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

Representative Gilbert Ray Cisneros Jr. sold shares of MACOM Technology Solutions Holdings, Inc. (MTSI) on September 21, 2026. The transaction was valued between $1,001 and $15,000, according to a report filed under the STOCK Act on October 12, 2026.

Inside Gilbert Ray Cisneros Jr.'s Trade

Gilbert Ray Cisneros Jr., a Democrat from the House of Representatives, executed this sale as part of his ongoing financial disclosures. The details show that the trade involved a modest amount, reflecting a typical pattern of selling smaller stakes in various companies.

Other Institutional Activity in MACOM Technology Solutions

FMR, LLC trimmed its stake in MACOM, reducing its holdings by 83,827 shares, leaving it with 10,527,144 shares valued at about $2.76 billion. In contrast, Blackrock Inc. grew its position, adding 946,578 shares for a total of 9,512,899 shares worth approximately $2.49 billion. Vanguard Portfolio Management LLC saw a slight increase in its holdings, adding 18,294 shares, bringing its total to 3,605,324 shares valued at around $945.5 million. Meanwhile, T. Rowe Price Investment Management, Inc. significantly reduced its stake, selling 1,636,176 shares and ending with 2,850,185 shares valued at about $747.4 million.

MACOM Technology Solutions Holdings, Inc. Stock Down 3.9%

MACOM Technology Solutions recently traded around $260.89 as of October 16, 2026. This price is below both its 50-day moving average of $286.35 and its 200-day average of $279.67. The stock is also about 37.7% below its 52-week high of $418.90, yet it remains well above its 52-week low of $133.35.

Recent Earnings

For the trailing twelve months, MACOM reported a revenue of approximately $1.16 billion, with a year-over-year revenue growth of 35.8%. The company's earnings per share (EPS) stood at $3.14, reflecting a net margin of 20.7% and a return on equity (ROE) of 17.2%. The next earnings report is scheduled for November 5, 2026.

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

In recent months, several insiders have sold shares of MACOM. Chief Executive Officer Stephen G. Daly sold 15,828 shares valued at about $5.79 million on May 29, 2026. Officer Donghyun Thomas Hwang sold 2,620 shares worth approximately $1.01 million on June 25, 2026. Chief Financial Officer John F. Kober III sold 7,389 shares valued at about $2.41 million on August 17, 2026. Additionally, Chief Operating Officer Robert B. Dennehy sold 252 shares at an average price of $275.20, totaling around $69,350 on August 28, 2026.

Analysts Set New Price Targets

Analysts have maintained various ratings for MACOM Technology Solutions. On July 21, 2026, Susquehanna kept a Neutral rating with a target of $300. Needham maintained a Buy rating with a target of $410 on August 6, 2026. Evercore ISI Group also maintained an Outperform rating, raising its target to $475 on August 7, 2026. BMO Capital initiated a Market Perform rating with a target of $335 on August 21, 2026, and later upgraded its rating to Outperform on September 18, 2026, while keeping the target at $335.

About MACOM Technology Solutions

MACOM Technology Solutions Holdings, Inc. provides analog semiconductor solutions for wireless and wireline applications across various frequency spectrums. The company designs and manufactures a broad range of devices, including integrated circuits and subsystems, catering to different sectors within the semiconductor industry. This recent sale by Rep. Cisneros fits into a pattern of his prior trades, as he has previously sold shares in other companies, reflecting a strategy of managing his investment portfolio.

Bottom Line

Investors should keep an eye on MACOM's upcoming earnings report on November 5, 2026, which will provide further insights into its financial performance. Additionally, monitoring the trading patterns of members of Congress like Rep. Cisneros can offer context on market sentiment and insider behavior.