| MPWR |
Report |
Revenue |
BEAT |
pred ~$916M vs. cons ~$904M |
MEDIUM |
| MPWR |
Report |
Non-GAAP EPS |
BEAT |
pred ~$5.98 vs. cons ~$5.88 |
MEDIUM |
| MPWR |
Report |
Non-GAAP Gross Margin |
IN-LINE |
pred ~55.7% vs. cons ~55.6% |
MEDIUM |
| MPWR |
Guide |
Q3'26 Revenue guide (midpoint) |
BETTER |
guide ~$965M vs. cons ~$945M (Q3'26) |
MEDIUM |
| MPWR |
Guide |
Q3'26 Non-GAAP Gross Margin guide |
LOWER |
guide ~55.4% vs. cons ~55.8% (Q3'26, 2H caution) |
MEDIUM |
| MPWR |
Guide |
FY26 Enterprise Data/AI growth floor |
BETTER |
guide ~90%+ vs. prior ~85% (FY26 AI YoY) |
MEDIUM |
| MPWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| MPWR |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
Stock has already de-rated ~24% off June highs, so bar is lowered; a beat with another AI/Enterprise Data floor raise and above-consensus Q3 revenue guide should drive positive upward revisions to out-period AI content estimates, giving momentum follow-through in a strong AI-power tape. Main offset is the telegraphed 2H gross-margin caution capping the multiple, so gains are modest rather than explosive. |
LOW |