Professional
Added to YB: 2025-02-26
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
N/A
Carillon Eagle Mid Cap Growth Fund Portfolio Holding: Monolithic Power Systems, Inc.
MPWR: Strong Q4 on AI data center demand. Expects future market share with competitors. Well-diversified across comms, computers, auto, industrial. Investors may overestimate AI share loss. Other segments could rebound in 2025 after weak year. Potential upside if AI concerns overblown.
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