| MPWR |
Report |
Enterprise Data Revenue (Q2 2026) |
BEAT |
pred ~$333M vs. cons $319M |
MEDIUM |
| MPWR |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$920M vs. cons $903M |
MEDIUM |
| MPWR |
Report |
Non-GAAP Gross Margin (Q2 2026) |
IN-LINE |
pred ~55.7% vs. cons ~55.6% |
MEDIUM |
| MPWR |
Guide |
Q3 2026 Revenue (Q3 2026) |
BETTER |
guide ~$985M vs. cons ~$965M |
MEDIUM |
| MPWR |
Guide |
H2 2026 Gross Margin Tone (H2 2026) |
UNCHANGED |
guide cautious maintained vs. cautious expected |
HIGH |
| MPWR |
Guide |
Enterprise Data FY 2026 Growth Floor (FY 2026) |
UNCHANGED |
guide ~85% YoY reaffirmed vs. ~85% expected |
HIGH |
| MPWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| MPWR |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimates revised up on Q3 guide beat; recovery capped by gross margin ceiling and CEO insider sale overhang |
MEDIUM |