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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 $70.82
1D change -2.66%
Market cap $38.46B
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 $70.82
1D Change -2.66%
Market Cap $38.46B
Enterprise Value $43.58B
Trailing P/E 104.1
Forward P/E 15.5
PEG Ratio 0.21x
Price / Sales 7.5
EV / Revenue 8.5
Revenue Growth 38.0%
Earnings Growth —
Gross Margin 60.2%
Operating Margin 24.0%
Net Margin 9.3%
ROE 7.2%
Free Cash Flow $1.36B
FCF Margin 26.6%
Debt / Equity 0.84x
Current Ratio 1.92x
Dividend Yield 2.57%
Next Earnings Nov 05, 2026
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.