Microchip Technology vs Hewlett Packard Enterprise
This page compares Microchip Technology and Hewlett Packard Enterprise, examining business models, financial performance, and market context in a clear, accessible way. Educational content, not financial advice.
This page compares Microchip Technology and Hewlett Packard Enterprise, examining business models, financial performance, and market context in a clear, accessible way. Educational content, not financ...
Why It's Moving
Microchip Tech surges on upbeat sales outlook and analyst upgrades signaling broad market recovery.
- Q3 net sales expected at $1.185B, beating original guidance of $1.109B-$1.149B, fueled by broad end-market recovery and robust December bookings.
- Cantor Fitzgerald lifts price target from $85 to $100 on Overweight rating, citing above-seasonal performance and growth in industrial exposure plus data center ramps.
- CEO Steve Sanghi highlights nine-point recovery plan progress, including lower inventory write-offs and factory ramps set to cut under-utilization charges.
Institutional Investors Pile into HPE as AI Networking Push Signals Retail Edge Strength.
- National Pension Service upped its HPE holding by 9.7% with 334k shares, now owning 0.29% of the company worth $93M, signaling strong long-term conviction.
- Convergence Investment Partners surged its stake 188% by adding 126k shares to reach $4.75M, ranking HPE as its 17th largest position.
- HPE unveiled AI-native CX 6000 switches and Nonstop upgrades at NRF, boosting retail connectivity and performance by 15% to power POS and IoT devices.
Microchip Tech surges on upbeat sales outlook and analyst upgrades signaling broad market recovery.
- Q3 net sales expected at $1.185B, beating original guidance of $1.109B-$1.149B, fueled by broad end-market recovery and robust December bookings.
- Cantor Fitzgerald lifts price target from $85 to $100 on Overweight rating, citing above-seasonal performance and growth in industrial exposure plus data center ramps.
- CEO Steve Sanghi highlights nine-point recovery plan progress, including lower inventory write-offs and factory ramps set to cut under-utilization charges.
Institutional Investors Pile into HPE as AI Networking Push Signals Retail Edge Strength.
- National Pension Service upped its HPE holding by 9.7% with 334k shares, now owning 0.29% of the company worth $93M, signaling strong long-term conviction.
- Convergence Investment Partners surged its stake 188% by adding 126k shares to reach $4.75M, ranking HPE as its 17th largest position.
- HPE unveiled AI-native CX 6000 switches and Nonstop upgrades at NRF, boosting retail connectivity and performance by 15% to power POS and IoT devices.
Investment Analysis
Pros
- Microchip Technology has delivered multiple consecutive quarters beating earnings and revenue estimates, showing resilient operational performance.
- The company’s broad embedded control solutions portfolio positions it well to benefit from demand in automotive, industrial, and communications sectors.
- Analysts maintain a consensus Buy rating with average price targets suggesting around 20-28% upside potential over the next year.
Considerations
- Microchip is facing a year-over-year revenue decline and earnings per share decrease that reflect some current profitability pressures.
- The semiconductor industry’s high competition from established and emerging players creates challenges for market share growth.
- Recent insider selling and low insider ownership raise questions about management’s confidence and alignment with shareholders.
Pros
- Hewlett Packard Enterprise benefits from a strong footprint in enterprise IT infrastructure and hybrid cloud solutions, supporting long-term growth.
- The company has a large market capitalization and solid balance sheet to invest in innovation and acquisitions.
- HPE has structured its portfolio to focus on higher-margin segments like software and services, improving profitability potential.
Considerations
- HPE’s revenue growth has been modest with exposure to cyclical enterprise spending trends, which can impact near-term results.
- The competitive landscape in cloud and IT infrastructure from giants like Amazon and Microsoft represents ongoing headwinds.
- Execution risks remain as the company integrates acquisitions and shifts its business model towards a services and software focus.
Related Market Insights
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Related Market Insights
The PC Market's Surprising Comeback: Why Hardware Suppliers Are Thriving
The PC market is surging, driven by AI-powered devices. Discover how hardware suppliers like Super Micro, Intel, and Dell are thriving. Invest in this tech recovery with Nemo.
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Microchip Technology (MCHP) Next Earnings Date
Microchip Technology (MCHP) is scheduled to report its next earnings on Thursday, February 5, 2026, with a conference call at 5:00 PM ET. This release will cover results for Q3 FY2026, following the prior Q2 FY2026 report on November 6, 2025. Investors should monitor the company's investor relations page for any updates to this schedule.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise's next earnings date is estimated for Thursday, March 5, 2026, following its historical reporting pattern in early March. This report will cover the Q1 2026 results, typically released after market close. The date remains unconfirmed by the company, with estimates aligning across multiple analyst projections.
Microchip Technology (MCHP) Next Earnings Date
Microchip Technology (MCHP) is scheduled to report its next earnings on Thursday, February 5, 2026, with a conference call at 5:00 PM ET. This release will cover results for Q3 FY2026, following the prior Q2 FY2026 report on November 6, 2025. Investors should monitor the company's investor relations page for any updates to this schedule.
Hewlett Packard Enterprise (HPE) Next Earnings Date
Hewlett Packard Enterprise's next earnings date is estimated for Thursday, March 5, 2026, following its historical reporting pattern in early March. This report will cover the Q1 2026 results, typically released after market close. The date remains unconfirmed by the company, with estimates aligning across multiple analyst projections.
Which Baskets Do They Appear In?
Powering The PC Resurgence
Lenovo's recent announcement of a 108% profit increase highlights a resilient and growing PC market. This theme invests in the key hardware and semiconductor suppliers poised to benefit from sustained demand for personal computers and AI infrastructure.
Published: August 14, 2025
Explore BasketWhich Baskets Do They Appear In?
Powering The PC Resurgence
Lenovo's recent announcement of a 108% profit increase highlights a resilient and growing PC market. This theme invests in the key hardware and semiconductor suppliers poised to benefit from sustained demand for personal computers and AI infrastructure.
Published: August 14, 2025
Explore BasketBuy MCHP or HPE in Nemo
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