Monolithic Power Systems (MPWR) Rose Following Robust Results

Core Insights - Carillon Tower Advisers released its third-quarter 2025 investor letter for the Carillon Eagle Mid Cap Growth Fund, highlighting a continued rally in equity markets driven by enthusiasm for AI, limited inflationary effects from tariffs, and expectations for interest rate cuts from the U.S. Federal Reserve [1] - The Russell Midcap Growth Index increased by 2.78%, underperforming the Russell Midcap® Value Index, which rose by 6.16% during the same quarter [1] Company Highlights - Monolithic Power Systems, Inc. (NASDAQ:MPWR) is noted for its solid earnings results, driven by diversified end markets and an improved outlook for market share in AI data center applications [3] - The company reported record revenue of $737.2 million in Q3 2025, which is 10.9% higher than Q2 2025 and 18.9% higher than Q3 2024 [3] - Despite a one-month return of -17.80%, Monolithic Power Systems, Inc. has gained 56.09% over the last 52 weeks, with a market capitalization of $42.78 billion as of November 24, 2025 [2][3] Sector Analysis - The investor letter provided detailed views on various sectors, including Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors, indicating a comprehensive analysis of market trends [1]