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MCHP Power, Analog & Electrification

Microchip Technology

Embedded control recovery

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Microchip is a broad embedded and MCU supplier that can rebound when industrial and edge demand recover.

Price $62.97
1D change -0.51%
Market cap $34.08B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric MCHP
Price $62.97
1D Change -0.51%
Market Cap $34.08B
Enterprise Value $39.23B
Trailing P/E —
Forward P/E 23.7
Price / Sales 7.8
EV / Revenue 9.0
Revenue Growth 15.6%
Earnings Growth —
Gross Margin 55.4%
Operating Margin 13.2%
Net Margin -1.6%
ROE -1.1%
Free Cash Flow $996.4M
FCF Margin 22.8%
Debt / Equity 0.82x
Current Ratio 2.16x
Dividend Yield 289.00%
Next Earnings May 07, 2026
Quarterly Revenue $1.19B
Revenue QoQ +4.0%
Quarterly Net Income $62.7M
Net Income QoQ +50.4%

MCHP thesis lens

Embedded control recovery

Why it could benefit

  • Microchip is a broad embedded and MCU supplier that can rebound when industrial and edge demand recover.
  • It is less tied to frontier AI compute and more tied to the spread of intelligence into everyday devices.
  • This makes it a slower-burn edge-AI and automation name.

Moat / edge

  • Very broad microcontroller and embedded catalog.
  • Long customer lifecycles and sticky design wins.
  • Good fit for fragmented industrial and embedded markets.

What to watch

  • Inventory correction progress.
  • Bookings and utilization recovery.
  • How quickly industrial and embedded demand normalizes.

Key risks

  • Recovery timing is hard to call.
  • Less direct AI leverage means the stock may lag headline AI winners.