimates. Revenue increased 35.8% year over year.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $341.25, although recent targets range from $300 to $450. Institutional investors own 76.14% of the company, while insiders sold $2.67 million in stock over the past 90 days.

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 $15,001 and $50,000 in MACOM Technology Solutions stock on September 29th. 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 Stock Up 0.8%

MACOM Technology Solutions stock opened at $308.75 on Wednesday. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $126.93 and a 1-year high of $418.90. 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 $23.58 billion, a PE ratio of 99.28, a P/E/G ratio of 1.01 and a beta of 1.77. The stock's fifty day moving average is $285.74 and its two-hundred day moving average is $305.10.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $1.40 EPS for the quarter, beating analysts' consensus estimates of $1.35 by $0.05. The business had revenue of $342.24 million for 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 business's revenue for the quarter was up 35.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.90 EPS. MACOM Technology Solutions has set its Q4 2026 guidance at 1.970-2.030 EPS. On average, sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current fiscal year.

Hedge Funds Weigh In On MACOM Technology Solutions

Large investors have recently modified their holdings of the business. Avior Wealth Management LLC lifted its stake in shares of MACOM Technology Solutions by 87.0% in the third quarter. Avior Wealth Management LLC now owns 1,621 shares of the semiconductor company's stock valued at $462,000 after purchasing an additional 754 shares during the period. Wedmont Private Capital increased its holdings in MACOM Technology Solutions by 1.9% in the third quarter. Wedmont Private Capital now owns 2,614 shares of the semiconductor company's stock valued at $745,000 after buying an additional 48 shares in the last quarter. GAMMA Investing LLC lifted its position in shares of MACOM Technology Solutions by 14.2% during the 3rd quarter. GAMMA Investing LLC now owns 3,112 shares of the semiconductor company's stock valued at $886,000 after acquiring an additional 387 shares during the period. Bright Rock Capital Management LLC acquired a new stake in shares of MACOM Technology Solutions during the 3rd quarter valued at approximately $1,567,000. Finally, Burkett Financial Services LLC purchased a new stake in shares of MACOM Technology Solutions during the 3rd quarter worth approximately $38,000. 76.14% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at MACOM Technology Solutions

In related news, COO Robert Dennehy sold 252 shares of the business's stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $275.20, for a total value of $69,350.40. Following the sale, the chief operating officer directly owned 12,758 shares in the company, valued at $3,511,001.60. The trade was a 1.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 that occurred on Monday, August 17th. The stock was sold at an average price of $326.08, for a total transaction of $2,409,405.12. Following the transaction, the chief financial officer directly owned 33,583 shares of the company's stock, valued at approximately $10,950,744.64. This trade represents a 18.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 8,294 shares of company stock valued at $2,674,656 in the last ninety days. Corporate insiders own 0.36% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the stock. Needham & Company LLC raised their target price on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the stock a "buy" rating in a research report on Thursday, August 6th. Susquehanna reduced their price target on shares of 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. Weiss Ratings cut shares of MACOM Technology Solutions from a "hold (c+)" rating to a "hold (c)" rating in a research note on Friday, August 21st. BMO Capital Markets raised shares of MACOM Technology Solutions from a "market perform" rating to an "outperform" rating and set a $335.00 price objective on the stock in a research report on Friday, September 18th. Finally, Stifel Nicolaus lifted their price objective on shares of MACOM Technology Solutions from $385.00 to $450.00 and gave the company a "buy" rating in a research note on Wednesday, June 24th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently 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 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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