MPWR

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Monolithic Power (MPWR), which belongs to the Zacks Semiconductor - Analog and Mixed industry, could be a great candidate to consider. This chipmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 2.78%. For the most recent quarter, Monolithic was expected to post earnings of $4.89 per share, but it reported $5.1 per share instead, representing a surprise of 4.29%. For the previous quarter, the consensus estimate was $4.73 per share, while it actually produced $4.79 per share, a surprise of 1.27%. With this earnings history in mind, recent estimates have been moving higher for Monolithic. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Monolithic currently has an Earnings ESP of +1.48%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 30, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many companies end up be...

Vicor VICR is scheduled to release its second-quarter 2026 results on July 21.On May 26, this modular power components and systems provider updated its second-quarter revenue guidance from $126 million to $142 million. VICR cited rising product revenues and royalties from an additional licensee to its patented power system technology behind the revised upward guidance.The Zacks Consensus Estimate for second-quarter 2026 revenues is currently pegged at $138.7 million, indicating 1.67% decline from the figure reported in the year-ago quarter.The consensus mark for earnings is pegged at 62 cents per share, up 34.8% over the past 30 days but indicates a decline of 31.87% from the figure reported in the year-ago quarter. Image Source: Zacks Investment Research Vicor reported earnings of 44 cents per share in the first quarter of 2026, beating the Zacks Consensus Estimate by 10%. However, revenues of $113 million lagged the consensus mark by 0.99%. The figure increased 20.2% year over year. Vicor Corporation price-consensus-chart | Vicor Corporation Quote Let’s see how things are shaping up prior to this announcement. Vicor’s to-be-reported quarter results are expected to have benefited from stronger product shipments combined with royalties from a newly signed licensee. In May, an OEM secured an all-inclusive license covering Vicor’s power-conversion topologies, control systems, components and distribution architectures, including Factorized Power Architecture and Vertical Power Delivery (VPD). The resulting royalty contribution, together with rising product revenues, prompted the company to raise its second-quarter 2026 guidance by $16 million.Vicor entered the second quarter of 2026 with considerable revenue visibility. In the first quarter of 2026, book-to-bill exceeded 2, while backlog jumped 70% sequentially to $300.6 million. The company also indicated that bookings remained strong during the second quarter and expected book-to-bill to remain well above 1. Backlog growth was supported by high-performance computing customers, hyperscalers, industrial customers and aerospace and defense programs.Demand from Vicor’s lead computing customer is likely to have remained a major second-quarter 2026 growth driver. Strong demand from hyperscaler customers and continued engagement with additional high-performance computing companies are expected to have driven top-lin...

SCHAFFHAUSEN, Switzerland, July 14, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (MPS) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced it will report its second quarter 2026 financial results on Thursday, July 30, 2026 after the market closes. MPS will host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET on the same day to discuss the results and business outlook. The webinar can be accessed from the Investor Relations section of the MPS website at www.monolithicpower.com. A replay of the event will be available on the website for one year. About Monolithic Power Systems, Inc. Monolithic Power Systems, Inc. (“MPS”) is a fabless global company that provides high-performance, semiconductor-based power electronics solutions. MPS’s mission is to reduce energy and material consumption to improve all aspects of quality of life and create a sustainable future. Founded in 1997 by our CEO Michael Hsing, MPS has three core strengths: deep system-level knowledge, strong semiconductor design expertise, and innovative proprietary technologies in the areas of semiconductor processes, system integration, and packaging. These combined advantages enable MPS to deliver reliable, compact, and monolithic solutions that are highly energy-efficient, cost-effective, and environmentally responsible while providing a consistent return on investment to our stockholders. MPS can be contacted through its website at www.monolithicpower.com or its support offices around the world. ### Monolithic Power Systems, MPS, and the MPS logo are registered trademarks of Monolithic Power Systems, Inc. in the U.S. and trademarked in certain other countries. Contact:Tony BalowVice President, FinanceMonolithic Power Systems, [email protected]

Monolithic Power Systems, Inc. (MPWR), headquartered in Kirkland, Washington, designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets. With a market cap of $62.5 billion, the company offers power management IC, isolated gate drivers, power modules, battery and chargers, load switches, inductors, analog input devices, sensors, motor drivers and controllers, and electronic components. The analog and mixed-signal chipmaker is expected to announce its fiscal second-quarter earnings for 2026 in the near term. Ahead of the event, analysts expect MPWR to report a profit of $4.83 per share on a diluted basis, up 63.7% from $2.95 per share in the year-ago quarter. The company beat the consensus estimates in two of the last four quarters while missing the forecast on two other occasions. SpaceX Has Massive Multiyear Put Options Volume As SPCX Falls Below IPO Price Jeff Bezos Says ‘We Don’t Have a Revenue Problem’ in America — Bottom Half Paying Just 3% of Taxes Means ‘We Can Find 3%’ Intel Stock Is ‘Too Good to Ignore’ as HSBC Sets a New Street-High Price Target Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For the full year, analysts expect MPWR to report EPS of $20.13, up 57.4% from $12.79 in fiscal 2025. Its EPS is expected to rise 23.5% year over year to $24.85 in fiscal 2027. MPWR stock has outperformed the S&P 500 Index’s ($SPX) 20.2% gains over the past 52 weeks, with shares up 72.8% during this period. Similarly, it outperformed the State Street Technology Select Sector SPDR ETF’s (XLK) 41.6% gains over the same time frame. MPWR beat on AI and data center strength. Enterprise data and communications led growth, as optical module/switch demand rose 33% sequentially while server/AI orders continued to ramp. Due to that, management raised enterprise data growth guidance to 85% year over year and increased manufacturing capacity to $6 billion. In addition, new product ramps in DDR5, robotics, and auto provide further upside. That said, near-term caution remains around notebooks and inventory, though the company is still well positioned to capture AI infrastructure demand. Analysts’ consens...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at analog semiconductors stocks, starting with Monolithic Power Systems (NASDAQ:MPWR). Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years. The 15 analog semiconductors stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was 5.7% above. Thankfully, share prices of the companies have been resilient as they are up 7.4% on average since the latest earnings results. Founded in 1997 by its longtime CEO Michael Hsing, Monolithic Power Systems (NASDAQ:MPWR) is an analog and mixed signal chipmaker that specializes in power management chips meant to minimize total energy consumption. Monolithic Power Systems reported revenues of $804.2 million, up 26.1% year on year. This print exceeded analysts’ expectations by 2.8%. Overall, it was a very strong quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ operating income estimates. “Our results demonstrate the strength of our diversified model and our continued success in transforming from a chip-only, semiconductor supplier to a full service, silicon-based solutions provider,” said Michael Hsing, CEO and founder of MPS. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 16.9% since reporting and currently trades at $1,341. Read why we think that Monolithic Power Systems is one of the best analog semiconductors stocks, our full report is free. Headquartered in Dallas, Texas since the 1950s, Texas Instruments (NASDAQ:TXN) is the world’s largest producer of analog semiconductors. Texas Instr...

SCHAFFHAUSEN, Switzerland, June 12, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its second quarter dividend of $2.00 per common share to all stockholders of record as of the close of business on June 30, 2026. The dividend will be paid on July 15, 2026. Safe Harbor Statement This news release includes “forward-looking statements” intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our current expectations, estimates and projections about our business and industry, management’s beliefs, and certain assumptions made by us, all of which are subject to change. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will,” or “continue,” and similar expressions and variations or negatives of these words. All such statements are subject to certain risks, assumptions and uncertainties, including those described in our most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Qs, and in other documents that we file or furnish with the Securities and Exchange Commission. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially and adversely from those projected, and may affect our future operating results, financial position and cash flows. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. Except to the extent required by law, MPS does not undertake, and expressly disclaims, any duty or obligation to update publicly any forward-looking statement after the initial distribution of this release, whether as a result of new information, future events, changes in assumptions or otherwise. About Monolithic Power SystemsMonolithic Power Systems, Inc. (“MPS”) is a fabless global company that provides high-performance, semiconductor-based power electronics solutions. MPS’s mission is to reduce energy and material consumption to improve all aspects of quality of life and create a sustainable future. Founded in 1997 by our CEO Mich...

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The Fund started 2026 with optimism, having posted three consecutive years of strong market returns. However, heightened geopolitical tensions and the subsequent war with Iran drove up oil prices, adversely affecting market dynamics. Two-thirds of the Fund’s relative underperformance was due to sector allocation, with the remaining third attributable to poor stock selection. The letter highlighted durable structural competitive moats. As a long-only investor, the Fund aims to achieve an annualized alpha of 100 to 200 basis points, net of fees, while minimizing permanent capital loss. In addition, please check the Fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Baron Durable Advantage Fund highlighted stocks like Monolithic Power Systems, Inc. (NASDAQ:MPWR) as a leading contributor. Monolithic Power Systems, Inc. (NASDAQ:MPWR) is a leading American semiconductor company that provides power electronics solutions. On May 12, 2026, Monolithic Power Systems, Inc. (NASDAQ:MPWR) stock closed at $1,599.52 per share. One-month return of Monolithic Power Systems, Inc. (NASDAQ:MPWR) was 18.22%, and its shares gained 117.84% over the past 52 weeks. Monolithic Power Systems, Inc. (NASDAQ:MPWR) has a market capitalization of $78.58 billion. Baron Durable Advantage Fund stated the following regarding Monolithic Power Systems, Inc. (NASDAQ:MPWR) in its Q1 2026 investor letter: Monolithic Power Systems, Inc. (NASDAQ:MPWR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 50 hedge fund portfolios held Monolithic Power Systems, Inc. (NASDAQ:MPWR) at the end of the fourth quarter, up from 42 in the previous quarter. While we acknowledge the potential of Monolithic Power Systems, Inc. (NASDAQ:MPWR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the...

Investors might want to bet on Monolithic Power (MPWR), as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this chipmaker, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. Consensus earnings estimates for the next quarter and full year have moved considerably higher for Monolithic Power, as there has been strong agreement among the covering analysts in raising estimates. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The earnings estimate of $5.85 per share for the current quarter represents a change of +39.0% from the number reported a year ago. Over the last 30 days, five estimates have moved higher for Monolithic compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 21.16%. The company is expected to earn $24.05 per share for the full year, which represents a change of +35.3% from the prior-year number. The revisions trend for the current year also appears quite promising for Monolithic, with eight estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 18.37%. Thanks to promising estimate revisions, Monolithic currently carries a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. While strong estimat...

Cirrus Logic, Inc. CRUS is set to report fourth-quarter fiscal 2026 earnings on May 6, after the closing bell. The Zacks Consensus Estimate for fiscal fourth-quarter revenues is pegged at $439.8 million, which indicates an increase of 3.6% from the year-ago quarter’s reported figure. For the quarter, Cirrus Logic provided a revenue outlook between $410 million and $470 million. The consensus mark for earnings is pegged at $1.76 per share, up 5.4% year over year. The company’s earnings beat the Zacks Consensus Estimate in each of the last four quarters. It delivered a trailing four-quarter earnings surprise of 31.8%, on average. Image Source: Zacks Investment Research Our proven model does not predict an earnings beat for Cirrus Logic this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That is not the case here. CRUS has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Cirrus Logic continues to gain from solid momentum across its core mobile and computing markets, particularly in flagship smartphones and laptops, where its advanced audio solutions continue to gain traction. The company has been benefiting from its next-generation amplifiers and first 22-nanometer smart codec, which drove strong demand in the last reported quarter, while expanding traction in laptop platforms and high-volume PCs continues to support growth. Cirrus is seeing encouraging progress in its high-performance mixed-signal portfolio, with sustained customer interest in its camera controller roadmap and next-generation solutions offering improved performance, efficiency and features. The company is also investing in advanced battery and power intellectual property, which is expected to expand its content opportunity in smartphones and support long-term value creation. In the PC market, shipments of its latest amplifiers and codecs into mainstream platforms ahead of customer launches mark a key step in scaling its presence. Early sampling of a new voice-enablement component for future AI PCs has drawn strong interest from leading OEMs and platform vendors, signaling potential upside from emerging AI-driven applications. Cirrus Logic expects the mixed-signal market to expand from $6.8 billi...

Shareholders might have noticed that Monolithic Power Systems, Inc. (NASDAQ:MPWR) filed its quarterly result this time last week. The early response was not positive, with shares down 3.0% to US$1,583 in the past week. It was a workmanlike result, with revenues of US$804m coming in 2.8% ahead of expectations, and statutory earnings per share of US$3.92, in line with analyst appraisals. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the consensus forecast from Monolithic Power Systems' 15 analysts is for revenues of US$3.70b in 2026. This reflects a major 25% improvement in revenue compared to the last 12 months. Per-share earnings are expected to shoot up 40% to US$19.31. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$3.39b and earnings per share (EPS) of US$17.07 in 2026. So it seems there's been a definite increase in optimism about Monolithic Power Systems' future following the latest results, with a substantial gain in the earnings per share forecasts in particular. Check out our latest analysis for Monolithic Power Systems It will come as no surprise to learn that the analysts have increased their price target for Monolithic Power Systems 27% to US$1,797on the back of these upgrades. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Monolithic Power Systems analyst has a price target of US$2,000 per share, while the most pessimistic values it at US$1,500. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Monolithic Power Systems is an easy business to forecast or the the analysts are all using similar assumptions. Of course, another way to look at these forecasts is to place...

Image source: The Motley Fool. Thursday, April 30, 2026 at 5 p.m. ET Chief Executive Officer — Michael R. Hsing Chief Financial Officer — Tony Balow Need a quote from a Motley Fool analyst? Email [email protected] Tony Balow: Thanks, Arthur. Good afternoon, and welcome to our Q1 2026 earnings call. In Q1, MPS achieved record quarterly revenue of $804 million, 7% higher than the fourth quarter of 2025 and 26% higher than the first quarter of 2025. Our quarterly performance was a result of our continued innovation, our consistent execution and the resilience of our diversified market strategy. Let me call out a few highlights from the quarter. Our communications end market grew 33% sequentially on the strength of our power solutions for optical modules and switches. The pipeline for our automotive and enterprise data end markets, including server continue to accelerate as we won multiple new projects across customers and regions. We sampled our first high-speed interface products for DDR5 at major customers and MPS continued to grow our capacity past our original $4 billion plan with a new goal of reaching $6 billion in the near future. We continue to adjust to the fluid geopolitical and macroeconomic environment, but our diversified market strategy remains unchanged. MPS focuses on innovation and solving our customers' most challenging problems. We consistently invest in new technologies that open new end markets and applications and accelerate our transition from chips only to a full-service silicon-based solution provider. And finally, we continue to expand and diversify our global supply chain, allowing us to capture future growth opportunities, maintain supply stability and rapidly adapt to market changes as they occur. Operator, you may now open the webinar for questions. Operator: [Operator Instructions] Our first question comes from Ross Seymore with Deutsche Bank. Ross Seymore: I just want to dig a little bit into the enterprise data side of things. Can you just talk about the different trends you're seeing between kind of the XPU side versus the CPU -- server CPU side? I know you mentioned in your preamble that the backlog and visibility was improving in both. But given the strength of demand we're hearing elsewhere in the server CPU side of things, I wondered how you guys are doing there. Michael R. Hsing: Both are good. Yes, Tony, you can talk to that. T...

SCHAFFHAUSEN, Switzerland, April 30, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) reported its results after market close on April 30, 2026 and will host a question-and-answer webinar at 2:00 p.m. PT / 5:00 p.m. ET. The webinar can be accessed from the Investor Relations section of the MPS website at www.monolithicpower.com. Ongoing Business Conditions In the first quarter of 2026, MPS achieved record quarterly revenue of $804.2 million, 7.1% higher than the fourth quarter of 2025 and 26.1% higher than revenue in the first quarter of 2025. Our quarterly performance was the result of our continued innovation, our consistent execution and the resilience of our diversified market strategy. Q1 2026 highlights include: Our Communications end market grew 33% sequentially on the strength of our power solutions for optical modules and switches. The pipeline for our Automotive and Enterprise Data end markets, including server, continued to accelerate as we won multiple new projects across customers and regions. We sampled our first high speed interface products for DDR5 at major customers. MPS continued to grow our capacity past our original $4B plan, with a new goal of reaching $6B in the near future. We continue to adjust to the fluid geopolitical and macro-economic environment, but our diversified market strategy remains unchanged: MPS focuses on innovation and solving our customers’ most challenging problems. We consistently invest in new technologies that allow us to expand into new end markets and applications. We continue to expand and diversify our global supply chain allowing us to capture future growth opportunities, maintain supply stability, and rapidly adapt to market changes as they occur. “Our results demonstrate the strength of our diversified model and our continued success in transforming from a chip-only, semiconductor supplier to a full service, silicon-based solutions provider,” said Michael Hsing, CEO and founder of MPS. Q1 2026 Revenue Results MPS reported first quarter revenue of $804.2 million, 7.1% higher than the fourth quarter of 2025 and 26.1% higher than the first quarter of 2025. Compared with the fourth quarter of 2025, sales in Communications, Enterprise Data, Storage and Computing and Automotive improved sequentially. First quarter 2026 Communications revenue of $111.5 million was up 33.1% from the fourth quarter o...