MPS(US:MPWR) ZACKSยท2025-10-30 22:30Core Insights - Monolithic Power (MPWR) reported revenue of $737.18 million for the quarter ended September 2025, reflecting an 18.9% increase year-over-year and a 2.25% surprise over the Zacks Consensus Estimate of $720.95 million [1] - The earnings per share (EPS) for the quarter was $4.73, up from $4.06 in the same quarter last year, with a surprise of 2.38% over the consensus estimate of $4.62 [1] Revenue by End Market - Storage and Computing: Revenue of $186.57 million, a 29.6% increase year-over-year, but below the estimated $189.26 million [4] - Communications: Revenue of $79.87 million, an 11.1% year-over-year increase, exceeding the estimated $79.37 million [4] - Automotive: Revenue of $151.54 million, a 36.1% year-over-year increase, below the estimated $156.42 million [4] - Enterprise Data: Revenue of $191.48 million, a 3.8% year-over-year increase, surpassing the estimated $181.07 million [4] - Industrial: Revenue of $55.32 million, a 25.6% year-over-year increase, exceeding the estimated $49.59 million [4] - Consumer: Revenue of $72.4 million, a 12.4% year-over-year increase, above the estimated $65.46 million [4] Stock Performance - Monolithic's shares have returned +19.5% over the past month, significantly outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]