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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
MCHP Power, Cooling & Grid

Microchip Technology

Embedded control recovery

Detail page

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

Price $58.35
1D change -10.02%
Market cap $31.76B
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.

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Metric MCHP
Price $58.35
1D Change -10.02%
Market Cap $31.76B
Enterprise Value $36.85B
Trailing P/E 43.9
Forward P/E 13.0
PEG Ratio 0.17x
Price / Sales 5.7
EV / Revenue 6.6
Revenue Growth 42.2%
Earnings Growth 2541.8%
Gross Margin 62.7%
Operating Margin 29.1%
Net Margin 15.0%
ROE 12.6%
Free Cash Flow $1.54B
FCF Margin 27.5%
Debt / Equity 0.84x
Current Ratio 2.24x
Dividend Yield 3.12%
Next Earnings Feb 04, 2027
Quarterly Revenue $1.48B
Revenue QoQ +13.2%
Quarterly Net Income $229.8M
Net Income QoQ +59.4%

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.