Latest news with #MCHP
Wall Street Journal
29-05-2025
- Business
- Wall Street Journal
Microchip Technology Narrows Outlook on Higher Bookings
Microchip Technology MCHP 1.13%increase; green up pointing triangle raised the low ends of its sales and earnings guidance for its fiscal first quarter, thanks to higher-than-expected bookings. The semiconductor provider now expects sales to be $1.045 billion to $1.07 billion in the quarter ending June 30, a tighter range than previous guidance of $1.025 billion to $1.07 billion.
Yahoo
28-05-2025
- Business
- Yahoo
1 High-Flying Stock with Impressive Fundamentals and 2 to Keep Off Your Radar
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can't match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts. Separating true intrinsic value from speculation isn't easy, especially during bull markets. That's where StockStory comes in - to help you find high-quality companies that will stand the test of time. That said, here is one high-flying stock expanding its competitive advantage and two with big downside risk. Forward P/E Ratio: 52x Spun out from General Instrument in 1987, Microchip Technology (NASDAQ: MCHP) is a leading provider of microcontrollers and integrated circuits used mainly in the automotive world, especially in electric vehicles and their charging devices. Why Is MCHP Risky? Products and services are facing significant end-market challenges during this cycle as sales have declined by 3.6% annually over the last five years Operating margin declined by 11.6 percentage points over the last five years as its sales cratered Free cash flow margin dropped by 16 percentage points over the last five years, implying the company became more capital intensive as competition picked up Microchip Technology is trading at $59.18 per share, or 52x forward P/E. To fully understand why you should be careful with MCHP, check out our full research report (it's free). Forward P/E Ratio: 33.1x With engineering centers across the Americas, Europe, and India serving Fortune 1000 companies, Grid Dynamics (NASDAQ:GDYN) provides technology consulting, engineering, and analytics services to help large enterprises modernize their technology systems and business processes. Why Does GDYN Worry Us? Revenue base of $371.2 million puts it at a disadvantage compared to larger competitors exhibiting economies of scale Incremental sales over the last two years were much less profitable as its earnings per share fell by 8.5% annually while its revenue grew Push for growth has led to negative returns on capital, signaling value destruction Grid Dynamics's stock price of $12.50 implies a valuation ratio of 33.1x forward P/E. Check out our free in-depth research report to learn more about why GDYN doesn't pass our bar. Forward P/S Ratio: 11.2x Short for microcomputer software, Microsoft (NASDAQ:MSFT) is the largest software vendor in the world with its Windows operating system, Office suite, and cloud computing services. Why Are We Bullish on MSFT? Microsoft is one of the great brands not just in tech but all of business. It produces mission-critical software and bundles it together, resulting in cream-of-the-crop gross margins. The company's elite unit economics lead to robust profit margins that improve over time. This speaks to the scale advantages and operating efficiency across its diverse portfolio, which spans everything from Office and Azure to Minecraft. Microsoft has a virtuous cycle of returns. Its dominant market position enables it to generate strong free cash flow, and it reinvests these funds into promising ventures that further strengthen its competitive moat. At $460.25 per share, Microsoft trades at 32.5x forward price-to-earnings. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Globe and Mail
27-05-2025
- Business
- Globe and Mail
Microchip Technology to Present at the TD Cowen 53rd Annual Technology, Media & Telecom Conference
CHANDLER, Ariz., May 27, 2025 (GLOBE NEWSWIRE) -- (NASDAQ:MCHP) – Microchip Technology Incorporated, a leading provider of smart, connected, and secure embedded control solutions, today announced that the Company will present at the TD Cowen 53rd Annual Global Technology, Media, and Communications Conference on Wednesday, May 28, 2025 at 10:50 a.m. (Eastern Time). Presenting for the Company will be Mr. Richard Simoncic, Chief Operating Officer, and Mr. Eric Bjornholt, Senior Vice President and Chief Financial Officer. A live webcast of the presentation will be made available by Cowen, and can be accessed on the Microchip website at Any forward looking statements made during the presentation are qualified in their entirety by the discussion of risks set forth in the Company's Securities and Exchange Commission filings. Copies of SEC filings can be obtained for free at the SEC's website ( or from commercial document retrieval services. Microchip Technology Incorporated is a leading provider of smart, connected and secure embedded control solutions. Its easy-to-use development tools and comprehensive product portfolio enable customers to create optimal designs, which reduce risk while lowering total system cost and time to market. The company's solutions serve approximately 112,000 customers across the industrial, automotive, consumer, aerospace and defense, communications and computing markets. Headquartered in Chandler, Arizona, Microchip offers outstanding technical support along with dependable delivery and quality. For more information, visit the Microchip website at Note: The Microchip name and logo are registered trademarks of Microchip Technology Inc. in the USA and other countries.
Yahoo
20-05-2025
- Business
- Yahoo
Microchip Technology Incorporated (MCHP): A Bull Case Theory
We came across a bullish thesis on Microchip Technology Incorporated (MCHP) on Substack by Serhio MaxDividends and Max Dividends. In this article, we will summarize the bulls' thesis on MCHP. Microchip Technology Incorporated (MCHP)'s share was trading at $60.80 as of May 15th. MCHP's trailing and forward P/E were 31.39 and 44.05 respectively according to Yahoo Finance. Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. Microchip Technology Inc (MCHP) is a premier semiconductor firm known for its leadership in microcontrollers (MCUs), analog chips, and embedded connectivity solutions that power critical systems across automotive, industrial, data center, and consumer sectors. Based in Chandler, Arizona, the company serves over 125,000 customers worldwide with a broad and diversified portfolio exceeding 18,000 SKUs. Its focus on low-power, long-lifecycle chips makes it a go-to supplier for mission-critical and durable applications. Microchip's legacy lies in its 8-bit, 16-bit, and 32-bit PIC® MCUs, while its newer expansions into AI-accelerated edge computing and secure connectivity open the door to future growth in IoT and smart devices. The company operates a highly capital-efficient "fab-lite" model and has a track record of strong free cash flow generation—averaging $2 billion annually. It has increased its dividend for 23 consecutive years and currently offers a 3.2% yield (as of 2024), highlighting its financial discipline. Key acquisitions—including SST, Micrel, and Microsemi—have strategically broadened Microchip's capabilities and end-market reach. Its long-standing commitment to supporting products for decades underpins its brand as a trusted supplier to industries ranging from space exploration to home automation. With semiconductors becoming the backbone of everything from electric vehicles and ADAS to industrial automation and smart manufacturing, Microchip is positioned for robust, sustained growth. Also, take a look at a recent article on the world's largest semiconductor manufacturing company—Taiwan Semiconductor Manufacturing. Strategic R&D investment, a resilient business model, and strong operating margins support this momentum. Though macro risks like supply chain disruptions and geopolitical tensions persist, Microchip offers a rare mix of dependable income and long-term upside in the evolving tech landscape. Microchip Technology Incorporated (MCHP) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held MCHP at the end of the fourth quarter which was 37 in the previous quarter. While we acknowledge the risk and potential of MCHP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MCHP but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
BBC News
15-05-2025
- Business
- BBC News
Grand opening celebrates Morebattle community's pub takeover
A village pub in the Borders is to hold a grand opening to mark the latest community buyout success in the project to purchase the more than 250-year-old Templehall Inn in Morebattle near Kelso - which closed after the Covid pandemic - was launched in early already saved the village shop, locals created the Morebattle Community Hub and Pub (MCHP) community benefit society, and secured £230,000 in grants while raising nearly £100,000 from a share funded the buyout which will culminate in the grand reopening of the refurbished pub on Saturday. Morebattle village - with a population of just over 300 - sits on the popular St Cuthbert's Way walking route that runs from Melrose to Holy refurbished inn - backed by funding from the Scottish Land Fund and South of Scotland Enterprise - is already attracting overseas visitors and it is hoped more will Sharon and Alan Reid moved from the Tushielaw Inn near Selkirk last month and have already started serving food and delivering throughout the Murray, who chairs MCHP, admitted he had been stunned by how an acorn of an idea had grown into a huge community effort. He said: "The steering group had a vision with all the stages of funding and planning that goes into something like this, but you do always wonder at the back of your mind if it will have the level of support that you need to make it sustainable in the long-term."What we've seen in the last eight weeks or so since we officially purchased the building is tremendous support, with people really buying into it."He said that was essential to its long-term success. "It's got to be financially sustainable," Roddy added."There were funds available to purchase and refurbish, but it has to stand on its own two feet, and provide an income for the tenants moving forward."There will still be community support there, but it can't limp through being subsidised, and we don't think there is any concern on that score."We're confident now that it will be well-used as a community facility." Roddy said he had been amazed at the number of people from across the area who had "really got stuck in" to ensure they got the facility they of them will join the celebrations on Saturday - from 15:00 to 23:00 - to mark what the community has achieved.
