Live Report · Updated January 21, 2026

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...

Comparison Snapshot

Key Financial Metrics

MCHP

Metric

HPE

$39.54B

Market Cap

$27.21B

0.26%

Potential Profit

22.61%

Buy

Analyst Rating

Buy

Why It's Moving

Microchip Technology surges on upbeat Q3 guidance and wave of analyst upgrades.

Q3 sales guidance boosted to $1.185B from $1.109B-$1.149B, driven by inventory corrections, robust bookings, and customer designs moving to production.
Earnings estimates climbed sharply: current quarter consensus up 9.61% to $0.41/share (+105% YoY), full-year up 5.39% to $1.51/share (+15.3% YoY), with six upward revisions and zero downward.
Analysts upbeat—Piper Sandler lifted target to $85 (Overweight), Citigroup to $92 (Buy), B of A to $78 (Neutral)—reflecting confidence in recovery plan and 2026 growth.

Sentiment:

🐃Bullish

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors

Hacker offers HPE's alleged source code for products like Zerto and iLO, plus private GitHub repos and Docker builds on a cybercrime forum.
HPE activated cyber response protocols, disabled credentials, and confirmed no business disruption or evidence of customer info exposure.
Claims echo past incidents targeting tech giants, prompting experts to urge HPE users to monitor for vulnerabilities and apply patches.

Sentiment:

🐻Bearish

Microchip Technology surges on upbeat Q3 guidance and wave of analyst upgrades.

Q3 sales guidance boosted to $1.185B from $1.109B-$1.149B, driven by inventory corrections, robust bookings, and customer designs moving to production.
Earnings estimates climbed sharply: current quarter consensus up 9.61% to $0.41/share (+105% YoY), full-year up 5.39% to $1.51/share (+15.3% YoY), with six upward revisions and zero downward.
Analysts upbeat—Piper Sandler lifted target to $85 (Overweight), Citigroup to $92 (Buy), B of A to $78 (Neutral)—reflecting confidence in recovery plan and 2026 growth.

Sentiment:

🐃Bullish

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors

Hacker offers HPE's alleged source code for products like Zerto and iLO, plus private GitHub repos and Docker builds on a cybercrime forum.
HPE activated cyber response protocols, disabled credentials, and confirmed no business disruption or evidence of customer info exposure.
Claims echo past incidents targeting tech giants, prompting experts to urge HPE users to monitor for vulnerabilities and apply patches.

Sentiment:

🐻Bearish

Investment Analysis

Microchip Technology

MCHP

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.

Hewlett Packard Enterprise

HPE

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.

About The Companies

Microchip Technology (MCHP)

Microchip Technology Inc. (MCHP) is a US-listed semiconductor company known for microcontrollers, analogue and mixed-signal integrated circuits, memory and timing products. It serves diverse end markets including automotive, industrial, consumer and computing, which can provide both growth opportunities and exposure to cyclical demand. Investors often watch Microchip for its broad product portfolio, manufacturing scale and free cash flow generation, which can support reinvestment and dividends, though margins can be affected by pricing and commodity swings. Supply-chain dynamics and rapid technological change are important considerations: staying competitive requires ongoing R&D and occasional capital investment. The company's market capitalisation places it among mid-large peers in the sector, but valuation should be considered relative to growth prospects and peer metrics. This summary is for educational purposes only and not personalised financial advice. Values can rise and fall, and past performance is not a guarantee of future results; suitability depends on individual circumstances.

Hewlett Packard Enterprise (HPE)

Hewlett Packard Enterprise (HPE) is an enterprise technology company focused on servers, storage, networking, edge computing and hybrid cloud software and services. Investors should know HPE is transitioning revenue toward recurring software and as-a-service offerings while still deriving substantial sales from hardware and integrated solutions for large businesses and public-sector customers. This mix can offer more predictable income over time but depends on successful execution and customer adoption. HPE faces competition from large cloud providers and other hardware vendors, and its results remain sensitive to corporate IT spending cycles and macroeconomic conditions. With a market capitalisation of about $30.70bn, HPE may suit investors looking for exposure to enterprise IT transformation, but outcomes can vary and past performance is not indicative of future returns. This is general information only—not personalised advice—and investors should assess risk tolerance and diversify accordingly.

Microchip Technology (MCHP) Next Earnings Date

Microchip Technology (MCHP) is estimated to report its next earnings on Thursday, February 5, 2026, covering the third fiscal quarter of 2026 (ending December 2025). This date aligns with the company's historical pattern of early February releases for Q3 results, though it remains unconfirmed by the company. Investors should monitor official announcements for any updates.

Hewlett Packard Enterprise (HPE) Next Earnings Date

Hewlett Packard Enterprise's next earnings report is scheduled for March 5, 2026, covering the Q1 2026 quarter. This follows the most recent Q4 2025 release on December 4, 2025, aligning with the company's historical early March pattern for fiscal first-quarter results. Investors should monitor for any official confirmation from the company.

Microchip Technology (MCHP) Next Earnings Date

Microchip Technology (MCHP) is estimated to report its next earnings on Thursday, February 5, 2026, covering the third fiscal quarter of 2026 (ending December 2025). This date aligns with the company's historical pattern of early February releases for Q3 results, though it remains unconfirmed by the company. Investors should monitor official announcements for any updates.

Hewlett Packard Enterprise (HPE) Next Earnings Date

Hewlett Packard Enterprise's next earnings report is scheduled for March 5, 2026, covering the Q1 2026 quarter. This follows the most recent Q4 2025 release on December 4, 2025, aligning with the company's historical early March pattern for fiscal first-quarter results. Investors should monitor for any official confirmation from the company.

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

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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 Basket

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Comparison Snapshot

Why It's Moving

Microchip Technology surges on upbeat Q3 guidance and wave of analyst upgrades.

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors

Microchip Technology surges on upbeat Q3 guidance and wave of analyst upgrades.

HPE Probes Hacker's Data Breach Claims as Security Concerns Grip Investors