New York, January 24, 2026, 21:16 (EST) — The market has closed.
- Shares of MACOM Technology Solutions Holdings, Inc. slipped 2.3%, ending Friday at $219.26.
- MACOM Technology Solutions will release its first-quarter results on Feb. 5 ahead of market open, with a conference call scheduled for 8:30 a.m. ET. 1
MACOM Technology Solutions kicks off the week with its upcoming earnings report as the chip sector shows fresh signs of volatility.
The pullback is crucial now, with the coming days loaded with events that could jolt semiconductor stocks: major U.S. tech earnings reports, a Federal Reserve meeting, and for MACOM, a results announcement that will clarify demand trends in data center and telecom sectors.
Friday’s late-week vibe showed up in the tape. “We feel pretty good about where we are today,” said Jason Blackwell, chief investment strategist at Focus Partners Wealth. But Janus Henderson portfolio manager Julian McManus cautioned the market’s in a “show-me” phase, where companies need to “put up the revenue growth.” 2
MACOM announced it will report its first-quarter results for the period ending Jan. 2 ahead of the U.S. market open on Thursday, Feb. 5. CEO Stephen G. Daly and CFO John F. Kober will lead the conference call, the company confirmed. 3
On Friday, the Dow dropped 0.58%, while the Nasdaq gained 0.28%. Intel’s shares slipped after it projected quarterly revenue and earnings below expectations, also revealing challenges in meeting demand for server chips powering AI data centers. 2
Other chip-related stocks closed the week down. Broadcom declined 1.7%, Marvell slipped 3.5%, Lumentum dropped 4.4%, and Coherent fell 2.9%.
MACOM develops and manufactures semiconductor products for industrial, defense, data center, and telecommunications sectors, according to its company profile. 4
Traders are zeroing in on the Feb. 5 report less for the past quarter’s numbers and more for clues about the quarter ahead. Shifts in commentary on data-center connectivity, telecom spending, or order flow could move the needle, especially as sentiment in the sector has grown more cautious.
The downside is straightforward: a cautious outlook or even a whisper that customers are slowing orders can slam the sector. Investors have already priced in growth, and macro headlines can turn risk appetite on a dime.
The market’s next focal point is the Fed meeting on Jan. 27–28, with the policy decision set for Jan. 28. After that, investors will turn to MACOM’s results and guidance due Feb. 5. 5
