Monolithic Power Systems Q1 revenue rises 26% to $804.2 million

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Monolithic Power Systems reported first-quarter revenue of $804.2 million, up 26.1% year on year and exceeding analyst estimates by 2.8%. The company also provided next-quarter revenue guidance above expectations and delivered a solid beat on operating income estimates. Despite the strong results, the stock fell 16.9% since the report, suggesting investor expectations were even higher. Among the 15 analog semiconductor stocks tracked, aggregate revenues beat consensus by 1.5% and next-quarter guidance came in 5.7% above estimates, with share prices up 7.4% on average. Texas Instruments posted the biggest beat with revenue of $4.83 billion, while Universal Display had the weakest performance with revenue down 14.5% to $142.2 million.

Impact on stocks 5

Semiconductors▲ · 3 stocks
Monolithic Power Systems Inc
MPWR
▲ PositiveCapitalrelevance

Q1 revenue beat estimates and next-quarter guidance above expectations, indicating strong financial performance.

Spatial Computing / AR/VR▼ · 1 stocks
Universal Display
OLED
▼ NegativeDemandrelevance

Revenue down 14.5% to $142.2 million, indicating weak end-customer demand.

Information Technology▲ · 1 stocks

Theme Impact 1

Related news

2

STMicroelectronics Launches VD56GA Infrared Sensor for In-Car Driver Monitoring

STMicroelectronics introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor for in-cabin driver and passenger monitoring cameras, on September 14. The company says the sensor's stronger infrared imaging lets carmakers pair it with cheaper lenses, simpler infrared lighting and lighter filtering, and skip a separate image-processing chip, trimming cost across the whole camera module; sharpness is up 35% and infrared sensitivity up nearly 60% from the previous generation. An analyst at Yole Group expects driver and occupant monitoring volumes to top 70 million units by 2031, and STMicroelectronics said earlier this year it shipped its 10 millionth SafeSense automotive image sensor. The launch follows second-quarter revenue of $3.49 billion, up 26.0% from a year earlier, with third-quarter guidance of about $3.70 billion at the midpoint, though operating margin under U.S. GAAP was only 5.4% and the power and discrete segment lost $99 million at the operating level. The company has not named any automakers or suppliers committed to the chip, and management's case for faster fourth-quarter growth centers on AI datacenters and satellite communication programs rather than this sensor.
STMPA.PA ▲
Semiconductors Robotics & Physical AI
Insider Monkey·19hRead more →
▲

Vicor Licenses VPD AI Power Technology to Leading OEM

Vicor Corporation granted a non-exclusive license to a leading AI original equipment manufacturer for its patented Vertical Power Delivery technology, allowing the OEM to source VPD modules from both Vicor and unlicensed suppliers. The deal touches Vicor's key near-term catalyst of IP monetization while highlighting its dependence on licensing and enforcement outcomes. The licensing approach, combined with Vicor's patented VPD architecture that tackles the last inch problem in powering high-performance AI processors, could materially influence how hyperscalers structure their power-delivery supply chains. Vicor's narrative projects $1.4 billion in revenue and $453.8 million in earnings by 2029, with a $386.25 fair value implying 73% upside, while the most bullish analysts had already counted on roughly 48.7% annual revenue growth and earnings near US$486.1 million by 2029. The company's purchase of large sites in Merrimack and Hooksett to build ChiP Fab 2 and Fab 3 ties closely to the VPD deal, as expanded U.S. manufacturing could support module demand and supply chain redundancy even as underutilization risk and fixed cost pressure remain central issues.
VICR ▲
Artificial Intelligence ▲Semiconductors ▲
Simply Wall St·1dRead more →
▲2

Analog Devices Beats on Q3 Earnings, Guides Q4 Revenue to $4.3 Billion

Analog Devices reported third-quarter fiscal 2026 non-GAAP earnings of $3.45 per share, beating the Zacks Consensus Estimate by 3.6% and up from $2.05 per share a year earlier, while revenues of $4.02 billion surpassed the consensus by 2.5% and rose 40% from the year-ago quarter's $2.88 billion. Within that total, Industrial contributed $1.97 billion, or 49% of revenues, up 53% year over year; Automotive brought in $998.2 million, or 25%, up 16%; Communications generated $654.5 million, or 16%, up 84%; and Consumer added $397.2 million, or 10%, up 6%. The adjusted gross margin expanded 330 basis points to 72.5% and the adjusted operating margin reached 50%, up 780 basis points year over year. For the fourth quarter of fiscal 2026, management guided revenues to $4.3 billion, plus or minus $100 million, with adjusted earnings of $3.86 per share, plus or minus $0.15, and an adjusted operating margin of about 52%. The company returned $1.7 billion to shareholders in the quarter, comprising $535 million in dividends and $1.16 billion in share repurchases, and held $2.17 billion in cash and cash equivalents as of Aug. 1, 2026.
ADI ▲
Semiconductors ▲
Zacks Investment Research·1dRead more →
© 2026 MarketDXNews