Monolithic Power Systems

Monolithic Power Systems reported Q2 2026 revenue of $980.6 million (+47.6% YoY) and non‑GAAP EPS of $6.50, comfortably beating analyst estimates. The Enterprise Data segment generated $380.6 million (+164.3% YoY), reflecting strong demand for AI infrastructure. For Q3 the company expects revenue of $1.14–$1.16 billion and raised its buyback program by $500 million to a total of $1 billion. The stock rose sharply in after‑hours trading (about +11%). » Altro su de.investing.com

TimesSquare Capital highlighted Monolithic Power Systems, noting a modest Q4 beat and strong Q1 guidance. Management raised its full‑year enterprise data segment growth forecast during the earnings call, a surprise that lifted the stock about 21%. The firm is positioned to benefit from increased AI and data center spending as a provider of semiconductor power‑electronics solutions. » Altro su finance.yahoo.com

Monolithic Power Systems develops integrated power semiconductors and is shifting from a pure chip supplier to a system solutions provider for data centers, the automotive industry and telecommunications. A strong order backlog, notably from an expanded partnership with NVIDIA, led it to raise the expected minimum growth in the enterprise data segment from 50% to 85%. AI-driven demand is fueling the business and strengthening its position as a primary supplier of advanced power management solutions. » Altro su finanzen.net