智通财经APP注意到，半导体公司微芯科技(MCHP.US)在公布优于预期的季度业绩及业绩指引后，获得美国银行上调评级。该行将微芯科技评级从“跑输大盘”上调至“中性”，目标价从44美元调高至56美元。
财报显示，微芯科技一季度营收 9.705 亿美元，同比下降 27.0%，超出市场预期；调整后每股收益0.11美元，高于预期的0.10美元。
分析师维韦克·阿利亚表示，“备受尊敬的前任CEO史蒂夫·桑吉回归后，显著提升了公司重组紧迫性及对客户/产品的专注度，加之关键工业(航空航天/国防)市场的复苏，这些因素共同推动了微芯科技的改善。”
阿利亚指出，即便是"温和的"销售回升也可能带来"超预期的"盈利增长。此外，毛利率可能从当前的53%快速提升至60%低区间。阿利亚解释称，微芯科技管理层正"高度聚焦"于业务转型，已关闭位于亚利桑那州坦佩的晶圆厂，裁员约10%，并通过"重新调整"业务部门和渠道策略来刺激增长。
阿利亚同时指出潜在风险因素，包括来自中国的关税问题，以及德州仪器(TXN.US)、意法半导体(STM.US)和英飞凌等公司加剧的竞争压力。
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