NASDAQ:MTSI 12 January 2026 - 8 February 2026

MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.

MACOM shares rose 4.9% to $229.72 by midday Monday, rebounding from an early swing between $206.84 and $236.15 on volume over 980,000 shares. The move comes ahead of the company’s quarterly earnings release set for Feb. 5. Semiconductor stocks broadly gained, with the iShares Semiconductor ETF up 2.4%. Investors are watching for MACOM’s guidance and outlook during a busy week for tech earnings.

MACOM shares fell 3.8% to $219.06 Friday, swinging $15 during volatile trading and closing with volume near 1.1 million shares. The Nasdaq-listed chipmaker will report fiscal Q1 results before the market opens on Feb. 5, followed by an earnings call at 8:30 a.m. Eastern.