We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Will Higher Revenues Boost Monolithic Power's Q4 Earnings?
Read MoreHide Full Article
Key Takeaways
MPWR is set to report Q4 results on Feb. 5, after the bell, with revenues expected to rise.
MPWR's growth is driven by strength across Enterprise Data, automotive, storage and computing.
The consensus mark for MPWR's Q4 revenues is pegged at $740.72M, with adjusted EPS expected at $4.73.
Monolithic Power Systems, Inc. (MPWR - Free Report) is set to release fourth-quarter 2025 results on Feb. 5, after the closing bell. In the last reported quarter, adjusted earnings were $4.73 per share.
This Kirkland, WA-based company is likely to have recorded higher revenues in the to-be-reported quarter, driven by solid traction in several verticals. Management’s effort to expand and diversify its product portfolio is a positive factor.
Factors at Play
Monolithic’s growth is driven by healthy momentum across multiple verticals. Enterprise Data, which is already a $800 million business, is expected to gain from growing demand for vertical power delivery and high-density power modules. Automotive remains another major revenue driver for the company. The adoption of autonomous driving systems is moving beyond EVs. This creates a solid growth opportunity for the company. Its diversified end market exposure reduces dependency on any single customer base or vertical, and lowers the risk associated with market volatility in one sector. These factors are expected to have a favorable impact on the company’s financial results in the fourth quarter.
The consensus estimate for revenues from the Enterprise Data vertical is pegged at $208.36 million, implying solid growth from $194.87 million in the year-ago quarter. The Zacks Consensus Estimate for net sales in the Communication segment is pegged at $76.24 million, suggesting growth from $63.81 million in the year-ago quarter.
Contribution from the consumer vertical is expected to be $60.57 million, implying growth from $57.31 million reported in the year-ago quarter. The Zacks Consensus Estimate for net sales from the Industrial vertical is pegged at $59.35 million, suggesting an improvement from the $40.83 million reported in the prior-year quarter.
Revenues from the storage and computing vertical are expected to be $178.66 million, indicating growth from the prior-year quarter’s tally of $136.51 million. Net sales from the automotive vertical are pegged at $157.68 million, indicating an increase from $128.34 million reported in the year-ago quarter.
For the December quarter, the Zacks Consensus Estimate for revenues is pegged at $740.72 million, suggesting an increase from $621.66 million reported in the year-ago quarter. The consensus estimate for adjusted earnings per share is pegged at $4.73, implying growth from $4.09 reported in the prior-year quarter.
Earnings Whispers
Our proven model does not conclusively predict an earnings beat for Monolithic Power this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: MPWR currently carries a Zacks Rank #2.
Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post a beat this season:
Advanced Micro Devices, Inc. (AMD - Free Report) is set to release its fourth-quarter 2025 numbers on Feb. 3. It has an Earnings ESP of +2.01% and carries a Zacks Rank #3 at present.
The Earnings ESP for Cirrus Logic, Inc. (CRUS - Free Report) is +5.90%, and it sports a Zacks Rank of 1 at present. The company is scheduled to report third-quarter fiscal 2026 numbers on Feb. 3.
The Earnings ESP for Alphabet Inc. (GOOGL - Free Report) is +0.49%, and it carries a Zacks Rank of 3 at present. The company is scheduled to report fourth-quarter fiscal 2026 numbers on Feb. 4.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Will Higher Revenues Boost Monolithic Power's Q4 Earnings?
Key Takeaways
Monolithic Power Systems, Inc. (MPWR - Free Report) is set to release fourth-quarter 2025 results on Feb. 5, after the closing bell. In the last reported quarter, adjusted earnings were $4.73 per share.
This Kirkland, WA-based company is likely to have recorded higher revenues in the to-be-reported quarter, driven by solid traction in several verticals. Management’s effort to expand and diversify its product portfolio is a positive factor.
Factors at Play
Monolithic’s growth is driven by healthy momentum across multiple verticals. Enterprise Data, which is already a $800 million business, is expected to gain from growing demand for vertical power delivery and high-density power modules. Automotive remains another major revenue driver for the company. The adoption of autonomous driving systems is moving beyond EVs. This creates a solid growth opportunity for the company. Its diversified end market exposure reduces dependency on any single customer base or vertical, and lowers the risk associated with market volatility in one sector. These factors are expected to have a favorable impact on the company’s financial results in the fourth quarter.
The consensus estimate for revenues from the Enterprise Data vertical is pegged at $208.36 million, implying solid growth from $194.87 million in the year-ago quarter. The Zacks Consensus Estimate for net sales in the Communication segment is pegged at $76.24 million, suggesting growth from $63.81 million in the year-ago quarter.
Contribution from the consumer vertical is expected to be $60.57 million, implying growth from $57.31 million reported in the year-ago quarter. The Zacks Consensus Estimate for net sales from the Industrial vertical is pegged at $59.35 million, suggesting an improvement from the $40.83 million reported in the prior-year quarter.
Revenues from the storage and computing vertical are expected to be $178.66 million, indicating growth from the prior-year quarter’s tally of $136.51 million. Net sales from the automotive vertical are pegged at $157.68 million, indicating an increase from $128.34 million reported in the year-ago quarter.
For the December quarter, the Zacks Consensus Estimate for revenues is pegged at $740.72 million, suggesting an increase from $621.66 million reported in the year-ago quarter. The consensus estimate for adjusted earnings per share is pegged at $4.73, implying growth from $4.09 reported in the prior-year quarter.
Earnings Whispers
Our proven model does not conclusively predict an earnings beat for Monolithic Power this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: MPWR currently carries a Zacks Rank #2.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Monolithic Power Systems, Inc. Price and EPS Surprise
Monolithic Power Systems, Inc. price-eps-surprise | Monolithic Power Systems, Inc. Quote
Stocks to Consider
Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post a beat this season:
Advanced Micro Devices, Inc. (AMD - Free Report) is set to release its fourth-quarter 2025 numbers on Feb. 3. It has an Earnings ESP of +2.01% and carries a Zacks Rank #3 at present.
The Earnings ESP for Cirrus Logic, Inc. (CRUS - Free Report) is +5.90%, and it sports a Zacks Rank of 1 at present. The company is scheduled to report third-quarter fiscal 2026 numbers on Feb. 3.
The Earnings ESP for Alphabet Inc. (GOOGL - Free Report) is +0.49%, and it carries a Zacks Rank of 3 at present. The company is scheduled to report fourth-quarter fiscal 2026 numbers on Feb. 4.