| MPWR |
Report |
Revenue |
IN-LINE |
pred ~$909M vs. cons $903.3M |
MEDIUM |
| MPWR |
Report |
Non-GAAP diluted EPS |
IN-LINE |
pred ~$5.90 vs. cons $5.87 |
MEDIUM |
| MPWR |
Report |
Enterprise Data revenue |
BEAT |
pred ~$325M vs. cons $319.4M |
MEDIUM |
| MPWR |
Guide |
Q3 2026 Revenue |
UNCHANGED |
guide ~$970M-$990M vs. cons $986.8M |
MEDIUM |
| MPWR |
Guide |
Q3 2026 Non-GAAP gross margin |
UNCHANGED |
guide ~55.2%-55.8% vs. cons ~55.7% |
MEDIUM |
| MPWR |
Guide |
FY26 Enterprise Data growth |
LOWER |
maintain >=85% YoY; implied ~$1.30B vs. cons $1.334B |
MEDIUM |
| MPWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
LOW |
| MPWR |
Return |
5-day cumulative residual |
-10.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit FY Enterprise Data cut drives estimate resets |
LOW |