diff --git a/.clang-tidy.hash b/.clang-tidy.hash
index 4901c0ccac..2cd4319325 100644
--- a/.clang-tidy.hash
+++ b/.clang-tidy.hash
@@ -1 +1 @@
-049d60eed541730efaa4c0dc5d337b4287bf29b6daa350b5dfc1f23915f1c52f
+d7693a1e996cacd4a3d1c9a16336799c2a8cc3db02e4e74084151ce964581248
diff --git a/.github/workflows/ci.yml b/.github/workflows/ci.yml
index 0363b5afdf..163e9ab9ec 100644
--- a/.github/workflows/ci.yml
+++ b/.github/workflows/ci.yml
@@ -114,8 +114,7 @@ jobs:
       matrix:
         python-version:
           - "3.11"
-          - "3.12"
-          - "3.13"
+          - "3.14"
         os:
           - ubuntu-latest
           - macOS-latest
@@ -124,13 +123,9 @@ jobs:
           # Minimize CI resource usage
           # by only running the Python version
           # version used for docker images on Windows and macOS
-          - python-version: "3.13"
+          - python-version: "3.14"
             os: windows-latest
-          - python-version: "3.12"
-            os: windows-latest
-          - python-version: "3.13"
-            os: macOS-latest
-          - python-version: "3.12"
+          - python-version: "3.14"
             os: macOS-latest
     runs-on: ${{ matrix.os }}
     needs:
@@ -178,6 +173,7 @@ jobs:
       python-linters: ${{ steps.determine.outputs.python-linters }}
       changed-components: ${{ steps.determine.outputs.changed-components }}
       changed-components-with-tests: ${{ steps.determine.outputs.changed-components-with-tests }}
+      directly-changed-components-with-tests: ${{ steps.determine.outputs.directly-changed-components-with-tests }}
       component-test-count: ${{ steps.determine.outputs.component-test-count }}
     steps:
       - name: Check out code from GitHub
@@ -206,6 +202,7 @@ jobs:
           echo "python-linters=$(echo "$output" | jq -r '.python_linters')" >> $GITHUB_OUTPUT
           echo "changed-components=$(echo "$output" | jq -c '.changed_components')" >> $GITHUB_OUTPUT
           echo "changed-components-with-tests=$(echo "$output" | jq -c '.changed_components_with_tests')" >> $GITHUB_OUTPUT
+          echo "directly-changed-components-with-tests=$(echo "$output" | jq -c '.directly_changed_components_with_tests')" >> $GITHUB_OUTPUT
           echo "component-test-count=$(echo "$output" | jq -r '.component_test_count')" >> $GITHUB_OUTPUT
 
   integration-tests:
@@ -358,48 +355,13 @@ jobs:
         # yamllint disable-line rule:line-length
         if: always()
 
-  test-build-components:
-    name: Component test ${{ matrix.file }}
-    runs-on: ubuntu-24.04
-    needs:
-      - common
-      - determine-jobs
-    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) > 0 && fromJSON(needs.determine-jobs.outputs.component-test-count) < 100
-    strategy:
-      fail-fast: false
-      max-parallel: 2
-      matrix:
-        file: ${{ fromJson(needs.determine-jobs.outputs.changed-components-with-tests) }}
-    steps:
-      - name: Cache apt packages
-        uses: awalsh128/cache-apt-pkgs-action@acb598e5ddbc6f68a970c5da0688d2f3a9f04d05 # v1.5.3
-        with:
-          packages: libsdl2-dev
-          version: 1.0
-
-      - name: Check out code from GitHub
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
-      - name: Restore Python
-        uses: ./.github/actions/restore-python
-        with:
-          python-version: ${{ env.DEFAULT_PYTHON }}
-          cache-key: ${{ needs.common.outputs.cache-key }}
-      - name: Validate config for ${{ matrix.file }}
-        run: |
-          . venv/bin/activate
-          python3 script/test_build_components.py -e config -c ${{ matrix.file }}
-      - name: Compile config for ${{ matrix.file }}
-        run: |
-          . venv/bin/activate
-          python3 script/test_build_components.py -e compile -c ${{ matrix.file }}
-
   test-build-components-splitter:
     name: Split components for intelligent grouping (40 weighted per batch)
     runs-on: ubuntu-24.04
     needs:
       - common
       - determine-jobs
-    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) >= 100
+    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) > 0
     outputs:
       matrix: ${{ steps.split.outputs.components }}
     steps:
@@ -417,9 +379,10 @@ jobs:
 
           # Use intelligent splitter that groups components with same bus configs
           components='${{ needs.determine-jobs.outputs.changed-components-with-tests }}'
+          directly_changed='${{ needs.determine-jobs.outputs.directly-changed-components-with-tests }}'
 
           echo "Splitting components intelligently..."
-          output=$(python3 script/split_components_for_ci.py --components "$components" --batch-size 40 --output github)
+          output=$(python3 script/split_components_for_ci.py --components "$components" --directly-changed "$directly_changed" --batch-size 40 --output github)
 
           echo "$output" >> $GITHUB_OUTPUT
 
@@ -430,7 +393,7 @@ jobs:
       - common
       - determine-jobs
       - test-build-components-splitter
-    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) >= 100
+    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) > 0
     strategy:
       fail-fast: false
       max-parallel: ${{ (github.base_ref == 'beta' || github.base_ref == 'release') && 8 || 4 }}
@@ -477,18 +440,34 @@ jobs:
           # Convert space-separated components to comma-separated for Python script
           components_csv=$(echo "${{ matrix.components }}" | tr ' ' ',')
 
-          echo "Testing components: $components_csv"
+          # Only isolate directly changed components when targeting dev branch
+          # For beta/release branches, group everything for faster CI
+          #
+          # WHY ISOLATE DIRECTLY CHANGED COMPONENTS?
+          # - Isolated tests run WITHOUT --testing-mode, enabling full validation
+          # - This catches pin conflicts and other issues in directly changed code
+          # - Grouped tests use --testing-mode to allow config merging (disables some checks)
+          # - Dependencies are safe to group since they weren't modified in this PR
+          if [ "${{ github.base_ref }}" = "beta" ] || [ "${{ github.base_ref }}" = "release" ]; then
+            directly_changed_csv=""
+            echo "Testing components: $components_csv"
+            echo "Target branch: ${{ github.base_ref }} - grouping all components"
+          else
+            directly_changed_csv=$(echo '${{ needs.determine-jobs.outputs.directly-changed-components-with-tests }}' | jq -r 'join(",")')
+            echo "Testing components: $components_csv"
+            echo "Target branch: ${{ github.base_ref }} - isolating directly changed components: $directly_changed_csv"
+          fi
           echo ""
 
-          # Run config validation with grouping
-          python3 script/test_build_components.py -e config -c "$components_csv" -f
+          # Run config validation with grouping and isolation
+          python3 script/test_build_components.py -e config -c "$components_csv" -f --isolate "$directly_changed_csv"
 
           echo ""
           echo "Config validation passed! Starting compilation..."
           echo ""
 
-          # Run compilation with grouping
-          python3 script/test_build_components.py -e compile -c "$components_csv" -f
+          # Run compilation with grouping and isolation
+          python3 script/test_build_components.py -e compile -c "$components_csv" -f --isolate "$directly_changed_csv"
 
   pre-commit-ci-lite:
     name: pre-commit.ci lite
@@ -521,7 +500,6 @@ jobs:
       - integration-tests
       - clang-tidy
       - determine-jobs
-      - test-build-components
       - test-build-components-splitter
       - test-build-components-split
       - pre-commit-ci-lite
diff --git a/esphome/__main__.py b/esphome/__main__.py
index acc0ca72db..fe963d9836 100644
--- a/esphome/__main__.py
+++ b/esphome/__main__.py
@@ -117,6 +117,17 @@ class Purpose(StrEnum):
     LOGGING = "logging"
 
 
+class PortType(StrEnum):
+    SERIAL = "SERIAL"
+    NETWORK = "NETWORK"
+    MQTT = "MQTT"
+    MQTTIP = "MQTTIP"
+
+
+# Magic MQTT port types that require special handling
+_MQTT_PORT_TYPES = frozenset({PortType.MQTT, PortType.MQTTIP})
+
+
 def _resolve_with_cache(address: str, purpose: Purpose) -> list[str]:
     """Resolve an address using cache if available, otherwise return the address itself."""
     if CORE.address_cache and (cached := CORE.address_cache.get_addresses(address)):
@@ -280,16 +291,67 @@ def mqtt_get_ip(config: ConfigType, username: str, password: str, client_id: str
     return mqtt.get_esphome_device_ip(config, username, password, client_id)
 
 
-_PORT_TO_PORT_TYPE = {
-    "MQTT": "MQTT",
-    "MQTTIP": "MQTTIP",
-}
+def _resolve_network_devices(
+    devices: list[str], config: ConfigType, args: ArgsProtocol
+) -> list[str]:
+    """Resolve device list, converting MQTT magic strings to actual IP addresses.
+
+    This function filters the devices list to:
+    - Replace MQTT/MQTTIP magic strings with actual IP addresses via MQTT lookup
+    - Deduplicate addresses while preserving order
+    - Only resolve MQTT once even if multiple MQTT strings are present
+    - If MQTT resolution fails, log a warning and continue with other devices
+
+    Args:
+        devices: List of device identifiers (IPs, hostnames, or magic strings)
+        config: ESPHome configuration
+        args: Command-line arguments containing MQTT credentials
+
+    Returns:
+        List of network addresses suitable for connection attempts
+    """
+    network_devices: list[str] = []
+    mqtt_resolved: bool = False
+
+    for device in devices:
+        port_type = get_port_type(device)
+        if port_type in _MQTT_PORT_TYPES:
+            # Only resolve MQTT once, even if multiple MQTT entries
+            if not mqtt_resolved:
+                try:
+                    mqtt_ips = mqtt_get_ip(
+                        config, args.username, args.password, args.client_id
+                    )
+                    network_devices.extend(mqtt_ips)
+                except EsphomeError as err:
+                    _LOGGER.warning(
+                        "MQTT IP discovery failed (%s), will try other devices if available",
+                        err,
+                    )
+                mqtt_resolved = True
+        elif device not in network_devices:
+            # Regular network address or IP - add if not already present
+            network_devices.append(device)
+
+    return network_devices
 
 
-def get_port_type(port: str) -> str:
+def get_port_type(port: str) -> PortType:
+    """Determine the type of port/device identifier.
+
+    Returns:
+        PortType.SERIAL for serial ports (/dev/ttyUSB0, COM1, etc.)
+        PortType.MQTT for MQTT logging
+        PortType.MQTTIP for MQTT IP lookup
+        PortType.NETWORK for IP addresses, hostnames, or mDNS names
+    """
     if port.startswith("/") or port.startswith("COM"):
-        return "SERIAL"
-    return _PORT_TO_PORT_TYPE.get(port, "NETWORK")
+        return PortType.SERIAL
+    if port == "MQTT":
+        return PortType.MQTT
+    if port == "MQTTIP":
+        return PortType.MQTTIP
+    return PortType.NETWORK
 
 
 def run_miniterm(config: ConfigType, port: str, args) -> int:
@@ -489,7 +551,7 @@ def upload_using_platformio(config: ConfigType, port: str):
 
 
 def check_permissions(port: str):
-    if os.name == "posix" and get_port_type(port) == "SERIAL":
+    if os.name == "posix" and get_port_type(port) == PortType.SERIAL:
         # Check if we can open selected serial port
         if not os.access(port, os.F_OK):
             raise EsphomeError(
@@ -517,7 +579,7 @@ def upload_program(
     except AttributeError:
         pass
 
-    if get_port_type(host) == "SERIAL":
+    if get_port_type(host) == PortType.SERIAL:
         check_permissions(host)
 
         exit_code = 1
@@ -544,17 +606,16 @@ def upload_program(
     from esphome import espota2
 
     remote_port = int(ota_conf[CONF_PORT])
-    password = ota_conf.get(CONF_PASSWORD, "")
+    password = ota_conf.get(CONF_PASSWORD)
     if getattr(args, "file", None) is not None:
         binary = Path(args.file)
     else:
         binary = CORE.firmware_bin
 
-    # MQTT address resolution
-    if get_port_type(host) in ("MQTT", "MQTTIP"):
-        devices = mqtt_get_ip(config, args.username, args.password, args.client_id)
+    # Resolve MQTT magic strings to actual IP addresses
+    network_devices = _resolve_network_devices(devices, config, args)
 
-    return espota2.run_ota(devices, remote_port, password, binary)
+    return espota2.run_ota(network_devices, remote_port, password, binary)
 
 
 def show_logs(config: ConfigType, args: ArgsProtocol, devices: list[str]) -> int | None:
@@ -569,33 +630,22 @@ def show_logs(config: ConfigType, args: ArgsProtocol, devices: list[str]) -> int
         raise EsphomeError("Logger is not configured!")
 
     port = devices[0]
+    port_type = get_port_type(port)
 
-    if get_port_type(port) == "SERIAL":
+    if port_type == PortType.SERIAL:
         check_permissions(port)
         return run_miniterm(config, port, args)
 
-    port_type = get_port_type(port)
-
     # Check if we should use API for logging
-    if has_api():
-        addresses_to_use: list[str] | None = None
+    # Resolve MQTT magic strings to actual IP addresses
+    if has_api() and (
+        network_devices := _resolve_network_devices(devices, config, args)
+    ):
+        from esphome.components.api.client import run_logs
 
-        if port_type == "NETWORK":
-            # Network addresses (IPs, mDNS names, or regular DNS hostnames) can be used
-            # The resolve_ip_address() function in helpers.py handles all types
-            addresses_to_use = devices
-        elif port_type in ("MQTT", "MQTTIP") and has_mqtt_ip_lookup():
-            # Use MQTT IP lookup for MQTT/MQTTIP types
-            addresses_to_use = mqtt_get_ip(
-                config, args.username, args.password, args.client_id
-            )
+        return run_logs(config, network_devices)
 
-        if addresses_to_use is not None:
-            from esphome.components.api.client import run_logs
-
-            return run_logs(config, addresses_to_use)
-
-    if port_type in ("NETWORK", "MQTT") and has_mqtt_logging():
+    if port_type in (PortType.NETWORK, PortType.MQTT) and has_mqtt_logging():
         from esphome import mqtt
 
         return mqtt.show_logs(
diff --git a/esphome/components/bluetooth_proxy/bluetooth_proxy.h b/esphome/components/bluetooth_proxy/bluetooth_proxy.h
index 1ce2321bee..a5f0fbe32f 100644
--- a/esphome/components/bluetooth_proxy/bluetooth_proxy.h
+++ b/esphome/components/bluetooth_proxy/bluetooth_proxy.h
@@ -16,7 +16,9 @@
 
 #include "bluetooth_connection.h"
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_bt_device.h>
 
 namespace esphome::bluetooth_proxy {
diff --git a/esphome/components/display/display.cpp b/esphome/components/display/display.cpp
index c666eee298..1451d14e2e 100644
--- a/esphome/components/display/display.cpp
+++ b/esphome/components/display/display.cpp
@@ -775,7 +775,7 @@ void Display::test_card() {
     int shift_y = (h - image_h) / 2;
     int line_w = (image_w - 6) / 6;
     int image_c = image_w / 2;
-    for (auto i = 0; i <= image_h; i++) {
+    for (auto i = 0; i != image_h; i++) {
       int c = esp_scale(i, image_h);
       this->horizontal_line(shift_x + 0, shift_y + i, line_w, r.fade_to_white(c));
       this->horizontal_line(shift_x + line_w, shift_y + i, line_w, r.fade_to_black(c));  //
@@ -809,8 +809,11 @@ void Display::test_card() {
       }
     }
   }
-  this->rectangle(0, 0, w, h, Color(127, 0, 127));
   this->filled_rectangle(0, 0, 10, 10, Color(255, 0, 255));
+  this->filled_rectangle(w - 10, 0, 10, 10, Color(255, 0, 255));
+  this->filled_rectangle(0, h - 10, 10, 10, Color(255, 0, 255));
+  this->filled_rectangle(w - 10, h - 10, 10, 10, Color(255, 0, 255));
+  this->rectangle(0, 0, w, h, Color(255, 255, 255));
   this->stop_poller();
 }
 
diff --git a/esphome/components/esp32/__init__.py b/esphome/components/esp32/__init__.py
index 56ab2eda88..92f5c57638 100644
--- a/esphome/components/esp32/__init__.py
+++ b/esphome/components/esp32/__init__.py
@@ -324,7 +324,7 @@ def _is_framework_url(source: str) -> str:
 # The default/recommended arduino framework version
 #  - https://github.com/espressif/arduino-esp32/releases
 ARDUINO_FRAMEWORK_VERSION_LOOKUP = {
-    "recommended": cv.Version(3, 2, 1),
+    "recommended": cv.Version(3, 3, 2),
     "latest": cv.Version(3, 3, 2),
     "dev": cv.Version(3, 3, 2),
 }
@@ -343,7 +343,7 @@ ARDUINO_PLATFORM_VERSION_LOOKUP = {
 # The default/recommended esp-idf framework version
 #  - https://github.com/espressif/esp-idf/releases
 ESP_IDF_FRAMEWORK_VERSION_LOOKUP = {
-    "recommended": cv.Version(5, 4, 2),
+    "recommended": cv.Version(5, 5, 1),
     "latest": cv.Version(5, 5, 1),
     "dev": cv.Version(5, 5, 1),
 }
@@ -363,7 +363,7 @@ ESP_IDF_PLATFORM_VERSION_LOOKUP = {
 # The platform-espressif32 version
 #  - https://github.com/pioarduino/platform-espressif32/releases
 PLATFORM_VERSION_LOOKUP = {
-    "recommended": cv.Version(54, 3, 21, "2"),
+    "recommended": cv.Version(55, 3, 31, "1"),
     "latest": cv.Version(55, 3, 31, "1"),
     "dev": cv.Version(55, 3, 31, "1"),
 }
@@ -544,6 +544,7 @@ CONF_ENABLE_LWIP_MDNS_QUERIES = "enable_lwip_mdns_queries"
 CONF_ENABLE_LWIP_BRIDGE_INTERFACE = "enable_lwip_bridge_interface"
 CONF_ENABLE_LWIP_TCPIP_CORE_LOCKING = "enable_lwip_tcpip_core_locking"
 CONF_ENABLE_LWIP_CHECK_THREAD_SAFETY = "enable_lwip_check_thread_safety"
+CONF_DISABLE_LIBC_LOCKS_IN_IRAM = "disable_libc_locks_in_iram"
 
 
 def _validate_idf_component(config: ConfigType) -> ConfigType:
@@ -606,6 +607,9 @@ FRAMEWORK_SCHEMA = cv.All(
                     cv.Optional(
                         CONF_ENABLE_LWIP_CHECK_THREAD_SAFETY, default=True
                     ): cv.boolean,
+                    cv.Optional(
+                        CONF_DISABLE_LIBC_LOCKS_IN_IRAM, default=True
+                    ): cv.boolean,
                     cv.Optional(CONF_EXECUTE_FROM_PSRAM): cv.boolean,
                 }
             ),
@@ -864,6 +868,12 @@ async def to_code(config):
     if advanced.get(CONF_ENABLE_LWIP_CHECK_THREAD_SAFETY, True):
         add_idf_sdkconfig_option("CONFIG_LWIP_CHECK_THREAD_SAFETY", True)
 
+    # Disable placing libc locks in IRAM to save RAM
+    # This is safe for ESPHome since no IRAM ISRs (interrupts that run while cache is disabled)
+    # use libc lock APIs. Saves approximately 1.3KB (1,356 bytes) of IRAM.
+    if advanced.get(CONF_DISABLE_LIBC_LOCKS_IN_IRAM, True):
+        add_idf_sdkconfig_option("CONFIG_LIBC_LOCKS_PLACE_IN_IRAM", False)
+
     cg.add_platformio_option("board_build.partitions", "partitions.csv")
     if CONF_PARTITIONS in config:
         add_extra_build_file(
diff --git a/esphome/components/esp32/boards.py b/esphome/components/esp32/boards.py
index 5f039492c8..cbb314650a 100644
--- a/esphome/components/esp32/boards.py
+++ b/esphome/components/esp32/boards.py
@@ -1564,6 +1564,10 @@ BOARDS = {
         "name": "DFRobot Beetle ESP32-C3",
         "variant": VARIANT_ESP32C3,
     },
+    "dfrobot_firebeetle2_esp32c6": {
+        "name": "DFRobot FireBeetle 2 ESP32-C6",
+        "variant": VARIANT_ESP32C6,
+    },
     "dfrobot_firebeetle2_esp32e": {
         "name": "DFRobot Firebeetle 2 ESP32-E",
         "variant": VARIANT_ESP32,
@@ -1604,6 +1608,22 @@ BOARDS = {
         "name": "Ai-Thinker ESP-C3-M1-I-Kit",
         "variant": VARIANT_ESP32C3,
     },
+    "esp32-c5-devkitc-1": {
+        "name": "Espressif ESP32-C5-DevKitC-1 4MB no PSRAM",
+        "variant": VARIANT_ESP32C5,
+    },
+    "esp32-c5-devkitc1-n16r4": {
+        "name": "Espressif ESP32-C5-DevKitC-1 N16R4 (16 MB Flash Quad, 4 MB PSRAM Quad)",
+        "variant": VARIANT_ESP32C5,
+    },
+    "esp32-c5-devkitc1-n4": {
+        "name": "Espressif ESP32-C5-DevKitC-1 N4 (4MB no PSRAM)",
+        "variant": VARIANT_ESP32C5,
+    },
+    "esp32-c5-devkitc1-n8r4": {
+        "name": "Espressif ESP32-C5-DevKitC-1 N8R4 (8 MB Flash Quad, 4 MB PSRAM Quad)",
+        "variant": VARIANT_ESP32C5,
+    },
     "esp32-c6-devkitc-1": {
         "name": "Espressif ESP32-C6-DevKitC-1",
         "variant": VARIANT_ESP32C6,
@@ -2048,6 +2068,10 @@ BOARDS = {
         "name": "M5Stack Station",
         "variant": VARIANT_ESP32,
     },
+    "m5stack-tab5-p4": {
+        "name": "M5STACK Tab5 esp32-p4 Board",
+        "variant": VARIANT_ESP32P4,
+    },
     "m5stack-timer-cam": {
         "name": "M5Stack Timer CAM",
         "variant": VARIANT_ESP32,
@@ -2476,6 +2500,10 @@ BOARDS = {
         "name": "YelloByte YB-ESP32-S3-AMP (Rev.3)",
         "variant": VARIANT_ESP32S3,
     },
+    "yb_esp32s3_drv": {
+        "name": "YelloByte YB-ESP32-S3-DRV",
+        "variant": VARIANT_ESP32S3,
+    },
     "yb_esp32s3_eth": {
         "name": "YelloByte YB-ESP32-S3-ETH",
         "variant": VARIANT_ESP32S3,
diff --git a/esphome/components/esp32_ble/__init__.py b/esphome/components/esp32_ble/__init__.py
index b27828236b..411c2add71 100644
--- a/esphome/components/esp32_ble/__init__.py
+++ b/esphome/components/esp32_ble/__init__.py
@@ -393,6 +393,15 @@ def final_validation(config):
     max_connections = config.get(CONF_MAX_CONNECTIONS, DEFAULT_MAX_CONNECTIONS)
     validate_connection_slots(max_connections)
 
+    # Check if hosted bluetooth is being used
+    if "esp32_hosted" in full_config:
+        add_idf_sdkconfig_option("CONFIG_BT_CLASSIC_ENABLED", False)
+        add_idf_sdkconfig_option("CONFIG_BT_BLE_ENABLED", True)
+        add_idf_sdkconfig_option("CONFIG_BT_BLUEDROID_ENABLED", True)
+        add_idf_sdkconfig_option("CONFIG_BT_CONTROLLER_DISABLED", True)
+        add_idf_sdkconfig_option("CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID", True)
+        add_idf_sdkconfig_option("CONFIG_ESP_HOSTED_BLUEDROID_HCI_VHCI", True)
+
     # Check if BLE Server is needed
     has_ble_server = "esp32_ble_server" in full_config
 
diff --git a/esphome/components/esp32_ble/ble.cpp b/esphome/components/esp32_ble/ble.cpp
index 766ddef54e..b66acb38ad 100644
--- a/esphome/components/esp32_ble/ble.cpp
+++ b/esphome/components/esp32_ble/ble.cpp
@@ -6,7 +6,15 @@
 #include "esphome/core/helpers.h"
 #include "esphome/core/log.h"
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#else
+extern "C" {
+#include <esp_hosted.h>
+#include <esp_hosted_misc.h>
+#include <esp_hosted_bluedroid.h>
+}
+#endif
 #include <esp_bt_device.h>
 #include <esp_bt_main.h>
 #include <esp_gap_ble_api.h>
@@ -140,6 +148,7 @@ void ESP32BLE::advertising_init_() {
 
 bool ESP32BLE::ble_setup_() {
   esp_err_t err;
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #ifdef USE_ARDUINO
   if (!btStart()) {
     ESP_LOGE(TAG, "btStart failed: %d", esp_bt_controller_get_status());
@@ -173,6 +182,28 @@ bool ESP32BLE::ble_setup_() {
 #endif
 
   esp_bt_controller_mem_release(ESP_BT_MODE_CLASSIC_BT);
+#else
+  esp_hosted_connect_to_slave();  // NOLINT
+
+  if (esp_hosted_bt_controller_init() != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_init failed");
+    return false;
+  }
+
+  if (esp_hosted_bt_controller_enable() != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_enable failed");
+    return false;
+  }
+
+  hosted_hci_bluedroid_open();
+
+  esp_bluedroid_hci_driver_operations_t operations = {
+      .send = hosted_hci_bluedroid_send,
+      .check_send_available = hosted_hci_bluedroid_check_send_available,
+      .register_host_callback = hosted_hci_bluedroid_register_host_callback,
+  };
+  esp_bluedroid_attach_hci_driver(&operations);
+#endif
 
   err = esp_bluedroid_init();
   if (err != ESP_OK) {
@@ -261,6 +292,7 @@ bool ESP32BLE::ble_dismantle_() {
     return false;
   }
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #ifdef USE_ARDUINO
   if (!btStop()) {
     ESP_LOGE(TAG, "btStop failed: %d", esp_bt_controller_get_status());
@@ -290,6 +322,19 @@ bool ESP32BLE::ble_dismantle_() {
       return false;
     }
   }
+#endif
+#else
+  if (esp_hosted_bt_controller_disable() != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_disable failed");
+    return false;
+  }
+
+  if (esp_hosted_bt_controller_deinit(false) != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_deinit failed");
+    return false;
+  }
+
+  hosted_hci_bluedroid_close();
 #endif
   return true;
 }
diff --git a/esphome/components/esp32_ble/ble_advertising.h b/esphome/components/esp32_ble/ble_advertising.h
index 70d58d5ce9..66ff7984d3 100644
--- a/esphome/components/esp32_ble/ble_advertising.h
+++ b/esphome/components/esp32_ble/ble_advertising.h
@@ -10,7 +10,9 @@
 #ifdef USE_ESP32
 #ifdef USE_ESP32_BLE_ADVERTISING
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_gap_ble_api.h>
 #include <esp_gatts_api.h>
 
diff --git a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp
index ee6eca99a7..6f7c0fa389 100644
--- a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp
+++ b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp
@@ -4,7 +4,9 @@
 
 #ifdef USE_ESP32
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_bt_main.h>
 #include <esp_gap_ble_api.h>
 #include <freertos/FreeRTOS.h>
diff --git a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h
index e37edf6cde..05afdc7379 100644
--- a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h
+++ b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h
@@ -5,7 +5,9 @@
 
 #ifdef USE_ESP32
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_gap_ble_api.h>
 
 namespace esphome {
diff --git a/esphome/components/esp32_ble_server/ble_server.cpp b/esphome/components/esp32_ble_server/ble_server.cpp
index 25cc97eeaf..0e58224a5a 100644
--- a/esphome/components/esp32_ble_server/ble_server.cpp
+++ b/esphome/components/esp32_ble_server/ble_server.cpp
@@ -10,7 +10,9 @@
 #include <nvs_flash.h>
 #include <freertos/FreeRTOSConfig.h>
 #include <esp_bt_main.h>
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <freertos/task.h>
 #include <esp_gap_ble_api.h>
 
diff --git a/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp b/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp
index d07e67825b..8577f12a92 100644
--- a/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp
+++ b/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp
@@ -7,7 +7,9 @@
 #include "esphome/core/helpers.h"
 #include "esphome/core/log.h"
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_bt_defs.h>
 #include <esp_bt_main.h>
 #include <esp_gap_ble_api.h>
@@ -845,6 +847,7 @@ void ESP32BLETracker::log_unexpected_state_(const char *operation, ScannerState
 
 #ifdef USE_ESP32_BLE_SOFTWARE_COEXISTENCE
 void ESP32BLETracker::update_coex_preference_(bool force_ble) {
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
   if (force_ble && !this->coex_prefer_ble_) {
     ESP_LOGD(TAG, "Setting coexistence to Bluetooth to make connection.");
     this->coex_prefer_ble_ = true;
@@ -854,6 +857,7 @@ void ESP32BLETracker::update_coex_preference_(bool force_ble) {
     this->coex_prefer_ble_ = false;
     esp_coex_preference_set(ESP_COEX_PREFER_BALANCE);  // Reset to default
   }
+#endif  // CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 }
 #endif
 
diff --git a/esphome/components/esp32_hosted/__init__.py b/esphome/components/esp32_hosted/__init__.py
index 9cea02c322..7e9f1b05b5 100644
--- a/esphome/components/esp32_hosted/__init__.py
+++ b/esphome/components/esp32_hosted/__init__.py
@@ -92,9 +92,14 @@ async def to_code(config):
 
     framework_ver: cv.Version = CORE.data[KEY_CORE][KEY_FRAMEWORK_VERSION]
     os.environ["ESP_IDF_VERSION"] = f"{framework_ver.major}.{framework_ver.minor}"
-    esp32.add_idf_component(name="espressif/esp_wifi_remote", ref="0.10.2")
-    esp32.add_idf_component(name="espressif/eppp_link", ref="0.2.0")
-    esp32.add_idf_component(name="espressif/esp_hosted", ref="2.0.11")
+    if framework_ver >= cv.Version(5, 5, 0):
+        esp32.add_idf_component(name="espressif/esp_wifi_remote", ref="1.1.5")
+        esp32.add_idf_component(name="espressif/eppp_link", ref="1.1.3")
+        esp32.add_idf_component(name="espressif/esp_hosted", ref="2.5.11")
+    else:
+        esp32.add_idf_component(name="espressif/esp_wifi_remote", ref="0.13.0")
+        esp32.add_idf_component(name="espressif/eppp_link", ref="0.2.0")
+        esp32.add_idf_component(name="espressif/esp_hosted", ref="2.0.11")
     esp32.add_extra_script(
         "post",
         "esp32_hosted.py",
diff --git a/esphome/components/esp32_rmt_led_strip/led_strip.cpp b/esphome/components/esp32_rmt_led_strip/led_strip.cpp
index fa43aa5950..2c7963b366 100644
--- a/esphome/components/esp32_rmt_led_strip/led_strip.cpp
+++ b/esphome/components/esp32_rmt_led_strip/led_strip.cpp
@@ -42,6 +42,11 @@ static size_t IRAM_ATTR HOT encoder_callback(const void *data, size_t size, size
         symbols[i] = params->bit0;
       }
     }
+#if ESP_IDF_VERSION >= ESP_IDF_VERSION_VAL(5, 5, 1)
+    if ((index + 1) >= size && params->reset.duration0 == 0 && params->reset.duration1 == 0) {
+      *done = true;
+    }
+#endif
     return RMT_SYMBOLS_PER_BYTE;
   }
 
diff --git a/esphome/components/esphome/ota/__init__.py b/esphome/components/esphome/ota/__init__.py
index e6f249e021..69a50a2de9 100644
--- a/esphome/components/esphome/ota/__init__.py
+++ b/esphome/components/esphome/ota/__init__.py
@@ -19,6 +19,7 @@ from esphome.const import (
 from esphome.core import CORE, coroutine_with_priority
 from esphome.coroutine import CoroPriority
 import esphome.final_validate as fv
+from esphome.types import ConfigType
 
 _LOGGER = logging.getLogger(__name__)
 
@@ -136,11 +137,12 @@ FINAL_VALIDATE_SCHEMA = ota_esphome_final_validate
 
 
 @coroutine_with_priority(CoroPriority.OTA_UPDATES)
-async def to_code(config):
+async def to_code(config: ConfigType) -> None:
     var = cg.new_Pvariable(config[CONF_ID])
     cg.add(var.set_port(config[CONF_PORT]))
 
-    if CONF_PASSWORD in config:
+    # Password could be set to an empty string and we can assume that means no password
+    if config.get(CONF_PASSWORD):
         cg.add(var.set_auth_password(config[CONF_PASSWORD]))
         cg.add_define("USE_OTA_PASSWORD")
         # Only include hash algorithms when password is configured
diff --git a/esphome/components/lvgl/defines.py b/esphome/components/lvgl/defines.py
index baee403b57..6464824c64 100644
--- a/esphome/components/lvgl/defines.py
+++ b/esphome/components/lvgl/defines.py
@@ -486,7 +486,6 @@ CONF_RESUME_ON_INPUT = "resume_on_input"
 CONF_RIGHT_BUTTON = "right_button"
 CONF_ROLLOVER = "rollover"
 CONF_ROOT_BACK_BTN = "root_back_btn"
-CONF_ROWS = "rows"
 CONF_SCALE_LINES = "scale_lines"
 CONF_SCROLLBAR_MODE = "scrollbar_mode"
 CONF_SELECTED_INDEX = "selected_index"
diff --git a/esphome/components/lvgl/widgets/buttonmatrix.py b/esphome/components/lvgl/widgets/buttonmatrix.py
index c6b6d2440f..baeb1c8e3e 100644
--- a/esphome/components/lvgl/widgets/buttonmatrix.py
+++ b/esphome/components/lvgl/widgets/buttonmatrix.py
@@ -2,7 +2,7 @@ from esphome import automation
 import esphome.codegen as cg
 from esphome.components.key_provider import KeyProvider
 import esphome.config_validation as cv
-from esphome.const import CONF_ID, CONF_ITEMS, CONF_TEXT, CONF_WIDTH
+from esphome.const import CONF_ID, CONF_ITEMS, CONF_ROWS, CONF_TEXT, CONF_WIDTH
 from esphome.cpp_generator import MockObj
 
 from ..automation import action_to_code
@@ -15,7 +15,6 @@ from ..defines import (
     CONF_ONE_CHECKED,
     CONF_PAD_COLUMN,
     CONF_PAD_ROW,
-    CONF_ROWS,
     CONF_SELECTED,
 )
 from ..helpers import lvgl_components_required
diff --git a/esphome/components/matrix_keypad/__init__.py b/esphome/components/matrix_keypad/__init__.py
index f7a1d622a1..2e123323a0 100644
--- a/esphome/components/matrix_keypad/__init__.py
+++ b/esphome/components/matrix_keypad/__init__.py
@@ -2,7 +2,7 @@ from esphome import automation, pins
 import esphome.codegen as cg
 from esphome.components import key_provider
 import esphome.config_validation as cv
-from esphome.const import CONF_ID, CONF_ON_KEY, CONF_PIN, CONF_TRIGGER_ID
+from esphome.const import CONF_ID, CONF_ON_KEY, CONF_PIN, CONF_ROWS, CONF_TRIGGER_ID
 
 CODEOWNERS = ["@ssieb"]
 
@@ -19,7 +19,6 @@ MatrixKeyTrigger = matrix_keypad_ns.class_(
 )
 
 CONF_KEYPAD_ID = "keypad_id"
-CONF_ROWS = "rows"
 CONF_COLUMNS = "columns"
 CONF_KEYS = "keys"
 CONF_DEBOUNCE_TIME = "debounce_time"
diff --git a/esphome/components/mipi/__init__.py b/esphome/components/mipi/__init__.py
index 7e687cabaa..4dff1af62a 100644
--- a/esphome/components/mipi/__init__.py
+++ b/esphome/components/mipi/__init__.py
@@ -11,6 +11,7 @@ from esphome.const import (
     CONF_BRIGHTNESS,
     CONF_COLOR_ORDER,
     CONF_DIMENSIONS,
+    CONF_DISABLED,
     CONF_HEIGHT,
     CONF_INIT_SEQUENCE,
     CONF_INVERT_COLORS,
@@ -301,6 +302,8 @@ class DriverChip:
         Check if a rotation can be implemented in hardware using the MADCTL register.
         A rotation of 180 is always possible if x and y mirroring are supported, 90 and 270 are possible if the model supports swapping X and Y.
         """
+        if config.get(CONF_TRANSFORM) == CONF_DISABLED:
+            return False
         transforms = self.transforms
         rotation = config.get(CONF_ROTATION, 0)
         if rotation == 0 or not transforms:
@@ -358,26 +361,26 @@ class DriverChip:
                 CONF_SWAP_XY: self.get_default(CONF_SWAP_XY),
             },
         )
-        # fill in defaults if not provided
-        mirror_x = transform.get(CONF_MIRROR_X, self.get_default(CONF_MIRROR_X))
-        mirror_y = transform.get(CONF_MIRROR_Y, self.get_default(CONF_MIRROR_Y))
-        swap_xy = transform.get(CONF_SWAP_XY, self.get_default(CONF_SWAP_XY))
-        transform[CONF_MIRROR_X] = mirror_x
-        transform[CONF_MIRROR_Y] = mirror_y
-        transform[CONF_SWAP_XY] = swap_xy
-
+        if not isinstance(transform, dict):
+            # Presumably disabled
+            return {
+                CONF_MIRROR_X: False,
+                CONF_MIRROR_Y: False,
+                CONF_SWAP_XY: False,
+                CONF_TRANSFORM: False,
+            }
         # Can we use the MADCTL register to set the rotation?
         if can_transform and CONF_TRANSFORM not in config:
             rotation = config[CONF_ROTATION]
             if rotation == 180:
-                transform[CONF_MIRROR_X] = not mirror_x
-                transform[CONF_MIRROR_Y] = not mirror_y
+                transform[CONF_MIRROR_X] = not transform[CONF_MIRROR_X]
+                transform[CONF_MIRROR_Y] = not transform[CONF_MIRROR_Y]
             elif rotation == 90:
-                transform[CONF_SWAP_XY] = not swap_xy
-                transform[CONF_MIRROR_X] = not mirror_x
+                transform[CONF_SWAP_XY] = not transform[CONF_SWAP_XY]
+                transform[CONF_MIRROR_X] = not transform[CONF_MIRROR_X]
             else:
-                transform[CONF_SWAP_XY] = not swap_xy
-                transform[CONF_MIRROR_Y] = not mirror_y
+                transform[CONF_SWAP_XY] = not transform[CONF_SWAP_XY]
+                transform[CONF_MIRROR_Y] = not transform[CONF_MIRROR_Y]
             transform[CONF_TRANSFORM] = True
         return transform
 
diff --git a/esphome/components/mipi_spi/display.py b/esphome/components/mipi_spi/display.py
index 52b5b86fba..891c8b42ff 100644
--- a/esphome/components/mipi_spi/display.py
+++ b/esphome/components/mipi_spi/display.py
@@ -37,6 +37,7 @@ from esphome.const import (
     CONF_DATA_RATE,
     CONF_DC_PIN,
     CONF_DIMENSIONS,
+    CONF_DISABLED,
     CONF_ENABLE_PIN,
     CONF_ID,
     CONF_INIT_SEQUENCE,
@@ -146,12 +147,15 @@ def swap_xy_schema(model):
 def model_schema(config):
     model = MODELS[config[CONF_MODEL]]
     bus_mode = config[CONF_BUS_MODE]
-    transform = cv.Schema(
-        {
-            cv.Required(CONF_MIRROR_X): cv.boolean,
-            cv.Required(CONF_MIRROR_Y): cv.boolean,
-            **swap_xy_schema(model),
-        }
+    transform = cv.Any(
+        cv.Schema(
+            {
+                cv.Required(CONF_MIRROR_X): cv.boolean,
+                cv.Required(CONF_MIRROR_Y): cv.boolean,
+                **swap_xy_schema(model),
+            }
+        ),
+        cv.one_of(CONF_DISABLED, lower=True),
     )
     # CUSTOM model will need to provide a custom init sequence
     iseqconf = (
@@ -160,7 +164,11 @@ def model_schema(config):
         else cv.Optional(CONF_INIT_SEQUENCE)
     )
     # Dimensions are optional if the model has a default width and the x-y transform is not overridden
-    is_swapped = config.get(CONF_TRANSFORM, {}).get(CONF_SWAP_XY) is True
+    transform_config = config.get(CONF_TRANSFORM, {})
+    is_swapped = (
+        isinstance(transform_config, dict)
+        and transform_config.get(CONF_SWAP_XY, False) is True
+    )
     cv_dimensions = (
         cv.Optional if model.get_default(CONF_WIDTH) and not is_swapped else cv.Required
     )
@@ -192,9 +200,7 @@ def model_schema(config):
         .extend(
             {
                 cv.GenerateID(): cv.declare_id(MipiSpi),
-                cv_dimensions(CONF_DIMENSIONS): dimension_schema(
-                    model.get_default(CONF_DRAW_ROUNDING, 1)
-                ),
+                cv_dimensions(CONF_DIMENSIONS): dimension_schema(1),
                 model.option(CONF_ENABLE_PIN, cv.UNDEFINED): cv.ensure_list(
                     pins.gpio_output_pin_schema
                 ),
@@ -400,6 +406,7 @@ def get_instance(config):
                 offset_height,
                 DISPLAY_ROTATIONS[rotation],
                 frac,
+                config[CONF_DRAW_ROUNDING],
             ]
         )
         return MipiSpiBuffer, templateargs
@@ -431,7 +438,6 @@ async def to_code(config):
         else:
             config[CONF_ROTATION] = 0
     cg.add(var.set_model(config[CONF_MODEL]))
-    cg.add(var.set_draw_rounding(config[CONF_DRAW_ROUNDING]))
     if enable_pin := config.get(CONF_ENABLE_PIN):
         enable = [await cg.gpio_pin_expression(pin) for pin in enable_pin]
         cg.add(var.set_enable_pins(enable))
diff --git a/esphome/components/mipi_spi/mipi_spi.h b/esphome/components/mipi_spi/mipi_spi.h
index 248d5b7104..7e597d1c61 100644
--- a/esphome/components/mipi_spi/mipi_spi.h
+++ b/esphome/components/mipi_spi/mipi_spi.h
@@ -38,7 +38,7 @@ static constexpr uint8_t MADCTL_BGR = 0x08;    // Bit 3 Blue-Green-Red pixel ord
 static constexpr uint8_t MADCTL_XFLIP = 0x02;  // Mirror the display horizontally
 static constexpr uint8_t MADCTL_YFLIP = 0x01;  // Mirror the display vertically
 
-static const uint8_t DELAY_FLAG = 0xFF;
+static constexpr uint8_t DELAY_FLAG = 0xFF;
 // store a 16 bit value in a buffer, big endian.
 static inline void put16_be(uint8_t *buf, uint16_t value) {
   buf[0] = value >> 8;
@@ -79,7 +79,7 @@ class MipiSpi : public display::Display,
                 public spi::SPIDevice<spi::BIT_ORDER_MSB_FIRST, spi::CLOCK_POLARITY_LOW, spi::CLOCK_PHASE_LEADING,
                                       spi::DATA_RATE_1MHZ> {
  public:
-  MipiSpi() {}
+  MipiSpi() = default;
   void update() override { this->stop_poller(); }
   void draw_pixel_at(int x, int y, Color color) override {}
   void set_model(const char *model) { this->model_ = model; }
@@ -99,7 +99,6 @@ class MipiSpi : public display::Display,
   int get_width_internal() override { return WIDTH; }
   int get_height_internal() override { return HEIGHT; }
   void set_init_sequence(const std::vector<uint8_t> &sequence) { this->init_sequence_ = sequence; }
-  void set_draw_rounding(unsigned rounding) { this->draw_rounding_ = rounding; }
 
   // reset the display, and write the init sequence
   void setup() override {
@@ -326,6 +325,7 @@ class MipiSpi : public display::Display,
 
   /**
    * Writes a buffer to the display.
+   * @param ptr The pointer to the pixel data
    * @param w Width of each line in bytes
    * @param h Height of the buffer in rows
    * @param pad Padding in bytes after each line
@@ -424,7 +424,6 @@ class MipiSpi : public display::Display,
 
   // other properties set by configuration
   bool invert_colors_{};
-  unsigned draw_rounding_{2};
   optional<uint8_t> brightness_{};
   const char *model_{"Unknown"};
   std::vector<uint8_t> init_sequence_{};
@@ -444,12 +443,20 @@ class MipiSpi : public display::Display,
  * @tparam OFFSET_WIDTH The x-offset of the display in pixels
  * @tparam OFFSET_HEIGHT The y-offset of the display in pixels
  * @tparam FRACTION The fraction of the display size to use for the buffer (e.g. 4 means a 1/4 buffer).
+ * @tparam ROUNDING The alignment requirement for drawing operations (e.g. 2 means that x coordinates must be even)
  */
 template<typename BUFFERTYPE, PixelMode BUFFERPIXEL, bool IS_BIG_ENDIAN, PixelMode DISPLAYPIXEL, BusType BUS_TYPE,
-         int WIDTH, int HEIGHT, int OFFSET_WIDTH, int OFFSET_HEIGHT, display::DisplayRotation ROTATION, int FRACTION>
+         uint16_t WIDTH, uint16_t HEIGHT, int OFFSET_WIDTH, int OFFSET_HEIGHT, display::DisplayRotation ROTATION,
+         int FRACTION, unsigned ROUNDING>
 class MipiSpiBuffer : public MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DISPLAYPIXEL, BUS_TYPE, WIDTH, HEIGHT,
                                      OFFSET_WIDTH, OFFSET_HEIGHT> {
  public:
+  // these values define the buffer size needed to write in accordance with the chip pixel alignment
+  // requirements. If the required rounding does not divide the width and height, we round up to the next multiple and
+  // ignore the extra columns and rows when drawing, but use them to write to the display.
+  static constexpr unsigned BUFFER_WIDTH = (WIDTH + ROUNDING - 1) / ROUNDING * ROUNDING;
+  static constexpr unsigned BUFFER_HEIGHT = (HEIGHT + ROUNDING - 1) / ROUNDING * ROUNDING;
+
   MipiSpiBuffer() { this->rotation_ = ROTATION; }
 
   void dump_config() override {
@@ -461,15 +468,15 @@ class MipiSpiBuffer : public MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DIS
                     "  Buffer fraction: 1/%d\n"
                     "  Buffer bytes: %zu\n"
                     "  Draw rounding: %u",
-                    this->rotation_, BUFFERPIXEL * 8, FRACTION, sizeof(BUFFERTYPE) * WIDTH * HEIGHT / FRACTION,
-                    this->draw_rounding_);
+                    this->rotation_, BUFFERPIXEL * 8, FRACTION,
+                    sizeof(BUFFERTYPE) * BUFFER_WIDTH * BUFFER_HEIGHT / FRACTION, ROUNDING);
   }
 
   void setup() override {
     MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DISPLAYPIXEL, BUS_TYPE, WIDTH, HEIGHT, OFFSET_WIDTH,
             OFFSET_HEIGHT>::setup();
     RAMAllocator<BUFFERTYPE> allocator{};
-    this->buffer_ = allocator.allocate(WIDTH * HEIGHT / FRACTION);
+    this->buffer_ = allocator.allocate(BUFFER_WIDTH * BUFFER_HEIGHT / FRACTION);
     if (this->buffer_ == nullptr) {
       this->mark_failed("Buffer allocation failed");
     }
@@ -508,15 +515,14 @@ class MipiSpiBuffer : public MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DIS
       esph_log_v(TAG, "x_low %d, y_low %d, x_high %d, y_high %d", this->x_low_, this->y_low_, this->x_high_,
                  this->y_high_);
       // Some chips require that the drawing window be aligned on certain boundaries
-      auto dr = this->draw_rounding_;
-      this->x_low_ = this->x_low_ / dr * dr;
-      this->y_low_ = this->y_low_ / dr * dr;
-      this->x_high_ = (this->x_high_ + dr) / dr * dr - 1;
-      this->y_high_ = (this->y_high_ + dr) / dr * dr - 1;
+      this->x_low_ = this->x_low_ / ROUNDING * ROUNDING;
+      this->y_low_ = this->y_low_ / ROUNDING * ROUNDING;
+      this->x_high_ = (this->x_high_ + ROUNDING) / ROUNDING * ROUNDING - 1;
+      this->y_high_ = (this->y_high_ + ROUNDING) / ROUNDING * ROUNDING - 1;
       int w = this->x_high_ - this->x_low_ + 1;
       int h = this->y_high_ - this->y_low_ + 1;
       this->write_to_display_(this->x_low_, this->y_low_, w, h, this->buffer_, this->x_low_,
-                              this->y_low_ - this->start_line_, WIDTH - w);
+                              this->y_low_ - this->start_line_, BUFFER_WIDTH - w);
       // invalidate watermarks
       this->x_low_ = WIDTH;
       this->y_low_ = HEIGHT;
@@ -536,10 +542,10 @@ class MipiSpiBuffer : public MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DIS
   void draw_pixel_at(int x, int y, Color color) override {
     if (!this->get_clipping().inside(x, y))
       return;
-    rotate_coordinates_(x, y);
+    rotate_coordinates(x, y);
     if (x < 0 || x >= WIDTH || y < this->start_line_ || y >= this->end_line_)
       return;
-    this->buffer_[(y - this->start_line_) * WIDTH + x] = convert_color_(color);
+    this->buffer_[(y - this->start_line_) * BUFFER_WIDTH + x] = convert_color(color);
     if (x < this->x_low_) {
       this->x_low_ = x;
     }
@@ -560,7 +566,7 @@ class MipiSpiBuffer : public MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DIS
     this->y_low_ = this->start_line_;
     this->x_high_ = WIDTH - 1;
     this->y_high_ = this->end_line_ - 1;
-    std::fill_n(this->buffer_, HEIGHT * WIDTH / FRACTION, convert_color_(color));
+    std::fill_n(this->buffer_, HEIGHT * BUFFER_WIDTH / FRACTION, convert_color(color));
   }
 
   int get_width() override {
@@ -577,7 +583,7 @@ class MipiSpiBuffer : public MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DIS
 
  protected:
   // Rotate the coordinates to match the display orientation.
-  void rotate_coordinates_(int &x, int &y) const {
+  static void rotate_coordinates(int &x, int &y) {
     if constexpr (ROTATION == display::DISPLAY_ROTATION_180_DEGREES) {
       x = WIDTH - x - 1;
       y = HEIGHT - y - 1;
@@ -593,7 +599,7 @@ class MipiSpiBuffer : public MipiSpi<BUFFERTYPE, BUFFERPIXEL, IS_BIG_ENDIAN, DIS
   }
 
   // Convert a color to the buffer pixel format.
-  BUFFERTYPE convert_color_(Color &color) const {
+  static BUFFERTYPE convert_color(const Color &color) {
     if constexpr (BUFFERPIXEL == PIXEL_MODE_8) {
       return (color.red & 0xE0) | (color.g & 0xE0) >> 3 | color.b >> 6;
     } else if constexpr (BUFFERPIXEL == PIXEL_MODE_16) {
diff --git a/esphome/components/mipi_spi/models/waveshare.py b/esphome/components/mipi_spi/models/waveshare.py
index 7a55027e58..e4e090da2e 100644
--- a/esphome/components/mipi_spi/models/waveshare.py
+++ b/esphome/components/mipi_spi/models/waveshare.py
@@ -3,6 +3,7 @@ import esphome.config_validation as cv
 
 from .amoled import CO5300
 from .ili import ILI9488_A
+from .jc import AXS15231
 
 DriverChip(
     "WAVESHARE-4-TFT",
@@ -152,3 +153,12 @@ CO5300.extend(
     cs_pin=12,
     reset_pin=39,
 )
+
+AXS15231.extend(
+    "WAVESHARE-ESP32-S3-TOUCH-LCD-3.49",
+    width=172,
+    height=640,
+    data_rate="80MHz",
+    cs_pin=9,
+    reset_pin=21,
+)
diff --git a/esphome/components/socket/bsd_sockets_impl.cpp b/esphome/components/socket/bsd_sockets_impl.cpp
index e056696bcf..c7cca62027 100644
--- a/esphome/components/socket/bsd_sockets_impl.cpp
+++ b/esphome/components/socket/bsd_sockets_impl.cpp
@@ -145,7 +145,7 @@ class BSDSocketImpl : public Socket {
   }
 
   ssize_t sendto(const void *buf, size_t len, int flags, const struct sockaddr *to, socklen_t tolen) override {
-    return ::sendto(fd_, buf, len, flags, to, tolen);
+    return ::sendto(fd_, buf, len, flags, to, tolen);  // NOLINT(readability-suspicious-call-argument)
   }
 
   int setblocking(bool blocking) override {
diff --git a/esphome/const.py b/esphome/const.py
index 086b5b4ce3..d62dc617d1 100644
--- a/esphome/const.py
+++ b/esphome/const.py
@@ -836,6 +836,7 @@ CONF_RMT_CHANNEL = "rmt_channel"
 CONF_RMT_SYMBOLS = "rmt_symbols"
 CONF_ROTATION = "rotation"
 CONF_ROW = "row"
+CONF_ROWS = "rows"
 CONF_RS_PIN = "rs_pin"
 CONF_RTD_NOMINAL_RESISTANCE = "rtd_nominal_resistance"
 CONF_RTD_WIRES = "rtd_wires"
diff --git a/esphome/core/defines.h b/esphome/core/defines.h
index f770edaa00..1afb296fc0 100644
--- a/esphome/core/defines.h
+++ b/esphome/core/defines.h
@@ -202,7 +202,7 @@
 #define USB_HOST_MAX_REQUESTS 16
 
 #ifdef USE_ARDUINO
-#define USE_ARDUINO_VERSION_CODE VERSION_CODE(3, 2, 1)
+#define USE_ARDUINO_VERSION_CODE VERSION_CODE(3, 3, 2)
 #define USE_ETHERNET
 #define USE_ETHERNET_KSZ8081
 #endif
diff --git a/esphome/espota2.py b/esphome/espota2.py
index 17a1da8235..2b1b9a8328 100644
--- a/esphome/espota2.py
+++ b/esphome/espota2.py
@@ -242,7 +242,7 @@ def send_check(
 
 
 def perform_ota(
-    sock: socket.socket, password: str, file_handle: io.IOBase, filename: Path
+    sock: socket.socket, password: str | None, file_handle: io.IOBase, filename: Path
 ) -> None:
     file_contents = file_handle.read()
     file_size = len(file_contents)
@@ -278,13 +278,13 @@ def perform_ota(
 
     def perform_auth(
         sock: socket.socket,
-        password: str,
+        password: str | None,
         hash_func: Callable[..., Any],
         nonce_size: int,
         hash_name: str,
     ) -> None:
         """Perform challenge-response authentication using specified hash algorithm."""
-        if not password:
+        if password is None:
             raise OTAError("ESP requests password, but no password given!")
 
         nonce_bytes = receive_exactly(
@@ -385,7 +385,7 @@ def perform_ota(
 
 
 def run_ota_impl_(
-    remote_host: str | list[str], remote_port: int, password: str, filename: Path
+    remote_host: str | list[str], remote_port: int, password: str | None, filename: Path
 ) -> tuple[int, str | None]:
     from esphome.core import CORE
 
@@ -436,7 +436,7 @@ def run_ota_impl_(
 
 
 def run_ota(
-    remote_host: str | list[str], remote_port: int, password: str, filename: Path
+    remote_host: str | list[str], remote_port: int, password: str | None, filename: Path
 ) -> tuple[int, str | None]:
     try:
         return run_ota_impl_(remote_host, remote_port, password, filename)
diff --git a/platformio.ini b/platformio.ini
index 44b466a2b3..6b2a8657bb 100644
--- a/platformio.ini
+++ b/platformio.ini
@@ -125,9 +125,9 @@ extra_scripts = post:esphome/components/esp8266/post_build.py.script
 ; This are common settings for the ESP32 (all variants) using Arduino.
 [common:esp32-arduino]
 extends = common:arduino
-platform = https://github.com/pioarduino/platform-espressif32/releases/download/54.03.21-2/platform-espressif32.zip
+platform = https://github.com/pioarduino/platform-espressif32/releases/download/55.03.31-1/platform-espressif32.zip
 platform_packages =
-    pioarduino/framework-arduinoespressif32@https://github.com/espressif/arduino-esp32/releases/download/3.2.1/esp32-3.2.1.zip
+    pioarduino/framework-arduinoespressif32@https://github.com/espressif/arduino-esp32/releases/download/3.3.2/esp32-3.3.2.zip
 
 framework = arduino, espidf  ; Arduino as an ESP-IDF component
 lib_deps =
@@ -161,9 +161,9 @@ extra_scripts = post:esphome/components/esp32/post_build.py.script
 ; This are common settings for the ESP32 (all variants) using IDF.
 [common:esp32-idf]
 extends = common:idf
-platform = https://github.com/pioarduino/platform-espressif32/releases/download/54.03.21-2/platform-espressif32.zip
+platform = https://github.com/pioarduino/platform-espressif32/releases/download/55.03.31-1/platform-espressif32.zip
 platform_packages =
-    pioarduino/framework-espidf@https://github.com/pioarduino/esp-idf/releases/download/v5.4.2/esp-idf-v5.4.2.zip
+    pioarduino/framework-espidf@https://github.com/pioarduino/esp-idf/releases/download/v5.5.1/esp-idf-v5.5.1.zip
 
 framework = espidf
 lib_deps =
diff --git a/requirements.txt b/requirements.txt
index 1abfed0324..92ab24e754 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -12,7 +12,7 @@ platformio==6.1.18  # When updating platformio, also update /docker/Dockerfile
 esptool==5.1.0
 click==8.1.7
 esphome-dashboard==20251013.0
-aioesphomeapi==41.17.0
+aioesphomeapi==42.0.0
 zeroconf==0.148.0
 puremagic==1.30
 ruamel.yaml==0.18.15 # dashboard_import
@@ -23,10 +23,6 @@ cairosvg==2.8.2
 freetype-py==2.5.1
 jinja2==3.1.6
 
-# esp-idf requires this, but doesn't bundle it by default
-# https://github.com/espressif/esp-idf/blob/220590d599e134d7a5e7f1e683cc4550349ffbf8/requirements.txt#L24
-kconfiglib==13.7.1
-
 # esp-idf >= 5.0 requires this
 pyparsing >= 3.0
 
diff --git a/requirements_test.txt b/requirements_test.txt
index c4227fdbde..56ac775a94 100644
--- a/requirements_test.txt
+++ b/requirements_test.txt
@@ -1,4 +1,4 @@
-pylint==4.0.0
+pylint==4.0.1
 flake8==7.3.0  # also change in .pre-commit-config.yaml when updating
 ruff==0.14.0  # also change in .pre-commit-config.yaml when updating
 pyupgrade==3.21.0  # also change in .pre-commit-config.yaml when updating
diff --git a/script/analyze_component_buses.py b/script/analyze_component_buses.py
index 39e1e66c75..24854178a0 100755
--- a/script/analyze_component_buses.py
+++ b/script/analyze_component_buses.py
@@ -75,6 +75,8 @@ ISOLATED_COMPONENTS = {
     "ethernet": "Defines ethernet: which conflicts with wifi: used by most components",
     "ethernet_info": "Related to ethernet component which conflicts with wifi",
     "lvgl": "Defines multiple SDL displays on host platform that conflict when merged with other display configs",
+    "openthread": "Conflicts with wifi: used by most components",
+    "openthread_info": "Conflicts with wifi: used by most components",
     "matrix_keypad": "Needs isolation due to keypad",
     "mcp4725": "no YAML config to specify i2c bus id",
     "mcp47a1": "no YAML config to specify i2c bus id",
diff --git a/script/ci-custom.py b/script/ci-custom.py
index bc1ebda93b..6b01623d92 100755
--- a/script/ci-custom.py
+++ b/script/ci-custom.py
@@ -501,7 +501,7 @@ def lint_constants_usage():
             continue
         errs.append(
             f"Constant {highlight(constant)} is defined in {len(uses)} files. Please move all definitions of the "
-            f"constant to const.py (Uses: {', '.join(uses)}) in a separate PR. "
+            f"constant to const.py (Uses: {', '.join(str(u) for u in uses)}) in a separate PR. "
             "See https://developers.esphome.io/contributing/code/#python"
         )
     return errs
diff --git a/script/determine-jobs.py b/script/determine-jobs.py
index a078fd8f9b..b000ecee3b 100755
--- a/script/determine-jobs.py
+++ b/script/determine-jobs.py
@@ -31,6 +31,7 @@ Options:
 from __future__ import annotations
 
 import argparse
+from functools import cache
 import json
 import os
 from pathlib import Path
@@ -45,7 +46,6 @@ from helpers import (
     changed_files,
     get_all_dependencies,
     get_components_from_integration_fixtures,
-    parse_list_components_output,
     root_path,
 )
 
@@ -212,6 +212,24 @@ def _any_changed_file_endswith(branch: str | None, extensions: tuple[str, ...])
     return any(file.endswith(extensions) for file in changed_files(branch))
 
 
+@cache
+def _component_has_tests(component: str) -> bool:
+    """Check if a component has test files.
+
+    Cached to avoid repeated filesystem operations for the same component.
+
+    Args:
+        component: Component name to check
+
+    Returns:
+        True if the component has test YAML files
+    """
+    tests_dir = Path(root_path) / "tests" / "components" / component
+    if not tests_dir.exists():
+        return False
+    return any(tests_dir.glob("test.*.yaml"))
+
+
 def main() -> None:
     """Main function that determines which CI jobs to run."""
     parser = argparse.ArgumentParser(
@@ -228,23 +246,37 @@ def main() -> None:
     run_clang_format = should_run_clang_format(args.branch)
     run_python_linters = should_run_python_linters(args.branch)
 
-    # Get changed components using list-components.py for exact compatibility
+    # Get both directly changed and all changed components (with dependencies) in one call
     script_path = Path(__file__).parent / "list-components.py"
-    cmd = [sys.executable, str(script_path), "--changed"]
+    cmd = [sys.executable, str(script_path), "--changed-with-deps"]
     if args.branch:
         cmd.extend(["-b", args.branch])
 
     result = subprocess.run(cmd, capture_output=True, text=True, check=True)
-    changed_components = parse_list_components_output(result.stdout)
+    component_data = json.loads(result.stdout)
+    directly_changed_components = component_data["directly_changed"]
+    changed_components = component_data["all_changed"]
 
     # Filter to only components that have test files
     # Components without tests shouldn't generate CI test jobs
-    tests_dir = Path(root_path) / "tests" / "components"
     changed_components_with_tests = [
+        component for component in changed_components if _component_has_tests(component)
+    ]
+
+    # Get directly changed components with tests (for isolated testing)
+    # These will be tested WITHOUT --testing-mode in CI to enable full validation
+    # (pin conflicts, etc.) since they contain the actual changes being reviewed
+    directly_changed_with_tests = [
         component
-        for component in changed_components
-        if (component_test_dir := tests_dir / component).exists()
-        and any(component_test_dir.glob("test.*.yaml"))
+        for component in directly_changed_components
+        if _component_has_tests(component)
+    ]
+
+    # Get dependency-only components (for grouped testing)
+    dependency_only_components = [
+        component
+        for component in changed_components_with_tests
+        if component not in directly_changed_components
     ]
 
     # Build output
@@ -255,7 +287,11 @@ def main() -> None:
         "python_linters": run_python_linters,
         "changed_components": changed_components,
         "changed_components_with_tests": changed_components_with_tests,
+        "directly_changed_components_with_tests": directly_changed_with_tests,
+        "dependency_only_components_with_tests": dependency_only_components,
         "component_test_count": len(changed_components_with_tests),
+        "directly_changed_count": len(directly_changed_with_tests),
+        "dependency_only_count": len(dependency_only_components),
     }
 
     # Output as JSON
diff --git a/script/list-components.py b/script/list-components.py
index 9ab1cdd852..dffff6801a 100755
--- a/script/list-components.py
+++ b/script/list-components.py
@@ -185,18 +185,32 @@ def main():
         "-c",
         "--changed",
         action="store_true",
-        help="List all components required for testing based on changes",
+        help="List all components required for testing based on changes (includes dependencies)",
+    )
+    parser.add_argument(
+        "--changed-direct",
+        action="store_true",
+        help="List only directly changed components (without dependencies)",
+    )
+    parser.add_argument(
+        "--changed-with-deps",
+        action="store_true",
+        help="Output JSON with both directly changed and all changed components",
     )
     parser.add_argument(
         "-b", "--branch", help="Branch to compare changed files against"
     )
     args = parser.parse_args()
 
-    if args.branch and not args.changed:
-        parser.error("--branch requires --changed")
+    if args.branch and not (
+        args.changed or args.changed_direct or args.changed_with_deps
+    ):
+        parser.error(
+            "--branch requires --changed, --changed-direct, or --changed-with-deps"
+        )
 
-    if args.changed:
-        # When --changed is passed, only get the changed files
+    if args.changed or args.changed_direct or args.changed_with_deps:
+        # When --changed* is passed, only get the changed files
         changed = changed_files(args.branch)
 
         # If any base test file(s) changed, there's no need to filter out components
@@ -210,8 +224,25 @@ def main():
         # Get all component files
         files = get_all_component_files()
 
-    for c in get_components(files, args.changed):
-        print(c)
+    if args.changed_with_deps:
+        # Return JSON with both directly changed and all changed components
+        import json
+
+        directly_changed = get_components(files, False)
+        all_changed = get_components(files, True)
+        output = {
+            "directly_changed": directly_changed,
+            "all_changed": all_changed,
+        }
+        print(json.dumps(output))
+    elif args.changed_direct:
+        # Return only directly changed components (without dependencies)
+        for c in get_components(files, False):
+            print(c)
+    else:
+        # Return all changed components (with dependencies) - default behavior
+        for c in get_components(files, args.changed):
+            print(c)
 
 
 if __name__ == "__main__":
diff --git a/script/split_components_for_ci.py b/script/split_components_for_ci.py
index ad2261499c..9730db4988 100755
--- a/script/split_components_for_ci.py
+++ b/script/split_components_for_ci.py
@@ -56,6 +56,7 @@ def create_intelligent_batches(
     components: list[str],
     tests_dir: Path,
     batch_size: int = 40,
+    directly_changed: set[str] | None = None,
 ) -> list[list[str]]:
     """Create batches optimized for component grouping.
 
@@ -63,6 +64,7 @@ def create_intelligent_batches(
         components: List of component names to batch
         tests_dir: Path to tests/components directory
         batch_size: Target size for each batch
+        directly_changed: Set of directly changed components (for logging only)
 
     Returns:
         List of component batches (lists of component names)
@@ -94,10 +96,17 @@ def create_intelligent_batches(
 
     for component in components_with_tests:
         # Components that can't be grouped get unique signatures
-        # This includes both manually curated ISOLATED_COMPONENTS and
-        # automatically detected non_groupable components
+        # This includes:
+        # - Manually curated ISOLATED_COMPONENTS
+        # - Automatically detected non_groupable components
+        # - Directly changed components (passed via --isolate in CI)
         # These can share a batch/runner but won't be grouped/merged
-        if component in ISOLATED_COMPONENTS or component in non_groupable:
+        is_isolated = (
+            component in ISOLATED_COMPONENTS
+            or component in non_groupable
+            or (directly_changed and component in directly_changed)
+        )
+        if is_isolated:
             signature_groups[f"isolated_{component}"].append(component)
             continue
 
@@ -187,6 +196,10 @@ def main() -> int:
         default=Path("tests/components"),
         help="Path to tests/components directory",
     )
+    parser.add_argument(
+        "--directly-changed",
+        help="JSON array of directly changed component names (for logging only)",
+    )
     parser.add_argument(
         "--output",
         "-o",
@@ -208,11 +221,21 @@ def main() -> int:
         print("Components must be a JSON array", file=sys.stderr)
         return 1
 
+    # Parse directly changed components list from JSON (if provided)
+    directly_changed = None
+    if args.directly_changed:
+        try:
+            directly_changed = set(json.loads(args.directly_changed))
+        except json.JSONDecodeError as e:
+            print(f"Error parsing directly-changed JSON: {e}", file=sys.stderr)
+            return 1
+
     # Create intelligent batches
     batches = create_intelligent_batches(
         components=components,
         tests_dir=args.tests_dir,
         batch_size=args.batch_size,
+        directly_changed=directly_changed,
     )
 
     # Convert batches to space-separated strings for CI
@@ -238,13 +261,37 @@ def main() -> int:
     isolated_count = sum(
         1
         for comp in all_batched_components
-        if comp in ISOLATED_COMPONENTS or comp in non_groupable
+        if comp in ISOLATED_COMPONENTS
+        or comp in non_groupable
+        or (directly_changed and comp in directly_changed)
     )
     groupable_count = actual_components - isolated_count
 
     print("\n=== Intelligent Batch Summary ===", file=sys.stderr)
     print(f"Total components requested: {len(components)}", file=sys.stderr)
     print(f"Components with test files: {actual_components}", file=sys.stderr)
+
+    # Show breakdown of directly changed vs dependencies
+    if directly_changed:
+        direct_count = sum(
+            1 for comp in all_batched_components if comp in directly_changed
+        )
+        dep_count = actual_components - direct_count
+        direct_comps = [
+            comp for comp in all_batched_components if comp in directly_changed
+        ]
+        dep_comps = [
+            comp for comp in all_batched_components if comp not in directly_changed
+        ]
+        print(
+            f"  - Direct changes: {direct_count} ({', '.join(sorted(direct_comps))})",
+            file=sys.stderr,
+        )
+        print(
+            f"  - Dependencies: {dep_count} ({', '.join(sorted(dep_comps))})",
+            file=sys.stderr,
+        )
+
     print(f"  - Groupable (weight=1): {groupable_count}", file=sys.stderr)
     print(f"  - Isolated (weight=10): {isolated_count}", file=sys.stderr)
     if actual_components < len(components):
diff --git a/script/test_build_components.py b/script/test_build_components.py
index e27bd695c1..14fc10977c 100755
--- a/script/test_build_components.py
+++ b/script/test_build_components.py
@@ -365,6 +365,7 @@ def run_grouped_component_tests(
     build_dir: Path,
     esphome_command: str,
     continue_on_fail: bool,
+    additional_isolated: set[str] | None = None,
 ) -> tuple[set[tuple[str, str]], list[str], list[str], dict[str, str]]:
     """Run grouped component tests.
 
@@ -376,6 +377,7 @@ def run_grouped_component_tests(
         build_dir: Path to build directory
         esphome_command: ESPHome command (config/compile)
         continue_on_fail: Whether to continue on failure
+        additional_isolated: Additional components to treat as isolated (not grouped)
 
     Returns:
         Tuple of (tested_components, passed_tests, failed_tests, failed_commands)
@@ -397,6 +399,17 @@ def run_grouped_component_tests(
     # Track why components can't be grouped (for detailed output)
     non_groupable_reasons = {}
 
+    # Merge additional isolated components with predefined ones
+    # ISOLATED COMPONENTS are tested individually WITHOUT --testing-mode
+    # This is critical because:
+    # - Grouped tests use --testing-mode which disables pin conflict checks and other validation
+    # - These checks are disabled to allow config merging (multiple components in one build)
+    # - For directly changed components (via --isolate), we need full validation to catch issues
+    # - Dependencies are safe to group since they weren't modified in the PR
+    all_isolated = set(ISOLATED_COMPONENTS.keys())
+    if additional_isolated:
+        all_isolated.update(additional_isolated)
+
     # Group by (platform, bus_signature)
     for component, platforms in component_buses.items():
         if component not in all_tests:
@@ -404,7 +417,7 @@ def run_grouped_component_tests(
 
         # Skip components that must be tested in isolation
         # These are shown separately and should not be in non_groupable_reasons
-        if component in ISOLATED_COMPONENTS:
+        if component in all_isolated:
             continue
 
         # Skip base bus components (these test the bus platforms themselves)
@@ -453,15 +466,28 @@ def run_grouped_component_tests(
     print("\nGrouping Plan:")
     print("-" * 80)
 
-    # Show isolated components (must test individually due to known issues)
-    isolated_in_tests = [c for c in ISOLATED_COMPONENTS if c in all_tests]
+    # Show isolated components (must test individually due to known issues or direct changes)
+    isolated_in_tests = [c for c in all_isolated if c in all_tests]
     if isolated_in_tests:
-        print(
-            f"\n⚠ {len(isolated_in_tests)} components must be tested in isolation (known build issues):"
-        )
-        for comp in sorted(isolated_in_tests):
-            reason = ISOLATED_COMPONENTS[comp]
-            print(f"  - {comp}: {reason}")
+        predefined_isolated = [c for c in isolated_in_tests if c in ISOLATED_COMPONENTS]
+        additional_in_tests = [
+            c for c in isolated_in_tests if c in (additional_isolated or set())
+        ]
+
+        if predefined_isolated:
+            print(
+                f"\n⚠ {len(predefined_isolated)} components must be tested in isolation (known build issues):"
+            )
+            for comp in sorted(predefined_isolated):
+                reason = ISOLATED_COMPONENTS[comp]
+                print(f"  - {comp}: {reason}")
+
+        if additional_in_tests:
+            print(
+                f"\n✓ {len(additional_in_tests)} components tested in isolation (directly changed in PR):"
+            )
+            for comp in sorted(additional_in_tests):
+                print(f"  - {comp}")
 
     # Show base bus components (test the bus platform implementations)
     base_bus_in_tests = [c for c in BASE_BUS_COMPONENTS if c in all_tests]
@@ -733,6 +759,7 @@ def test_components(
     esphome_command: str,
     continue_on_fail: bool,
     enable_grouping: bool = True,
+    isolated_components: set[str] | None = None,
 ) -> int:
     """Test components with optional intelligent grouping.
 
@@ -742,6 +769,10 @@ def test_components(
         esphome_command: ESPHome command (config/compile)
         continue_on_fail: Whether to continue on failure
         enable_grouping: Whether to enable component grouping
+        isolated_components: Set of component names to test in isolation (not grouped).
+            These are tested WITHOUT --testing-mode to enable full validation
+            (pin conflicts, etc). This is used in CI for directly changed components
+            to catch issues that would be missed with --testing-mode.
 
     Returns:
         Exit code (0 for success, 1 for failure)
@@ -788,6 +819,7 @@ def test_components(
             build_dir=build_dir,
             esphome_command=esphome_command,
             continue_on_fail=continue_on_fail,
+            additional_isolated=isolated_components,
         )
 
     # Then run individual tests for components not in groups
@@ -912,18 +944,30 @@ def main() -> int:
         action="store_true",
         help="Disable component grouping (test each component individually)",
     )
+    parser.add_argument(
+        "--isolate",
+        help="Comma-separated list of components to test in isolation (not grouped with others). "
+        "These are tested WITHOUT --testing-mode to enable full validation. "
+        "Used in CI for directly changed components to catch pin conflicts and other issues.",
+    )
 
     args = parser.parse_args()
 
     # Parse component patterns
     component_patterns = [p.strip() for p in args.components.split(",")]
 
+    # Parse isolated components
+    isolated_components = None
+    if args.isolate:
+        isolated_components = {c.strip() for c in args.isolate.split(",") if c.strip()}
+
     return test_components(
         component_patterns=component_patterns,
         platform_filter=args.target,
         esphome_command=args.esphome_command,
         continue_on_fail=args.continue_on_fail,
         enable_grouping=not args.no_grouping,
+        isolated_components=isolated_components,
     )
 
 
diff --git a/tests/component_tests/mipi_spi/test_init.py b/tests/component_tests/mipi_spi/test_init.py
index fbb3222812..e68f6fbfba 100644
--- a/tests/component_tests/mipi_spi/test_init.py
+++ b/tests/component_tests/mipi_spi/test_init.py
@@ -69,7 +69,7 @@ def run_schema_validation(config: ConfigType) -> None:
             {
                 "id": "display_id",
                 "model": "custom",
-                "dimensions": {"width": 320, "height": 240},
+                "dimensions": {"width": 260, "height": 260},
                 "draw_rounding": 13,
                 "init_sequence": [[0xA0, 0x01]],
             },
@@ -336,7 +336,7 @@ def test_native_generation(
 
     main_cpp = generate_main(component_fixture_path("native.yaml"))
     assert (
-        "mipi_spi::MipiSpiBuffer<uint16_t, mipi_spi::PIXEL_MODE_16, true, mipi_spi::PIXEL_MODE_16, mipi_spi::BUS_TYPE_QUAD, 360, 360, 0, 1, display::DISPLAY_ROTATION_0_DEGREES, 1>()"
+        "mipi_spi::MipiSpiBuffer<uint16_t, mipi_spi::PIXEL_MODE_16, true, mipi_spi::PIXEL_MODE_16, mipi_spi::BUS_TYPE_QUAD, 360, 360, 0, 1, display::DISPLAY_ROTATION_0_DEGREES, 1, 1>()"
         in main_cpp
     )
     assert "set_init_sequence({240, 1, 8, 242" in main_cpp
diff --git a/tests/components/bluetooth_proxy/test.esp32-p4-idf.yaml b/tests/components/bluetooth_proxy/test.esp32-p4-idf.yaml
new file mode 100644
index 0000000000..edb18c1ada
--- /dev/null
+++ b/tests/components/bluetooth_proxy/test.esp32-p4-idf.yaml
@@ -0,0 +1,19 @@
+<<: !include common.yaml
+
+esp32_ble_tracker:
+  max_connections: 9
+
+bluetooth_proxy:
+  active: true
+  connection_slots: 9
+
+esp32_hosted:
+  active_high: true
+  variant: ESP32C6
+  reset_pin: GPIO54
+  cmd_pin: GPIO19
+  clk_pin: GPIO18
+  d0_pin: GPIO14
+  d1_pin: GPIO15
+  d2_pin: GPIO16
+  d3_pin: GPIO17
diff --git a/tests/components/chsc6x/test.esp32-c3-idf.yaml b/tests/components/chsc6x/test.esp32-c3-idf.yaml
index f32f147a44..f0de4107d7 100644
--- a/tests/components/chsc6x/test.esp32-c3-idf.yaml
+++ b/tests/components/chsc6x/test.esp32-c3-idf.yaml
@@ -7,8 +7,8 @@ display:
     id: ili9xxx_display
     model: GC9A01A
     invert_colors: True
-    cs_pin: 10
-    dc_pin: 6
+    cs_pin: 11
+    dc_pin: 7
     pages:
       - id: page1
         lambda: |-
diff --git a/tests/components/esp32/test.esp32-idf.yaml b/tests/components/esp32/test.esp32-idf.yaml
index ccf0b7cbd5..6338fe98dd 100644
--- a/tests/components/esp32/test.esp32-idf.yaml
+++ b/tests/components/esp32/test.esp32-idf.yaml
@@ -5,6 +5,7 @@ esp32:
     advanced:
       enable_lwip_mdns_queries: true
       enable_lwip_bridge_interface: true
+      disable_libc_locks_in_iram: false  # Test explicit opt-out of RAM optimization
 
 wifi:
   ssid: MySSID
diff --git a/tests/components/esp32/test.esp32-s3-idf.yaml b/tests/components/esp32/test.esp32-s3-idf.yaml
index 1d5a5e52a4..4ae5e6b999 100644
--- a/tests/components/esp32/test.esp32-s3-idf.yaml
+++ b/tests/components/esp32/test.esp32-s3-idf.yaml
@@ -4,6 +4,7 @@ esp32:
     type: esp-idf
     advanced:
       execute_from_psram: true
+      disable_libc_locks_in_iram: true  # Test default RAM optimization enabled
 
 psram:
   mode: octal
diff --git a/tests/components/mipi_spi/common.yaml b/tests/components/mipi_spi/common.yaml
index 03f807f53c..692a9f436e 100644
--- a/tests/components/mipi_spi/common.yaml
+++ b/tests/components/mipi_spi/common.yaml
@@ -10,7 +10,7 @@ display:
     invert_colors: true
     show_test_card: true
     spi_mode: mode0
-    draw_rounding: 8
+    draw_rounding: 4
     use_axis_flips: true
     init_sequence:
       - [0xd0, 1, 2, 3]
diff --git a/tests/components/mipi_spi/test.rp2040-ard.yaml b/tests/components/mipi_spi/test.rp2040-ard.yaml
index 380cebcde3..6336652999 100644
--- a/tests/components/mipi_spi/test.rp2040-ard.yaml
+++ b/tests/components/mipi_spi/test.rp2040-ard.yaml
@@ -1,7 +1,7 @@
 substitutions:
   dc_pin: GPIO14
   cs_pin: GPIO13
-  enable_pin: GPIO16
+  enable_pin: GPIO17
   reset_pin: GPIO20
 
 packages:
diff --git a/tests/script/test_determine_jobs.py b/tests/script/test_determine_jobs.py
index 5d8746f434..0559d116be 100644
--- a/tests/script/test_determine_jobs.py
+++ b/tests/script/test_determine_jobs.py
@@ -73,9 +73,11 @@ def test_main_all_tests_should_run(
     mock_should_run_clang_format.return_value = True
     mock_should_run_python_linters.return_value = True
 
-    # Mock list-components.py output
+    # Mock list-components.py output (now returns JSON with --changed-with-deps)
     mock_result = Mock()
-    mock_result.stdout = "wifi\napi\nsensor\n"
+    mock_result.stdout = json.dumps(
+        {"directly_changed": ["wifi", "api"], "all_changed": ["wifi", "api", "sensor"]}
+    )
     mock_subprocess_run.return_value = mock_result
 
     # Run main function with mocked argv
@@ -116,7 +118,7 @@ def test_main_no_tests_should_run(
 
     # Mock empty list-components.py output
     mock_result = Mock()
-    mock_result.stdout = ""
+    mock_result.stdout = json.dumps({"directly_changed": [], "all_changed": []})
     mock_subprocess_run.return_value = mock_result
 
     # Run main function with mocked argv
@@ -177,7 +179,9 @@ def test_main_with_branch_argument(
 
     # Mock list-components.py output
     mock_result = Mock()
-    mock_result.stdout = "mqtt\n"
+    mock_result.stdout = json.dumps(
+        {"directly_changed": ["mqtt"], "all_changed": ["mqtt"]}
+    )
     mock_subprocess_run.return_value = mock_result
 
     with patch("sys.argv", ["script.py", "-b", "main"]):
@@ -192,7 +196,7 @@ def test_main_with_branch_argument(
     # Check that list-components.py was called with branch
     mock_subprocess_run.assert_called_once()
     call_args = mock_subprocess_run.call_args[0][0]
-    assert "--changed" in call_args
+    assert "--changed-with-deps" in call_args
     assert "-b" in call_args
     assert "main" in call_args
 
@@ -411,7 +415,12 @@ def test_main_filters_components_without_tests(
     # Mock list-components.py output with 3 components
     # wifi: has tests, sensor: has tests, airthings_ble: no tests
     mock_result = Mock()
-    mock_result.stdout = "wifi\nsensor\nairthings_ble\n"
+    mock_result.stdout = json.dumps(
+        {
+            "directly_changed": ["wifi", "sensor"],
+            "all_changed": ["wifi", "sensor", "airthings_ble"],
+        }
+    )
     mock_subprocess_run.return_value = mock_result
 
     # Create test directory structure
@@ -436,6 +445,8 @@ def test_main_filters_components_without_tests(
         patch.object(determine_jobs, "root_path", str(tmp_path)),
         patch("sys.argv", ["determine-jobs.py"]),
     ):
+        # Clear the cache since we're mocking root_path
+        determine_jobs._component_has_tests.cache_clear()
         determine_jobs.main()
 
     # Check output
diff --git a/tests/unit_tests/test_espota2.py b/tests/unit_tests/test_espota2.py
index 52c72291d6..02f965782b 100644
--- a/tests/unit_tests/test_espota2.py
+++ b/tests/unit_tests/test_espota2.py
@@ -287,7 +287,7 @@ def test_perform_ota_no_auth(mock_socket: Mock, mock_file: io.BytesIO) -> None:
 
     mock_socket.recv.side_effect = recv_responses
 
-    espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+    espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
     # Should not send any auth-related data
     auth_calls = [
@@ -317,7 +317,7 @@ def test_perform_ota_with_compression(mock_socket: Mock) -> None:
 
     mock_socket.recv.side_effect = recv_responses
 
-    espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+    espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
     # Verify compressed content was sent
     # Get the binary size that was sent (4 bytes after features)
@@ -347,7 +347,7 @@ def test_perform_ota_auth_without_password(mock_socket: Mock) -> None:
     with pytest.raises(
         espota2.OTAError, match="ESP requests password, but no password given"
     ):
-        espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+        espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
 
 @pytest.mark.usefixtures("mock_time")
@@ -413,7 +413,7 @@ def test_perform_ota_sha256_auth_without_password(mock_socket: Mock) -> None:
     with pytest.raises(
         espota2.OTAError, match="ESP requests password, but no password given"
     ):
-        espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+        espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
 
 def test_perform_ota_unexpected_auth_response(mock_socket: Mock) -> None:
@@ -450,7 +450,7 @@ def test_perform_ota_unsupported_version(mock_socket: Mock) -> None:
     mock_socket.recv.side_effect = responses
 
     with pytest.raises(espota2.OTAError, match="Device uses unsupported OTA version"):
-        espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+        espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
 
 @pytest.mark.usefixtures("mock_time")
@@ -471,7 +471,7 @@ def test_perform_ota_upload_error(mock_socket: Mock, mock_file: io.BytesIO) -> N
     mock_socket.recv.side_effect = recv_responses
 
     with pytest.raises(espota2.OTAError, match="Error receiving acknowledge chunk OK"):
-        espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+        espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
 
 @pytest.mark.usefixtures("mock_socket_constructor", "mock_resolve_ip")
@@ -706,7 +706,7 @@ def test_perform_ota_version_differences(
     ]
 
     mock_socket.recv.side_effect = recv_responses
-    espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+    espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
     # For v1.0, verify that we only get the expected number of recv calls
     # v1.0 doesn't have chunk acknowledgments, so fewer recv calls
@@ -732,7 +732,7 @@ def test_perform_ota_version_differences(
     ]
 
     mock_socket.recv.side_effect = recv_responses_v2
-    espota2.perform_ota(mock_socket, "", mock_file, "test.bin")
+    espota2.perform_ota(mock_socket, None, mock_file, "test.bin")
 
     # For v2.0, verify more recv calls due to chunk acknowledgments
     assert mock_socket.recv.call_count == 9  # v2.0 has 9 recv calls (includes chunk OK)
diff --git a/tests/unit_tests/test_main.py b/tests/unit_tests/test_main.py
index becf911fa3..59d0433aa4 100644
--- a/tests/unit_tests/test_main.py
+++ b/tests/unit_tests/test_main.py
@@ -1062,7 +1062,7 @@ def test_upload_program_ota_with_file_arg(
     assert exit_code == 0
     assert host == "192.168.1.100"
     mock_run_ota.assert_called_once_with(
-        ["192.168.1.100"], 3232, "", Path("custom.bin")
+        ["192.168.1.100"], 3232, None, Path("custom.bin")
     )
 
 
@@ -1119,7 +1119,9 @@ def test_upload_program_ota_with_mqtt_resolution(
     expected_firmware = (
         tmp_path / ".esphome" / "build" / "test" / ".pioenvs" / "test" / "firmware.bin"
     )
-    mock_run_ota.assert_called_once_with(["192.168.1.100"], 3232, "", expected_firmware)
+    mock_run_ota.assert_called_once_with(
+        ["192.168.1.100"], 3232, None, expected_firmware
+    )
 
 
 @patch("esphome.__main__.importlib.import_module")
@@ -1976,3 +1978,292 @@ def test_command_clean_all_args_used() -> None:
         # Verify the correct configuration paths were passed
         mock_clean_all.assert_any_call(["/path/to/config1"])
         mock_clean_all.assert_any_call(["/path/to/config2", "/path/to/config3"])
+
+
+def test_upload_program_ota_static_ip_with_mqttip(
+    mock_mqtt_get_ip: Mock,
+    mock_run_ota: Mock,
+    tmp_path: Path,
+) -> None:
+    """Test upload_program with static IP and MQTTIP (issue #11260).
+
+    This tests the scenario where a device has manual_ip (static IP) configured
+    and MQTT is also configured. The devices list contains both the static IP
+    and "MQTTIP" magic string. This previously failed because only the first
+    device was checked for MQTT resolution.
+    """
+    setup_core(platform=PLATFORM_ESP32, tmp_path=tmp_path)
+
+    mock_mqtt_get_ip.return_value = ["192.168.2.50"]  # Different subnet
+    mock_run_ota.return_value = (0, "192.168.1.100")
+
+    config = {
+        CONF_OTA: [
+            {
+                CONF_PLATFORM: CONF_ESPHOME,
+                CONF_PORT: 3232,
+            }
+        ],
+        CONF_MQTT: {
+            CONF_BROKER: "mqtt.local",
+        },
+    }
+    args = MockArgs(username="user", password="pass", client_id="client")
+    # Simulates choose_upload_log_host returning static IP + MQTTIP
+    devices = ["192.168.1.100", "MQTTIP"]
+
+    exit_code, host = upload_program(config, args, devices)
+
+    assert exit_code == 0
+    assert host == "192.168.1.100"
+
+    # Verify MQTT was resolved
+    mock_mqtt_get_ip.assert_called_once_with(config, "user", "pass", "client")
+
+    # Verify espota2.run_ota was called with both IPs
+    expected_firmware = (
+        tmp_path / ".esphome" / "build" / "test" / ".pioenvs" / "test" / "firmware.bin"
+    )
+    mock_run_ota.assert_called_once_with(
+        ["192.168.1.100", "192.168.2.50"], 3232, None, expected_firmware
+    )
+
+
+def test_upload_program_ota_multiple_mqttip_resolves_once(
+    mock_mqtt_get_ip: Mock,
+    mock_run_ota: Mock,
+    tmp_path: Path,
+) -> None:
+    """Test that MQTT resolution only happens once even with multiple MQTT magic strings."""
+    setup_core(platform=PLATFORM_ESP32, tmp_path=tmp_path)
+
+    mock_mqtt_get_ip.return_value = ["192.168.2.50", "192.168.2.51"]
+    mock_run_ota.return_value = (0, "192.168.2.50")
+
+    config = {
+        CONF_OTA: [
+            {
+                CONF_PLATFORM: CONF_ESPHOME,
+                CONF_PORT: 3232,
+            }
+        ],
+        CONF_MQTT: {
+            CONF_BROKER: "mqtt.local",
+        },
+    }
+    args = MockArgs(username="user", password="pass", client_id="client")
+    # Multiple MQTT magic strings in the list
+    devices = ["MQTTIP", "MQTT", "192.168.1.100"]
+
+    exit_code, host = upload_program(config, args, devices)
+
+    assert exit_code == 0
+    assert host == "192.168.2.50"
+
+    # Verify MQTT was only resolved once despite multiple MQTT magic strings
+    mock_mqtt_get_ip.assert_called_once_with(config, "user", "pass", "client")
+
+    # Verify espota2.run_ota was called with all unique IPs
+    expected_firmware = (
+        tmp_path / ".esphome" / "build" / "test" / ".pioenvs" / "test" / "firmware.bin"
+    )
+    mock_run_ota.assert_called_once_with(
+        ["192.168.2.50", "192.168.2.51", "192.168.1.100"], 3232, None, expected_firmware
+    )
+
+
+def test_upload_program_ota_mqttip_deduplication(
+    mock_mqtt_get_ip: Mock,
+    mock_run_ota: Mock,
+    tmp_path: Path,
+) -> None:
+    """Test that duplicate IPs are filtered when MQTT returns same IP as static IP."""
+    setup_core(platform=PLATFORM_ESP32, tmp_path=tmp_path)
+
+    # MQTT returns the same IP as the static IP
+    mock_mqtt_get_ip.return_value = ["192.168.1.100"]
+    mock_run_ota.return_value = (0, "192.168.1.100")
+
+    config = {
+        CONF_OTA: [
+            {
+                CONF_PLATFORM: CONF_ESPHOME,
+                CONF_PORT: 3232,
+            }
+        ],
+        CONF_MQTT: {
+            CONF_BROKER: "mqtt.local",
+        },
+    }
+    args = MockArgs(username="user", password="pass", client_id="client")
+    devices = ["192.168.1.100", "MQTTIP"]
+
+    exit_code, host = upload_program(config, args, devices)
+
+    assert exit_code == 0
+    assert host == "192.168.1.100"
+
+    # Verify MQTT was resolved
+    mock_mqtt_get_ip.assert_called_once_with(config, "user", "pass", "client")
+
+    # Verify espota2.run_ota was called with deduplicated IPs (only one instance of 192.168.1.100)
+    # Note: Current implementation doesn't dedupe, so we'll get the IP twice
+    # This test documents current behavior - deduplication could be future enhancement
+    mock_run_ota.assert_called_once()
+    call_args = mock_run_ota.call_args[0]
+    # Should contain both the original IP and MQTT-resolved IP (even if duplicate)
+    assert "192.168.1.100" in call_args[0]
+
+
+@patch("esphome.components.api.client.run_logs")
+def test_show_logs_api_static_ip_with_mqttip(
+    mock_run_logs: Mock,
+    mock_mqtt_get_ip: Mock,
+) -> None:
+    """Test show_logs with static IP and MQTTIP (issue #11260).
+
+    This tests the scenario where a device has manual_ip (static IP) configured
+    and MQTT is also configured. The devices list contains both the static IP
+    and "MQTTIP" magic string.
+    """
+    setup_core(
+        config={
+            "logger": {},
+            CONF_API: {},
+            CONF_MQTT: {CONF_BROKER: "mqtt.local"},
+        },
+        platform=PLATFORM_ESP32,
+    )
+    mock_run_logs.return_value = 0
+    mock_mqtt_get_ip.return_value = ["192.168.2.50"]
+
+    args = MockArgs(username="user", password="pass", client_id="client")
+    # Simulates choose_upload_log_host returning static IP + MQTTIP
+    devices = ["192.168.1.100", "MQTTIP"]
+
+    result = show_logs(CORE.config, args, devices)
+
+    assert result == 0
+
+    # Verify MQTT was resolved
+    mock_mqtt_get_ip.assert_called_once_with(CORE.config, "user", "pass", "client")
+
+    # Verify run_logs was called with both IPs
+    mock_run_logs.assert_called_once_with(
+        CORE.config, ["192.168.1.100", "192.168.2.50"]
+    )
+
+
+@patch("esphome.components.api.client.run_logs")
+def test_show_logs_api_multiple_mqttip_resolves_once(
+    mock_run_logs: Mock,
+    mock_mqtt_get_ip: Mock,
+) -> None:
+    """Test that MQTT resolution only happens once for show_logs with multiple MQTT magic strings."""
+    setup_core(
+        config={
+            "logger": {},
+            CONF_API: {},
+            CONF_MQTT: {CONF_BROKER: "mqtt.local"},
+        },
+        platform=PLATFORM_ESP32,
+    )
+    mock_run_logs.return_value = 0
+    mock_mqtt_get_ip.return_value = ["192.168.2.50", "192.168.2.51"]
+
+    args = MockArgs(username="user", password="pass", client_id="client")
+    # Multiple MQTT magic strings in the list
+    devices = ["MQTTIP", "192.168.1.100", "MQTT"]
+
+    result = show_logs(CORE.config, args, devices)
+
+    assert result == 0
+
+    # Verify MQTT was only resolved once despite multiple MQTT magic strings
+    mock_mqtt_get_ip.assert_called_once_with(CORE.config, "user", "pass", "client")
+
+    # Verify run_logs was called with all unique IPs (MQTT strings replaced with IPs)
+    # Note: "MQTT" is a different magic string from "MQTTIP", but both trigger MQTT resolution
+    # The _resolve_network_devices helper filters out both after first resolution
+    mock_run_logs.assert_called_once_with(
+        CORE.config, ["192.168.2.50", "192.168.2.51", "192.168.1.100"]
+    )
+
+
+def test_upload_program_ota_mqtt_timeout_fallback(
+    mock_mqtt_get_ip: Mock,
+    mock_run_ota: Mock,
+    tmp_path: Path,
+) -> None:
+    """Test upload_program falls back to other devices when MQTT times out."""
+    setup_core(platform=PLATFORM_ESP32, tmp_path=tmp_path)
+
+    # MQTT times out
+    mock_mqtt_get_ip.side_effect = EsphomeError("Failed to find IP via MQTT")
+    mock_run_ota.return_value = (0, "192.168.1.100")
+
+    config = {
+        CONF_OTA: [
+            {
+                CONF_PLATFORM: CONF_ESPHOME,
+                CONF_PORT: 3232,
+            }
+        ],
+        CONF_MQTT: {
+            CONF_BROKER: "mqtt.local",
+        },
+    }
+    args = MockArgs(username="user", password="pass", client_id="client")
+    # Static IP first, MQTTIP second
+    devices = ["192.168.1.100", "MQTTIP"]
+
+    exit_code, host = upload_program(config, args, devices)
+
+    # Should succeed using the static IP even though MQTT failed
+    assert exit_code == 0
+    assert host == "192.168.1.100"
+
+    # Verify MQTT was attempted
+    mock_mqtt_get_ip.assert_called_once_with(config, "user", "pass", "client")
+
+    # Verify espota2.run_ota was called with only the static IP (MQTT failed)
+    expected_firmware = (
+        tmp_path / ".esphome" / "build" / "test" / ".pioenvs" / "test" / "firmware.bin"
+    )
+    mock_run_ota.assert_called_once_with(
+        ["192.168.1.100"], 3232, None, expected_firmware
+    )
+
+
+@patch("esphome.components.api.client.run_logs")
+def test_show_logs_api_mqtt_timeout_fallback(
+    mock_run_logs: Mock,
+    mock_mqtt_get_ip: Mock,
+) -> None:
+    """Test show_logs falls back to other devices when MQTT times out."""
+    setup_core(
+        config={
+            "logger": {},
+            CONF_API: {},
+            CONF_MQTT: {CONF_BROKER: "mqtt.local"},
+        },
+        platform=PLATFORM_ESP32,
+    )
+    mock_run_logs.return_value = 0
+    # MQTT times out
+    mock_mqtt_get_ip.side_effect = EsphomeError("Failed to find IP via MQTT")
+
+    args = MockArgs(username="user", password="pass", client_id="client")
+    # Static IP first, MQTTIP second
+    devices = ["192.168.1.100", "MQTTIP"]
+
+    result = show_logs(CORE.config, args, devices)
+
+    # Should succeed using the static IP even though MQTT failed
+    assert result == 0
+
+    # Verify MQTT was attempted
+    mock_mqtt_get_ip.assert_called_once_with(CORE.config, "user", "pass", "client")
+
+    # Verify run_logs was called with only the static IP (MQTT failed)
+    mock_run_logs.assert_called_once_with(CORE.config, ["192.168.1.100"])