Microchip Technology Incorporated (MCHP)
Microchip Technology: New AI Story In The Making
Microchip Technology (MCHP) is rated 'Strong Buy' as AI-driven data center growth offsets legacy business weakness. MCHP's profitability is rebounding, with EBITDA margins above 20% and strong free cash flow generation despite recent sales declines. Management targets a return to 40% operating margin and is launching a 3nm PCIe Gen 6 switch to strengthen data center leadership.
Microchip Technology Incorporated (MCHP) Presents at UBS Global Technology and AI Conference 2025 Transcript
Microchip Technology Incorporated (MCHP) Presents at UBS Global Technology and AI Conference 2025 Transcript
Microchip Tech (MCHP) Reliance on International Sales: What Investors Need to Know
Review Microchip Tech's (MCHP) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
Microchip Q2 Earnings Beat Estimates, Sales Down Y/Y, Shares Drop
MCHP's fiscal Q2 earnings beat estimates despite lower sales and margins, as the chipmaker eyes a mild revenue dip next quarter.
Microchip Tech (MCHP) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Microchip Tech (MCHP) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Microchip Technology (MCHP) Q2 Earnings and Revenues Top Estimates
Microchip Technology (MCHP) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.46 per share a year ago.
Microchip to Report Q2 Earnings: What's in Store for the Stock?
MCHP eyes modest Q2 revenue growth as inventory cuts, design wins, and strong demand in aerospace and AI drive optimism.
Insights Into Microchip Tech (MCHP) Q2: Wall Street Projections for Key Metrics
Get a deeper insight into the potential performance of Microchip Tech (MCHP) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Microchip Technology: The Turnaround Is Taking Hold, But Market Is Skeptical
Microchip Technology is undergoing a visible turnaround under returning CEO Steve Sanghi, with improving margins and renewed growth momentum. MCHP's Nine-Point Recovery Plan is driving operational discipline, inventory reduction, and cost control, supporting a rebound in earnings and cash flow. Growth drivers include aerospace & defense, AI ecosystem components, and an industrial/automotive recovery, while dividend sustainability is now backed by cash flow.
Semiconductor stocks still have plenty of growth ahead: analysts
US semiconductor stocks have “plenty of room to go” from a margin, revenue, inventory and demand perspective, Citi analysts wrote in a note to clients on Friday. They said while valuation appears to be extreme, it can be explained by artificial intelligence (AI), which is resulting in accelerating growth via higher pricing in semiconductors for the first time in 25 years.
Microchip Broadens Offerings With Robust Portfolio Expansion
MCHP strengthens its portfolio with MCP9604 IC, AI tools and FPGA advances, targeting growth across key industries.
Microchip Technology Incorporated (MCHP) Presents at KeyBanc Technology Leadership Forum Conference Transcript
Microchip Technology Incorporated (NASDAQ:MCHP ) KeyBanc Technology Leadership Forum Conference August 12, 2025 1:30 PM ET Company Participants James Eric Bjornholt - Senior Corporate Vice President & CFO Conference Call Participants John Nguyen Vinh - KeyBanc Capital Markets Inc., Research Division John Nguyen Vinh Okay. Good morning.
