MPWR
MONOLITHIC POWER SYSTEMS INC
NASDAQ · Technology · Semiconductors · US
$1,253.66
+3.53%Research · Oct 20, 2026
[MPWR] Monolithic Power Systems: Q3 2026 Earnings Test AI Data Center Power Ramp
Monolithic Power Systems posted record Q2 2026 revenue of $980.6 million, up 47.6% on data center power; Q3 tests whether Enterprise Data can reach about $485 million.
Research · Sep 3, 2026
[MPWR] Monolithic Power Systems Thesis 2026: Enterprise Data Revenue Inflects on AI Infrastructure
Monolithic Power Systems FY25 (Dec 31, 2025) at $2.79B revenue (+26%). NI $616M; EPS $12.75. 14th consecutive year of growth. Q4 record $751M (+21% YoY). Non-enterprise data segments +40% YoY (diversified). FY26 enterprise data +50% growth floor per CFO commentary. $4B+ geographically balanced capacity secured.