Analyst targets spark interest: Discussions on social media highlight a recent BMO coverage initiation with a $95 price target for Microchip Technology shares. Traders note the stock trades 28.7% below its high alongside a low PEG ratio and projected data-center revenue growth. Some point to a 2.4% dividend yield as an additional factor drawing attention.
Recovery signals emerge: Market participants observe strong MLCC shipment trends and expanding embedded demand that could accelerate earnings for the analog chipmaker. Operating leverage appears underappreciated as utilization normalizes across the sector. Comparisons to peers like NXP underscore expectations for a swift rebound in profitability.
Options activity draws scrutiny: A sizable block of December $65 calls changed hands in one transaction, interpreted by some as a covered write capping upside through year-end. Broader options flow in the name showed premium selling dominating directional bets. This activity aligns with views that volatility may remain contained amid ongoing sector recovery.
Note: This discussion summary was generated from an AI condensation of post data.
Microchip Technology Insider Trading Activity
Microchip Technology insiders have traded $MCHP stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $MCHP stock by insiders over the last 6 months:
- STEVE SANGHI (President, CEO and Chair of Bd) has made 0 purchases and 3 sales selling 526,552 shares for an estimated $47,132,098.
- RICHARD J SIMONCIC (CHIEF OPERATING OFFICER) has made 0 purchases and 4 sales selling 20,083 shares for an estimated $1,937,999.
- MATTHEW W CHAPMAN has made 0 purchases and 2 sales selling 13,000 shares for an estimated $1,247,344.
- MATHEW B BUNKER (SENIOR VP, OPERATIONS) sold 10,571 shares for an estimated $1,024,155
- JAMES ERIC BJORNHOLT (SENIOR CORPORATE VP AND CFO) has made 0 purchases and 4 sales selling 8,616 shares for an estimated $710,096.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Microchip Technology Revenue
Microchip Technology had revenues of $1.5B in Q1 2027. This is an increase of 38.05% from the same period in the prior year.
You can track MCHP financials on Quiver Quantitative's MCHP stock page.
You can access data on MCHP stock through the Quiver Quantitative API.
Microchip Technology Congressional Stock Trading
Members of Congress have traded $MCHP stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MCHP stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 06/30.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Microchip Technology Hedge Fund Activity
We have seen 661 institutional investors add shares of Microchip Technology stock to their portfolio, and 603 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 10,924,617 shares (+75.8%) to their portfolio in Q2 2026, for an estimated $996,325,070
- BLACKROCK, INC. added 9,256,216 shares (+17.0%) to their portfolio in Q2 2026, for an estimated $844,166,899
- JPMORGAN CHASE & CO added 5,443,852 shares (+inf%) to their portfolio in Q2 2026, for an estimated $496,479,302
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 4,667,350 shares (-44.2%) from their portfolio in Q2 2026, for an estimated $425,662,320
- SG AMERICAS SECURITIES, LLC added 4,048,590 shares (+1015.5%) to their portfolio in Q2 2026, for an estimated $369,231,408
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,671,873 shares (+inf%) to their portfolio in Q2 2026, for an estimated $334,874,817
- HOLOCENE ADVISORS, LP removed 3,588,947 shares (-79.5%) from their portfolio in Q2 2026, for an estimated $327,311,966
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Microchip Technology Government Contracts
We have seen $2,536,668 of award payments to $MCHP over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 76001-204: $1,622,194
- 6315: $194,474
- GPS, RECEIVER WITH STANDARD PLUG INS: $61,080
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Microchip Technology Analyst Ratings
Wall Street analysts have issued reports on $MCHP in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/08/2026
- Needham issued a "Buy" rating on 05/08/2026
To track analyst ratings and price targets for Microchip Technology, check out Quiver Quantitative's $MCHP forecast page.
Microchip Technology Price Targets
Multiple analysts have issued price targets for $MCHP recently. We have seen 11 analysts offer price targets for $MCHP in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- Matthew Prisco from Cantor Fitzgerald set a target price of $125.0 on 05/13/2026
- Tom O'Malley from Barclays set a target price of $105.0 on 05/11/2026
- Kevin Cassidy from Rosenblatt set a target price of $120.0 on 05/08/2026
- N. Quinn Bolton from Needham set a target price of $120.0 on 05/08/2026
- Mark Lipacis from Evercore ISI Group set a target price of $117.0 on 05/08/2026
- Christopher Rolland from Susquehanna set a target price of $120.0 on 05/08/2026
- Joe Quatrochi from Wells Fargo set a target price of $95.0 on 05/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
