Analyst Consensus ?
ConsensusBuy24 ratings
Bullish2291.7%
Neutral28.3%
Bearish00.0%
Monolithic Power Systems, Inc. · MPWR · FY2025 Q4 · Calendar Q1 2026
MPS pairs strong demand with higher capacity and product ambitions
MPS's latest call supports a constructive growth case: demand across data-center, non-enterprise data, and automotive markets remained strong, while raised guidance, backlog, and capacity expansion support the near-term outlook. The thesis still depends on converting new 800V, 48V, optical, and high-density power products into volume without losing margin discipline.
Reported After market closeNASDAQTechnology
$66.38B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$4.79
Consensus $4.74
EPS surprise
+1.1%
Reported versus consensus
Reported revenue
$751.2M
Consensus $742.4M
Revenue surprise
+1.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+6.4%
Event window
SPY move
+1.9%
Same window
Abnormal move
+4.5%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
-13.6%
Up to 20 sessions
MPWRSPY benchmark
Ask FN2 about MPWR FY2025 Q4
Transcript, numbers and history already loaded
Why did MPWR rise 6.4% after beating EPS estimates in FY2025 Q4?What changed in MPWR's guidance and outlook in FY2025 Q4?Give me the bull and bear case for MPWR after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The company moved from prior-quarter plans for new 48V, 800V, robotics, and test-equipment initiatives to a broader execution update: enterprise-data growth guidance now has a 50% floor, automotive growth was driven by 48V and zonal architectures, an 800V solution was sampled, and capacity exceeded $4 billion.
Guidance delta
Management raised enterprise-data growth guidance, with a floor of 50% growth.
Key takeaways
- Q4 revenue was $751.2 million, and full-year revenue reached $2.8 billion, up 26.4% year over year.
- Enterprise and non-enterprise data demand, plus automotive electrification, were central growth drivers.
- Management highlighted more than $4 billion of geographically balanced capacity and a 48V/800V product roadmap.
Management priorities
- Scale the 800V data-center solution and 48V automotive products.
- Expand optical modules, co-packaged optics, and high-density power modules.
- Increase manufacturing capacity while maintaining shareholder returns.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$1,351.2Current
$475Low
$1,275.5Average
$2,100High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Jul 31, 2026 |
| Truist Securities | Buy | Buy | Maintain | Jul 31, 2026 |
| Rosenblatt | Neutral | Neutral | Maintain | Jul 31, 2026 |
| Needham | Buy | Buy | Maintain | Jul 31, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 31, 2026 |
| TD Cowen | Buy | Buy | Maintain | May 1, 2026 |
| Stifel | Buy | Buy | Maintain | Apr 16, 2026 |
| Citigroup | Buy | Buy | Maintain | Feb 9, 2026 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Oct 14, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Aug 1, 2025 |
| Loop Capital | Buy | Buy | Maintain | Jul 23, 2025 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 15, 2025 |
| Deutsche Bank | Buy | Buy | Maintain | Aug 2, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 9, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 9, 2023 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Jun 26, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Sep 10, 2019 |
| Pacific Crest | Overweight | Overweight | Maintain | Feb 5, 2016 |
| PiperJaffray | Overweight | Overweight | Maintain | Sep 11, 2015 |
| Evercore Partners | Overweight | Overweight | Maintain | May 14, 2014 |
| William Blair | Outperform | Outperform | Maintain | Aug 30, 2013 |
| Evercore ISI Group | Overweight | Overweight | Maintain | Aug 7, 2013 |
| Blaylock Robert Van | Buy | Hold | Upgrade | Feb 7, 2013 |
| Piper Sandler | Neutral | Overweight | Downgrade | Sep 4, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $1,351.2. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Arete Research | Analyst unavailable | $2,013 | $1,300.14 | +49.0% | Aug 20, 2026 |
| KeyBanc | John Vinh | $2,100 | $1,316.18 | +55.4% | Jul 31, 2026 |
| Needham | Quinn Bolton | $2,000 | $1,316.18 | +48.0% | Jul 31, 2026 |
| Wells Fargo | Analyst unavailable | $1,700 | $1,312 | +25.8% | Jul 20, 2026 |
| Truist Financial | Analyst unavailable | $1,805 | $1,560 | +33.6% | May 1, 2026 |
| Raymond James | Analyst unavailable | $1,800 | $1,561.05 | +33.2% | May 1, 2026 |
| KeyBanc | John Vinh | $2,000 | $1,614.41 | +48.0% | May 1, 2026 |
| Oppenheimer | Analyst unavailable | $1,700 | $1,614.41 | +25.8% | May 1, 2026 |
| Oppenheimer | Analyst unavailable | $1,600 | $1,592.17 | +18.4% | Apr 24, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,500 | $1,353 | +11.0% | Apr 16, 2026 |
| Truist Financial | Analyst unavailable | $1,396 | $1,203.43 | +3.3% | Feb 6, 2026 |
| Needham | Analyst unavailable | $1,300 | $1,155.99 | -3.8% | Feb 6, 2026 |
| KeyBanc | Analyst unavailable | $1,500 | $1,155.99 | +11.0% | Feb 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,300 | $1,192.47 | -3.8% | Feb 4, 2026 |
| Oppenheimer | Analyst unavailable | $1,300 | $1,161.78 | -3.8% | Jan 29, 2026 |
| Wells Fargo | Joe Quatrochi | $1,200 | $1,063.74 | -11.2% | Jan 26, 2026 |
| Wells Fargo | Analyst unavailable | $1,125 | $983.6 | -16.7% | Jan 15, 2026 |
| Truist Financial | Analyst unavailable | $1,375 | $929.48 | +1.8% | Dec 19, 2025 |
| KeyBanc | John Vinh | $1,300 | $975.26 | -3.8% | Oct 31, 2025 |
| KeyBanc | John Vinh | $1,250 | $1,054.15 | -7.5% | Oct 23, 2025 |
| Wells Fargo | Analyst unavailable | $970 | $1,004.65 | -28.2% | Oct 20, 2025 |
| Stifel Nicolaus | Tore Svanberg | $1,100 | $1,026.83 | -18.6% | Oct 17, 2025 |
| Wolfe Research | Chris Caso | $1,200 | $981.67 | -11.2% | Oct 14, 2025 |
| KeyBanc | Analyst unavailable | $1,050 | $886.59 | -22.3% | Sep 30, 2025 |
| Needham | Quinn Bolton | $1,025 | $887.55 | -24.1% | Sep 29, 2025 |
| Truist Financial | William Stein | $762 | $628.62 | -43.6% | Dec 16, 2024 |
| Needham | Quinn Bolton | $600 | $572.47 | -55.6% | Nov 21, 2024 |
| Needham | Quinn Bolton | $950 | $919.81 | -29.7% | Oct 31, 2024 |
| KeyBanc | John Vinh | $1,075 | $784.95 | -20.4% | Aug 2, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $880 | $836.66 | -34.9% | Jul 29, 2024 |
| KeyBanc | John Vinh | $975 | $851.82 | -27.8% | Jul 9, 2024 |
| Oppenheimer | Rick Schafer | $900 | $815.63 | -33.4% | Jun 13, 2024 |
| KeyBanc | John Vinh | $850 | $679.86 | -37.1% | Apr 8, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $750 | $637.04 | -44.5% | Dec 26, 2023 |
| Oppenheimer | Rick Schafer | $500 | $405.52 | -63.0% | Oct 27, 2023 |
| Credit Suisse | Analyst unavailable | $475 | $405.03 | -64.8% | Nov 16, 2022 |
| Wells Fargo | Analyst unavailable | $435 | $386.87 | -67.8% | Nov 11, 2022 |
| Cowen & Co. | Analyst unavailable | $600 | $510.44 | -55.6% | Aug 2, 2022 |
| Raymond James | Analyst unavailable | $570 | $489.1 | -57.8% | Aug 2, 2022 |
| Needham | Analyst unavailable | $550 | $462.3 | -59.3% | Aug 2, 2022 |
| Deutsche Bank | Analyst unavailable | $475 | $426.24 | -64.8% | Jul 20, 2022 |
| Deutsche Bank | Ross Seymore | $500 | $404.21 | -63.0% | Apr 25, 2022 |
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Start freeCompany context
Snapshot as of publicationMonolithic Power Systems, Inc. specializes in the creation, promotion, and sale of advanced semiconductor components for power management. Their innovative solutions cater to a broad spectrum of industries, including information technology, data storage, automotive, industrial applications, telecommunications, and consumer electronics. A core offering consists of direct current (DC) to DC integrated circuits (ICs), which are vital for regulating and transforming electrical voltages in diverse systems such as portable gadgets, wireless local area network access points, personal computers, displays, car entertainment systems, and medical devices.…
Historical context
All MPWR earningsTechnology peers this season
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Latest beats and misses
Who reports nextBeat on EPS
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
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- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
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- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
Get the MPWR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-29T04:40:59.344517+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-29T04:40:59.341597+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-29. For educational purposes only; not investment advice.