Monolithic Power Systems vs Celestica
Monolithic Power Systems Inc and Celestica Inc are the subjects of this page, which compares business models, financial performance, and market context in a neutral, accessible way. The content highlights how each company approaches core markets, partnerships, and growth strategies, without offering investment advice. Educational content, not financial advice.
Monolithic Power Systems Inc and Celestica Inc are the subjects of this page, which compares business models, financial performance, and market context in a neutral, accessible way. The content highli...
Why It's Moving
MPWR Surges on AI Buzz from CES 2026 as Institutions Pile In Ahead of Earnings.
- AI enthusiasm at CES drove a 5.8% stock pop, reinforcing MPWR's role in powering next-gen hardware amid softer economic data.
- Vest Financial boosted its stake 52% with 16,892 shares, while Allstate initiated a new position—highlighting institutional bets on growth.
- Quarterly dividend of $1.56 per share confirmed for January payout, underscoring steady capital returns alongside AI and automotive demand.
MPWR Surges on AI Buzz from CES 2026 as Institutions Pile In Ahead of Earnings.
- AI enthusiasm at CES drove a 5.8% stock pop, reinforcing MPWR's role in powering next-gen hardware amid softer economic data.
- Vest Financial boosted its stake 52% with 16,892 shares, while Allstate initiated a new position—highlighting institutional bets on growth.
- Quarterly dividend of $1.56 per share confirmed for January payout, underscoring steady capital returns alongside AI and automotive demand.
Investment Analysis
Pros
- Monolithic Power Systems reported strong revenue growth of 31% year-over-year in Q2 2025, reaching $664.6 million.
- The company is strategically focused on high-growth areas such as AI ASIC-based power solutions and advanced data center systems.
- It has maintained impressive profitability metrics, including a net margin over 73% and a return on equity around 19%.
Considerations
- Despite strong fundamentals, the stock price has experienced a slight decline post-earnings and is considered overvalued by some valuation models, trading significantly above intrinsic value estimates.
- The forward price-to-earnings ratio is relatively high at over 50, which could indicate elevated valuation risks.
- Growth in some legacy markets like communications and networking is plateauing, potentially limiting diversification benefits.
Celestica
CLS
Pros
- Celestica beat earnings estimates in Q3 2025 with EPS of $1.58, up significantly from $1.04 in the prior year.
- The company is expected to continue EPS growth, with analysts forecasting $1.60 EPS in the next quarter.
- Celestica operates globally as a major provider of supply chain solutions to equipment manufacturers and service providers, indicating a broad market presence.
Considerations
- Celestica's stock trades at a high price-to-earnings ratio above 57, suggesting investors price in substantial future growth.
- The company faces risks associated with the cyclicality of the supply chain and manufacturing outsourcing industries.
- Upcoming earnings and forward guidance remain key uncertainty points that could affect near-term stock performance.
Monolithic Power Systems (MPWR) Next Earnings Date
Monolithic Power Systems (MPWR) is scheduled to report its next earnings on February 5, 2026, covering the fourth quarter and full year of 2025. This date is confirmed by the company's investor relations announcement and aligns with analyst consensus estimates. The earnings call is set for 2 PM PT following the market close release.
Monolithic Power Systems (MPWR) Next Earnings Date
Monolithic Power Systems (MPWR) is scheduled to report its next earnings on February 5, 2026, covering the fourth quarter and full year of 2025. This date is confirmed by the company's investor relations announcement and aligns with analyst consensus estimates. The earnings call is set for 2 PM PT following the market close release.
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