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 1.75年です。 の年間総報酬は$ 40.50Mで、 2.4%給与と97.6%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1.73%を直接所有しており、その価値は$ 732.03M 。経営陣と取締役会の平均在任期間はそれぞれ6年と2.5年です。
主要情報
Steve Sanghi
最高経営責任者
US$40.5m
報酬総額
| CEO給与比率 | 2.37% |
| CEO在任期間 | 1.8yrs |
| CEOの所有権 | 1.7% |
| 経営陣の平均在職期間 | 6yrs |
| 取締役会の平均在任期間 | 2.5yrs |
経営陣の近況
Recent updates
Seeking Alpha • Jul 28
Microchip: The Recovery Is Real, The Multiple Hasn't Caught Up
Summary I rate Microchip Technology a Buy with a fair value of $84–$101 per share, above its $78.86 close. MCHP’s recovery is four quarters old, with revenue up 35% YoY and earnings inflecting, yet the market remains anchored to trough multiples. Forward valuation (21.5x FY28 EPS of $4.20) supports a $90 base case; downside risk is limited unless revenue or margin recovery stalls. Key risks: recovery stalling, margin rebuild failing, or balance sheet leverage becoming problematic; August 6 results are the next catalyst. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
MCHP: Data Center Exposure And Defensive Pricing Will Shape Next Recovery Phase
Analysts have adjusted the Microchip Technology fair value estimate modestly higher to about $86.55 from roughly $83.72, citing updated expectations for revenue growth, profit margins, and future P/E. These changes are reflected across a mix of recent price target revisions and commentary on sector demand, pricing, and data center exposure.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | US$41m | US$962k | 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$571m |
報酬と市場: Steveの 総報酬 ($USD 40.50M ) は、 US市場 ($USD 14.54M ) 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、過去 1 年間の会社の業績と一致しています。
CEO
Steve Sanghi (70 yo)
1.8yrs
在職期間
US$40,501,951
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 |
|---|---|---|---|---|
| CEO, President & Chair of the Board | 1.8yrs | US$40.50m | 1.73% $ 732.0m | |
| Senior Corporate Vice President & CFO | 17.6yrs | US$2.65m | 0.0053% $ 2.2m | |
| Chief Operating Officer | 2.3yrs | US$3.96m | 0.024% $ 10.2m | |
| Senior Corporate Vice President of Operations | 7.5yrs | US$2.10m | 0.0032% $ 1.3m | |
| Senior Corporate Vice President of Worldwide Client Engagement | 4.6yrs | US$1.78m | 0.0028% $ 1.2m | |
| Head of Investor Relations | no data | データなし | データなし | |
| Senior Corporate Vice President of Global Human Resources | 7.5yrs | データなし | データなし | |
| Senior Corporate Vice President of Licensing | no data | データなし | データなし | |
| Senior Corporate Vice President | 7.5yrs | データなし | データなし | |
| Senior Corporate Vice President of Analog Business Units | less than a year | データなし | データなし | |
| Corporate Vice President | no data | データなし | データなし | |
| Senior Product Marketing Engineer | no data | データなし | データなし |
6.0yrs
平均在職期間
62yo
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6年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Chair of the Board | 36yrs | US$40.50m | 1.73% $ 732.0m | |
| Independent Director | less than a year | US$1.66m | 0.00020% $ 84.5k | |
| Lead Independent Director | 29.3yrs | US$354.43k | 0.0032% $ 1.4m | |
| Independent Director | 2.5yrs | US$294.43k | 0.00043% $ 181.6k | |
| Independent Director | 1.3yrs | US$346.18k | 0.00023% $ 97.2k | |
| Independent Director | 2.5yrs | US$303.08k | 0.00070% $ 295.7k | |
| Independent Director | 5.6yrs | US$314.43k | 0.0021% $ 865.9k |
2.5yrs
平均在職期間
70yo
平均年齢
経験豊富なボード: MCHPの 取締役会 は 経験豊富 ではない ( 2.5年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
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 | 2026/08/06 02:36 |
| 終値 | 2026/08/06 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 23 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 |