Professional
Added to YB: 2025-05-09
Pitch date: 2025-03-31
MPWR [neutral]
Monolithic Power Systems, Inc.
+65.21%
current return
Author Info
No bio for this author
Company Info
Monolithic Power Systems, Inc. designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.
Market Cap
$34.7B
Pitch Price
$572.90
Price Target
N/A
Dividend
0.86%
EV/EBITDA
51.07
P/E
19.26
EV/Sales
14.11
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Opportunity Fund Portfolio Holding: Monolithic Power Systems, Inc.
MPWR (holding update): Fabless high-perf analog/power semi growing 10-15% above industry. Repurchased on AI server supplier volatility. Expands TAM via deeper integration/modules, increasing $ content per device. Previously hit $1B & $2B rev targets, now aiming for $4B+. Customers value innovation & performance edge vs competitors.
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