| MPWR |
Report |
Revenue |
BEAT |
pred ~$922M vs. cons $904M |
MEDIUM |
| MPWR |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$6.05 vs. cons $5.88 |
MEDIUM |
| MPWR |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~55.8% vs. cons 55.6% |
MEDIUM |
| MPWR |
Guide |
Q3 revenue guidance |
BETTER |
guide ~$980M vs. cons $968M (2026Q3) |
MEDIUM |
| MPWR |
Guide |
Q3 non-GAAP gross-margin guidance |
LOWER |
guide ~55.3% vs. cons 55.6% (2026Q3) |
MEDIUM |
| MPWR |
Guide |
Enterprise Data full-year growth floor |
UNCHANGED |
guide ~85% vs. cons 85% (FY2026) |
MEDIUM |
| MPWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| MPWR |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
A ~$980M Q3 revenue guide versus ~$968M consensus and an ~85% Enterprise Data growth floor versus ~85% consensus should drive upward FY2026 revenue/EPS revisions despite a ~55.3% Q3 gross-margin guide versus ~55.6% consensus. |
MEDIUM |