Added to YB: 2025-08-01
Pitch date: 2025-07-30
MPWR [bullish]
Monolithic Power Systems, Inc.
+114.67%
current return
Author Info
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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
$76.3B
Pitch Price
$727.27
Price Target
922.00 (-41%)
Dividend
0.52%
EV/EBITDA
86.54
P/E
111.15
EV/Sales
25.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Monolithic Power: Quiet Leader in AI, Robotics, and EV Chips with Room to Run
MPWR: Positioned to capture NVDA share with fast-growing ASIC business (40-50% YoY). Enterprise segment poised for beat as AI capex remains strong. Non-enterprise analog business potentially bottoming. Owner-operator led excellence with history of taking share from TXN. $922 price target (25% upside). Long-term robot/EV/AI chip story compelling.
Read full article (2 min)