Added to YB: 2025-08-01
Pitch date: 2025-07-30
MPWR [bullish]
Monolithic Power Systems, Inc.
+29.67%
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
$729.95
Price Target
922.00 (-3%)
Dividend
0.86%
EV/EBITDA
51.07
P/E
19.26
EV/Sales
14.11
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)