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Monolithic Power Systems Beats in Q3 as Shares Slide on Cautious Outlook

Investor focus shifted to a conservative fourth‑quarter forecast that signals slower sequential growth.

Overview

  • The company reported adjusted earnings of $4.73 on revenue of $737.18 million, topping Wall Street estimates on both metrics.
  • Management guided fourth‑quarter revenue to $730 million to $750 million with GAAP gross margin of 54.9% to 55.5%, indicating a step down from the prior quarter's pace.
  • Shares fell sharply in Friday trading, down about 11% by mid‑afternoon and off as much as roughly 14% earlier, as traders reacted to the outlook.
  • Enterprise Data led quarterly sales at $191.48 million, with Storage and Computing at $186.57 million and Automotive at $151.54 million.
  • A separate Benzinga analysis highlighted long‑term outperformance, noting $1,000 invested 15 years ago would be worth $62,491.11 based on the price at the time of that report.