New York, Jan 18, 2026, 20:22 EST — Market closed.
- MACOM shares ended Friday up 0.8%, closing at $220.68, after reaching an intraday high of $225.34.
- Stifel bumped its price target to $215 from $185, keeping its Buy rating intact.
- A recently filed proxy statement scheduled MACOM’s annual meeting for March 5, with a record date of Jan. 12.
Shares of MACOM Technology Solutions Holdings, Inc. (MTSI) closed last week close to their 52-week peak following a new price-target boost from Wall Street. U.S. markets were shut Monday for Martin Luther King Jr. Day. 1
The pause matters because MACOM’s move has been abrupt, and holiday gaps can amplify it. Once trading picks up again, the stock must show it can sustain recent levels without leaning on the thin, late-week momentum.
It arrives amid investors juggling two major forces: enthusiasm for AI-driven demand and a more volatile macro environment. Semiconductor stocks typically move sharply when that balance tips.
The Nasdaq stock ended Friday at $220.68, rising 0.8% after hitting $225.34, the highest point in its 52-week range. Since closing at the start of the year on Jan. 9, it’s climbed roughly 26%. 2
On Jan. 16, Stifel upped its price target for MACOM to $215 from $185, maintaining a Buy rating. Analyst Tore Svanberg highlighted that the company’s long-term outlook “remain as bright as ever,” citing possible margin gains as MACOM works to integrate the Wolfspeed RF acquisition. 3
MACOM’s annual meeting is scheduled for March 5 in Chelmsford, Massachusetts, according to a proxy statement filed with the SEC on Friday. The filing names Jan. 12 as the record date and reports that 75,010,891 shares are eligible to vote. It also details votes on eight directors, executive compensation, and the company’s auditor. 4
The stock’s surge this month reflects growing investor appetite for satellite communications equipment and high-speed data center connections. Jordan Klein, a trading-desk analyst at Mizuho Securities, described MACOM as “a key beneficiary to satellite network investments” in a note highlighted by Investor’s Business Daily. 5
Macro headlines could cloud the initial market reaction when Wall Street opens. On Sunday, S&P 500 and Nasdaq futures fell 0.7% and 1.0%, respectively, following new trade warnings from President Trump that shook investor confidence, Reuters reported. 6
MACOM is already trading above Stifel’s $215 target, close to its peak. If chip stocks retreat or satellite and cloud investments slow, expect profit-taking to hit fast.
Cash markets are closed Monday, so all eyes shift to Tuesday, Jan. 20, when U.S. stocks reopen and investors get a chance to see if MACOM can maintain the $225 level during regular hours. The next key date is the shareholder meeting set for March 5.
