Monolithic Power Systems (MPWR) Aperçu de l'action
Monolithic Power Systems, Inc. fournit des solutions d'électronique de puissance à base de semi-conducteurs en Chine, à Taïwan, en Corée du Sud, en Asie du Sud-Est, en Europe, aux États-Unis, au Japon et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 5/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
MPWR Community Fair Values
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Analyst Price Targets
Monolithic Power Systems, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$1,333.81 |
| Plus haut sur 52 semaines | US$1,714.09 |
| Plus bas sur 52 semaines | US$706.00 |
| Bêta | 1.71 |
| Variation sur 1 mois | 1.56% |
| Variation sur 3 mois | -11.32% |
| Variation sur 1 an | 80.60% |
| Variation sur 3 ans | 138.40% |
| Variation sur 5 ans | 193.49% |
| Évolution depuis l'introduction en bourse | 13,454.98% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 25
Monolithic Power Systems: AI's Power-Density Bottleneck Makes The Premium Worth Paying
Summary Monolithic Power Systems is evolving into a rack-level power-management leader for AI-accelerator applications, not just a high-end analog chip supplier. MPWR's Buy rating is justified by a robust Enterprise Data backlog, optics adoption, and a credible path to earnings above consensus, supporting a $1,650 fair value. 2026 revenue is projected at $3.71 billion, driven by at least 85% Enterprise Data growth and 40% Communications growth, with operating margins near 37%. Key risks include inventory buildup, customer concentration, geopolitical exposure, and unresolved internal-control weaknesses, which could pressure margins or valuation. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 01
MPWR: AI Power Demand And Telecom Strength Will Support Future Earnings Power
The fair value estimate for Monolithic Power Systems has been raised from $1,550 to $2,000. This reflects analysts' higher assumptions for revenue growth, profit margins and future P/E multiples following a series of recent price target increases across the Street.Recent updates
Seeking Alpha • Jul 25
Monolithic Power Systems: AI's Power-Density Bottleneck Makes The Premium Worth Paying
Summary Monolithic Power Systems is evolving into a rack-level power-management leader for AI-accelerator applications, not just a high-end analog chip supplier. MPWR's Buy rating is justified by a robust Enterprise Data backlog, optics adoption, and a credible path to earnings above consensus, supporting a $1,650 fair value. 2026 revenue is projected at $3.71 billion, driven by at least 85% Enterprise Data growth and 40% Communications growth, with operating margins near 37%. Key risks include inventory buildup, customer concentration, geopolitical exposure, and unresolved internal-control weaknesses, which could pressure margins or valuation. Read the full article on Seeking AlphaMise à jour du récit • Jul 01
MPWR: AI Power Demand And Telecom Strength Will Support Future Earnings Power
The fair value estimate for Monolithic Power Systems has been raised from $1,550 to $2,000. This reflects analysts' higher assumptions for revenue growth, profit margins and future P/E multiples following a series of recent price target increases across the Street.
Mise à jour du récit • Jun 17
MPWR: AI Data Center Momentum And Governance Overhang Will Shape Share Price
The updated fair value estimate for Monolithic Power Systems shares has increased from about $1,115.81 to about $1,538.28, reflecting analysts' higher price targets supported by revised assumptions around revenue growth, profit margins, discount rates, and future P/E multiples. Analyst Commentary Street research on Monolithic Power Systems has recently centered on higher price targets, with several firms adjusting their models to reflect updated views on revenue, margins, and valuation multiples.
Mise à jour du récit • Jun 03
MPWR: AI Data Center Demand And Premium Multiples Will Shape Future Returns
Analyst price targets for Monolithic Power Systems have moved higher by several hundred dollars per share, with firms citing updated views on the company’s long term growth profile and justifying slightly higher assumed profit margins and P/E multiples in their models. Analyst Commentary Across recent research updates, bullish analysts have raised their price targets for Monolithic Power Systems by between US$100 and US$575 per share, reflecting revised assumptions for the company’s long term growth profile, profitability and valuation multiples.Mise à jour du récit • May 16
MPWR: AI Data Center Demand Will Sustain Higher Earnings Power Expectations
Analysts have lifted the implied fair value for Monolithic Power Systems from $1,417.57 to $1,797.14, citing updated views on revenue growth, profitability and future P/E potential, supported by a broad wave of higher Street price targets across major firms. Analyst Commentary Street research has converged around higher price targets for Monolithic Power Systems, with a series of upward revisions that align with the higher implied fair value range.Article d’analyse • May 04
Earnings Update: Monolithic Power Systems, Inc. (NASDAQ:MPWR) Just Reported And Analysts Are Boosting Their Estimates
Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) came out with its quarterly results last week, and we wanted to see how...Mise à jour du récit • May 01
MPWR: Rich AI Data Center Hype Will Likely Compress Future Returns
Analysts have lifted the implied price target for Monolithic Power Systems by about $89. This reflects updated views on fair value, modest tweaks to growth and margin assumptions, and higher forward P/E multiples following a series of upward target revisions from major firms including TD Cowen, Truist, Needham, Rosenblatt, Deutsche Bank, KeyBanc, Citi, Oppenheimer and Stifel.Mise à jour du récit • Apr 17
MPWR: Rising Payouts And Buybacks Will Support Future Earnings Power
The analyst fair value estimate for Monolithic Power Systems has increased from $1,500 to $1,550. Analysts cite updated assumptions around revenue, profit margins, and future P/E multiples, supported by a series of recent price target increases from major research firms.Mise à jour du récit • Apr 03
MPWR: Recent Dividend Hike And Buyback Activity Will Support Higher Future Multiples
Monolithic Power Systems' updated price target moves to $1,500, with analysts pointing to modest tweaks in growth, margin, and P/E assumptions as recent target increases from multiple firms reset expectations. Analyst Commentary Recent Street research around Monolithic Power Systems has tilted firmly positive, with several bullish analysts lifting price targets and highlighting what they view as a constructive setup for both growth and execution.Mise à jour du récit • Mar 20
MPWR: Recent Index Inclusion And Dividend Increase Will Support Higher Future Multiples
The analyst fair value estimate for Monolithic Power Systems has increased from $925 to $1,500, reflecting higher assumed revenue growth, profit margins, and a richer future P/E multiple that analysts attribute to a series of recent price target increases and upgrades across major research firms. Analyst Commentary Recent Street research on Monolithic Power Systems reflects a cluster of higher price targets and fresh upgrades in a short time frame.Mise à jour du récit • Mar 05
MPWR: Higher Multiple Assumptions Will Test Execution As Dividend And Index Role Expand
Narrative Update on Monolithic Power Systems The updated analyst price target for Monolithic Power Systems has moved from about $972 to roughly $1,116. Analysts cite adjusted assumptions for revenue growth, profit margins, fair value, and future P/E as key factors behind the change.Mise à jour du récit • Feb 19
MPWR: DC AI And Data Center Demand Will Support Future Earnings
Analysts have raised their consolidated price target for Monolithic Power Systems by $130 to $1,328, citing updated views on revenue growth, profit margins, and a slightly lower expected future P/E multiple. Analyst Commentary Recent research updates cluster on the positive side, with several firms lifting their price targets or upgrading their views on Monolithic Power Systems.Article d’analyse • Feb 11
Monolithic Power Systems (NASDAQ:MPWR) Is Paying Out A Larger Dividend Than Last Year
Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) has announced that it will be increasing its dividend from last year's...Mise à jour du récit • Feb 05
MPWR: Elevated P/E Assumptions Will Likely Magnify Execution And Demand Risks
Analysts have lifted their fair value estimate for Monolithic Power Systems from about $659 to roughly $972, citing updated assumptions that include a higher future P/E multiple and refreshed views on growth and profitability. These revisions are aligned with the recent series of upward price target changes and upgrades.Article d’analyse • Jan 30
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) shares have had a really impressive month, gaining 28% after a shaky...Mise à jour du récit • Jan 22
MPWR: DC AI Demand And Enterprise Data Ramps Will Support Multiyear Earnings
Narrative Update Analysts have nudged their fair value estimate for Monolithic Power Systems slightly higher to about $1,198 per share, citing recent price target increases and supportive commentary around diversified growth and DC/AI demand. Analyst Commentary Recent research has generally leaned positive on Monolithic Power Systems, with several bullish analysts raising price targets and pointing to solid execution across key end markets, especially data center and AI related demand.Mise à jour du récit • Jan 07
MPWR: DC AI And Enterprise Data Strength Will Support Multiyear Earnings Expansion
Analysts have nudged their fair value estimate for Monolithic Power Systems higher to about $1,196 from roughly $1,181. This reflects updated views on diversified growth, stronger DC/AI and Enterprise Data demand, and a slightly richer forward P/E multiple supported by recent target hikes at major firms.Article d’analyse • Jan 07
Here's Why We Think Monolithic Power Systems (NASDAQ:MPWR) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Mise à jour du récit • Dec 15
MPWR: AI And Data Center Demand Will Drive Multiyear Earnings Expansion
Analysts have modestly raised their price targets on Monolithic Power Systems, with new forecasts clustering in the $1,050 to $1,300 range. They cite stronger than expected DC and AI driven demand, diversified Enterprise Data and industrial growth, and a clearer path to accelerating earnings over the next several years.Mise à jour du récit • Nov 29
MPWR: Momentum in AI and Data Segments Will Drive Outperformance Through 2026
Analysts have raised their price targets for Monolithic Power Systems significantly. New targets now range from $1,025 to $1,300 per share, citing strong quarterly results, diversified growth across end markets, and momentum in enterprise data and AI-related segments.Mise à jour du récit • Nov 15
MPWR: Ongoing Market Momentum Will Drive Outperformance Through 2025
Analysts have raised their price target for Monolithic Power Systems by approximately $20 to $1,180.93. They cite strong quarterly results, ongoing momentum across diversified end markets, and the expectation of continued earnings and margin expansion.Mise à jour du récit • Oct 31
MPWR: Enterprise Data Segment Will Drive Share Gains Into 2026
Analysts have increased their fair value estimate for Monolithic Power Systems from $979 to $1,161. This change reflects stronger-than-expected guidance and continued share gains in Enterprise Data and Industrial segments.Mise à jour du récit • Oct 17
Overvaluation And Rising Costs Will Erode Semiconductor Margins
Analysts have raised their price target for Monolithic Power Systems by over $110 to approximately $979. They cite strong enterprise data momentum, an expanded share in key markets, and increased confidence in the company's growth trajectory through 2027.Mise à jour du récit • Oct 03
Overvaluation And Rising Costs Will Erode Semiconductor Margins
The analyst price target for Monolithic Power Systems has increased from $843.23 to $867.46, reflecting analysts' optimism about the company's expanding product share and multiple growth drivers across Enterprise Data, Communications, and Automotive sectors. Analyst Commentary Recent updates from street research highlight a wave of price target increases for Monolithic Power Systems, underscoring positive sentiment surrounding the company’s long-term growth drivers.Rendement pour les actionnaires
| MPWR | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 0.4% | 2.0% | -1.0% |
| 1Y | 80.6% | 59.1% | 14.7% |
Rendement vs Industrie: MPWR a dépassé le secteur US Semiconductor qui a rapporté 59.1 % au cours de l'année écoulée.
Rendement vs marché: MPWR a dépassé le marché US qui a rapporté 14.7 % au cours de l'année écoulée.
Volatilité des prix
| MPWR volatility | |
|---|---|
| MPWR Average Weekly Movement | 9.6% |
| Semiconductor Industry Average Movement | 13.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: MPWR n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de MPWR ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1997 | 4,501 | Michael Hsing | www.monolithicpower.com |
Monolithic Power Systems, Inc. fournit des solutions d'électronique de puissance à base de semi-conducteurs en Chine, à Taïwan, en Corée du Sud, en Asie du Sud-Est, en Europe, aux États-Unis, au Japon et dans le monde entier. L'entreprise propose des solutions de courant continu (DC) à DC pour convertir et contrôler les tensions au sein d'une gamme de systèmes électroniques, tels que les serveurs et stations de travail CPU basés sur le cloud et sur site, les systèmes d'intelligence artificielle, la mémoire, les solutions de stockage, les ordinateurs portables, l'infotainment, les sources d'alimentation, les appareils ménagers, l'infrastructure de réseau et les communications par satellite. Elle fournit également des transistors à effet de champ à métal-oxyde-semiconducteur, des circuits intégrés de gestion de l'énergie, des interrupteurs de limitation de courant et des produits de contrôle de l'éclairage.
Monolithic Power Systems, Inc. Résumé des fondamentaux
| MPWR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$65.53b |
| Bénéfices(TTM) | US$679.66m |
| Recettes(TTM) | US$2.96b |
96.4x
Ratio P/E22.2x
Ratio P/SLe site MPWR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| MPWR compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.96b |
| Coût des recettes | US$1.33b |
| Marge brute | US$1.63b |
| Autres dépenses | US$951.92m |
| Les revenus | US$679.66m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 30, 2026
| Résultat par action (EPS) | 13.83 |
| Marge brute | 55.18% |
| Marge bénéficiaire nette | 22.98% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de MPWR?
Voir les performances historiques et les comparaisonsDividendes
0.6%
Rendement actuel des dividendes48%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/27 04:37 |
| Cours de l'action en fin de journée | 2026/07/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Monolithic Power Systems, Inc. est couverte par 24 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tristan Gerra | Baird |
| Brian Piccioni | BMO Capital Markets Equity Research |
| Nicholas Aberle | Brean Capital Historical (Janney Montgomery) |