Microchip Technology Framtida tillväxt
Future kriterier kontrolleras 5/6
Microchip Technology förväntas öka intäkter och intäkter med 36.4% respektive 14% per år. EPS förväntas tillväxt med 36.8% per år. Avkastningen på eget kapital förväntas bli 33.7% om 3 år.
Viktig information
36.4%
Tillväxttakt i vinsten
36.84%
Tillväxttakt för EPS
| Semiconductor vinsttillväxt | 27.1% |
| Intäkternas tillväxttakt | 14.0% |
| Framtida avkastning på eget kapital | 33.66% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 18 Jun 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Analysartikel • 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...
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 3/31/2029 | 7,757 | 1,969 | 2,543 | 2,763 | 7 |
| 3/31/2028 | 7,123 | 1,512 | 2,210 | 2,424 | 21 |
| 3/31/2027 | 6,180 | 963 | 1,803 | 1,902 | 22 |
| 3/31/2026 | 4,713 | 119 | 871 | 962 | N/A |
| 12/31/2025 | 4,372 | -154 | 820 | 911 | N/A |
| 9/30/2025 | 4,212 | -243 | 754 | 841 | N/A |
| 6/30/2025 | 4,236 | -178 | 726 | 797 | N/A |
| 3/31/2025 | 4,402 | -3 | 772 | 898 | N/A |
| 12/31/2024 | 4,757 | 309 | 970 | 1,122 | N/A |
| 9/30/2024 | 5,497 | 782 | 1,511 | 1,704 | N/A |
| 6/30/2024 | 6,587 | 1,370 | 2,030 | 2,277 | N/A |
| 3/31/2024 | 7,634 | 1,907 | 2,608 | 2,893 | N/A |
| 12/31/2023 | 8,541 | 2,356 | 2,815 | 3,172 | N/A |
| 9/30/2023 | 8,945 | 2,517 | 3,157 | 3,597 | N/A |
| 6/30/2023 | 8,764 | 2,397 | 3,298 | 3,774 | N/A |
| 3/31/2023 | 8,439 | 2,238 | 3,135 | 3,621 | N/A |
| 12/31/2022 | 8,050 | 2,072 | 3,171 | 3,659 | N/A |
| 9/30/2022 | 7,639 | 1,844 | 2,797 | 3,235 | N/A |
| 6/30/2022 | 7,215 | 1,540 | 2,648 | 3,053 | N/A |
| 3/31/2022 | 6,821 | 1,286 | 2,473 | 2,843 | N/A |
| 12/31/2021 | 6,444 | 964 | 2,233 | 2,544 | N/A |
| 9/30/2021 | 6,038 | 647 | 1,959 | 2,201 | N/A |
| 6/30/2021 | 5,698 | 479 | 1,875 | 2,045 | N/A |
| 3/31/2021 | 5,438 | 349 | 1,824 | 1,917 | N/A |
| 12/31/2020 | 5,298 | 333 | 1,790 | 1,839 | N/A |
| 9/30/2020 | 5,233 | 608 | 1,683 | 1,725 | N/A |
| 6/30/2020 | 5,261 | 644 | 1,612 | 1,665 | N/A |
| 3/31/2020 | 5,274 | 571 | 1,476 | 1,544 | N/A |
| 12/31/2019 | 5,278 | 645 | N/A | 1,576 | N/A |
| 9/30/2019 | 5,365 | 384 | N/A | 1,662 | N/A |
| 6/30/2019 | 5,460 | 371 | N/A | 1,753 | N/A |
| 3/31/2019 | 5,350 | 356 | N/A | 1,675 | N/A |
| 12/31/2018 | 5,022 | 328 | N/A | 1,631 | N/A |
| 9/30/2018 | 4,641 | 28 | N/A | 1,514 | N/A |
| 6/30/2018 | 4,221 | 121 | N/A | 1,377 | N/A |
| 3/31/2018 | 3,981 | 255 | N/A | 1,420 | N/A |
| 12/31/2017 | 3,881 | 246 | N/A | 1,383 | N/A |
| 9/30/2017 | 3,721 | 604 | N/A | 1,309 | N/A |
| 6/30/2017 | 3,580 | 450 | N/A | 1,181 | N/A |
| 3/31/2017 | 3,408 | 171 | N/A | 1,060 | N/A |
| 12/31/2016 | 3,063 | 101 | N/A | 939 | N/A |
| 9/30/2016 | 2,769 | 55 | N/A | 859 | N/A |
| 6/30/2016 | 2,439 | 84 | N/A | 787 | N/A |
| 3/31/2016 | 2,173 | 324 | N/A | 744 | N/A |
| 12/31/2015 | 2,159 | 356 | N/A | 720 | N/A |
| 9/30/2015 | 2,147 | 381 | N/A | 695 | N/A |
| 6/30/2015 | 2,152 | 410 | N/A | 737 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: MCHP s prognostiserade vinsttillväxt ( 36.4% per år) är över sparkvoten ( 3.5% ).
Resultat vs marknad: MCHP s intäkter ( 36.4% per år) förväntas växa snabbare än marknaden för US ( 18.9% per år).
Höga tillväxtresultat: MCHP s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: MCHP s intäkter ( 14% per år) förväntas växa snabbare än US marknaden ( 13% per år).
Hög tillväxtintäkter: MCHP s intäkter ( 14% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: MCHP s avkastning på eget kapital förväntas bli hög om 3 år ( 33.7 %)
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/22 07:55 |
| Aktiekurs vid dagens slut | 2026/06/18 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2026/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Microchip Technology Incorporated bevakas av 41 analytiker. 22 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Luke | Barclays |
| Thomas O'Malley | Barclays |