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Here is how Ichor Holdings (ICHR) and Monolithic Power (MPWR) have performed compared to their sector so far this year.

On July 30, Monolithic Power Systems reported second-quarter revenue of $980.6 million, up 47.6% from a year earlier and 21.9% sequentially. The pace puts its AI opportunity into reported results. Monolithic Power Systems, Inc. (NASDAQ:MPWR) does not sell AI accelerators. It supplies the power-management components that help those expensive processors operate efficiently, making the company […]

AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.

MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.

Monolithic Power Systems (MPWR) is back in focus after analysts raised earnings estimates and highlighted strong demand for its power management chips tied to AI and data center hardware, along with higher growth targets for enterprise data revenue. See our latest analysis for Monolithic Power Systems. The latest analyst upgrades arrive while Monolithic Power Systems trades at US$1,415.99, with a 30 day share price return of 7.93% and year to date share price return of 51.23%. Over the past...

VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.

Monolithic Power is benefiting as increasingly power-hungry AI chips drive demand for its high-value power-management solutions.

MPWR's AI and server demand is lifting earnings and estimates, but a 44.1X forward multiple and limited margin expansion raise the bar for investors.

MPWR lifts its 2026 Enterprise Data growth floor to 130% as AI and server demand surge, while new data-center products widen its growth opportunity.

Monolithic Power (MPWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

MPWR and MCHP pair AI infrastructure growth with strong short-term price upside and long-term EPS growth, backed by expanding products and outlooks.

Power management chips maker Monolithic Power Systems (NASDAQ:MPWR) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 47.6% year on year to $980.6 million. On top of that, next quarter’s revenue guidance ($1.15 billion at the midpoint) was surprisingly good and 16.5% above what analysts were expecting. Its non-GAAP profit of $6.50 per share was 10.5% above analysts’ consensus estimates.

Enterprise Data revenue increased 164.3% as AI and server demand powered record quarterly sales and stronger guidance.

Shares of power management chips maker Monolithic Power Systems (NASDAQ:MPWR) jumped 7.3% in the morning session after the company reported strong second-quarter results that surpassed Wall Street's expectations and provided a robust forecast for the upcoming quarter.

MPWR topped Q2 estimates as Enterprise Data revenue surged 164.3% and margins widened. Q3 sales are projected to be $1.14-$1.16 billion.

Monolithic (MPWR) delivered earnings and revenue surprises of +10.54% and +8.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Power management chips maker Monolithic Power Systems (NASDAQ:MPWR) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 47.6% year on year to $980.6 million. On top of that, next quarter’s revenue guidance ($1.15 billion at the midpoint) was surprisingly good and 16.5% above what analysts were expecting. Its non-GAAP profit of $6.50 per share was 10.5% above analysts’ consensus estimates.

Nvidia isn't the best AI stock to buy anymore, and these three picks prove it.

Vicor's AI-driven demand, rising backlog and stronger earnings support momentum, but premium valuation and execution risks leave modest upside.

Monolithic (MPWR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.

Silicon carbide and gallium nitride are the choke points in a $trillions electrification wave, and five U.S.-listed chip makers are already collecting the toll. One just survived bankruptcy court, and another trades like a call option on the entire NVIDIA 800V build-out.

VICR's AI power delivery momentum, expanding licensing business and capacity growth support its long-term outlook despite its sharp share rally.

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]

Here is how Monolithic Power (MPWR) and Arrow Electronics (ARW) have performed compared to their sector so far this year.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Monolithic (MPWR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.

Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on MPWR. Monolithic Power Systems, Inc.’s share was trading at $1,531.98 as of June 9th. MPWR’s trailing and forward P/E were 109.66 and 63.69 […]

Monolithic Power Systems has considerably outperformed its sector peers recently, and analysts remain highly optimistic about the stock’s prospects.