Professional
Added to YB: 2025-02-12
Pitch date: 2024-12-31
MPWR [bullish]
Monolithic Power Systems, Inc.
+57.72%
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
$600.13
Price Target
N/A
Dividend
0.86%
EV/EBITDA
51.07
P/E
19.26
EV/Sales
14.11
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Durable Advantage Fund Portfolio Holding: Monolithic Power Systems, Inc.
MPWR: Fabless analog/power semiconductor co. 35.9% Q4 drop on NVIDIA AI supplier rumors. Mgmt denies full removal. Expects 10-15% above-industry growth as demand improves. Expanding market, leveraging innovation gaps. Long-term upside potential despite short-term volatility.
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