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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Chris Caso | Wolfe Research | 12 | 0% |
| Quinn Bolton | Needham | 12 | 0% |
| Gary Mobley | Loop Capital | 12 | 0% |
| Tore Svanberg | Stifel | 12 | 0% |
| Joshua Buchalter | TD Cowen | 12 | 8% |
| Rick Schafer | Oppenheimer | 12 | 0% |
| Ross Seymore | Deutsche Bank | 10 | 0% |
| Joe Quatrochi | Wells Fargo | 10 | 0% |
| Kelsey Chia | Citigroup | 8 | 0% |
| Will Stein | Truist Securities | 7 | 14% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 12 | 0% |
| Stifel | 1 | 12 | 0% |
| TD Cowen | 1 | 12 | 8% |
| Loop Capital | 1 |
| 12 |
| 0% |
| Needham | 1 | 12 | 0% |
| Oppenheimer | 1 | 12 | 0% |
| Wells Fargo | 1 | 10 | 0% |
| Citigroup | 2 | 10 | 0% |
Monolithic Power Systems delivered revenue of $726.9 million, up 14% year-over-year, with enterprise data revenue of $340 million reflecting continued AI power management demand though modestly below Q4's record as customers managed inventory ahead of next-generation platform transitions. The company does not provide formal full-year guidance; management guided Q2 revenue of $770-790 million and highlighted significant design win momentum in next-generation custom silicon and networking power applications.
Cloud & AI | Demand | Revenue Growth | Innovation & R&D | Competitive Dynamics | Product Launch | Margin | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 11 | 9 | 7 | 4 | 5 | 4 | 1 | |
| 2025Q1 | 9 | 8 | 4 | 2 | 4 | 2 | 3 | 2 |
| 2025Q2 | 8 | 9 | 7 | 2 | 3 | 1 | 2 | |
| 2025Q3 | 8 | 4 | 5 | 8 | 4 | 3 | 2 | 2 |
| 2025Q4 | 12 | 4 | 6 | 6 | 5 | 2 | 1 | |
| 2026Q1 | 4 | 7 | 3 | 6 | 6 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 11 | 9 | 8 | 8 | 12 | 4 |
| Demand | 9 | 8 | 9 | 4 | 4 | 7 |
| Revenue Growth | 7 | 4 | 7 | 5 | 6 | 3 |
| Innovation & R&D | 4 | 2 | 2 | 8 | 6 | 6 |
| Competitive Dynamics | 5 | 4 | 3 | 4 | 5 | 6 |
| Product Launch | 4 | 2 | 1 | 3 | 2 | |
| Margin | 1 | 3 | 2 | 2 | 1 | |
| Supply Chain | 2 | 2 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MPWR Monolithic Power Systems | 10 | +26.1% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |