Equity Profile

MPWR

Monolithic Power Systems, Inc.

Information TechnologySemiconductors$72.8B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Monolithic Power Systems, Inc. (MPWR) is a leading company in the semiconductor industry, specializing in power management solutions....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Expected to be around $5.10

Revenue Growth

Revenue growth is crucial for understanding overall business health and market demand for MPWR's products.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

MPWR Q2-2026 Earnings Preview

Context

Company Snapshot

Monolithic Power Systems, Inc. (MPWR) is a leading company in the semiconductor industry, specializing in power management solutions. As technology advances, especially in areas like AI and cloud computing, the demand for efficient power solutions is growing, making MPWR an important player in the Information Technology sector.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+28.17%

Avg Stock Reaction

-0.47%

Last Quarter Recap

In Q1 2026, MPWR reported an EPS of $5.10, significantly exceeding expectations by 33.79%. The stock reacted positively, gaining 5.74% the following day.

Management Promises & Guidance

Continued focus on innovation in power management solutions.
Commitment to maintaining strong gross margins.
Plans to expand into new markets and applications.

Expectations

Wall Street Expectations

Overall, analysts are optimistic about MPWR's upcoming earnings, especially given its strong track record of beating EPS estimates. However, there are concerns about revenue growth and market conditions.

Bull Case

If MPWR continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant stock price increase.

Bear Case

If the company fails to meet revenue expectations or if there are signs of weakening demand, it could lead to a sharp decline in the stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $5.10

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue Growth

Not available

Revenue growth is crucial for understanding overall business health and market demand for MPWR's products.

Gross Margin

Not available

Gross margin indicates how efficiently a company is producing its goods and can affect overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be for this quarter?

Revenue growth is critical for assessing the company's ability to capitalize on market demand and maintain its competitive edge.

How will management address potential supply chain challenges?

Given the semiconductor industry's volatility, insights into supply chain management will be crucial for future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent technological advancements that could drive higher demand for MPWR's products.

Supporting Evidence

MPWR has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that traders expect a positive surprise.

Recent insider buying could indicate confidence in the company's future performance.

Key Risk

If revenue growth comes in below expectations, it could challenge the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on revenue growth and the company's ability to navigate supply chain issues.

Bull Confirmed If

Revenue growth of at least 15% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or stagnation would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±27.76%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings report.

Options are pricing ±27.8% while MPWR has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

53.2%

Calls (22K)P/C Ratio: 4.18Puts (21K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If MPWR beats expectations and raises guidance, history suggests the stock could rise by around 0.75% on the first day.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may react moderately, reflecting uncertainty.

Miss

If the company misses expectations, history suggests a potential decline of around 9.05% on the first day.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·0 sells

Members

Senate only

Est. Notional

$30,002.00–$100,000.00

disclosed dollar ranges

Most Active Members

R-OKMarkwayne MullinSen.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer demand trends in key markets.
3Management's outlook on supply chain stability.
4Details on cost management strategies and their effect on margins.
5Any commentary on competitive pressures in the semiconductor industry.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Monolithic Power Systems, Inc. (MPWR) is a leading company in the semiconductor industry, specializing in power management solutions....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Expected to be around $5.10

Revenue Growth

Revenue growth is crucial for understanding overall business health and market demand for MPWR's products.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

MPWR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+28.17%

Avg Stock Reaction

-0.47%

Last Quarter Recap

In Q1 2026, MPWR reported an EPS of $5.10, significantly exceeding expectations by 33.79%. The stock reacted positively, gaining 5.74% the following day.

Management Promises & Guidance

Continued focus on innovation in power management solutions.
Commitment to maintaining strong gross margins.
Plans to expand into new markets and applications.

Expectations

Wall Street Expectations

Bull Case

If MPWR continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant stock price increase.

Bear Case

If the company fails to meet revenue expectations or if there are signs of weakening demand, it could lead to a sharp decline in the stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $5.10

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue Growth

Not available

Revenue growth is crucial for understanding overall business health and market demand for MPWR's products.

Gross Margin

Not available

Gross margin indicates how efficiently a company is producing its goods and can affect overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the revenue growth rate be for this quarter?

Revenue growth is critical for assessing the company's ability to capitalize on market demand and maintain its competitive edge.

How will management address potential supply chain challenges?

Given the semiconductor industry's volatility, insights into supply chain management will be crucial for future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent technological advancements that could drive higher demand for MPWR's products.

Supporting Evidence

MPWR has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that traders expect a positive surprise.

Recent insider buying could indicate confidence in the company's future performance.

Key Risk

If revenue growth comes in below expectations, it could challenge the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on revenue growth and the company's ability to navigate supply chain issues.

Bull Confirmed If

Revenue growth of at least 15% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or stagnation would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±27.76%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings report.

Options are pricing ±27.8% while MPWR has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

53.2%

Calls (22K)P/C Ratio: 4.18Puts (21K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If MPWR beats expectations and raises guidance, history suggests the stock could rise by around 0.75% on the first day.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may react moderately, reflecting uncertainty.

Miss

If the company misses expectations, history suggests a potential decline of around 9.05% on the first day.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·0 sells

Members

Senate only

Est. Notional

$30,002.00–$100,000.00

disclosed dollar ranges

Most Active Members

R-OKMarkwayne MullinSen.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Insights into customer demand trends in key markets.
3Management's outlook on supply chain stability.
4Details on cost management strategies and their effect on margins.
5Any commentary on competitive pressures in the semiconductor industry.