Added to YB: 2026-07-23
Pitch date: 2026-07-21
MPWR [neutral]
Monolithic Power Systems, Inc.
+3.29%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
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
$1.4K
Price Target
N/A
Dividend
0.58%
EV/EBITDA
76.89
P/E
98.99
EV/Sales
22.53
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Monolithic Power Systems (MPWR): On-Board Power Management in the AI Server Stack
MPWR (holding update): Fabless power-mgmt IC leader in final-stage on-board voltage regulation for AI GPU boards (Nvidia Hopper/Blackwell/Rubin). Rising content/rack as racks shift to 800V DC. Fabless agility vs slower IDMs. Elevated at 40x EV/GP, 105x EV/FCF; +50% YTD, flat 3mo. Now a 'beta' AI play. Holding ~0.49%, not adding.
Read full article (1 min)