---
title: "Weekly Recap | Macom Tech -20.55%, chip sector leads sell-off"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302173332.md"
description: "MACOM Technology Solutions (MTSI) lost 20.55% this week, closing at $262.24, while the S&P 500 fell 1.95%. The stock underperformed the benchmark by about 18.6 percentage points. The move was a one-way slide: it opened Monday at $324.20 and drifted lower, briefly rebounded to $308.75 on Tuesday, then fell for three straight sessions, touching $257.12 on Thursday before settling at $262.24 on Friday. Weekly amplitude was 21.44%, with average daily volume of 1.97m shares, roughly 53."
datetime: "2026-10-17T07:41:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302173332.md)
  - [en](https://longbridge.com/en/news/302173332.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302173332.md)
generator: "portal-rs"
---

# Weekly Recap | Macom Tech -20.55%, chip sector leads sell-off

## The Week

MACOM Technology Solutions (MTSI) lost 20.55% this week, closing at $262.24, while the S&P 500 fell 1.95%. The stock underperformed the benchmark by about 18.6 percentage points. The move was a one-way slide: it opened Monday at $324.20 and drifted lower, briefly rebounded to $308.75 on Tuesday, then fell for three straight sessions, touching $257.12 on Thursday before settling at $262.24 on Friday. Weekly amplitude was 21.44%, with average daily volume of 1.97m shares, roughly 53.53% above the median.

## Key Events

This week’s decline unfolded within a broad semiconductor pullback. The stock dropped more than 5% intraday on Monday, extended losses on Tuesday, widened to a 5.75% decline on Thursday, and touched $257.79 on Friday. On the news front, Goldman Sachs on Thursday outlined four semiconductor themes after the pullback, naming equipment, AI CPUs, analog ICs, and HDDs as potential leaders. Weekend reports showed CoreWeave credit concerns intensifying, with chip stocks enduring their longest losing streak since 2006, while shorts booked $32bn in paper profits over seven days. MTSI itself had no major company-specific announcements this week; the stock largely moved in line with sector sentiment.

## Analyst Ratings

Sixteen analysts cover the stock, with 10 rating it buy, 3 rating it overweight, and 3 rating it hold. There are no underperform or sell ratings. The consensus rating is buy, with a consensus target price of $395.33, roughly 50.75% above the current price. Target prices range from $300 to $475, a wide spread. MTSI ranks 21st among 78 semiconductor companies in its industry group.

## The Week Ahead

Next week’s macro calendar focuses on housing and oil: the NAHB housing market index on Monday, housing starts and building permits on Tuesday, and EIA weekly crude and Cushing inventory data on Wednesday. For a high-volatility semiconductor name, the more important watch point is how the market responds to CoreWeave credit risk after this week’s sector sell-off, and whether sector rotation signals emerge.

## In Short

This week shows a sharp tension: the stock fell more than 20% in a single week, pushing toward the low end of its recent range, yet the consensus analyst target still sits about 50.75% above the market price, with a buy-oriented rating profile. Valuation remains elevated at roughly 83x trailing P/E and 13x book value. In the latest session, large-lot money was a net buyer while small and medium lots showed net selling. The immediate question is whether the semiconductor sector can stop its losing streak and whether buyers will step in near $257.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

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- [MTSI.US](https://longbridge.com/en/quote/MTSI.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**