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

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on December 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in MACOM Technology Solutions stock on November 13th. 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 Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

MACOM Technology Solutions Stock Down 4.2%

Shares of MTSI opened at $168.31 on Thursday. The company has a debt-to-equity ratio of 0.31, a current ratio of 3.71 and a quick ratio of 2.98. The stock has a market capitalization of $12.61 billion, a price-to-earnings ratio of -207.79, a price-to-earnings-growth ratio of 2.47 and a beta of 1.47. MACOM Technology Solutions Holdings, Inc. has a 1 year low of $84.00 and a 1 year high of $190.95. The business’s 50 day simple moving average is $159.67 and its 200-day simple moving average is $141.71.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings results on Thursday, November 6th. The semiconductor company reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.01. The company had revenue of $261.17 million for the quarter, compared to analysts’ expectations of $260.16 million. MACOM Technology Solutions had a negative net margin of 5.60% and a positive return on equity of 14.38%. MACOM Technology Solutions’s quarterly revenue was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.73 earnings per share. MACOM Technology Solutions has set its Q1 2026 guidance at 0.980-1.020 EPS. As a group, equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 earnings per share for the current fiscal year.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in MACOM Technology Solutions by 5.9% during the 3rd quarter. Vanguard Group Inc. now owns 7,067,757 shares of the semiconductor company’s stock valued at $879,865,000 after acquiring an additional 392,365 shares during the period. Invesco Ltd. boosted its stake in shares of MACOM Technology Solutions by 3.2% during the second quarter. Invesco Ltd. now owns 3,464,854 shares of the semiconductor company’s stock valued at $496,479,000 after purchasing an additional 106,004 shares during the period. Alliancebernstein L.P. grew its holdings in shares of MACOM Technology Solutions by 11.7% in the third quarter. Alliancebernstein L.P. now owns 1,494,736 shares of the semiconductor company’s stock worth $186,080,000 after purchasing an additional 156,194 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of MACOM Technology Solutions by 2.5% in the second quarter. Geode Capital Management LLC now owns 1,152,581 shares of the semiconductor company’s stock worth $165,177,000 after purchasing an additional 28,257 shares during the last quarter. Finally, Wellington Management Group LLP increased its stake in MACOM Technology Solutions by 180.6% in the 3rd quarter. Wellington Management Group LLP now owns 986,438 shares of the semiconductor company’s stock worth $122,802,000 after buying an additional 634,903 shares during the period. 76.14% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Benchmark increased their price target on shares of MACOM Technology Solutions from $160.00 to $190.00 and gave the company a “buy” rating in a report on Friday, November 7th. TD Cowen upped their price objective on MACOM Technology Solutions from $150.00 to $190.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Susquehanna initiated coverage on MACOM Technology Solutions in a research note on Monday. They issued a “neutral” rating and a $200.00 price objective for the company. Wall Street Zen raised MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of MACOM Technology Solutions in a research report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, MACOM Technology Solutions has a consensus rating of “Moderate Buy” and a consensus price target of $172.50.

Insider Activity at MACOM Technology Solutions

In other news, major shareholder Susan Ocampo sold 150,000 shares of MACOM Technology Solutions stock in a transaction that occurred on Wednesday, October 15th. The shares were sold at an average price of $136.02, for a total transaction of $20,403,000.00. Following the completion of the sale, the insider owned 2,956,606 shares of the company’s stock, valued at approximately $402,157,548.12. The trade was a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders have sold 1,395,384 shares of company stock worth $216,284,885 over the last 90 days. Company insiders own 16.30% 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 Holdings, Inc, together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand, and internationally.