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

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 Price Performance

Shares of MTSI stock opened at $258.11 on Monday. The stock has a 50 day moving average of $233.81 and a two-hundred day moving average of $191.44. The company has a current ratio of 3.96, a quick ratio of 3.18 and a debt-to-equity ratio of 0.30. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $93.24 and a 12 month high of $262.08. The company has a market capitalization of $19.36 billion, a P/E ratio of 121.18, a P/E/G ratio of 4.29 and a beta of 1.48.

MACOM Technology Solutions (NASDAQ:MTSI) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $1.02 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.03. MACOM Technology Solutions had a return on equity of 15.55% and a net margin of 15.88%.The company had revenue of $271.61 million during the quarter, compared to the consensus estimate of $269.02 million. During the same quarter last year, the company earned $0.79 EPS. The company’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. As a group, equities analysts expect that MACOM Technology Solutions Holdings, Inc. will post 2.43 EPS for the current year.

Institutional Investors Weigh In On MACOM Technology Solutions

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Hsbc Holdings PLC increased its stake in shares of MACOM Technology Solutions by 5,004.6% in the 4th quarter. Hsbc Holdings PLC now owns 102,909 shares of the semiconductor company’s stock valued at $17,796,000 after buying an additional 100,893 shares during the period. Rockefeller Capital Management L.P. increased its stake in shares of MACOM Technology Solutions by 98.3% in the 4th quarter. Rockefeller Capital Management L.P. now owns 3,654 shares of the semiconductor company’s stock valued at $626,000 after buying an additional 1,811 shares during the period. World Investment Advisors acquired a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at $330,000. MidFirst Bank acquired a new stake in shares of MACOM Technology Solutions in the 4th quarter valued at $248,000. Finally, Pacer Advisors Inc. increased its stake in shares of MACOM Technology Solutions by 6.2% in the 4th quarter. Pacer Advisors Inc. now owns 11,984 shares of the semiconductor company’s stock valued at $2,053,000 after buying an additional 698 shares during the period. 76.14% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director John Ritchie sold 1,573 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $255.00, for a total value of $401,115.00. Following the completion of the sale, the director directly owned 8,690 shares of the company’s stock, valued at approximately $2,215,950. This trade represents a 15.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder Susan Ocampo sold 261,763 shares of MACOM Technology Solutions stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $254.43, for a total value of $66,600,360.09. Following the completion of the sale, the insider directly owned 3,759,895 shares of the company’s stock, valued at $956,630,084.85. This trade represents a 6.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 753,113 shares of company stock worth $184,368,095. 0.36% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on MTSI shares. Needham & Company LLC reissued a “buy” rating and issued a $250.00 target price on shares of MACOM Technology Solutions in a report on Friday, February 6th. Jefferies Financial Group increased 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 increased their target price on MACOM Technology Solutions from $200.00 to $261.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Bank of America increased their target price on MACOM Technology Solutions from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Weiss Ratings raised MACOM Technology Solutions from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $243.27.

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.