Microchip Technology (MCHP) Resumen de Acciones
Microchip Technology Incorporated desarrolla, fabrica y vende soluciones de control integradas, inteligentes, conectadas y seguras en América, Europa y Asia. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 2/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
MCHP Community Fair Values
Create NarrativeSee what 86 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Microchip Technology Incorporated
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$84.23 |
| Máximo en las últimas 52 semanas | US$105.91 |
| Mínimo de 52 semanas | US$48.52 |
| Beta | 1.73 |
| Cambio en 1 mes | -11.56% |
| Variación en 3 meses | 13.06% |
| Cambio de 1 año | 13.75% |
| Variación en 3 años | -8.62% |
| Variación en 5 años | 27.64% |
| Variación desde la OPV | 25,699.91% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 08
MCHP: Data Center Exposure Will Drive Higher 2026 Margins And Repricing
Microchip Technology's analyst price target has been raised from about $86.67 to roughly $112.96 as analysts factor in recent data center revenue disclosures, selective pricing actions, and a broad wave of higher target updates across several research firms. Analyst Commentary Analysts are reacting to Microchip Technology's latest disclosures with a mix of optimism and caution, especially around the new data center revenue breakout, pricing actions, and the wave of higher price targets.
Actualización de narrativa • Jun 24
MCHP: Data Center Hype And Defensive Pricing Will Cap 2026 Recovery
Analysts have raised their fair value estimate for Microchip Technology from $69.00 to about $83.72, citing higher price targets across several firms that reference the new data center revenue breakout and selective pricing actions as key factors. Analyst Commentary Recent Street research on Microchip Technology reflects a mix of enthusiasm for the data center disclosure and pricing actions, paired with pockets of caution around how much good news is already reflected in the stock price.Recent updates
Actualización de narrativa • Jul 08
MCHP: Data Center Exposure Will Drive Higher 2026 Margins And Repricing
Microchip Technology's analyst price target has been raised from about $86.67 to roughly $112.96 as analysts factor in recent data center revenue disclosures, selective pricing actions, and a broad wave of higher target updates across several research firms. Analyst Commentary Analysts are reacting to Microchip Technology's latest disclosures with a mix of optimism and caution, especially around the new data center revenue breakout, pricing actions, and the wave of higher price targets.Actualización de narrativa • Jun 24
MCHP: Data Center Hype And Defensive Pricing Will Cap 2026 Recovery
Analysts have raised their fair value estimate for Microchip Technology from $69.00 to about $83.72, citing higher price targets across several firms that reference the new data center revenue breakout and selective pricing actions as key factors. Analyst Commentary Recent Street research on Microchip Technology reflects a mix of enthusiasm for the data center disclosure and pricing actions, paired with pockets of caution around how much good news is already reflected in the stock price.Artículo de análisis • Jun 18
Microchip Technology (MCHP) Stock Could Be 8.6% Overvalued After Strait Of Hormuz Deal
Microchip Technology (MCHP) is back in focus after a newly announced Middle East peace deal to reopen the Strait of Hormuz lifted sentiment around industrial and automotive activity tied to its analog and embedded chips. See our latest analysis for Microchip Technology. At a share price of US$94.11, Microchip Technology has seen a 7-day share price return of 7.05% and a 90-day share price return of 48.70%. The 1-year total shareholder return of 42.11% points to strong momentum rather than a...
Actualización de narrativa • Jun 06
MCHP: Data Center Breakout And Pricing Actions Will Support Higher Multiples
Narrative Update on Microchip Technology The analyst price target for Microchip Technology has moved to $135.00, with analysts pointing to recent data center revenue disclosures, selective pricing actions, and a broad wave of upward target revisions across major firms as key drivers of their updated view. Analyst Commentary Research coverage on Microchip Technology has been active, with multiple bullish analysts adjusting their price targets higher and highlighting specific company actions such as data center disclosures and pricing decisions.Seeking Alpha • Jun 04
Microchip Technology: Margin Recovery Meets AI Data Center Demand
Summary I rate Microchip Technology a strong buy because the business is gaining exposure to AI infrastructure, data centers, storage, PCIe, retimers, memory, and industrial connectivity. My thesis is built on five growth drivers: AI & data center infrastructure, MCU and analog recovery, industrial Ethernet and automotive networking, memory & FPGA strength, and utilization recovery. Together, these growth drivers support my 2028 revenue estimate of about $7.25 billion and 2028 EPS of $4.32. My price target is $132, representing 36.8% upside potential. I arrive at my PT by using a 30.71x FWD non-GAAP P/E multiple and my estimate for 2028 EPS of $4.32. The main risks are a weaker recovery cycle, slower conversion of AI and data center design wins into revenue, and leverage. Read the full article on Seeking AlphaActualización de narrativa • May 23
MCHP: Rising Street Optimism Will Support Higher Future Trading Multiples
Microchip Technology's updated analyst price target has shifted from about $109.03 to $135.00. Analysts cite refreshed models that include revised revenue growth, profit margin and future P/E assumptions following a series of recent target increases across major firms.Actualización de narrativa • Apr 22
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.Actualización de narrativa • Apr 08
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.Actualización de narrativa • Mar 25
MCHP: Broadening Edge AI And Auto Demand Will Support Higher 2026 Margins
Analysts have nudged the Microchip Technology price target slightly higher, with modest adjustments to fair value inputs such as revenue growth, profit margin, discount rate and future P/E. These changes reflect a mixed set of recent target hikes and trims, alongside generally constructive views on booking trends and margin potential.Actualización de narrativa • Mar 10
MCHP: Booking Momentum And End Market Recovery Will Support Higher Multiples
Analysts have lifted their blended Microchip Technology fair value estimate from $90.00 to about $109.03 as they factor in higher modeled revenue growth, wider profit margins, a slightly higher discount rate, and a lower assumed future P/E. This aligns with a recent wave of price target revisions across the Street.Actualización de narrativa • Feb 24
MCHP: Broadening Edge AI And Auto Demand Will Support 2026 Margins
Analyst price targets for Microchip Technology have edged slightly lower, with our fair value estimate moving from $86.96 to $86.60, as analysts balance recent target hikes tied to improving bookings and margin outlook with a few more cautious, neutral views on the shares. Analyst Commentary Recent research on Microchip Technology reflects a mix of optimism on the recovery story and some hesitation on how much of that is already reflected in the share price.Artículo de análisis • Feb 10
Microchip Technology's (NASDAQ:MCHP) Dividend Will Be $0.455
Microchip Technology Incorporated's ( NASDAQ:MCHP ) investors are due to receive a payment of $0.455 per share on 10th...Actualización de narrativa • Feb 09
MCHP: Broadening 2026 Demand Recovery Will Support Margins As Tariff Pressures Ease
Analysts have nudged our Microchip Technology fair value estimate higher to $86.96 from $75.12, reflecting updated views on revenue growth, profitability, and a mix of recent target changes that include multiple price target increases from firms citing stronger bookings, improved guidance, and a broadening recovery across key end markets, alongside a few more cautious revisions. Analyst Commentary Recent Street research on Microchip Technology shows a clear tilt toward more constructive views, with several firms adjusting price targets and a few taking a more cautious stance.Actualización de narrativa • Jan 26
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.Actualización de narrativa • Jan 11
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.Actualización de narrativa • Dec 24
MCHP: 2026 Demand Recovery Will Support Margins Amid Easing Tariff Overhang
Microchip Technology's analyst price target has been nudged higher to approximately $75 from about $74, as analysts factor in slightly faster long term revenue growth, modestly improved margin expectations, and a still elevated future earnings multiple despite recent target cuts from the Street. Analyst Commentary Analyst views on Microchip Technology remain mixed, with price targets drifting lower in the near term even as expectations for a multi year recovery support the stock's valuation framework.Actualización de narrativa • Dec 10
MCHP: 2026 Demand Recovery Will Offset Near-Term Guidance Weakness And Policy Uncertainty
Our updated narrative price target for Microchip Technology edges up to $73.92 from $73.64, as analysts balance recent target cuts and cautious near term guidance against expectations for a gradual demand recovery and resilient long term earnings power. Analyst Commentary Analysts remain divided on Microchip Technology, with recent target cuts reflecting near term execution risk even as longer term recovery expectations underpin valuation support.Actualización de narrativa • Nov 26
MCHP: Recent Guidance Dip Will Set Up Recovery By 2026 Amid Policy Shifts
Analysts have lowered their price target for Microchip Technology, with the consensus fair value decreasing from $74.68 to $73.64. The adjustment is attributed to cautious Q4 guidance, even though there are expectations of a longer-term recovery.Artículo de análisis • Nov 21
Some Microchip Technology Incorporated (NASDAQ:MCHP) Shareholders Look For Exit As Shares Take 27% Pounding
The Microchip Technology Incorporated ( NASDAQ:MCHP ) share price has fared very poorly over the last month, falling by...Artículo de análisis • Nov 12
Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455
Microchip Technology Incorporated ( NASDAQ:MCHP ) will pay a dividend of $0.455 on the 9th of December. This means the...Actualización de narrativa • Nov 08
MCHP: Improved Margin Outlook Will Offset Global Semiconductor Policy Shocks
Analysts have reduced their price target for Microchip Technology from $76 to $74.68, citing modestly lower revenue growth forecasts. However, they note an improved profit margin outlook.Actualización de narrativa • Sep 19
Industrial, Automotive, And Edge Computing Trends Will Drive Future Recovery
Analysts have slightly lowered Microchip Technology’s price target to $76.00, citing ongoing gross margin pressures from inventory charges and underutilization despite improved demand trends and mixed sector data. Analyst Commentary Despite improved bookings and demand trends, underutilization charges and inventory write-downs are pressuring gross margins and limiting upside.Actualización de narrativa • Sep 04
Industrial, Automotive, And Edge Computing Trends Will Drive Future Recovery
Analysts maintain a cautious outlook on Microchip Technology, citing near-term demand strength and potential cyclical recovery offset by margin pressures and rich valuations, resulting in an unchanged consensus price target of $76.92. Analyst Commentary Bullish analysts anticipate cyclical recovery in the analog semiconductor sector over the next 12–18 months, seeing valuation upside and robust AI-driven demand, especially for companies with well-managed supply chains.Artículo de análisis • Aug 11
Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455
Microchip Technology Incorporated's ( NASDAQ:MCHP ) investors are due to receive a payment of $0.455 per share on 5th...Rentabilidad de los accionistas
| MCHP | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | -3.8% | -0.8% | -0.9% |
| 1Y | 13.7% | 66.0% | 19.4% |
Rentabilidad vs. Industria: Los resultados de MCHP fueron inferiores a los de la industria US Semiconductor, que obtuvo un rendimiento del 66% el año pasado.
Rentabilidad vs. Mercado: MCHP obtuvo unos resultados inferiores a los del mercado US, que fueron del 19.4% el año pasado.
Volatilidad de los precios
| MCHP volatility | |
|---|---|
| MCHP Average Weekly Movement | 8.2% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: MCHP no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MCHP (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1989 | 17,900 | Steve Sanghi | www.microchip.com |
Microchip Technology Incorporated desarrolla, fabrica y comercializa soluciones de control integradas, inteligentes, conectadas y seguras en América, Europa y Asia. Opera en dos segmentos: productos semiconductores y concesión de licencias tecnológicas. La empresa ofrece microcontroladores de señal mixta de uso general de 8, 16, 32 y 64 bits; microprocesadores integrados de señal mixta de 32 y 64 bits; y microcontroladores de señal mixta especializados para aplicaciones en los sectores de la automoción, la industria, la informática, las comunicaciones, la iluminación, las fuentes de alimentación, el control de motores, las interfaces hombre-máquina, la seguridad, la conectividad por cable y la conectividad inalámbrica.
Resumen de fundamentos de Microchip Technology Incorporated
| Estadísticas fundamentales de MCHP | |
|---|---|
| Capitalización bursátil | US$48.11b |
| Beneficios(TTM) | US$118.80m |
| Ingresos (TTM) | US$4.71b |
385.0x
Ratio precio-beneficio (PE)9.7x
Ratio precio-ventas (PS)¿Está MCHP sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MCHP | |
|---|---|
| Ingresos | US$4.71b |
| Coste de los ingresos | US$1.99b |
| Beneficio bruto | US$2.72b |
| Otros gastos | US$2.60b |
| Beneficios | US$118.80m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.22 |
| Margen bruto | 57.73% |
| Margen de beneficio neto | 2.52% |
| Ratio deuda/patrimonio | 85.4% |
¿Cómo se ha desempeñado MCHP a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.2%
Rentabilidad actual por dividendo828%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/13 04:15 |
| Precio de las acciones al final del día | 2026/07/13 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Microchip Technology Incorporated está cubierta por 41 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Luke | Barclays |
| Thomas O'Malley | Barclays |