Rep. Gilbert Cisneros (D-CA) Sells MTSI Stock

Representative Gilbert Cisneros, a Democrat from California serving in the House, recently disclosed a sale of MACOM Technology Solutions Holdings, Inc. (MTSI) stock. According to a periodic transaction report filed on June 9, 2026, the Congressman sold a portion of his holdings on May 22, 2026. The trade was valued in a range between $1,001 and $15,000.

Timing of the Disclosure

This sale took place about two weeks before it was officially reported to the public. Under the STOCK Act, members of Congress are required to disclose their financial transactions within a specific timeframe. This filing arrived alongside several other reports from the same period, including purchases Cisneros made in companies like Sensata Technologies and STERIS plc. These reports provide a backward-looking glance at how lawmakers are managing their personal portfolios.

MACOM Stock Performance

On Saturday, MACOM shares were priced at $380.37. The stock has seen significant movement over the past year, currently trading much closer to its 52-week high of $418.90 than its low of $121.97. With a P/E ratio of 88.89, the company is priced at a premium compared to its trailing earnings, though its forward P/E ratio is lower at 32.87. The stock also tends to be more volatile than the wider market, carrying a beta of 1.71.

Recent Earnings

In its most recent financial updates, MACOM reported revenue of $1.16 billion, representing a growth rate of 35.8%. The company's profitability remains steady, with a 20.7% net margin and a return on equity of 17.2%. Its earnings per share (EPS) currently stand at $3.14. Investors are looking toward November 5, 2026, for the company's next scheduled earnings report to see if this growth trend continues.

Insider Buying and Selling at MACOM Technology Solutions Holdings, Inc.

Beyond congressional trades, there has been activity from the company's own leadership. On June 25, 2026, Hwang Donghyun Thomas, the Senior Vice President of Global Sales, sold 2,620 shares. The transaction occurred at an average price of $383.87, totaling roughly $1.01 million. This sale was conducted under a pre-arranged Rule 10b5-1 trading plan, which allows insiders to set up a schedule for selling stock in advance to avoid any appearance of trading on non-public information.

Analysts Set New Price Targets

Wall Street analysts have been active in updating their views on MACOM. On September 18, 2026, BMO Capital upgraded the stock to an Outperform rating while maintaining a $335.00 price target. This followed their initial coverage in August. On August 7, 2026, Evercore ISI Group maintained an Outperform rating and raised its price target to $475.00. Other firms like Needham and Stifel also maintain Buy ratings, with targets of $410.00 and $450.00 respectively. Currently, the consensus among 15 analysts is a Buy, with an average price target of $395.33.

About MACOM Technology Solutions

MACOM Technology Solutions designs and makes high-performance semiconductors used in wireless and optical networks. Its products are essential for 5G and 6G infrastructure, satellite communications, and data centers. Based in Lowell, Massachusetts, the company serves a wide range of industries including defense, medical, and industrial markets. As the demand for faster data and more reliable communication grows, MACOM's specialized chips remain a key part of the global technology supply chain.

Future Outlook

Investors tracking MACOM will want to monitor the upcoming earnings announcement in November to see if the company can meet its growth targets. While congressional trades like those from Gilbert Cisneros provide a window into what lawmakers are doing with their money, they are backward-looking and do not necessarily predict future stock performance. Further filings from both politicians and company insiders will help clarify the broader sentiment surrounding the stock in the coming months.