US · Technology · Semiconductors
EPS came in at 5.41 against a street estimate of 4.84 — a beat of 11.8%.
Analysts rate Monolithic Power Systems Inc a buy (12 buy, 5 hold, 0 sell out of 17) with an average price target of $1,839.80.
CONFIDENT MPS beat Q2 estimates with $981M revenue (+48% YoY). Enterprise data surged 45% QoQ; capacity expanded beyond $6B. Sampling 800V DC-DC and DDR5 controllers; auto gaining traction across new sockets. Raised ED guidance to 130% for 2026. Q2 2026 Capacity expansion geographically balanced between China and non-China per customer requirements, but not finalized. Back-end (module assembly) increasingly complex; expanding globally for 3D capabilities. Analysts pressed on enterprise data inventory risk (resolved: channel inventory low, no supply digestion), DDR5/comms competitive positioning (MPS claims highest power density globally), and capacity geographic split (balanced but still in flux). Management deflected specific share claims while affirming structural advantages. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.36% |
| FMR Inc | 8.96% |
| Vanguard Capital Management, LLC | 6.27% |
| Vanguard Portfolio Management, LLC | 5.12% |
| Amvescap Plc. | 5.12% |
| State Street Corp | 4.45% |
| Geode Capital Management, LLC | 2.91% |
| T. Rowe Price Associates, Inc. | 2.57% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 MONOLITHIC POWER SYSTEMS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced a third quarter cash dividend of $2.00 per share • Dividend r | 2026-09-10 |
| Quarterly report · Q2 2026 MONOLITHIC POWER SYSTEMS, INC. – Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $980.6 million (vs. $664.6 million in Q2 2025) – 47.5 | 2026-08-05 |
| Results announced · Q3 2026 MONOLITHIC POWER SYSTEMS - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $980.6 million (up 21.9% quarter-over-quarter; up 47.6% year | 2026-07-30 |
| Shareholder vote results · Q2 2026 MONOLITHIC POWER SYSTEMS, INC. – FORM 8-K SUMMARY June 11, 2026 Annual Stockholder Meeting --- HEADLINE NUMBERS • Dividend announced: $2.00 per sha | 2026-06-12 |
| Quarterly report · Q1 2026 MONOLITHIC POWER SYSTEMS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $804.2 million (Q1 2026) vs. $637.6 million (Q1 2025) — 26% increa | 2026-05-04 |
| Results announced · Q2 2026 MONOLITHIC POWER SYSTEMS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $804.2 million — up 7.1% sequentially from Q4 2025 ($751.2M) a | 2026-04-30 |
| Proxy statement · Q2 2026 MONOLITHIC POWER SYSTEMS, INC. - 2026 PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION & CHANGE • Michael Hsing (CEO/Chairman) total compensation: $41 | 2026-04-30 |
| Annual report FY2025 MONOLITHIC POWER SYSTEMS, INC. – 10-K SUMMARY HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $24.7 billion • Shares outstanding (as | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $2.00 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $2.00 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $2.00 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $1.56 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $1.56 / share ex-date Sep 30, 2025 · pay Oct 15, 2025 | 2025-09-30 |
| Announcement | Date |
|---|---|
| Quarterly cash dividend increased from $1.56 to $2.00 per share Monolithic Power Systems (MPS), a semiconductor power electronics company, reported strong Q4 2025 results with revenue of $751.2 million, up 20.8% year-over-year and 1.9% sequentially. Full | 2026-02-05 |
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Google PlayApp StoreData updated 2026-09-18.