MCHP

Microchip Technology Inc. (MCHP) | Rumor.io

Microchip Technology

MCHP

Attention (50-day avg)0%

Attention rank (50-day avg)#1,297

Bullish sentiment (50-day avg)71%

Price to earnings ratio115.7

Market capitalization42.3B

Earnings per share0.68

Dividend yield (TTM)2.33%

Revenue (annual)4.7B

Net income (annual)230M

Social

What share of all stock conversation is about MCHP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0.01% +0

Aug 24

Microchip Technology Incorporated ($MCHP) saw a significant options activity with 272,935 contracts traded, including 270,948 calls vs. 1,987 puts, resulting in a 135:1 call/put ratio.
A large whale trade occurred on $MCHP, with 118,920 December $65 calls sold for $153.4 million, indicating a bullish sentiment and a long-dated thesis bet.
Microchip Technology Incorporated's free cash flow nearly doubled YoY to $498m during its Q1 fiscal 2027 earnings release, and the stock is trading at a 31% discount to all-time highs.

Generated by AI

Sentiment

Of the messages about MCHP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% new	81.82% -18.18	66.78% -25.46	78.19% -6.91
Bearish	0% -100	18.18% +18.18	33.22% +25.46	21.81% +6.91

Bullish· Jul 10

Microchip Technology Incorporated ($MCHP) may rise due to its potential for growth and increasing demand in the market.
Investors can benefit from joining a WhatsApp group that provides daily real-time updates on stock news and trends, including $MCHP.
$MCHP is one of the stocks that may experience an increase in value, along with $PK and $GLXY, according to market analysis.

Bearish· May 7

Microchip Technology's EPS estimates have been significantly reduced, from $6.40 to $2.80, and the stock has not reflected this decline.
The company's revenue has decreased by 40% YoY and 25% QoQ, with net earnings down 74% YoY and 63% QoQ in its latest quarter.
Microchip Technology's guidance for its next quarter has fallen short of estimates, with the company citing a challenging macroeconomic environment.

Generated by AI

Topics

Of the messages about MCHP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	40%	2.89%	5.01%
Technical Analysis	—	60%	5.57%	2.17%
Macro	—	0%	42.27%	54.64%
Analysts	—	0%	27.84%	35.5%
Earnings	—	0%	21.03%	1.83%
Controversies	—	0%	0.41%	0.84%

Earnings· Aug 6

Revenue for Q1 FY27 was $1.485B, a 38% YoY increase and 13.2% QoQ increase, beating the $1.456B guidance midpoint.
Adjusted EPS for Q1 FY27 was $0.76, beating the estimated $0.69, and non-GAAP gross margin was 63.8%, with operating margin at 35.1%.
Microchip Technology guided Q2 FY27 revenue of $1.59B-$1.62B, above the estimated $1.59B-$1.62B, and adjusted EPS of 91c-$0.95c, above the estimated 80c.

Analysts· Feb 3

Keybanc analyst John Vinh maintains Microchip Technology with an Overweight rating and raises the price target from $85 to $100.
Multiple analysts, including Mizuho's Vijay Rakesh, Citigroup's Christopher Danely, and Morgan Stanley's Joseph Moore, maintain Neutral or Overweight ratings and raise price targets for Microchip Technology.
Analysts from various firms, including Keybanc, Needham, Piper Sandler, and Susquehanna, raise price targets for Microchip Technology to $100, $110, $100, and $100 respectively.

Announcements· Jan 6

Microchip Technology ($MCHP) raised its Q3 revenue guidance to $1.185B, exceeding the previous range of $1.109B-$1.149B and consensus estimates.
The company cited a broad-based recovery across end markets, strong December bookings, and improved distributor and customer inventories as drivers of the upward revision.
Needham raised its price target on Microchip to $77 from $75 and reiterated a Buy rating, highlighting the company's progress on its recovery plan and expected sequential revenue growth of about 4%.

Generated by AI

Community

Of the messages about MCHP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	25.44%	39.66%	15.13%
Newcomers	100%	74.56%	60.34%	84.87%

Regulars· Aug 6

Microchip Technology's Q1 FY27 earnings beat estimates, with revenue of $1.485B, up 38% YoY and 13.2% QoQ, and adjusted EPS of $0.76, above $0.69 estimate.
The company's guidance for Q2 FY27 was also positive, with revenue expected to be $1.59B-$1.62B, and adjusted EPS seen between 91c and 95c, beating the average analyst estimate.
Microchip's Q1 FY27 earnings were characterized as a "textbook cyclical recovery," with net sales surging 38% YoY and 13.2% sequentially, and gross margin reaching 63.8%, beating long-term targets.

Newcomers· Aug 7

Microchip Technology's stock price surged by 8.5% as investors expected stronger-than-expected Q1 results and guidance, indicating a recovery in semiconductor demand.
The company's guidance for Q1 results and EPS was significantly higher than the consensus estimate, with EPS guidance of $0.91-$0.95 vs a $0.76 consensus, leading to a sharp increase in stock price.
Microchip Technology's sales rose 13% last quarter, while its inventory fell by ten days of supply, suggesting a recovery in the company's operating leverage and a positive outlook for the chip sector.

Generated by AI

Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP) jumped 1.9% in the afternoon session after the company announced the expansion of its 10BASE-T1S Single Pair Ethernet portfolio with new transceivers and endpoint devices.

14h agoYahoo Finance

Microchip Technology Inc. stock outperforms competitors on strong trading day

4d agoMarketWatch

Microchip Technology (MCHP) Has Investors Asking A New Question

5d agoYahoo Finance

Himax, Power Integrations, MACOM, onsemi, and Microchip Technology Shares Are Falling, What You Need To Know

A number of stocks fell in the morning session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

5d agofinance.yahoo.com

Microchip Technology, Skyworks Solutions, and Universal Display Shares Are Falling, What You Need To Know

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations.

5d agofinance.yahoo.com

Microchip Technology Inc. stock underperforms Thursday when compared to competitors

5d agoMarketWatch

Also Discussed

Investors talking about MCHP also mention

#	Name	Attention
1	NXP Semiconductors N.V.NXPI	0%-0.01
2	Lattice Semiconductor CorporationLSCC	0%0
3	Monolithic Power Systems Inc.MPWR	0%0
4	Lam Research Corp.LRCX	0.02%-0.01
5	Cadence Design Systems IncCDNS	0.01%+0.01
6	Synopsys Inc.SNPS	0%+0
7	Analog Devices Inc.ADI	0%-0.01
8	Texas Instruments Inc.TXN	0%0
9	KLA CorporationKLAC	0%0
10	Applied Materials Inc.AMAT	0.01%+0.01

Microchip Technology Inc.

Technology
Semiconductors

Microchip Technology Inc. is a semiconductor company that designs, manufactures, and sells a broad range of embedded control and analog solutions. Microchip Technology Inc. serves applications in industrial automation, automotive systems, aerospace and defense, data centers, consumer electronics, and communications infrastructure. Its product portfolio includes microcontrollers, microprocessors, mixed-signal devices, memory products, timing solutions, connectivity devices, and power management components used to enable smart, connected, and secure electronic systems. The company also provides technology licensing and supports customers with development tools, reference designs, and software that help accelerate product integration. Microchip Technology Inc. plays an important role in the electronics supply chain by supplying core building blocks that support performance, control, and connectivity across a wide range of end markets.

Website

Location

2355 West Chandler Boulevard

Chandler, AZ, 85224-6199

United States

Social

What share of all stock conversation is about MCHP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0.01% +0

Aug 24

Microchip Technology Incorporated ($MCHP) saw a significant options activity with 272,935 contracts traded, including 270,948 calls vs. 1,987 puts, resulting in a 135:1 call/put ratio.
A large whale trade occurred on $MCHP, with 118,920 December $65 calls sold for $153.4 million, indicating a bullish sentiment and a long-dated thesis bet.
Microchip Technology Incorporated's free cash flow nearly doubled YoY to $498m during its Q1 fiscal 2027 earnings release, and the stock is trading at a 31% discount to all-time highs.

Generated by AI

Sentiment

Of the messages about MCHP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% new	81.82% -18.18	66.78% -25.46	78.19% -6.91
Bearish	0% -100	18.18% +18.18	33.22% +25.46	21.81% +6.91

Bullish· Jul 10

Microchip Technology Incorporated ($MCHP) may rise due to its potential for growth and increasing demand in the market.
Investors can benefit from joining a WhatsApp group that provides daily real-time updates on stock news and trends, including $MCHP.
$MCHP is one of the stocks that may experience an increase in value, along with $PK and $GLXY, according to market analysis.

Bearish· May 7

Microchip Technology's EPS estimates have been significantly reduced, from $6.40 to $2.80, and the stock has not reflected this decline.
The company's revenue has decreased by 40% YoY and 25% QoQ, with net earnings down 74% YoY and 63% QoQ in its latest quarter.
Microchip Technology's guidance for its next quarter has fallen short of estimates, with the company citing a challenging macroeconomic environment.

Generated by AI

Topics

Of the messages about MCHP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	40%	2.89%	5.01%
Technical Analysis	—	60%	5.57%	2.17%
Macro	—	0%	42.27%	54.64%
Analysts	—	0%	27.84%	35.5%
Earnings	—	0%	21.03%	1.83%
Controversies	—	0%	0.41%	0.84%

Earnings· Aug 6

Revenue for Q1 FY27 was $1.485B, a 38% YoY increase and 13.2% QoQ increase, beating the $1.456B guidance midpoint.
Adjusted EPS for Q1 FY27 was $0.76, beating the estimated $0.69, and non-GAAP gross margin was 63.8%, with operating margin at 35.1%.
Microchip Technology guided Q2 FY27 revenue of $1.59B-$1.62B, above the estimated $1.59B-$1.62B, and adjusted EPS of 91c-$0.95c, above the estimated 80c.

Analysts· Feb 3

Keybanc analyst John Vinh maintains Microchip Technology with an Overweight rating and raises the price target from $85 to $100.
Multiple analysts, including Mizuho's Vijay Rakesh, Citigroup's Christopher Danely, and Morgan Stanley's Joseph Moore, maintain Neutral or Overweight ratings and raise price targets for Microchip Technology.
Analysts from various firms, including Keybanc, Needham, Piper Sandler, and Susquehanna, raise price targets for Microchip Technology to $100, $110, $100, and $100 respectively.

Announcements· Jan 6

Microchip Technology ($MCHP) raised its Q3 revenue guidance to $1.185B, exceeding the previous range of $1.109B-$1.149B and consensus estimates.
The company cited a broad-based recovery across end markets, strong December bookings, and improved distributor and customer inventories as drivers of the upward revision.
Needham raised its price target on Microchip to $77 from $75 and reiterated a Buy rating, highlighting the company's progress on its recovery plan and expected sequential revenue growth of about 4%.

Generated by AI

Community

Of the messages about MCHP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	25.44%	39.66%	15.13%
Newcomers	100%	74.56%	60.34%	84.87%

Regulars· Aug 6

Microchip Technology's Q1 FY27 earnings beat estimates, with revenue of $1.485B, up 38% YoY and 13.2% QoQ, and adjusted EPS of $0.76, above $0.69 estimate.
The company's guidance for Q2 FY27 was also positive, with revenue expected to be $1.59B-$1.62B, and adjusted EPS seen between 91c and 95c, beating the average analyst estimate.
Microchip's Q1 FY27 earnings were characterized as a "textbook cyclical recovery," with net sales surging 38% YoY and 13.2% sequentially, and gross margin reaching 63.8%, beating long-term targets.

Newcomers· Aug 7

Microchip Technology's stock price surged by 8.5% as investors expected stronger-than-expected Q1 results and guidance, indicating a recovery in semiconductor demand.
The company's guidance for Q1 results and EPS was significantly higher than the consensus estimate, with EPS guidance of $0.91-$0.95 vs a $0.76 consensus, leading to a sharp increase in stock price.
Microchip Technology's sales rose 13% last quarter, while its inventory fell by ten days of supply, suggesting a recovery in the company's operating leverage and a positive outlook for the chip sector.

Generated by AI

Microchip Technology

Social

Aug 24

Bullish· Jul 10

Bearish· May 7

Earnings· Aug 6

Analysts· Feb 3

Announcements· Jan 6

Regulars· Aug 6

Newcomers· Aug 7

Microchip Technology (MCHP) Stock Trades Up, Here Is Why

Microchip Technology Inc. stock outperforms competitors on strong trading day

Microchip Technology (MCHP) Has Investors Asking A New Question

Himax, Power Integrations, MACOM, onsemi, and Microchip Technology Shares Are Falling, What You Need To Know

Microchip Technology, Skyworks Solutions, and Universal Display Shares Are Falling, What You Need To Know

Microchip Technology Inc. stock underperforms Thursday when compared to competitors

Also Discussed

Microchip Technology Inc.

Company Information

Location

Microchip Technology (MCHP) Stock Trades Up, Here Is Why

Microchip Technology Inc. stock outperforms competitors on strong trading day

Microchip Technology (MCHP) Has Investors Asking A New Question

Himax, Power Integrations, MACOM, onsemi, and Microchip Technology Shares Are Falling, What You Need To Know

Microchip Technology, Skyworks Solutions, and Universal Display Shares Are Falling, What You Need To Know

Microchip Technology Inc. stock underperforms Thursday when compared to competitors

Also Discussed

Social

Aug 24

Bullish· Jul 10

Bearish· May 7

Earnings· Aug 6

Analysts· Feb 3

Announcements· Jan 6

Regulars· Aug 6

Newcomers· Aug 7