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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (94800)	7/31/2025 5:37:20 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95368

Monolithic Power beats by $0.09, beats on revs; guides Q3 revs above consensus 4:04 PM ET 7/31/25 \| Briefing.com Reports Q2 (Jun) earnings of $4.21 per share, excluding non-recurring items, $0.09 better than the FactSet Consensus of $4.12; revenues rose 31.0% year/year to $664.6 mln vs the $651.99 mln FactSet Consensus.Non-GAAP gross margin was 55.5% for the quarter ended June 30, 2025, excluding the impact of $1.9 million for stock-based compensation and related expenses, $0.6 million for deferred compensation plan expense and $0.3 million for amortization of acquisition-related intangible assets, compared with 55.7% for the quarter ended June 30, 2024, excluding the impact of $1.6 million for stock-based compensation and related expenses, $0.3 million for amortization of acquisition-related intangible assets and $0.1 million for deferred compensation plan expense.Co issues upside guidance for Q3, sees Q3 revs of $710-730 mln vs. $679.38 mln FactSet Consensus. 04:50 PM EDT, 07/31/2025 (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 delivered a solid Q2 beat with revenue growing 31% to $665M, above our $649M estimate, driven by broad-based growth across most segments. Storage & Computing led with +70% growth to $195M (29% of sales, now the largest segment), while Automotive surged +66% to $145M and Communications +69% to $74M. Enterprise Data declined 23% as expected but showed +8% Q/Q sequential improvement, potentially indicating stabilization as customers diversify suppliers. Q3 guidance of $710M-$730M (midpoint $720M) is well above our $676M estimate, suggesting continued strong momentum (implied +16% Y/Y growth). Non-GAAP gross margin of 55.5% remained stable despite revenue mix shifts, demonstrating operational efficiency, while the balance sheet stays debt-free with $1.15B in cash. We believe MPWR will continue outgrowing the broader semiconductor industry over the next three years, driven by content growth across autos and data centers, plus we expect a boost from a cyclical market recovery in industrials.