Aristotle Capital Management, LLC released its “Value Equity Strategy” second quarter 2025 investor letter. The S&P 500 Index rose 10.94% in the quarter, with the composite returning 4.88% gross of fees. Microchip Technology Incorporated (NASDAQ:MCHP) was highlighted in the letter for its strong performance and potential growth in the semiconductor industry.

Microchip Technology Incorporated (NASDAQ:MCHP) manufactures smart embedded control solutions. The stock had a one-month return of 5.11% and closed at $75.26 per share on July 22, 2025. It was noted as a top contributor in the second quarter due to improved fundamentals and operational execution under the leadership of returning CEO Steve Sanghi.

Aristotle Capital Value Equity Strategy provided insights on Microchip Technology Incorporated (NASDAQ:MCHP) in its second quarter 2025 investor letter, highlighting the company’s turnaround plan, improving fundamentals, and strong free cash flow generation. The company’s commitment to extended product lifecycles and customer relationships positions it well for future growth and market share expansion.

Microchip Technology Incorporated (NASDAQ:MCHP) is not among the 30 most popular stocks among hedge funds. In the first quarter, 56 hedge fund portfolios held the stock, down from 44 in the previous quarter. While the company reported net sales of $970.5 million, some believe certain AI stocks offer greater potential returns with less downside risk.

For more information on tech stocks and investor letters, check out related articles on Microchip Technology Incorporated (NASDAQ:MCHP) and hedge fund investor letters for the second quarter of 2025. Stay informed about the best and worst Dow stocks for the next 12 months and unstoppable stocks that could double your money.

Read more at Yahoo Finance.: Microchip Technology (MCHP) Surged Following the Improvement in Fundamentals