Microchip Technology Dirección
Dirección controles de criterios 3/4
El CEO de Microchip Technology es Steve Sanghi , nombrado en Nov 2024, tiene una permanencia de 1.5 años. compensación anual total es $21.41M, compuesta por 1.9% salario y 98.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.73% de las acciones de la empresa, por valor de $880.86M. La antigüedad media del equipo directivo y de la junta directiva es de 7.3 años y 3.8 años, respectivamente.
Información clave
Steve Sanghi
Chief Executive Officer (CEO)
US$21.4m
Compensación total
| Porcentaje del salario del CEO | 1.86% |
| Permanencia del CEO | 1.5yrs |
| Participación del CEO | 1.7% |
| Permanencia media de la dirección | 7.3yrs |
| Promedio de permanencia en la Junta Directiva | 3.8yrs |
Actualizaciones recientes de la dirección
Recent updates
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.Seeking Alpha • Apr 03
Microchip: Growth Trend Improving After Major Plunge
Summary Microchip's steep 2024-2025 revenue declines were driven by excess customer inventories post-Preferred Supply Program, but distributor inventories are now normalizing. All major product segments: MCU, analog, and FPGA, are showing double-digit YoY growth, with management guiding for 29.8% YoY growth in Q4 FY2026. Gross and net margins are expected to recover as utilization improves, but high leverage remains a key risk limiting acquisition-driven growth. Read the full article on Seeking Alpha
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...Artículo de análisis • Aug 04
Some Investors May Be Worried About Microchip Technology's (NASDAQ:MCHP) Returns On Capital
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Artículo de análisis • Jun 17
At US$68.19, Is It Time To Put Microchip Technology Incorporated (NASDAQ:MCHP) On Your Watch List?
Let's talk about the popular Microchip Technology Incorporated ( NASDAQ:MCHP ). The company's shares received a lot of...Artículo de análisis • May 28
Microchip Technology Incorporated's (NASDAQ:MCHP) 25% Share Price Surge Not Quite Adding Up
Those holding Microchip Technology Incorporated ( NASDAQ:MCHP ) shares would be relieved that the share price has...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$119m |
| Dec 31 2025 | n/a | n/a | -US$154m |
| Sep 30 2025 | n/a | n/a | -US$243m |
| Jun 30 2025 | n/a | n/a | -US$178m |
| Mar 31 2025 | US$21m | US$399k | -US$3m |
| Dec 31 2024 | n/a | n/a | US$309m |
| Sep 30 2024 | n/a | n/a | US$782m |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | US$4m | US$399k | US$2b |
| Dec 31 2023 | n/a | n/a | US$2b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | US$9m | US$485k | US$2b |
| Dec 31 2022 | n/a | n/a | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | US$6m | US$485k | US$1b |
| Dec 31 2021 | n/a | n/a | US$964m |
| Sep 30 2021 | n/a | n/a | US$647m |
| Jun 30 2021 | n/a | n/a | US$479m |
| Mar 31 2021 | US$9m | US$702k | US$349m |
| Dec 31 2020 | n/a | n/a | US$333m |
| Sep 30 2020 | n/a | n/a | US$608m |
| Jun 30 2020 | n/a | n/a | US$644m |
| Mar 31 2020 | US$7m | US$811k | US$571m |
Compensación vs. Mercado: La compensación total de Steve($USD21.41M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.79M).
Compensación vs. Ingresos: La compensación de Steve ha sido consistente con los resultados de la empresa en el último año.
CEO
Steve Sanghi (69 yo)
1.5yrs
Permanencia
US$21,414,531
Compensación
Mr. Stephen Sanghi, also known as Steve, is Independent Director at Intel Corporation since December 05, 2024. He has been Independent Director at Impinj, Inc. since March 2021 and serves as Chairman of th...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President & Chair of the Board | 1.5yrs | US$21.41m | 1.73% $ 880.9m | |
| Senior Corporate Vice President & CFO | 17.3yrs | US$1.88m | 0.0053% $ 2.7m | |
| Chief Operating Officer | 2.1yrs | US$3.45m | 0.025% $ 12.8m | |
| Senior Corporate Vice President of Operations | 7.3yrs | US$1.46m | 0.0027% $ 1.4m | |
| Senior Corporate Vice President of Worldwide Client Engagement | 4.3yrs | US$1.18m | 0.0026% $ 1.3m | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Senior Corporate Vice President of Global Human Resources | 7.3yrs | sin datos | sin datos | |
| Senior Corporate Vice President of Operations | 7.3yrs | sin datos | sin datos | |
| Senior Corporate Vice President of Licensing & Memory Products | no data | sin datos | sin datos | |
| Senior Corporate Vice President | 7.3yrs | sin datos | sin datos | |
| Senior Corporate Vice President of Analog & Discrete | less than a year | sin datos | sin datos | |
| VP of Finance & Corporate Controller | 7.9yrs | sin datos | sin datos |
7.3yrs
Permanencia media
61yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de MCHP es experimentado (7.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President & Chair of the Board | 35.8yrs | US$21.41m | 1.73% $ 880.9m | |
| Lead Independent Director | 29yrs | US$339.44k | 0.0057% $ 2.9m | |
| Independent Director | 2.3yrs | US$114.93k | 0.00043% $ 218.4k | |
| Independent Director | 1yr | sin datos | 0.00023% $ 116.8k | |
| Independent Director | 2.3yrs | US$297.83k | 0.00070% $ 355.5k | |
| Independent Director | 5.3yrs | US$314.20k | 0.0021% $ 1.0m |
3.8yrs
Permanencia media
67yo
Promedio de edad
Junta con experiencia: La junta directiva de MCHP se considera experimentada (3.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/18 22:01 |
| Precio de las acciones al final del día | 2026/05/18 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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 42 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 |