Microchip Technology (MCHP) Aperçu de l'action
Microchip Technology Incorporated développe, fabrique et vend des solutions de contrôle intégrées intelligentes, connectées et sécurisées en Amérique, en Europe et en Asie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 5/6 |
| Performances passées | 2/6 |
| Santé financière | 2/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
MCHP Community Fair Values
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Analyst Price Targets
Microchip Technology Incorporated Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$96.85 |
| Plus haut sur 52 semaines | US$105.91 |
| Plus bas sur 52 semaines | US$48.52 |
| Bêta | 1.74 |
| Variation sur 1 mois | 11.53% |
| Variation sur 3 mois | 29.19% |
| Variation sur 1 an | 68.55% |
| Variation sur 3 ans | 28.69% |
| Variation sur 5 ans | 24.57% |
| Évolution depuis l'introduction en bourse | 29,565.46% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Rendement pour les actionnaires
| MCHP | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 3.0% | 2.6% | 1.3% |
| 1Y | 68.6% | 108.2% | 27.7% |
Rendement vs Industrie: MCHP a sous-performé le secteur US Semiconductor qui a rapporté 108.2 % au cours de l'année écoulée.
Rendement vs marché: MCHP a dépassé le marché US qui a rapporté 27.7 % au cours de l'année écoulée.
Volatilité des prix
| MCHP volatility | |
|---|---|
| MCHP Average Weekly Movement | 6.5% |
| Semiconductor Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: MCHP n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de MCHP ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1989 | 17,900 | Steve Sanghi | www.microchip.com |
Microchip Technology Incorporated développe, fabrique et vend des solutions de contrôle intégrées intelligentes, connectées et sécurisées en Amérique, en Europe et en Asie. Elle opère à travers deux segments, les produits semi-conducteurs et les licences technologiques. La société propose des microcontrôleurs mixtes 8 bits, 16 bits, 32 bits et 64 bits à usage général, des microprocesseurs mixtes intégrés 32 bits et 64 bits et des microcontrôleurs mixtes spécialisés pour les applications automobiles, industrielles, informatiques, de communication, d'éclairage, d'alimentation électrique, de commande de moteur, d'interface homme-machine, de sécurité, de connectivité câblée et de connectivité sans fil.
Microchip Technology Incorporated Résumé des fondamentaux
| MCHP statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$53.15b |
| Bénéfices(TTM) | US$118.80m |
| Recettes(TTM) | US$4.71b |
441.9x
Ratio P/E11.1x
Ratio P/SLe site MCHP est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| MCHP compte de résultat (TTM) | |
|---|---|
| Recettes | US$4.71b |
| Coût des recettes | US$1.99b |
| Marge brute | US$2.72b |
| Autres dépenses | US$2.60b |
| Les revenus | US$118.80m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.22 |
| Marge brute | 57.73% |
| Marge bénéficiaire nette | 2.52% |
| Ratio dettes/capitaux propres | 85.4% |
Quelles ont été les performances à long terme de MCHP?
Voir les performances historiques et les comparaisonsDividendes
1.9%
Rendement actuel des dividendes828%
Ratio de distributionLe site MCHP verse-t-il des dividendes fiables ?
Voir MCHP l'historique des dividendes et les indices de référence| Microchip Technology dates des dividendes | |
|---|---|
| Date ex-dividende | May 22 2026 |
| Date de paiement du dividende | Jun 05 2026 |
| Jours jusqu'au dividende Ex | 7 days |
| Jours jusqu'à la date de paiement du dividende | 7 days |
Le site MCHP verse-t-il des dividendes fiables ?
Voir MCHP l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/27 17:35 |
| Cours de l'action en fin de journée | 2026/05/27 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Microchip Technology Incorporated est couverte par 42 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Luke | Barclays |
| Thomas O'Malley | Barclays |