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

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). In a filing disclosed on November 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in MACOM Technology Solutions stock on October 27th. 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 $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 11/2/2026.
• Purchased $1,001 – $15,000 in shares of argenex (NASDAQ:ARGX) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Illumina (NASDAQ:ILMN) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 10/27/2026.
• Sold $15,001 – $50,000 in shares of PTC (NASDAQ:PTC) on 10/27/2026.
• Purchased $1,001 – $15,000 in shares of BridgeBio Pharma (NASDAQ:BBIO) on 10/27/2026.
• Sold $1,001 – $15,000 in shares of Micron Solutions (OTCMKTS:MICR) on 10/21/2026.
• Sold $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 10/21/2026.
• Purchased $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 10/21/2026.
• Purchased $1,001 – $15,000 in shares of Moderna (NASDAQ:MRNA) on 10/20/2026.

MACOM Technology Solutions Price Performance

Shares of NASDAQ:MTSI opened at $249.86 on Thursday. The company has a current ratio of 2.53, a quick ratio of 1.99 and a debt-to-equity ratio of 0.04. The stock’s fifty day simple moving average is $269.23 and its two-hundred day simple moving average is $282.99. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $150.80 and a 1-year high of $418.90. The stock has a market cap of $19.08 billion, a PE ratio of 58.11, a price-to-earnings-growth ratio of 0.78 and a beta of 1.82.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its quarterly earnings data on Thursday, November 5th. The semiconductor company reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.00 by $0.09. The business had revenue of $424.82 million during the quarter, compared to the consensus estimate of $420.35 million. MACOM Technology Solutions had a net margin of 25.25% and a return on equity of 22.46%. The firm’s quarterly revenue was up 62.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.94 EPS. MACOM Technology Solutions has set its Q1 2027 guidance at 2.210-2.290 EPS. As a group, analysts forecast that MACOM Technology Solutions Holdings, Inc. will post 7.63 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

MTSI has been the subject of several research analyst reports. Benchmark initiated coverage on 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. Stifel Nicolaus set a $360.00 target price on shares of MACOM Technology Solutions in a report on Thursday, November 5th. Susquehanna dropped their target price on MACOM Technology Solutions from $300.00 to $220.00 and set a “neutral” rating on the stock in a research report on Thursday, November 5th. BMO Capital Markets upgraded MACOM Technology Solutions from a “market perform” rating to an “outperform” rating and set a $335.00 target price on the stock in a research report on Friday, September 18th. Finally, Needham & Company LLC cut their price target on MACOM Technology Solutions from $410.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, November 5th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $316.25.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Jupiter Topco LLC bought a new stake in MACOM Technology Solutions in the 2nd quarter worth $256,612,000. Bank of America Corp DE bought a new position in shares of MACOM Technology Solutions during the second quarter valued at about $247,732,000. Bank of New York Mellon Corp bought a new position in shares of MACOM Technology Solutions during the second quarter valued at about $204,593,000. Deutsche Bank AG bought a new position in shares of MACOM Technology Solutions during the second quarter valued at about $137,970,000. Finally, TimesSquare Capital Management LLC purchased a new stake in shares of MACOM Technology Solutions during the second quarter worth about $99,499,000. Institutional investors own 76.14% of the company’s stock.

Insider Transactions at MACOM Technology Solutions

In related news, CFO John Kober sold 973 shares of the firm’s stock in a transaction dated Monday, November 9th. The stock was sold at an average price of $212.43, for a total value of $206,694.39. Following the sale, the chief financial officer directly owned 35,580 shares of the company’s stock, valued at $7,558,259.40. This trade represents a 2.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, 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 transaction, the chief operating officer owned 12,758 shares in the company, valued at approximately $3,511,001.60. This represents a 1.94% decrease in their position. 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. Over the last ninety days, insiders sold 40,827 shares of company stock worth $9,629,392. Company 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

MACOM Technology Solutions designs and supplies semiconductor products for applications that use radio frequency, microwave, millimeter-wave and optical signals. Its products include amplifiers, switches, diodes, mixers, attenuators and other components used in communications and electronic systems. The company serves customers in markets including telecommunications, data centers, aerospace and defense, and industrial applications. Its components are used in equipment such as wireless infrastructure, high-speed optical networks, radar and test systems.