MCHP Microchip Technology Incorporated

MCHP Microchip Technology Incorporated

Technology · Semiconductors

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $73.63 · VWAP $77.06 · -4.2% vs 12m avg buyer

pullback vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

3 related campaigns

Watchlists @cpu-shortage-supply-chain@electricity@thebuildout-data-center-networking-silicon@thebuildout-data-center-power-semiconductors@thebuildout-nand-flash-memory@thebuildout-space-data-centers-orbital-compute@thebuildout-trailing-edge-logic-specialty-foundries

MCHP Price Structure

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Peers

Every watchlist MCHP belongs to, members best 30-day change first — MCHP highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-nand-flash-memory
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MCHP+6.1% -0.6%1d -2.3%7d MRVL-0.8% -5.6%1d -17.2%7d MU-5.2% -5.6%1d -14.6%7d SNDK-14.5% -6.8%1d -17.9%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-space-data-centers-orbital-compute
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MCHP+6.1% -0.6%1d -2.3%7d NVDA+0.1% -1.4%1d -6.6%7d GOOG-0.7% -2.3%1d -3.1%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d
@cpu-shortage-supply-chain
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ALAB+6.2% -5.3%1d -16.5%7d MCHP+6.1% -0.6%1d -2.3%7d CRDO+5.1% -4.9%1d -21.6%7d ASX+4.2% -5.6%1d -14.9%7d AMD+3.2% -6.0%1d -13.1%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d AMKR-9.6% -5.1%1d -14.9%7d
@thebuildout-trailing-edge-logic-specialty-foundries
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GFS+8.5% -4.3%1d -3.2%7d ON+8.1% -2.3%1d -7.1%7d MCHP+6.1% -0.6%1d -2.3%7d TXN+6.1% -0.9%1d -2.6%7d TDY+2.9% -0.2%1d +0.8%7d TSM-1.2% -2.3%1d -9.0%7d TSEM-3.3% -6.8%1d -14.5%7d STM-5.6% -2.6%1d -12.8%7d UMC-12.0% -5.3%1d -13.7%7d COHR-19.7% -7.1%1d -25.5%7d
@thebuildout-data-center-power-semiconductors
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ADI+9.2% -2.1%1d -2.6%7d ON+8.1% -2.3%1d -7.1%7d RMBS+7.2% -6.0%1d -18.8%7d MCHP+6.1% -0.6%1d -2.3%7d TXN+6.1% -0.9%1d -2.6%7d MPWR+5.5% -3.1%1d -12.7%7d VICRE+4.1% -12.9%1d -28.0%7d TSEM-3.3% -6.8%1d -14.5%7d LFUS-3.8% -2.8%1d -10.7%7d STM-5.6% -2.6%1d -12.8%7d IFNNY-6.7% -2.3%1d -11.7%7d COHR-19.7% -7.1%1d -25.5%7d
@thebuildout-data-center-networking-silicon
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RMBS+7.2% -6.0%1d -18.8%7d ALAB+6.2% -5.3%1d -16.5%7d MCHP+6.1% -0.6%1d -2.3%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d AMD+3.2% -6.0%1d -13.1%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d CIEN-2.3% -6.7%1d -26.0%7d AVGO-3.2% -4.5%1d -9.1%7d QCOM-6.9% -3.5%1d -1.9%7d LITE-10.4% -5.2%1d -25.3%7d INTC-11.1% -5.8%1d -14.2%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d
@electricity
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TLN+23.4% +0.3%1d -6.3%7d GNRC+10.0% -2.9%1d -14.3%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d LIN+7.9% +1.1%1d +3.0%7d CVX+6.4% +2.6%1d +6.1%7d MCHP+6.1% -0.6%1d -2.3%7d TXN+6.1% -0.9%1d -2.6%7d CNP+5.8% +1.9%1d +5.0%7d MPWR+5.5% -3.1%1d -12.7%7d AEP+5.3% +2.3%1d +3.5%7d TEL+5.2% -0.2%1d -2.6%7d HUBB+5.0% -0.8%1d -2.7%7d XEL+5.0% +1.6%1d +3.4%7d CEG+4.6% -1.3%1d -9.0%7d VICRE+4.1% -12.9%1d -28.0%7d DUK+3.1% +2.2%1d +4.1%7d EXC+2.5% +2.4%1d +4.2%7d SRE+2.1% +1.8%1d +2.5%7d EIX+2.0% +0.5%1d +1.1%7d PWR+2.0% -1.6%1d -10.5%7d MYRG+1.7% -1.9%1d -10.1%7d PEG+1.6% +1.8%1d -1.1%7d AES+0.9% -0.1%1d +0.1%7d CMI+0.7% -0.3%1d +1.5%7d WMB+0.5% +3.0%1d -1.9%7d D+0.1% +1.1%1d +3.1%7d GEV-0.4% -0.6%1d -8.3%7d ENB-0.5% +2.7%1d +3.2%7d NEE-0.7% +1.1%1d +3.1%7d DTE-0.7% +1.1%1d +2.2%7d BKR-1.1% +2.4%1d -1.8%7d BN-1.1% -0.5%1d -1.3%7d ETN-1.6% -2.8%1d -8.9%7d EME-2.4% -1.5%1d -8.6%7d GRID-2.5% -1.3%1d -6.1%7d ENLT-2.7% -0.5%1d +3.4%7d TSEM-3.3% -6.8%1d -14.5%7d NVT-3.8% -2.5%1d -15.2%7d LFUS-3.8% -2.8%1d -10.7%7d PRIM-4.8% -0.7%1d -12.4%7d STM-5.6% -2.6%1d -12.8%7d AEIS-5.6% -5.6%1d -17.5%7d BWXT-5.9% -0.1%1d -4.7%7d CAT-6.6% -0.7%1d -8.7%7d IFNNY-6.7% -2.3%1d -11.7%7d POWL-7.1% -3.3%1d -14.0%7d FPS-9.1% -2.1%1d -20.9%7d CCJ-10.3% -2.0%1d -7.4%7d INIO-13.2% -1.6%1d -17.9%7d VRT-13.8% -3.9%1d -15.0%7d MTZ-15.3% -0.3%1d -10.2%7d FLEX-16.2% -8.2%1d -24.5%7d BE-18.0% -6.3%1d -21.1%7d COHR-19.7% -7.1%1d -25.5%7d

Next earnings MCHP reports in 19 days Nov 5

Last report Aug 6

Reported the quarter ending 2026-06-30: revenue $1.48B, diluted EPS $0.37, net income $230M (SEC filing). Across the print the stock moved +8.9% (close before → first close after).

full note →

Against street estimates

How MCHP's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Oct 16

Result
Aug 6 0.700.76 GAAP ≠ +8.7%Beat
May 7 0.500.57+12.9%Beat
Feb 5 0.430.44 GAAP ≠ +2.8%Beat
Nov 6 '25 0.330.35 GAAP ≠ +4.9%Beat
Aug 7 '25 0.240.27 GAAP ≠ +13.2%Beat
May 8 '25 0.100.11+5.3%Beat
Feb 6 '25 0.280.20 GAAP ≠ -28.2%Miss
Nov 5 '24 0.430.46 GAAP ≠ +6.0%Beat

News (last pull)

Headlines about MCHP from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 19 days ago · Sep 28

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

MCHP research tape

15 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Washout-Turn Scan — 2026-10-07 scan Washout-Turn Scan — 2026-10-01 scan Washout-Turn Scan — 2026-09-30 scan Washout-Turn Scan — 2026-09-29 scan Washout-Turn Scan — 2026-09-28
Types
Oct 7 Scan Washout Turn Scan
322310.KS6146.T6315.T6506.TAAONACNADMAAHG +4 more
Oct 1 Scan Washout Turn Scan
322310.KS4186.T6146.T6315.T6506.T6954.TAAOIADMA +4 more
Sep 30 Scan Washout Turn Scan
AAONADMACAMTCCLDPRODUSTFLYFN +4 more
Sep 29 Scan Washout Turn Scan
AAONADMAALNYCAMTCCLDPROFNGNRC +4 more
Sep 28 Scan Washout Turn Scan
AAONACLSADMAAEISALNYAMKRAOSLESI +4 more
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKR +4 more
Sep 24 Scan Washout Turn Scan
AAONAEISAIPAMKRAOSLBELFBBKKTBTDR +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKRAOSLAPLDBKKT +4 more
Aug 9 Desk Move MCHP — khanna-trades buy
MCHP
Aug 6 Catalyst MCHP earnings
MCHP
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 4 Desk Move MCHP — khanna-trades buy
MCHP
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more