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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Caso | Wolfe Research | 14 (7%) |
| Tore Svanberg | Stifel | 14 (0%) |
| Quinn Bolton | Needham | 14 (14%) |
| Joshua Buchalter | TD Cowen | 14 (7%) |
| Rick Schafer | Oppenheimer | 14 (0%) |
| Gary Mobley | StoneX | 12 (0%) |
| Joe Quatrochi | Wells Fargo | 12 (8%) |
| Kelsey Chia | Citigroup | 10 (10%) |
| Ross Seymore | Deutsche Bank | 10 (0%) |
| Will Stein | Truist Securities | 9 (11%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 14 (7%) |
| Needham | 1 | 14 (14%) |
| Oppenheimer | 1 | 14 (0%) |
| Stifel | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $622M | +36.9% | $29.88 | +1409.1% | 55.4% | 26.3% | 233.1% | $103M |
| FY2025 Q1 | $638M | +39.2% | $2.79 | +47.6% | 55.4% | 26.5% | 21.0% | $216M |
| FY2025 Q2 | $665M | +31.0% | $2.78 |
| 14 (0%) |
| TD Cowen | 1 | 14 (7%) |
| Wells Fargo | 1 | 12 (8%) |
| StoneX | 1 | 12 (0%) |
| Citigroup | 2 | 12 (17%) |
| +35.6% |
| 55.1% |
| 24.8% |
| 20.1% |
| $187M |
| FY2025 Q3 | $737M | +18.9% | $3.71 | +25.8% | 55.1% | 26.5% | 24.2% | $199M |
| FY2025 Q4 | $751M | +20.8% | $3.46 | -88.4% | 55.2% | 26.6% | 22.6% | $62M |
| FY2026 Q1 | $804M | +26.1% | $3.92 | +40.5% | 55.3% | 30.0% | 24.0% | $179M |
| FY2026 Q2 | $981M | +47.6% | $5.23 | +88.1% | 55.2% | 31.0% | 26.2% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Monolithic Power Systems delivered record quarterly revenue of $804 million, up 26% year-over-year and 7% sequentially, with the communications end market growing 33% sequentially on optical module and switch power solutions. Management raised the enterprise data growth floor from 50% to around 85% year-over-year, citing extended ordering patterns and backlog visibility rather than any change in underlying growth drivers, and confirmed the floor is not supply-constrained. Gross margin held flat at 55.5% for a fourth consecutive quarter at the low end of the mid-50s to upper-50s model, with Q2 guided incrementally higher on better backlog visibility though management stayed cautious on potential second-half headwinds. MPS passed its original $4 billion capacity plan and set a new $6 billion goal while maintaining a geographically diverse supply chain inside and outside China. Automotive is expected roughly flat in the first half with a ramp later in the year, and robotics and physical AI remain small but positioned as a two-to-three-year growth vector.
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 | +30.4% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 5 | -2.1% | |
| 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 | +22.1% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 10 | +73.2% | |
| 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% |