New York, February 1, 2026, 20:17 (EST) — Market closed
- MTSI ended Friday 3.8% lower at $219.06, having fluctuated between $231.75 and $216.75 throughout the session
- MACOM will release its fiscal first-quarter results on Feb. 5, ahead of the market open
- Next up for the stock: guidance, margins, and demand commentary.
MACOM Technology Solutions Holdings Inc shares dropped 3.8% on Friday, closing at $219.06. The stock swung $15 during a volatile session and ended the week lower. Trading volume hit roughly 1.1 million shares.
Nasdaq-listed chipmaker MACOM plans to release its fiscal Q1 results, covering the period ended Jan. 2, on Feb. 5 before the market opens. The earnings call follows at 8:30 a.m. Eastern, led by Stephen G. Daly and John F. Kober. The company supplies semiconductors to telecom, industrial and defense, as well as data-center sectors. (MACOM)
That casts Friday’s close in a new perspective. The market now weighs MACOM’s numbers alongside a rate-sensitive tape rattled by Washington’s latest shakeup.
U.S. stocks dipped on Friday following Donald Trump’s nomination of Kevin Warsh as the next Federal Reserve chair. Investors also reacted to a stronger-than-expected producer-price report. Warsh is set to replace Jerome Powell when Powell’s term expires in May, pending confirmation. (Reuters)
Chip stocks took a hit as well. Texas Instruments and Analog Devices both closed down on Friday, showing that even more stable semiconductor players can slide quickly when investors turn cautious. (MarketWatch)
MACOM’s earnings report is crucial since the company has already provided guidance for the quarter. Back in November, it projected revenue between $265 million and $273 million, with adjusted EPS ranging from $0.98 to $1.02, and an adjusted gross margin between 56.5% and 58.5%. The “adjusted” figures exclude one-time or non-cash items to better reflect the core business. (MACOM)
Investors will be looking closely for shifts in that outlook and any commentary from management on demand trends in data-center equipment, telecom infrastructure, and defense programs. In this sector, gross margin often reveals the true story.
The downside is clear: growth and tech expectations are tight, and a “fine” beat might not cut it if rate anxiety lingers. “For those companies where expectations have become very lofty, the onus is going to be on them to deliver,” said Jim Baird, chief investment officer at Plante Moran Financial Advisors. Investors are gearing up for a heavy earnings slate and U.S. jobs data set for Feb. 6. (Reuters)
MACOM’s next major event is its Feb. 5 earnings release, scheduled before the bell, with a conference call to follow at 8:30 a.m.
