Market Cap
$42.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 17, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 7, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Aug 3, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jul 20, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| May 13, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 17 | 7 | 0 | 0 | 79% | |
| Aug 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% | |
| Jul 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% | |
| Jun 1, 2026 | 9 | 17 | 7 | 0 | 0 | 79% | |
| May 1, 2026 | 9 | 17 | 6 | 0 | 0 | 81% | |
| Apr 1, 2026 | 9 | 17 | 6 | 0 | 0 | 81% | |
| Mar 1, 2026 | 9 | 18 | 6 | 0 | 0 | 82% | |
| Feb 1, 2026 | 9 | 17 | 7 | 0 | 0 | 79% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.93 | $0.92–$0.98 | 166.9% | -0.0% | 16↑ 0↓ | $1.6B | 22 |
| Next Q | $0.94 | $0.88–$0.99 | 113.7% | -0.2% | 16↑ 0↓ | $1.6B | 22 |
| Current FY | $3.65 | $3.50–$3.78 | 122.3% | -0.0% | 23↑ 0↓ | $6.4B | 25 |
| Next FY | $4.58 | $4.08–$5.44 | 25.7% | +0.4% | 20↑ 1↓ | $7.4B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.934 | — |
| 7d ago | $0.934 | — |
| 30d ago | $0.934 | -0.000 |
| 60d ago | $0.794 | +0.140 |
| 90d ago | $0.787 | +0.147 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 63,586,448 | $5.8B | 14.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 35,362,807 | $3.2B | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 33,078,712 | $3.0B | 7.5% | — |
| STATE STREET CORP | 28,851,673 | $2.6B | 6.6% | — |
| Invesco Ltd. | 25,329,931 | $2.3B | 5.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 15,540,542 | $1.4B | 3.5% | — |
| Boston Partners | 14,522,587 | $1.3B | 3.3% | — |
| BANK OF AMERICA CORP /DE/ | 11,895,608 | $1.1B | 2.7% | — |
| ALKEON CAPITAL MANAGEMENT LLC | 11,892,000 | $1.1B | 2.7% | — |
| Aristotle Capital Management, LLC | 10,800,194 | $985.0M | 2.5% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 9,079,462 | — | $828.0M |
| BARCLAYS PLC | TRIM | 9,807,670 | 7,024,396 | -28.4% | $640.6M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | TRIM | 10,560,144 | 5,892,794 | -44.2% | $537.4M |
| Rafferty Asset Management, LLC | ADD | 4,010,114 | 5,207,670 | +29.9% | $474.9M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 3,075,587 | 4,395,720 | +42.9% | $400.9M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 709,419 | 4,272,407 | +502.2% | $389.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 3,177,031 | 4,041,741 | +27.2% | $368.6M |
| JANE STREET GROUP, LLC | DOUBLED | 386,015 | 3,346,409 | +766.9% | $305.2M |
| BANK OF MONTREAL /CAN/ | ADD | 2,202,274 | 2,776,181 | +26.1% | $253.2M |
| DEUTSCHE BANK AG\ | ADD | 2,105,207 | 2,748,426 | +30.6% | $250.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Duvenhage Stephanus | Sr. Corp VP, Analog Bus Unit | AWARD | 123 | $60.70 | $7.5K |
| Sep 1, 2026 | Krawczyk Joseph R II | SR. CORP VP, WW CLIENT ENGMT | AWARD | 41 | $60.70 | $2.5K |
| Sep 1, 2026 | Bunker Mathew B | SR CORPORATE VP, OPERATIONS | AWARD | 53 | $60.70 | $3.2K |
| Aug 25, 2026 | Bjornholt James Eric | SENIOR CORPORATE VP AND CFO | SELL | 4,112 | $75.32 | $309.7K |
| Aug 18, 2026 | Rapp Karen Marie | Director | AWARD | 2,557 | — | — |
| Aug 18, 2026 | PENG VICTOR | Director | AWARD | 2,557 | — | — |
| Aug 18, 2026 | LITTLE MITCHELL R | Director | AWARD | 2,557 | — | — |
| Aug 18, 2026 | Barker Ellen | Director | AWARD | 2,557 | — | — |
| Aug 18, 2026 | Cassidy Richard B. II | Director | AWARD | 2,557 | — | — |
| Aug 18, 2026 | CHAPMAN MATTHEW W | Director | AWARD | 2,557 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $50,001 - $100,000 | Microchip Technology Inc | Sep 7, 2026(29d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Microchip Technology Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | SELL | $50,001 - $100,000 | Microchip Technology Inc | Aug 12, 2026(37d) |
| Jun 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Microchip Technology Inc | Jul 3, 2026(4d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Microchip Technology Inc | Jul 8, 2026(34d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Microchip Technology Inc | Jul 8, 2026(37d) |
| Apr 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Microchip Technology Inc | May 13, 2026(42d) |