Added to YB: 2025-08-01
Pitch date: 2025-07-30
MPWR [bullish]
Monolithic Power Systems, Inc.
+77.4%
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
$726.12
Price Target
922.00 (-28%)
Dividend
0.53%
EV/EBITDA
83.45
P/E
107.25
EV/Sales
24.45
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)