MPWR · Monolithic Power Systems, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. MPS posted record Q2 revenue of $980.6M (+47.6% YoY) led by Enterprise Data (+164.3% YoY) and Communications (+78.3% YoY), with the Board authorizing an additional $500M of buybacks and raising the full-year Enterprise Data floor from 85% to 130%. For Q3, the company guided revenue to $1.14B–$1.16B with non-GAAP gross margin of 55.4%–56.0%.
- + Record Q2 revenue of $980.6M, up 47.6% YoY and 21.9% QoQ
- + Raised full-year Enterprise Data floor from 85% to 130% on broad-based ordering
- + Board authorized an additional $500M of share repurchases, bringing total authorization to $1B
- + Capacity goal extended beyond $6B to support full-solution growth
- + Initial DDR5 high-speed interface orders, with SAM expansion expected into next year
- + Began sampling 800V AC-to-DC products for next-gen data center architectures
- − GAAP gross margin dipped 0.1 pts QoQ to 55.2%
- − Consumer revenue declined 4.8% YoY to $56.8M
- − Management cautious on consumer and notebook/storage compute into second half
- − Operating expenses rose 16.3% QoQ on a GAAP basis to $237.2M
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MPWR
this stock
Monolithic Power Systems, Inc.
|
$68.13B | +53.0% | +17.9% | 84.6 | 3.8% |
|
NVDA
Nvidia Corp
|
$5.53T | +22.9% | +65.5% | 29.0 | 1.3% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.35T | +49.2% | — | — | 0.6% |
|
AVGO
Broadcom Inc.
|
$1.73T | +4.5% | +18.2% | 46.1 | 1.1% |
|
SKHY
SK hynix Inc.
|
$1.20T | — | — | — | 0.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MPWR | -3.7% | +12.3% | -7.0% | +2.9% | +53.0% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -4.9% | +10.4% | -16.9% | +0.8% | +38.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.