MCHP Earnings

MCHP reported its earnings on 2026-02-05, showcasing a revenue of 1.19B against an estimate of 1.19B, resulting in a -0.34% surprise. The EPS was 0.44, surpassing the expected 0.43 by 2.33%. The stock experienced a -2.6% price change on the earnings day and a 3.47% change over the next five days, reflecting market reactions to the results.

Following MCHP's earnings announcement on 2026-02-05, the stock price moved by -2.6% on the day of the release. Over the subsequent five days, it saw a 3.47% change. Historically, MCHP's stock price tends to shift by an average of 1.98% in the 10 days leading up to earnings and 0.59% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate MCHP's annual revenue to reach 1.19B, while the EPS is projected at 0.45. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised upward by 0.66% over the past three months, indicating analyst expectation in the company's performance.

The correlation between MCHP's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved revised upward by 0.66%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, MCHP's stock price typically moves by 1.98% in the 10 days before its earnings and 0.59% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.45 and revenue of 1.19B.

The earnings call summary and Q&A session reveal several positive indicators: improved financial performance, strong cash flow, and promising synergies from the TuneIn acquisition. The management's confidence in achieving significant growth in programmatic sales and cost synergies, along with potential dividend increases, are encouraging. Although there are some uncertainties in margin guidance, the overall sentiment is positive, supported by strong operational results and growth prospects.