Microchip Technology Inc. vs Tempus AI — how do they compare? Microchip Technology Inc. trades at $80.96 (market cap $44.20B), while Tempus AI trades at $55.5 (market cap $9.93B). The key difference: Microchip Technology Inc. is far larger — about 4.5× Tempus AI's market cap, and Microchip Technology Inc. pays a 2.24% dividend while Tempus AI pays none. Which is the better fit depends on your goals.
| MCHP | TEM | |
|---|---|---|
Market Cap | $44.20B | $9.93B |
Sector | Technology | Broad Market / Factor |
52-Week High | $102.97 | $103.25 |
52-Week Low | $49.02 | $41.55 |
Enterprise Value | $49.32B | $10.56B |
Dividend Yield | 2.24% | — |
Signals from Pluang's Aura AI — not financial advice
Microchip Technology (MCHP) trades at $84.69, up 13.89% in 24 hours, reflecting strong momentum. The stock is in a bullish technical trend, with recent earnings beats and robust data center revenue growth of 98% last quarter. Analyst consensus is strongly bullish with a $104 price target. However, valuation ratios like a P/E of 124.54 are elevated, and 2025 net income was negative, posing fundamental concerns despite a recovery forecast for 2026.
Outlook is positive driven by AI and data center demand, but high valuation and past profitability volatility are risks. The stock offers growth exposure amid analyst optimism, yet investors should weigh premium pricing against execution risks in a competitive semiconductor market.
Tempus AI (TEM) trades at $52.05, up 12.86% in 24 hours, reflecting strong momentum after Q2 2026 earnings beat revenue estimates and raised 2026 sales guidance. The stock is technically bullish with moving averages supporting upside, while fundamentals show revenue growth to $1.4 billion in 2026 but persistent net losses. Recent news highlights expansion through the Personalis acquisition and AI-driven precision medicine advancements.
Outlook: Growth prospects are robust with AI adoption in healthcare and strategic deals, but high valuation ratios and negative profitability pose risks. Analysts are bullish with a $61.57 consensus target, though cash burn and competitive pressures require monitoring for sustained investor confidence.
Trailing returns across standard periods
Latest headlines on both assets
Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →Tempus AI Inc is a technology company. It has built the Tempus Platform, which comprises both a technology platform to free healthcare data from silos and an operating system to make the resulting data useful. Its Intelligent Diagnostics use AI, including generative AI, to make laboratory tests more accurate, tailored, and personal.
Read more on TEM →