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

Key Points

• Representative Gilbert Ray Cisneros, Jr. disclosed buying between $1,001 and $15,000 of MACOM Technology Solutions (MTSI) stock on March 3 in his "150 MAIN STREET TRUST > BANK OF AMERICA" account and executed additional trades on March 27, including a $1,001–$15,000 sale of MTSI and a $15,001–$50,000 purchase of Fabrinet.
• MTSI shares traded up 0.7% to $248.74 amid a strong quarter that beat estimates—$1.02 EPS vs. $0.99 expected—and revenue was up 24.5% year‑over‑year, with Q2 guidance of $1.05–$1.09 EPS and a market cap of about $18.66 billion.
• Despite recent insider selling totaling over 753,000 shares (~$184M) last quarter, institutional investors own about 76.14% of MTSI and analysts maintain a consensus "Moderate Buy" rating with a $237.60 target.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on April 07th, the Representative disclosed that they had bought between $1,001 and $15,000 in MACOM Technology Solutions stock on March 3rd. 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):

• Sold $1,001 - $15,000 in shares of MACOM Technology Solutions NASDAQ: MTSI on 3/27/2026.
• Purchased $1,001 - $15,000 in shares of StandardAero NYSE: SARO on 3/27/2026.
• Purchased $1,001 - $15,000 in shares of FirstService NASDAQ: FSV on 3/27/2026.
• Sold $1,001 - $15,000 in shares of Charles Schwab NYSE: SCHW on 3/27/2026.
• Sold $1,001 - $15,000 in shares of Advanced Energy Industries NASDAQ: AEIS on 3/27/2026.
• Sold $1,001 - $15,000 in shares of Flex NASDAQ: FLEX on 3/27/2026.
• Purchased $1,001 - $15,000 in shares of LPL Financial NASDAQ: LPLA on 3/27/2026.
• Purchased $1,001 - $15,000 in shares of DoorDash NASDAQ: DASH on 3/27/2026.
• Sold $1,001 - $15,000 in shares of Viavi Solutions NASDAQ: VIAV on 3/27/2026.
• Purchased $15,001 - $50,000 in shares of Fabrinet NYSE: FN on 3/27/2026.

MACOM Technology Solutions Trading Up 0.7%

Shares of MTSI stock traded up $1.74 during mid-day trading on Thursday, reaching $248.74. 290,245 shares of the stock traded hands, compared to its average volume of 1,354,342. The company has a market cap of $18.66 billion, a price-to-earnings ratio of 116.78, a price-to-earnings-growth ratio of 3.96 and a beta of 1.48. The company has a quick ratio of 3.18, a current ratio of 3.96 and a debt-to-equity ratio of 0.30. The stock's fifty day simple moving average is $232.63 and its two-hundred day simple moving average is $189.26. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $93.24 and a 1-year high of $258.98.

MACOM Technology Solutions (NASDAQ:MTSI - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a net margin of 15.88% and a return on equity of 15.55%. The business had revenue of $271.61 million during the quarter, compared to analyst estimates of $269.02 million. During the same quarter last year, the business earned $0.79 EPS. The firm's quarterly revenue was up 24.5% on a year-over-year basis. MACOM Technology Solutions has set its Q2 2026 guidance at 1.050-1.090 EPS. On average, research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current fiscal year.

Insider Activity at MACOM Technology Solutions

In other news, Director John Ritchie sold 1,573 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $255.00, for a total value of $401,115.00. Following the completion of the sale, the director owned 8,690 shares in the company, valued at $2,215,950. The trade was a 15.33% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Robert Dennehy sold 18,398 shares of the business's stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $245.25, for a total transaction of $4,512,109.50. Following the transaction, the chief operating officer owned 12,864 shares in the company, valued at $3,154,896. The trade was a 58.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 753,113 shares of company stock worth $184,368,095. Corporate insiders own 0.36% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on MTSI shares. Susquehanna assumed coverage on shares of MACOM Technology Solutions in a research note on Monday, December 15th. They set a "neutral" rating and a $200.00 price target for the company. Weiss Ratings upgraded MACOM Technology Solutions from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday, January 26th. Jefferies Financial Group lifted their target price on MACOM Technology Solutions from $185.00 to $260.00 and gave the stock a "buy" rating in a report on Monday, February 2nd. Truist Financial upped their price target on MACOM Technology Solutions from $200.00 to $261.00 and gave the company a "buy" rating in a research report on Friday, February 6th. Finally, Benchmark increased their price target on MACOM Technology Solutions from $160.00 to $260.00 and gave the company a "buy" rating in a research note on Friday, February 6th. Eight investment analysts have rated the stock with 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 $237.60.

Institutional Trading of MACOM Technology Solutions

A number of institutional investors have recently bought and sold shares of MTSI. Advisors Asset Management Inc. raised its position in shares of MACOM Technology Solutions by 49.7% in the 1st quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company's stock worth $49,000 after acquiring an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in MACOM Technology Solutions by 9.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company's stock worth $15,778,000 after purchasing an additional 13,215 shares during the period. Focus Partners Wealth increased its holdings in MACOM Technology Solutions by 121.3% in the first quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company's stock worth $676,000 after purchasing an additional 3,694 shares in the last quarter. Cetera Investment Advisers bought a new stake in MACOM Technology Solutions in the second quarter worth approximately $372,000. Finally, Prudential Financial Inc. lifted its stake in MACOM Technology Solutions by 34.3% in the second quarter. Prudential Financial Inc. now owns 6,990 shares of the semiconductor company's stock valued at $1,002,000 after buying an additional 1,785 shares during the period. 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.

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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