MCHP Microchip Technology Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
23:37
Aug 04
Aug 04
Industrial semis watch on destocking completion
Watch TXN, ADI, MCHP, ARW, AVT because channel destocking is largely complete and Lattice's industrial strength supports a cyclical recovery, though Lattice-specific share gains limit direct extrapolation. No ownership language stated.
MED
22:02
Aug 04
Aug 04
Microchip Switchtec Gen 6 featured in AI storage showcase
Microchip Technology showcased Switchtec Gen 6 PCIe switches in a joint AI storage architecture demo, positioning its switching silicon in next-gen AI data-center deployments. No directional view from speaker.
LOW
20:15
Aug 04
Aug 04
Watch LSCC and MCHP on AI buildout
Watch LSCC and MCHP on the FPGA/GAI-infrastructure theme. LSCC's Q2 beat supports demand, but the author has not disclosed an owned long position.
MED
23:33
Jul 30
Jul 30
Monitor analog/industrial semiconductor peers; read-through indicates no broad pricing recovery.
MED
22:43
Jul 30
Jul 30
Watch Microchip as industrial test capacity additions imply improving industrial order rates.
Watch Microchip as industrial test capacity additions imply improving industrial order rates and inventory normalization, benefiting microcontroller demand.
MED
07:41
Jul 23
Jul 23
WATCH MCHP for upside from industrial and embedded recovery.
WATCH MCHP for upside from industrial and embedded recovery; TI's broad demand signal supports higher utilization and margins.
MED
02:32
Jun 25
Jun 25
The author analyzes Microchip's past supply chain missteps and current AI infrastructure.
The author analyzes Microchip's past supply chain missteps and current AI infrastructure spending, concluding the cycle is unsustainable long-term but not shorting it.
LOW
21:43
Jun 24
Jun 24
Author names MCHP as a bullish candidate in response to a direct question about which companies.
Author names MCHP as a bullish candidate in response to a direct question about which companies to look at, expressing conviction all named names will outperform.
MED
13:35
Jun 23
Jun 23
A broad selloff hit semiconductor stocks and ETFs with major declines across the sector.
A broad selloff hit semiconductor stocks and ETFs with major declines across the sector including AMD down 7.5 percent and MU down 11.7 percent.
17:55
Jun 21
Jun 21
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment.
Co-mentioned in thematic hyperscaler capex doubling basket as lower/indirect alignment; diversified/edge-focused with limited concentrated AI infrastructure exposure.
LOW
17:53
Jun 21
Jun 21
Co-mentioned in lower/indirect alignment bucket; diversified/edge-focused with limited.
Co-mentioned in lower/indirect alignment bucket; diversified/edge-focused with limited concentrated exposure to hyperscaler capex acceleration.
LOW
11:08
Jun 18
Jun 18
Watch LSCC and MCHP as FPGA beneficiaries for the GAI buildout.
Watch LSCC and MCHP as FPGA beneficiaries for the GAI buildout; the author's research tone suggests long-term relevance but does not indicate a personal position.
MED
23:43
Jun 11
Jun 11
Buy Microchip Technology for industrial internet.
Microchip Technology is an industrial internet play that is terrific, and the caller should buy the other half of their position.
MED
16:01
Jun 04
Jun 04
Watch LSCC and MCHP as FPGA beneficiaries of AI acceleration demand.
Watch LSCC and MCHP as FPGA beneficiaries of AI acceleration demand, but the author does not explicitly own a position.
MED
15:54
Jun 04
Jun 04
Monitor FPGA names LSCC and MCHP amid AI-driven chip demand.
Monitor FPGA names LSCC and MCHP amid AI-driven chip demand; sector interest is rising but author has not stated a position.
MED
22:13
Jun 02
Jun 02
Author has not deeply researched MCHP but likes ON and ADI for the power semis theme.
Author has not deeply researched MCHP but likes ON and ADI for the power semis theme, treating them as watchlist names rather than active positions.
22:06
Jun 02
Jun 02
Analog chips boom from edge AI.
The shift to edge computing and AI agents is driving demand for analog semiconductors, which are needed in smaller devices and on-premise AI. Onsemi, Navitas, STMicroelectronics, and Microchip Technology are seeing revenue acceleration, with STMicro's AI-related sales doubling and Microchip guiding strong growth through 2026.
MED
11:49
Jun 02
Jun 02
Premarket movers include mixed Mag 7 performance, semiconductor sector rallies on AI growth.
Premarket movers include mixed Mag 7 performance, semiconductor sector rallies on AI growth, and notable individual stock moves on earnings, downgrades, and corporate announcements.
11:41
Jun 02
Jun 02
US pre-market movers show Nvidia up 1.5% on CEO capacity comments.
US pre-market movers show Nvidia up 1.5% on CEO capacity comments, HPE up 25% on earnings beat and raised outlook, Marvell up 23% after Nvidia CEO calls it next trillion-dollar company, and Google down 2.7% on AI spending plans.
21:35
Jun 01
Jun 01
Long MCHP via Jan 2028 $150 calls. FPGAs are critical to GAI infrastructure, defense.
Long MCHP via Jan 2028 $150 calls. FPGAs are critical to GAI infrastructure, defense, and adjacent sectors; MCHP's Data Center Solutions unit is projected to grow ~65% in 2026 to ~$500M, with 63% YoY growth already posted in March quarter.
HIGH
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC.
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
21:56
May 21
May 21
Long MCHP as the analog recovery broadens into industrial and automotive.
Long MCHP as the analog recovery broadens into industrial and automotive, with improving order rates and less inventory overhang, though utilization leverage is capped.
HIGH
19:36
May 20
May 20
Long MCHP for its exposure to high-quality defense and secure-control niches in the FPGA market.
HIGH
16:42
May 14
May 14
Watch MCHP for mature-node microcontroller supply assurance, but note fab consolidation.
HIGH
15:07
May 14
May 14
Long MCHP for mature-node supply assurance for embedded control, aerospace, defense.
Long MCHP for mature-node supply assurance for embedded control, aerospace, defense, and industrial applications.
HIGH
16:22
May 09
May 09
The tweet provides a detailed factual analysis of Everspin and NVE's recent moves and catalysts.
The tweet provides a detailed factual analysis of Everspin and NVE's recent moves and catalysts but lacks the author's own forward-looking directional opinion, defaulting to watch.
HIGH
21:00
May 07
May 07
Management is highly confident in a strong recovery, evidenced by record bookings, a book-to-bill above 1, and guidance well above seasonal trends.
HIGH
About MCHP Analyst Coverage
Buzzberg tracks MCHP (Microchip Technology) across 14 sources. 5 bullish vs 0 bearish calls from 15 analysts. Sentiment: predominantly bullish (12%). 41 total trade ideas tracked. Past 7 days: 5 watch. Latest voices: TheValueist, jasonschips, contrariancurse.