Here’s What Lifted Microchip Technology Incorporated (MCHP) in Q2

Core Insights - ClearBridge Investments reported positive returns in global equity markets for Q2 2025, driven by U.S. trade deals and anticipated fiscal stimulus in Europe, which mitigated tariff challenges and geopolitical tensions [1] - The Clearbridge Global Value Improvers Strategy outperformed the MSCI World Value Index, with strong contributions from industrials and IT holdings [1] Company Summary: Microchip Technology Incorporated (NASDAQ:MCHP) - Microchip Technology Incorporated manufactures and distributes smart, connected, and secure embedded control solutions, with a one-month return of 0.32% and a 14.87% decline over the last 52 weeks [2] - As of October 2, 2025, Microchip's stock closed at $66.13 per share, with a market capitalization of $35.689 billion [2] - The company experienced a rise in share price following the release of fourth-quarter fiscal results that exceeded analyst expectations and an increase in first-quarter revenue targets due to strong bookings and inventory reduction [3] Hedge Fund Interest - Microchip Technology is not among the 30 most popular stocks among hedge funds, with 54 hedge fund portfolios holding the stock at the end of Q2, a decrease from 56 in the previous quarter [4] - While Microchip is recognized for its investment potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]