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

14 Oct 2026, 08:03 by Doug Wharley · The Cerbat Gem

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 Performance

Shares of NASDAQ MTSI opened at $308.75 on Wednesday. The firm has a market capitalization of $23.58 billion, a price-to-earnings ratio of 99.28, a PEG ratio of 1.01 and a beta of 1.77. MACOM Technology Solutions Holdings, Inc. has a one year low of $126.93 and a one year high of $418.90. The business has a fifty day simple moving average of $285.74 and a 200 day simple moving average of $305.10. 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 (NASDAQ:MTSI – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.40 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $342.24 million for the quarter, compared to the consensus estimate of $336.08 million. During the same quarter in the previous year, the company earned $0.90 earnings per share. The business’s 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. Sell-side analysts expect that MACOM Technology Solutions Holdings, Inc. will post 4.26 EPS for the current year.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Versant Capital Management Inc lifted its stake in shares of MACOM Technology Solutions by 11.0% in the second quarter. Versant Capital Management Inc now owns 342 shares of the semiconductor company’s stock valued at $130,000 after buying an additional 34 shares in the last quarter. Wedmont Private Capital grew its holdings in shares of MACOM Technology Solutions by 1.9% during 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 during the last quarter. Pacer Advisors Inc. grew its holdings in shares of MACOM Technology Solutions by 0.4% during the first quarter. Pacer Advisors Inc. now owns 12,035 shares of the semiconductor company’s stock valued at $2,673,000 after buying an additional 51 shares during the last quarter. Arizona State Retirement System increased its position in shares of MACOM Technology Solutions by 0.5% during the second quarter. Arizona State Retirement System now owns 18,628 shares of the semiconductor company’s stock worth $7,086,000 after acquiring an additional 85 shares in the last quarter. Finally, Nilsine Partners LLC increased its position in shares of MACOM Technology Solutions by 1.8% during the second quarter. Nilsine Partners LLC now owns 5,008 shares of the semiconductor company’s stock worth $1,905,000 after acquiring an additional 89 shares in the last quarter. Institutional investors and hedge funds own 76.14% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Wall Street Zen upgraded shares of MACOM Technology Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Benchmark started coverage on shares of MACOM Technology Solutions in a research report on Thursday, August 13th. They set a “buy” rating and a $375.00 target price for the company. Zacks Research raised shares of MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Monday, August 24th. Weiss Ratings downgraded shares of MACOM Technology Solutions from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, August 21st. Finally, Needham & Company LLC boosted their price target on shares of MACOM Technology Solutions from $400.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $341.25.

Read Our Latest Report on MTSI

Insider Buying and Selling

In related news, COO Robert Dennehy sold 252 shares of the company’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 owned 12,758 shares in the company, valued at $3,511,001.60. This represents a 1.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ambra Roth sold 653 shares of the firm’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $300.00, for a total transaction of $195,900.00. Following the completion of the transaction, the senior vice president directly owned 9,184 shares in the company, valued at approximately $2,755,200. The trade was a 6.64% 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. Insiders have sold 8,294 shares of company stock worth $2,674,656 in the last quarter. 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.

About MACOM Technology Solutions

(Get Free Report)

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.