We recently published 10 Stocks With Eye-Popping Double-Digit Gains; 4 Hit All-Time Highs. Microchip Technology Inc. (NASDAQ:MCHP) was one of the top performers on Tuesday. Microchip Technology extended its winning streak to a third day on Tuesday, adding 11.65 percent to close at $74.87 apiece after hinting at having exceeded its net sales guidance for the third quarter of fiscal year 2026 and posting an upbeat outlook for the calendar year. In its preliminary results, Microchip Technology Inc. (NASDAQ: ...

Group 1: Market Performance - The U.S. stock market saw all three major indices rise, with the Dow Jones Industrial Average reaching a new historical high, approaching the 50,000 mark, closing at 49,462.08 points, up 0.99% [3] - The Philadelphia Semiconductor Index increased by 2.75%, setting a new historical high, with notable gains in chip stocks such as Microchip Technology up over 11%, Micron Technology up over 10%, and NXP Semiconductors up over 9% [5][6] Group 2: Federal Reserve Insights - Federal Reserve Governor Milan stated that the Fed should lower interest rates by more than 100 basis points this year, as economic data trends may support further rate cuts [5] - Milan noted that core inflation has returned to around the Fed's 2% target, and he expects strong economic growth in the U.S. this year [5] Group 3: Commodity Prices - Silver prices surged again, with COMEX silver futures breaking the $80 per ounce mark, reflecting a rise of approximately 6% [8] - Gold prices also saw a slight increase, with COMEX gold futures surpassing $4,500 per ounce, up over 1% [8]

具体来看，科技七巨头跌多涨少，亚马逊强势领跑，涨超3%，特斯拉则大跌超4%。消息面上，1月6日，特斯拉官微发布Model 3/Y/Y L推出7年 超低息购车方案。这被认为是变相降价，此前特斯拉出炉的2025年全年交付数据，表现惨淡。 美东时间周二，美股三大指数集体收涨，道指、标普500指数双双创下历史收盘新高。存储芯片股集体大涨，热门中概股涨跌不一。黄金白银继 续狂飙，现货黄金站上4500美元，现货白银开年以来累计上涨15%。 | 名称 | 现价 | 淵跌 | 涨跌幅 ▼ | 年初至今 | | --- | --- | --- | --- | --- | | 襲 | 3.880 | 0.400 | 11.49% | 5.15% | | 禾赛科技 | 26.783 | 2.533 | 10.45% | 19.57% | | 亚朵 | 42.380 | 2.255 | 5.62% | 7.56% | | 小马智行 | 17.330 | 0.870 | 5.29% | 19.52% | | 华佳集团 | 50.900 | 2.340 | 4.82% | 8.18% | | 亿咖通科技 | 1.750 | 0.070 ...

Core Viewpoint - Microchip Technology (MCHP) has revised its net sales expectations for Q3 fiscal 2026 to approximately $1.185 billion, significantly exceeding previous guidance, indicating a strong recovery in its end markets driven by improved inventory conditions and strong bookings [1][3][8] Financial Performance - The updated net sales guidance reflects a year-over-year increase of 11.5% compared to the Zacks Consensus Estimate of $1.14 billion [4] - The consensus estimate for earnings per share is 38 cents, representing a 90% year-over-year increase [4] - MCHP's shares have increased by over 9% recently and have risen 27.7% over the past year, outperforming the Zacks Computer & Technology sector's 25% return [3] Market Dynamics - The upward revision in net sales is attributed to a broad-based recovery across most end markets, with improving inventory conditions at distributors and direct customers [3][8] - The company is experiencing strong sales growth in its Gen 4 and Gen 5 data center products, particularly with the launch of the first 3-nanometer-based PCIe Gen 6 switch, enhancing AI infrastructure [5][8] Strategic Initiatives - MCHP's restructuring plan, including the closure of Fab 2 and the transfer of technologies to other facilities, is expected to positively impact its long-term prospects [6][8] - The company has paused capital expenditures for certain fabs and is implementing layoffs to save $25 million annually, indicating a focus on operational efficiency [6] Competitive Position - MCHP currently holds a Zacks Rank of 3 (Hold), while competitors like Micron Technology, Ciena, and NVIDIA have higher rankings, indicating a competitive landscape [7]

Core Viewpoint - Microchip Technology (MCHP) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations in previous quarters [1]. Earnings Performance - Microchip Technology has a solid track record of surpassing earnings estimates, with an average surprise of 9.28% over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $0.35 per share against an expectation of $0.33, resulting in a surprise of 6.06% [2]. - For the previous quarter, the consensus estimate was $0.24 per share, while the actual earnings were $0.27 per share, leading to a surprise of 12.50% [2]. Earnings Estimates and Predictions - There has been a favorable shift in earnings estimates for Microchip Technology, indicated by a positive Zacks Earnings ESP (Expected Surprise Prediction), which is a strong signal for a potential earnings beat [5]. - The current Earnings ESP for Microchip Technology stands at +4.99%, reflecting increased analyst optimism regarding its near-term earnings potential [8]. Zacks Rank and Predictive Power - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions [7].

Group 1: Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 100 points on Tuesday [1] - Microchip Technology Inc's shares rose significantly after the company revised its fiscal third-quarter revenue expectations upward [1] Group 2: Microchip Technology Inc - Microchip now anticipates third-quarter fiscal 2026 net sales of approximately $1.185 billion, surpassing its previous guidance range of $1.109 billion to $1.149 billion [2] - The stock price of Microchip Technology increased by 8.1%, reaching $72.47 on Tuesday following the announcement [2] Group 3: Other Notable Stock Movements - Alumis Inc saw a remarkable 129% increase in its stock price to $19.04 after positive trial results for envudeucitinib [3] - Aeva Technologies Inc's stock rose by 31.5% to $17.21 due to its technology being selected for NVIDIA's autonomous vehicle platform [3] - Terrestrial Energy Inc's shares increased by 26.9% to $8.87 after securing an agreement with the U.S. Department of Energy [3] - Bright Minds Biosciences Inc gained 25% to $100.00 following successful Phase 2 trial results [3] - OneStream Inc's stock rose by 25.1% to $23.00 amid reports of a potential buyout [3] - Other companies such as SanDisk Corp, Beam Therapeutics Inc, and Albemarle Corp also recorded significant stock price increases [3]

微芯科技(MCHP.US)一度涨超8%，最高触及72.5美元，创逾5个月新高。消息面上，微芯科技将第三财 季净销售额预期上调至约11.9亿美元，高于华尔街分析师预期的11.4亿美元。公司首席执行官Steve Sanghi将预期上调归因于终端市场复苏、库存调整、12月季度强劲的订单量，以及公司复苏计划的顺利 执行。(格隆汇) ...

Core Viewpoint - Microchip Technology (MCHP) has raised its revenue forecast for Q3 of fiscal year 2026 due to a comprehensive recovery in end markets and strong order demand, resulting in a 4% increase in stock price during pre-market trading [1][4]. Group 1: Revenue Forecast - The company now expects Q3 fiscal year 2026 net sales to reach approximately $1.19 billion, up from the previous forecast range of $1.11 billion to $1.15 billion announced in November [1][4]. - This upward revision follows a significant reduction in chip inventory that had previously impacted demand during the pandemic [1][4]. Group 2: Order and Inventory Management - CEO Steve Sanghi noted that despite the holiday season in December, order conditions remained strong, with initial orders for the new quarter (March) significantly better than the previous year's December quarter [2][5]. - The company has substantially reduced internal inventory, which will help mitigate inventory impairment losses, and is preparing to increase factory capacity in the March quarter to address underutilization costs [2][5]. Group 3: Upcoming Financial Reporting - Microchip Technology plans to announce its Q3 fiscal year 2026 financial results on February 5 [3][6].

Core Insights - The chip maker has increased its sales guidance for the second time for the quarter ending December 31 [1] Group 1 - The company is experiencing positive momentum in sales, prompting a revision of its sales forecast [1] - This adjustment indicates strong demand for the company's products in the current market [1] - The revised guidance reflects the company's confidence in its operational performance and market conditions [1]

格隆汇1月6日｜富国银行：将微芯科技(MCHP.US)目标价从58美元上调至68美元。 ...