| MCHP |
Report |
Net sales (FQ1'27, Jun-qtr) |
BEAT |
pred ~$1.478B vs. cons ~$1.456B |
HIGH |
| MCHP |
Report |
Non-GAAP EPS (FQ1'27) |
BEAT |
pred ~$0.73 vs. cons ~$0.69 |
HIGH |
| MCHP |
Report |
Non-GAAP gross margin (FQ1'27) |
IN-LINE |
pred ~62.9% vs. cons ~62.75% |
MEDIUM |
| MCHP |
Guide |
Net sales guide (FQ2'27, Sep-qtr) |
BETTER |
guide ~$1.60B vs. cons ~$1.54B (Sep-qtr, +9-10% QoQ vs Street +5-6%) |
MEDIUM |
| MCHP |
Guide |
Non-GAAP EPS guide (FQ2'27, Sep-qtr) |
BETTER |
guide ~$0.80 vs. cons ~$0.76 (Sep-qtr) |
MEDIUM |
| MCHP |
Guide |
Non-GAAP gross margin guide (FQ2'27) |
BETTER |
guide ~63.75% vs. cons ~63.4% (Sep-qtr, underutilization shrinking) |
MEDIUM |
| MCHP |
Guide |
Data-center/AI megatrend revenue quantification |
UNKNOWN |
guide ~undisclosed $ vs. cons ~no formal breakout (FY27 commentary) |
LOW |
| MCHP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| MCHP |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
Bar was reset hard (-24% off June high, -33% peak-to-trough into print), so a June beat plus a double-digit sequential Sep guide well above the +5-6% Street bogey drives net-upward out-period revisions rather than implicit cuts; strong backlog/book-to-bill >1 and shrinking underutilization charges reinforce upside, so an initial pop should see follow-through. Risk to fade: supply-constraint hedging capping shipments and COO-departure/continuity overhang could stall momentum, hence only modest follow-through and LOW confidence. |
LOW |