New York, February 7, 2026, 21:20 EST — Market closed
Shares of MACOM Technology Solutions Holdings Inc ended Friday’s session up 3.5% at $235.87, with an intraday high reaching $240.85. Traders are still working through the chipmaker’s strong quarterly results and a flurry of fresh filings from regulators as Monday approaches. StockAnalysis
The rally’s significance? MACOM is now a direct proxy for high-speed connectivity demand in data centers—the essential plumbing behind cloud operators’ growing compute. But the stock also lives in that tricky “good-news, high-multiple” tech zone, a group that tends to get tossed around whenever interest rates shift.
MACOM posted fiscal Q1 revenue of $271.6 million on Thursday, with adjusted EPS landing at $1.02. Looking to Q2, the company expects revenue between $281 million and $289 million and adjusted earnings ranging from $1.05 to $1.09 a share. “We delivered a solid start to fiscal year 2026,” CEO Stephen Daly said. MACOM
During the earnings call, management highlighted a book-to-bill ratio of 1.3, indicating stronger demand than shipments. They bumped up their full-year outlook for data center revenue growth, now expecting 35%–40% instead of the previous 20%. Executives also mentioned a $55 million satellite-communications program affected by scheduling changes, and noted that $161 million of convertible notes are set to be repaid in cash come March. The Motley Fool
Stifel analyst Tore Svanberg wasted no time, bumping up his price target for the stock to $255 from $215 while sticking with a “Buy” call, a Friday report showed. Investing.com
Fidelity’s FMR LLC disclosed in a Friday filing that it held roughly 8.03 million shares of MACOM, representing a 10.7% stake in the company as of Jan. 30. MACOM
In a separate Form 144, shareholder Susan Ocampo signaled plans for a possible sale of as many as 100,000 shares, targeting Feb. 6 as the estimated date. These filings only indicate an intent—they don’t confirm that a sale will actually happen. MACOM
Still, it’s not a straight shot up. MACOM’s rally has dragged shares near new peaks, but even a slight move in rates could knock “growth” chip names lower. Investors are eyeing whether data center bookings hold up after the first earnings pop, and if satellite program schedules will face more delays.
Looking ahead, the calendar gets busy with macro data. The U.S. January jobs report hits Wednesday, Feb. 11, while January’s CPI lands Friday, Feb. 13. Remember, U.S. markets will be closed Monday, Feb. 16, for Washington’s Birthday. bls.gov
