New York, Jan 25, 2026, 18:44 (EST) — Market closed.
- MACOM shares ended the session at $219.26, slipping roughly 2.2%
- Chip stocks dipped late in the week after Intel’s guidance unsettled investors
- Investors turn to the Fed on Jan. 28, then to MACOM’s earnings report on Feb. 5
Shares of MACOM Technology Solutions Holdings Inc closed Friday at $219.26, slipping 2.2% after hitting a high of $227.31 and a low of $216.34. 1
That left MTSI facing its next major catalysts beyond the company itself: the Federal Reserve’s Jan. 27-28 meeting, wrapping up with a rate decision on Wednesday. 2
Earnings are set to dominate the spotlight. “At the end of the day, earnings are the driver,” said Chris Galipeau, senior market strategist at Franklin Templeton, as investors gear up for reports from Apple, Microsoft, Meta, and Tesla in the days ahead. 3
Friday’s session was mixed. The Dow dropped 0.58%, the S&P 500 barely moved, and the Nasdaq edged up 0.28%, despite Intel tumbling 17% after missing its forecast. 4
Chip stocks slipped on Friday. The Philadelphia Semiconductor Index dropped 1.21%. 5
MACOM has set its schedule: the company plans to release first-quarter results on Feb. 5 before markets open. At 8:30 a.m. ET, CEO Stephen Daly and CFO John Kober will hold a call to discuss the numbers. 6
Recent enthusiasm links MACOM closely to satellite communications and AI-driven data traffic. Jordan Klein, a trading-desk analyst at Mizuho, labeled MTSI a “key beneficiary” of spending on satellite networks and AI-related optical and copper infrastructure. 7
Analysts are zeroing in on margins. Stifel’s Tore Svanberg, who bumped up his price target to $215 earlier this month, believes gross margin — the profit after deducting the cost of goods — could surpass 58% as MACOM rolls in its Wolfspeed RF acquisition. Just to be clear, a price target reflects where an analyst expects a stock to trade over the next year. 8
The setup works both ways. High-valuation chip stocks usually take the hit first when rates shift, and any letdown in megacap tech earnings can quickly ripple through.
MACOM investors have two immediate milestones ahead: first, to see if the stock holds up when U.S. markets open Monday, then the Federal Reserve’s decision on Wednesday. After that, all eyes turn to MACOM’s earnings report on Feb. 5.
