【決算速報】モノリシック・パワー・システムズ（MPWR）売上63%増も時間外株価0.16%下落！なぜ？

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The company's Q3 performance exceeded expectations, with revenue reaching $1.2024 billion, a 63.1% year-over-year increase, surpassing the market consensus of $1.16 billion. Non-GAAP EPS also came in strong at $8.19, exceeding the forecast of $7.79. This positive performance was driven by significant growth in the data segment (up 165% YoY) and the communications segment (up 134.7% YoY), fueled by demand for AI servers and optical modules. The company also raised its full-year guidance, projecting Non-GAAP gross margins of 56.1% and total revenue between $1.315 billion and $1.385 billion. Furthermore, the company's strong cash flow generation enabled a substantial share buyback program of $453.4 million, with a total repurchase authorization of $1.0 billion. Despite a slight increase in days sales outstanding (DSO) to 35 days from 32 days in the previous quarter, the overall financial health remains robust. The company's valuation, based on a forward P/E of 35.3x compared to an trailing P/E of 73.7x, suggests significant growth potential is already priced in, but the strong fundamentals and growth drivers indicate a positive outlook. Key risks to monitor include supply chain disruptions, geopolitical tensions related to China, and potential trade regulations.

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