Added to YB: 2026-06-19
Pitch date: 2026-06-17
MPWR [bullish]
Monolithic Power Systems, Inc.
-6.56%
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
$68.0B
Pitch Price
$1.5K
Price Target
7.9K (+499%)
Dividend
0.58%
EV/EBITDA
76.89
P/E
98.99
EV/Sales
22.53
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Power Semiconductors Thesis (I) – 5 Stocks with Realistic 5x+ Mid-term Potential - Monolithic Power Systems, Inc.
MPWR: Fabless power management leader, direct AI server/rack beneficiary; Enterprise Data guided 50%+ growth on rising power content. Record rev, high margins. ~$1,577/sh, ~$77B cap, 113x trailing/65x fwd P/E. 5x mid-term thesis on multi-year AI buildout. Risk: rich valuation, AI capex slowdown, competition.
Read full article (1 min)