For the second quarter of 2026, analysts anticipate Monolithic Power Systems will report consensus revenue of $903.33 million and an adjusted EPS of $5.88, while the stock currently trades at $1,333.81, well below its average price target of $1,789.00.
Investors are primarily focused on the performance of the Enterprise Data segment, which serves as the core growth engine via power management solutions for AI accelerators and server applications.
Management recently raised the segment's annual growth floor to 85% year-over-year following a record first quarter that surpassed top and bottom-line expectations.
Strategic expansion of manufacturing capacity to $6 billion further emphasizes the company's commitment to capturing sustained demand within the AI infrastructure market, despite recent broader sector volatility.