US · Technology · Semiconductors
EPS came in at 0.85 against a street estimate of 0.82 — a beat of 3.7%.
Analysts rate Microchip Technology Inc a buy (20 buy, 6 hold, 0 sell out of 26) with an average price target of $105.92.
CONFIDENT Microchip beat guidance with strong data center growth (97.8% YoY), raised pricing successfully, and guided Sept quarter up 8% seq with gross margin 66–67%. Debt reduction remains priority. Q1 FY27 (June 2026) Call provided end-market not geographic breakdown. Net sales by geography posted to website; not discussed in transcript. Analysts pressed durability of above-seasonal growth, data center TAM/share metrics, gross margin sustainability, internal capacity headroom, and defense ramp timing. Management emphasized data center/A&D durability over typical cycles, acknowledged broad-based margin one-timers, and clarified that external OSAT/foundry—not internal fabs—remain primary constraints. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.71% |
| Vanguard Capital Management, LLC | 6.51% |
| Vanguard Portfolio Management, LLC | 6.09% |
| State Street Corp | 5.31% |
| Amvescap Plc. | 4.66% |
| Geode Capital Management, LLC | 2.86% |
| Boston Partners Global Investors, Inc | 2.67% |
| Bank of America Corp | 2.19% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • For the three months ended September 30, 2026, net sales were $1,621.5 million, up from $1,140.4 million in the same period of 202 | 2026-11-05 |
| Results announced · Q3 FY2027 HEADLINE NUMBERS • Second-quarter fiscal 2027 net sales were $1.622 billion, up 42.2% year over year and 9.2% sequentially. Sales exceeded the guidan | 2026-11-05 |
| Board / officer change · Q2 FY2027 MICROCHIP TECHNOLOGY INCORPORATED - 8-K SUMMARY (August 18, 2026) HEADLINE NUMBERS • Annual stockholder meeting held August 18, 2026 • 12,000,000 ad | 2026-08-19 |
| Quarterly report · Q1 FY2027 MICROCHIP TECHNOLOGY INCORPORATED - Q1 FY2027 SUMMARY HEADLINE NUMBERS • Net Sales: $1,484.7 million (Q1 2026) vs. $1,075.5 million (Q1 2025) — incr | 2026-08-06 |
| Results announced · Q2 FY2027 MICROCHIP TECHNOLOGY Q1 FY2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Net sales: $1,485 million, up 38.0% year-over-year and 13.2% sequentially • GAAP | 2026-08-06 |
| Board / officer change · Q2 FY2027 MICROCHIP TECHNOLOGY INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics or performance data provided – this is a corporate gove | 2026-07-24 |
| Proxy statement · Q2 FY2027 MICROCHIP TECHNOLOGY INCORPORATED – PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Net sales for fiscal year 2026: $4.713 billion (approximately 7% year | 2026-07-06 |
| Board / officer change · Q1 FY2027 MICROCHIP TECHNOLOGY INCORPORATED – FORM 8-K SUMMARY Filed: May 28, 2026 --- OTHER NOTABLE POINTS • Board Appointment: Mitch Little appointed as Bo | 2026-06-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.46 / share ex-date Aug 24, 2026 · pay Sep 9, 2026 | 2026-08-24 |
| Dividend | $0.46 / share ex-date May 22, 2026 · pay Jun 5, 2026 | 2026-05-22 |
| Dividend | $0.46 / share ex-date Feb 23, 2026 · pay Mar 10, 2026 | 2026-02-23 |
| Dividend | $0.46 / share ex-date Nov 24, 2025 · pay Dec 9, 2025 | 2025-11-24 |
| Announcement | Date |
|---|---|
| Q3 FY2026 net sales guidance raised to approximately $1,185 million Microchip Technology reported Q3 fiscal 2026 net sales of approximately $1,185 million, significantly exceeding its original guidance range of $1,109-$1,149 million issued in November 2025. | 2026-01-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.