| MPWR |
Report |
2026Q2 revenue |
BEAT |
pred ~$918M vs. cons $903.7M |
MEDIUM |
| MPWR |
Report |
2026Q2 non-GAAP EPS |
BEAT |
pred ~$6.04 vs. cons $5.88 |
MEDIUM |
| MPWR |
Report |
2026Q2 Enterprise Data revenue |
BEAT |
pred ~$329M vs. cons $323M |
LOW |
| MPWR |
Guide |
2026Q3 revenue |
BETTER |
guide ~$990M vs. cons $978M (2026Q3) |
MEDIUM |
| MPWR |
Guide |
2026Q3 implied non-GAAP EPS |
BETTER |
guide ~$6.50 vs. cons $6.45 (2026Q3) |
LOW |
| MPWR |
Guide |
Enterprise Data growth floor |
UNCHANGED |
guide ~85% vs. cons 85% (FY2026 year-over-year growth floor) |
MEDIUM |
| MPWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| MPWR |
Return |
5-day cumulative residual |
+4.6% (FOLLOW-THROUGH) |
A modest Q2 beat plus Q3 revenue of ~$990M versus $978M consensus should lift 2026Q3 and FY2026 estimates; unchanged ~85% versus 85% Enterprise Data growth limits the rerating but avoids adverse out-period cuts. |
LOW |