Microchip Technology（MCHP）株式概要
Microchip Technology Incorporatedは、アメリカ、ヨーロッパ、アジアにおいて、スマート、コネクテッド、セキュアな組み込み制御ソリューションの開発、製造、販売を行っています。 詳細
MCHP Community Fair Values
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Analyst Price Targets
Microchip Technology Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$84.64 |
| 52週高値 | US$105.91 |
| 52週安値 | US$48.52 |
| ベータ | 1.73 |
| 1ヶ月の変化 | -12.34% |
| 3ヶ月変化 | 29.02% |
| 1年変化 | 15.85% |
| 3年間の変化 | -2.29% |
| 5年間の変化 | 17.54% |
| IPOからの変化 | 25,825.49% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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...Recent updates
ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...株主還元
| MCHP | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -3.7% | -5.6% | 1.4% |
| 1Y | 15.9% | 70.4% | 19.1% |
業界別リターン: MCHP過去 1 年間で70.4 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: MCHPは、過去 1 年間で19.1 % のリターンを上げたUS市場を下回りました。
価格変動
| MCHP volatility | |
|---|---|
| MCHP Average Weekly Movement | 8.0% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: MCHP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MCHPの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1989 | 17,900 | Steve Sanghi | www.microchip.com |
マイクロチップ・テクノロジー社は、南北アメリカ、ヨーロッパ、アジアにおいて、スマートで接続性が高く、安全な組み込み制御ソリューションの開発、製造、販売を行っています。同社の事業は、「半導体製品」と「技術ライセンス」の2つのセグメントで構成されています。 同社は、汎用8ビット、16ビット、32ビット、および64ビットのミックスドシグナル・マイクロコントローラ、 32ビットおよび64ビットの組み込み用ミックスドシグナル・マイクロプロセッサ；ならびに、自動車、産業、コンピューティング、通信、照明、電源、モーター制御、ヒューマン・マシン・インターフェース（HMI）、セキュリティ、有線接続、および無線接続の各アプリケーション向けの専用ミックスドシグナル・マイクロコントローラを提供しています。 また、電源管理、リニア、ミックスドシグナル、高電圧、熱管理、ディスクリートダイオードおよびMOSFET、無線周波数（RF）、ゲートドライバ、安全、セキュリティ、タイミング、特定用途向け標準製品（ASSP）、USB、イーサネット、ワイヤレス、その他のインターフェース製品を含むアナログ製品； フィールド・プログラマブル・ゲート・アレイ（FPGA）製品；および、システム設計者がミックスドシグナル・マイクロコントローラ、FPGA、マイクロプロセッサ製品をプログラミングできるようにするアプリケーション開発ツール。 さらに、同社は、シリアル型電気消去可能プログラマブル読み出し専用メモリ（EEPROM）、シリアル型フラッシュメモリ、パラレル型フラッシュメモリ、シリアル型静的ランダムアクセスメモリ（SRAM）、およびフットプリントデバイス向け電気消去可能ランダムアクセスメモリ（EEPROM）からなるメモリ製品も提供しています。 さらに、同社は、マイクロコントローラ製品、ゲートアレイ、RF、アナログ、およびニューロモーフィック・コンピューティング製品の製造に使用される「SuperFlash」組み込みフラッシュおよび不揮発性メモリ技術のライセンスを、ファウンドリ、集積デバイスメーカー、および設計パートナーに供与している。 また、同社はエンジニアリングサービス、ウェハーファウンドリ、組立、およびテストの受託製造サービス、ならびにタイミングシステム、特定用途向け集積回路（ASIC）、航空宇宙用途向け製品も提供している。同社は1989年に設立され、アリゾナ州チャンドラーに本社を置いている。
Microchip Technology Incorporated 基礎のまとめ
| MCHP 基礎統計学 | |
|---|---|
| 時価総額 | US$45.91b |
| 収益（TTM） | US$118.80m |
| 売上高(TTM) | US$4.71b |
386.2x
PER（株価収益率9.7x
P/SレシオMCHP は割高か？
公正価値と評価分析を参照収益と収入
| MCHP 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.71b |
| 売上原価 | US$1.99b |
| 売上総利益 | US$2.72b |
| その他の費用 | US$2.60b |
| 収益 | US$118.80m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.22 |
| グロス・マージン | 57.73% |
| 純利益率 | 2.52% |
| 有利子負債／自己資本比率 | 85.4% |
MCHP の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.2%
現在の配当利回り828%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/03 04:26 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Microchip Technology Incorporated 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Luke | Barclays |
| Thomas O'Malley | Barclays |