05:15 PM EDT, 10/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
MPWR posted Q3 EPS of $4.73 vs. $4.06 prior, beating the $4.63 consensus, while revenue grew 18.9% to $737.2M, above our 16% forecast. Growth was driven by Storage & Computing (+29.6% to $186.6M) and Automotive (+36.1% to $151.5M), showing continued diversification benefits. We view the portfolio balance positively as diversification from Enterprise Data continues, with encouraging signs of stabilization showing 8.4% sequential improvement. MPWR projects Q4 revenue of $730M-$750M ($740M midpoint), above the $723M consensus, with gross margin guidance of 54.9%-55.5%. Enterprise Data sequential momentum could indicate stabilization as AI infrastructure demand drives deployments, while automotive content expansion reflects share gains across vehicle systems. We believe margin resilience at 55.5% demonstrates operational efficiency as revenue mix shifts toward diversified markets, positioning MPWR for sustained growth across key segments. |
