Professional
Added to YB: 2026-05-22
Pitch date: 2026-05-04
MPWR [neutral]
Monolithic Power Systems, Inc.
-1.74%
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
$76.3B
Pitch Price
$1.6K
Price Target
N/A
Dividend
0.52%
EV/EBITDA
86.54
P/E
111.15
EV/Sales
25.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Durable Advantage Fund Portfolio Holding: Monolithic Power Systems, Inc.
MPWR (holding update): Q4 rev $2.8B (+26% YoY), Q1 guide $780M mid-pt vs $738M est. Power mgmt chips for processors/memory/sensors. Leadership in AI data centers (exponential power growth, server shipment surge + rising content/system) & auto electrification (centralized computing, higher-voltage architectures driving content gains). Shares +21% on robust results.
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