Published

11 Apr 25

Updated

24 Jun 26

Views

92

Not Invested

Microchip TechnologyMCHP

Fair Value

US$83.72

Share price24 Jun

US$87.114.1% overvalued

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1Y19.15%

7D3.52%

A 9-Point Plan Will Optimize Operations And Inventory Management

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

11 Apr 25

Updated

24 Jun 26

Views

92

Not Invested

Shared on 24 Jun 26

Fair value Increased 21%

MCHP: Data Center Hype And Defensive Pricing Will Cap 2026 Recovery

Microchip’s data center story sparks excitement, but some analysts say the market may already be pricing in most of the good news and that recent price increases look more like protection than a sign of surging demand. The company is showing better activity and new products, yet guidance stays steady—raising questions about how strong a rebound can really be next year.

2 views

Shared on 22 Apr 26

MCHP: Policy Uncertainty Around AI Chip Exports Will Restrain 2026 Recovery

Analysts have maintained Microchip Technology's fair value estimate at $69.00 while making slight changes to assumptions for the discount rate, revenue growth, profit margin, and future P/E, following a mix of recent target hikes, trims, and rating changes across Wall Street. Analyst Commentary Recent research on Microchip points to a split view across Wall Street, with some firms lifting price targets and ratings while others trim targets or keep a more neutral stance.

0 views

Shared on 08 Apr 26

Fair value Increased 8.22%

MCHP: Mixed Ratings And Policy Shifts Will Test 2026 Recovery Timing

Analysts have raised the Microchip Technology fair value estimate to $69.00 from $63.76, reflecting updated views on revenue, profit margins and a lower future P/E. These changes are supported by a recent run of higher and mixed price targets across the Street.

5 views

Shared on 26 Jan 26

Fair value Increased 7.98%

MCHP: Broad End Market Recovery Will Mask 2026 Timing Risk

Narrative Update on Microchip Technology Analysts have lifted their aggregate price target on Microchip Technology by roughly $5, citing higher modeled revenue growth, wider profit margins, and a lower assumed future P/E multiple as they update forecasts following a series of recent target increases across the Street. Analyst Commentary Recent Street research around Microchip Technology has been active, with a cluster of price target revisions and rating updates that give you a sense of how sentiment is evolving.

12 views

Shared on 11 Jan 26

Fair value Increased 3.59%

MCHP: Broad End Market Recovery Signals Limited Upside As 2026 Uncertainty Persists

Narrative Update on Microchip Technology Analysts have nudged our fair value estimate for Microchip Technology higher from US$57.00 to about US$59.05, reflecting updated assumptions for revenue growth, profitability, and a lower future P/E multiple, following a series of price target increases tied to stronger guidance and broad based end market recovery. Analyst Commentary Recent Street research on Microchip Technology has been active, with several firms adjusting their targets and highlighting different risk and reward trade offs.

6 views

Shared on 30 Apr 25

Fair value Increased 15%

4 views

Shared on 23 Apr 25

Fair value Decreased 6.69%

AnalystLowTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 16 Apr 25

Fair value Increased 3.45%

AnalystLowTarget made no meaningful changes to valuation assumptions.

1 view

Fair Value vs Share Price

US$83.72

vs US$87.114.1% overvalued

16.9%

Revenue growth

24.3%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Microchip Technology

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

High growth potential and fair value.

Market capUS$45.7b

PB7.4x

Estimated Growth13.3%

Dividend Yield2.1%

CEO & management

Stephen Sanghi

CEO

7.4yrs

CEO Tenure

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.