The December quarter guidance midpoint lands below consensus, partly because roughly $53 million of infrequent September revenue does not repeat. That overshadowed a sixth straight EPS beat and non-GAAP gross margin of 66.5%.
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MCHP Coverage
The Chip Shortage Is Back, and Microchip Says AI Customers Are Crowding Everyone Out
Microchip beat its own forecast, yet the stock still got hammered. The CEO says AI buyers swept through supplier factories and shoved everyone else aside, and one fix could take six months.…
Onsemi’s AI Data Center Sales Reportedly Grew 175%. Is That the Chip Stock’s New Story?
Onsemi just posted its fourth straight earnings beat while trading nearly 48% below its 52-week high, and a surprise surge in one fast-growing segment has analysts split on whether the stock is…
Texas Instruments Raised Its Dividend Again. Can Analog Chips Keep Funding It?
Texas Instruments just hiked its dividend for the 23rd straight year, but the cash funding that raise comes with some strings attached that every income investor needs to understand before celebrating.
Texas Instruments Is Up 55% in 2026: This Is the Secret Tech Stock You’re Missing Out On
Texas Instruments (NASDAQ:TXN | TXN Price Prediction) stock is up 55% year to date and trades at $264.70, a rally that’s beaten the broad market by a wide margin while still lagging…
This Wall Street Pro Makes a Compelling Argument for 70% Gains on NXP Semiconductors Which Cratered Last Month
A top Wall Street analyst slapped a Street-high price target on NXP Semiconductors just as the stock cratered 20% in a single month, and the gap between his conviction and the market's…
Why One Prominent Analyst Expects 85% Returns for ON Semiconductor Despite Current Turmoil
ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.
Price Prediction: ON Semiconductor Stock Looks Ready for Its Next Move
ON Semiconductor has pulled back sharply while its AI data center business accelerates toward a potential doubling, so the real question is whether the selloff created an opportunity or a warning sign…
Jim Cramer Says Wait Before Buying the Dip on Vertiv: “You’ll Get A Better Price.”
Vertiv stock is bleeding out after a parabolic run, and Jim Cramer has a precise read on who is doing the selling and when they will stop. His answer may change how…
5 Analog Chip Stocks Set to Rebound as the Cycle Changes
Analog chip inventories just hit a turning point that historically precedes a major re-rating, and five names across auto, industrial, and AI power are positioned to capture the move before the window…
Why retirees are buying this closed-end fund yielding 8% on venture-stage tech
BlackRock Science & Technology Term Trust (NYSE:BSTZ) is a closed-end fund (CEF) that combines a venture-stage technology portfolio with a covered call writing strategy to deliver monthly income. With shares near $23…
Microchip Technology vs. TE Connectivity: Two Mature Chip Plays, One Better Buy
Microchip Technology (NASDAQ:MCHP | MCHP Price Prediction) just posted a third consecutive quarter of sequential revenue recovery, while TE Connectivity (NYSE:TEL) delivered record orders and double-digit growth across both segments. Two mature…
Microchip Technology Live: Complete Coverage Of MCHP’s Q3 Earnings
Live Updates Final Reaction 4:29pm ETMicrochip did exactly what it needed to do — and nothing more. Results confirmed the recovery Margins expanded as expected Guidance pointed to continued improvement No negative…
What You Need to Know Before NXP Semiconductors Q4 2025 Earnings
NXP Semiconductors (NASDAQ: NXPI) | NXPI Price Prediction reports Q4 2025 earnings today after market close at 4:10 PM ET. Wall Street expects earnings of $3.31 per share on revenue of $3.30…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Applied Materials, Celestica, Circle Internet, Coinbase Global, FormFactor, PayPal, Microchip Technology, and More
Pre-Market Stock Futures: The futures are trading higher after a seesaw day across Wall Street, where the tech-heavy Nasdaq roared higher. At the same time, the Dow Jones Industrials were crushed, primarily…
Live Nasdaq Composite: Markets Meander as Nvidia Challenges Tesla in AI Robotics
Live Updates MCHP Soaring11:55am ETMicrochip Technology (Nasdaq: MCHP) stock is soaring, up 10.9% on the day on a bullish Q3 sales outlook. Needham analysts reemphasized their “buy” rating on the stock and…