| MCHP |
Report |
Q1 FY27 (June-qtr) Revenue |
BEAT |
pred ~$1.48B vs. cons $1.46B |
MEDIUM |
| MCHP |
Report |
Q1 FY27 Non-GAAP EPS |
BEAT |
pred ~$0.72 vs. cons $0.70 |
MEDIUM |
| MCHP |
Report |
Q1 FY27 Non-GAAP Gross Margin |
IN-LINE |
pred ~62.9% vs. cons ~62.7% |
MEDIUM |
| MCHP |
Guide |
Q2 FY27 (Sept-qtr) Revenue Guide |
BETTER |
guide ~$1.54B vs. cons $1.51B (Sept quarter FY27 Q2) |
MEDIUM |
| MCHP |
Guide |
Q2 FY27 Non-GAAP EPS Guide |
BETTER |
guide ~$0.75 vs. cons $0.73 (Sept quarter FY27 Q2) |
MEDIUM |
| MCHP |
Guide |
Q2 FY27 Non-GAAP Gross Margin Guide |
BETTER |
guide ~63.5% vs. cons ~63.0% (Sept quarter FY27 Q2, continued march toward 65% long-term model) |
LOW |
| MCHP |
Guide |
COO Succession / Data Center-PCIe Roadmap Continuity Commentary |
UNKNOWN |
guide ~no disclosed interim COO/named successor vs. cons expectation of 0 immediate clarity (Q2 FY27 near-term) |
LOW |
| MCHP |
Guide |
Hailo Deal Close Timing & Dilution/Accretion Guide |
UNCHANGED |
guide ~close by Sept 30, 2026 (unchanged) vs. cons close by Sept 30, 2026 (Q2 FY27 close date, terms still undisclosed) |
LOW |
| MCHP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| MCHP |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Consensus revenue/EPS already sit near the top of management's own guidance range, so even a clean beat leaves limited room for surprise; initial pop likely driven by the beat and a modestly better Sept-quarter guide, but follow-through is capped because (1) capacity/substrate lead-time constraints flagged last quarter cap the magnitude of any raise, (2) COO departure leaves the Data Center/PCIe roadmap narrative unresolved, and (3) the undisclosed, dilutive-until-proven-otherwise Hailo acquisition gives bears a reason to trim targets even after a beat — mirroring the pattern after the May print where MCHP rallied initially then rolled over as investors digested valuation and execution risk. |
LOW |