Microchip Technology (MCHP)

• Market cap: $35.7B
• 1 day: 0.64%
• 5 days: 1.66%
• 1 month: 0.98%
• 3 months: -2.68%
• 6 months: 22.14%
• Year to date: 16.39%
• 1 year: -13.31%
• 5 years: 30.57%
• 10 years: 209.35%
• Sector: Technology
• Industry: Semiconductors

About: Microchip Technology became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.

Employees: 19,400

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

333% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 13 (+10) [Q2]

79% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 104

55% more capital invested

Capital invested by funds: $24.5B [Q1] → $38B (+$13.4B) [Q2]

40% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.06B

7% more funds holding

Funds holding: 1,026 [Q1] → 1,095 (+69) [Q2]

5.53% more ownership

Funds ownership: 94.55% [Q1] → 100.07% (+5.53%) [Q2]

8% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 421

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $60
• Avg. target: $79
• High target: $90

13 analyst ratings

• positive: 10 77%
• neutral: 3 23%
• negative: 0 0%

Wells Fargo Joe Quatrochi	$60	Equal-Weight Initiated	15 Sep 2025
Raymond James Melissa Fairbanks	$75	Strong Buy Maintained	8 Aug 2025
Piper Sandler Harsh Kumar	$80	Overweight Maintained	8 Aug 2025
Needham N. Quinn Bolton	$77	Buy Maintained	8 Aug 2025
Susquehanna Christopher Rolland	$90	Positive Maintained	22 Jul 2025