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Microchip Technology Community
NasdaqGS:MCHP Community
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Microchip Technology
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Resizing Manufacturing Capacity At Tempe Fab Will Drive Operational Efficiency
Key Takeaways Restructuring efforts and cost-cutting measures aim to improve net margins and operational efficiency through capacity optimization and reduced operating expenses. Strategic changes focus on inventory reduction, enhancing distributor incentives, and strengthening customer relationships to drive cash flow and revenue growth.
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US$55.37
FV
30.1% undervalued
intrinsic discount
12.57%
Revenue growth p.a.
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Microchip Technology
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AnalystLowTarget
Consensus Narrative from 23 Analysts
A 9-Point Plan Will Optimize Operations And Inventory Management
Key Takeaways Operational improvements like fab consolidation are expected to enhance efficiency and gross margins. Incentivized channel strategies aim to boost new product sales, enhancing revenue and competitive pricing.
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US$55.37
FV
30.1% undervalued
intrinsic discount
12.57%
Revenue growth p.a.
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1 day ago
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Microchip Technology
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Operational Restructuring And RISC-V Processors Will Create New Opportunities
Key Takeaways Operational restructuring and inventory reduction are set to enhance efficiency, reduce costs, and improve cash flow, supporting future earnings growth. Innovations in RISC-V processors with AI capabilities position Microchip for growth in industrial and aerospace markets, driving revenue and market penetration.
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US$73.66
FV
47.5% undervalued
intrinsic discount
12.57%
Revenue growth p.a.
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3 days ago
author updated this narrative
Microchip Technology
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Implementing A 9-Point Plan Will Improve Efficiency And Strengthen Customer Relationships
Key Takeaways Strategic investments in innovations, including RISC-V processors and connectivity, may capture growth opportunities and boost revenues in key markets. The 9-point efficiency improvement plan, including facility closure and reorganization, aims to enhance net margins and cash flow flexibility.
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US$65.61
FV
41.0% undervalued
intrinsic discount
11.03%
Revenue growth p.a.
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4 days ago
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Your Valuation for
MCHP
MCHP
Microchip Technology
Your Fair Value
US$
Current Price
US$38.71
9.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
9b
2015
2018
2021
2024
2025
2027
2030
Revenue US$7.1b
Earnings US$458.4m
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