Professional
Added to YB: 2025-05-09
Pitch date: 2025-03-31
MPWR [neutral]
Monolithic Power Systems, Inc.
+126.01%
current return
Author Info
No bio for this author
Company Info
Monolithic Power Systems, Inc. provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.
Market Cap
$73.6B
Pitch Price
$569.95
Price Target
N/A
Dividend
0.53%
EV/EBITDA
83.45
P/E
107.25
EV/Sales
24.45
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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