Microchip Technology Incorporated

NasdaqGS:MCHP 株式レポート

時価総額:US$51.6b

Microchip Technology マネジメント

マネジメント 基準チェック /24

Microchip Technologyの CEO はSteve Sanghiで、 Nov2024年に任命され、 の在任期間は 1.5年です。 の年間総報酬は$ 21.41Mで、 1.9%給与と98.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.75%を直接所有しており、その価値は$ 904.95M 。経営陣と取締役会の平均在任期間はそれぞれ7.3年と3.8年です。

主要情報

Steve Sanghi

最高経営責任者

US$21.4m

報酬総額

CEO給与比率1.86%
CEO在任期間1.5yrs
CEOの所有権1.8%
経営陣の平均在職期間7.3yrs
取締役会の平均在任期間3.8yrs

経営陣の近況

Recent updates

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.

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.

Microchip: Growth Trend Improving After Major Plunge

Apr 03

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.

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.

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.

Microchip Technology's (NASDAQ:MCHP) Dividend Will Be $0.455

Feb 10
Microchip Technology's (NASDAQ:MCHP) Dividend Will Be $0.455

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.

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.

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.

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.

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.

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.

Some Microchip Technology Incorporated (NASDAQ:MCHP) Shareholders Look For Exit As Shares Take 27% Pounding

Nov 21
Some Microchip Technology Incorporated (NASDAQ:MCHP) Shareholders Look For Exit As Shares Take 27% Pounding

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Nov 12
Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

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.

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.

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.

Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Aug 11
Microchip Technology (NASDAQ:MCHP) Has Affirmed Its Dividend Of $0.455

Some Investors May Be Worried About Microchip Technology's (NASDAQ:MCHP) Returns On Capital

Aug 04
Some Investors May Be Worried About Microchip Technology's (NASDAQ:MCHP) Returns On Capital

At US$68.19, Is It Time To Put Microchip Technology Incorporated (NASDAQ:MCHP) On Your Watch List?

Jun 17
At US$68.19, Is It Time To Put Microchip Technology Incorporated (NASDAQ:MCHP) On Your Watch List?

Microchip Technology Incorporated's (NASDAQ:MCHP) 25% Share Price Surge Not Quite Adding Up

May 28
Microchip Technology Incorporated's (NASDAQ:MCHP) 25% Share Price Surge Not Quite Adding Up

Microchip Technology (NASDAQ:MCHP) Is Paying Out A Dividend Of $0.455

May 12
Microchip Technology (NASDAQ:MCHP) Is Paying Out A Dividend Of $0.455

MCHPP: Microchip Technology's 7.5% Mandatory Convertible Preferred Stock IPO

Apr 21

CEO報酬分析

Microchip Technology の収益と比較して、Steve Sanghi の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025n/an/a

-US$154m

Sep 30 2025n/an/a

-US$243m

Jun 30 2025n/an/a

-US$178m

Mar 31 2025US$21mUS$399k

-US$3m

Dec 31 2024n/an/a

US$309m

Sep 30 2024n/an/a

US$782m

Jun 30 2024n/an/a

US$1b

Mar 31 2024US$4mUS$399k

US$2b

Dec 31 2023n/an/a

US$2b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$2b

Mar 31 2023US$9mUS$485k

US$2b

Dec 31 2022n/an/a

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022US$6mUS$485k

US$1b

Dec 31 2021n/an/a

US$964m

Sep 30 2021n/an/a

US$647m

Jun 30 2021n/an/a

US$479m

Mar 31 2021US$9mUS$702k

US$349m

Dec 31 2020n/an/a

US$333m

Sep 30 2020n/an/a

US$608m

Jun 30 2020n/an/a

US$644m

Mar 31 2020US$7mUS$811k

US$571m

報酬と市場: Steveの 総報酬 ($USD 21.41M ) は、 US市場 ($USD 14.63M ) の同規模の企業の平均を上回っています。

報酬と収益: Steveの報酬は増加しましたが、会社は利益を上げていません。


CEO

Steve Sanghi (69 yo)

1.5yrs
在職期間
US$21,414,531
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Stephen Sanghi
CEO, President & Chair of the Board1.5yrsUS$21.41m1.75%
$ 904.9m
James Bjornholt
Senior Corporate Vice President & CFO17.3yrsUS$1.88m0.0053%
$ 2.7m
Richard Simoncic
Chief Operating Officer2.1yrsUS$3.45m0.030%
$ 15.2m
Mathew Bunker
Senior Corporate Vice President of Operations7.3yrsUS$1.46m0.0046%
$ 2.4m
Joseph Krawczyk
Senior Corporate Vice President of Worldwide Client Engagement4.3yrsUS$1.18m0.0026%
$ 1.3m
Sajid Daudi
Head of Investor Relationsno dataデータなしデータなし
Lauren Carr
Senior Corporate Vice President of Global Human Resources7.3yrsデータなしデータなし
Michael Finley
Senior Corporate Vice President of Operations7.3yrsデータなしデータなし
Mark Reiten
Senior Corporate Vice President of Licensing & Memory Productsno dataデータなしデータなし
Patrick Johnson
Senior Corporate Vice President7.3yrsデータなしデータなし
Fanie Duvenhage
Senior Corporate Vice President of Analog & Discreteless than a yearデータなしデータなし
David Sadler
VP of Finance & Corporate Controller7.9yrsデータなしデータなし
7.3yrs
平均在職期間
61yo
平均年齢

経験豊富な経営陣: MCHPの経営陣は経験豊富で経験豊富です(平均在職期間は7.3年)。


取締役

名称ポジション在職期間報酬所有権
Stephen Sanghi
CEO, President & Chair of the Board35.8yrsUS$21.41m1.75%
$ 904.9m
Matthew Chapman
Lead Independent Director29yrsUS$339.44k0.0057%
$ 2.9m
Victor Peng
Independent Director2.3yrsUS$114.93k0.00043%
$ 221.8k
Richard Cassidy
Independent Director1yrデータなし0.00023%
$ 118.6k
Ellen Barker
Independent Director2.3yrsUS$297.83k0.00070%
$ 361.0k
Karen Rapp
Independent Director5.3yrsUS$314.20k0.0021%
$ 1.1m
3.8yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: MCHPの 取締役会経験豊富 であると考えられます ( 3.8年の平均在任期間)。


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2026/05/05 18:18
終値2026/05/05 00:00
収益2025/12/31
年間収益2025/03/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Microchip Technology Incorporated 24 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。47

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