Zacks Investment Research
07 Aug 2026, 14:46 UTC · 2h ago
Buy MPWR and MCHP With Solid Short-Term Price and Long-Term EPS Upside
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
07 Aug 2026, 14:46 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Monolithic Power Systems' (MPWR) second-quarter 2026 Enterprise Data revenues grew 164.3% year-over-year, driven by AI and server applications. — Significant revenue growth in the AI segment directly validates the company's role in the AI infrastructure build-out.
+0.60Monolithic Power Systems has significantly extended its capacity target beyond $6 billion to support future growth. — Aggressive capacity expansion indicates strong management confidence in sustained long-term demand for AI power solutions.
+0.40Monolithic Power Systems projected third-quarter 2026 revenues between $1,140 million and $1,160 million with non-GAAP gross margins up to 56.0%. — Specific guidance provides a concrete baseline for analysts to model short-term stock price movements.
+0.30Continue reading
6 related stories
Top 1 mover · tap to explore
Zacks has assigned a Rank #1 (Strong Buy) to Monolithic Power Systems (MPWR) and Microchip Technology (MCHP). — Positive analyst rankings can trigger buying activity among retail and institutional followers of Zacks research.
+0.20Which stocks this story touches
Identified as an AI infrastructure giant with a top Zacks rank and a strong short-term price upside.
The company is described as an AI infrastructure giant with a Strong Buy rank, strong EPS growth, and significant revenue increases in Enterprise Data.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Newsfile Corp
1h ago
