MPWR · News · 20260806N

Revenue Performance and Mix

MONOLITHIC POWER SYSTEMS, INC. · 2026-08-06 · Importance 64 · Surprise 56

Monolithic Power Systems reported record second-quarter 2026 revenue of $981 million, up 48% year over year and approximately 45% sequentially in Enterprise Data. Enterprise data and communications demand was the primary growth driver, while automotive also expanded and the company received initial orders for high-speed DDR5 memory products. Industrial and consumer segments remained soft, creating a mix shift toward enterprise data and communications. Management raised its full-year Enterprise Data revenue-growth forecast from 85% to 130%.

Key facts

• Company reported $6.50 EPS for the quarter (mentioned in MarketBeat EVP sale note). source
• Brokerages assigned an average 12-month price target of $1,705.82 and an average rating of "Moderate Buy" for MPWR. source