Monolithic Power Systems stock rose 2.8% following positive developments. The company reported Q4 2025 revenue of $751.2 million, beating analyst estimates of $742.4 million by 1.2%. Adjusted earnings per share came in at $4.79 versus consensus estimates of $4.74. The company provided Q1 2026 revenue guidance of $780 million at the midpoint, exceeding analyst expectations of $738 million. Additionally, Citi upgraded Monolithic Power Systems to a Top Pick, citing expectations that the company will outgrow the industry led by enterprise data sales product growth. The analyst noted that data-center-related sales for analog companies surged 50-70% year over year in 2025, with projections for roughly 70% year-over-year growth in data-center and AI revenue for analog companies in 2026.
Read full analysisMonolithic Power Systems stock rose 2.8% following positive developments. The company reported Q4 2025 revenue of $751.2 million, beating analyst estimates of $742.4 million by 1.2%. Adjusted earnings per share came in at $4.79 versus consensus estimates of $4.74. The company provided Q1 2026 revenue guidance of $780 million at the midpoint, exceeding analyst expectations of $738 million. Additionally, Citi upgraded Monolithic Power Systems to a Top Pick, citing expectations that the company will outgrow the industry led by enterprise data sales product growth. The analyst noted that data-center-related sales for analog companies surged 50-70% year over year in 2025, with projections for roughly 70% year-over-year growth in data-center and AI revenue for analog companies in 2026.
Monolithic Power Systems designs high-performance analog and mixed-signal semiconductors used in power management across data centers, automotive, and consumer electronics. The company reported record Q4 revenue of $751.2 million in early February with Q1 guidance of $780 million — 5.7% above consensus — and has been trading in a volatile post-earnings range with daily swings as large as 6%. Citi's designation of MPWR as a top analog pick, citing 70% projected data-center revenue growth in 2026, is now gaining traction after initially being overshadowed by Monday's broad market selloff.