Microchip Technology

A 9-Point Plan Will Optimize Operations And Inventory Management

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

11 Apr 25

Updated

22 Apr 26

Views

82

22 Apr

US$91.11

AnalystLowTarget's Fair Value

US$69.00

32.0% overvalued

1Y

57.0%

7D

-6.1%

Loading

1Y

57.0%

7D

-6.1%

You can edit this narrative until Apr 23 5:10 PM. Then, changes will post as Updates.

Author's Valuation

US$6932.0% overvalued

AnalystLowTarget Fair Value

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.

5 views

Shared on 30 Apr 25

Fair value Increased 15%

2 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.

0 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$69

32.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

13.98%

Historical revenue growth rate

-7.37%

Semiconductors revenue growth rate

1.37%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.45%

Calculation

US$2.05b

Earnings '29

x

25.20x

PE Ratio '29

=

US$51.57b

Market Cap '29

US$51.57b

Market Cap '29

/

546.38m

No. shares '29

=

US$94.38

Share Price '29

US$94.38 Share Price '29

Discounted to 2026 @ 11.03% p.a.

=

US$68.95

Fair Value '26