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Microchip Technology Rallies After Strong Fiscal 4Q26 Earnings and Guidance

Microchip Technology logoMicrochip Technology
Sig1.72Sen+6.35Env0.00Soc0.00Gov0.00

Sycamore Capital’s Q2 2026 letter highlights Microchip Technology’s strong fiscal 4Q26 earnings release, with revenue, margins, and 1Q27 guidance all ahead of expectations. Shares rallied sharply after the beat, closing at $79.44 on Aug. 12. The letter also notes pricing stability versus peers’ aggressive increases and improving customer relationships.

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