US · Technology · Semiconductors
EPS came in at 0.61 against a street estimate of 0.59 — a beat of 3.4%.
Analysts rate Microchip Technology Inc a buy (17 buy, 7 hold, 0 sell out of 24) with an average price target of $108.64.
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 | 10.01% |
| Vanguard Capital Management, LLC | 6.47% |
| Vanguard Portfolio Management, LLC | 5.97% |
| State Street Corp | 5.16% |
| Amvescap Plc. | 4.74% |
| Boston Partners Global Investors, Inc | 2.72% |
| Geode Capital Management, LLC | 2.68% |
| Aristotle Capital Management LLC | 2.14% |
| Document | Date |
|---|---|
| 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 |
| Annual report FY2026 MICROCHIP TECHNOLOGY INCORPORATED – FORM 10-K FISCAL YEAR ENDED MARCH 31, 2026 HEADLINE NUMBERS • Market capitalization as of September 30, 2025: ap | 2026-05-21 |
| Quarterly report · Q3 FY2026 MICROCHIP TECHNOLOGY INCORPORATED – Q3 FY2026 (ENDED DECEMBER 31, 2025) SUMMARY HEADLINE NUMBERS • Net sales Q3 2025: $1,186.0 million (up 15.6% vs | 2026-02-05 |
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 |
| Dividend | $0.46 / share ex-date Aug 22, 2025 · pay Sep 5, 2025 | 2025-08-22 |
| 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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Google PlayApp StoreData updated 2026-09-18.