Monolithic Power Systems, Inc.

Report azionario NasdaqGS:MPWR

Capitalizzazione di mercato: US$76.2b

Monolithic Power Systems Crescita futura

Criteri Future verificati 5/6

Monolithic Power Systems prevede che gli utili e i ricavi cresceranno rispettivamente di 22.7% e 17.5% all'anno. Si prevede che l'EPS crescerà di 22.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 29.4% in 3 anni.

Informazioni chiave

22.7%

Tasso di crescita degli utili

22.34%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili25.9%
Tasso di crescita dei ricavi17.5%
Rendimento futuro del capitale proprio29.39%
Copertura analitica

Good

Ultimo aggiornamento04 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

Recent updates

Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Seeking Alpha • Mar 11

Monolithic Power Systems: Robust Growth, But Price Is Stretched

Summary Monolithic Power Systems' specialization in DC-DC power semiconductors, fabless model, and advanced process technologies drive superior growth and market share gains across diversified end markets. Despite a temporary setback in the Enterprise Data segment due to Nvidia order shifts, growth rebounded strongly, supported by new customer wins and robust AI/data center demand. Key risks include customer concentration and foundry dependence, but Monolithic Power Systems' technology leadership and expanding customer base underpin a strong multi-year growth outlook. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Nuova narrazione • Feb 22

Monolithic Power Systems (MPWR) Powering the Hyperscale Era: The Efficiency Moat

Monolithic Power Systems (MPWR) is currently operating at the peak of its powers, with the stock trading at $1,204.10 as of the market close on February 20, 2026. The company recently capped off a stellar 2025, reporting record full-year revenue of $2.8 billion —a 26.4% year-over-year increase—driven primarily by its dominance in the AI data center space.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • Jul 15

Monolithic Power Systems (NASDAQ:MPWR) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi • Jun 13

At US$719, Is It Time To Put Monolithic Power Systems, Inc. (NASDAQ:MPWR) On Your Watch List?

Monolithic Power Systems, Inc. ( NASDAQ:MPWR ) saw a significant share price rise of 58% in the past couple of months...
Seeking Alpha • Mar 29

Monolithic Power Systems: I See The Valuation Multiple Contracting Going Forward

Summary Monolithic Power Systems benefits from AI demand, but faces competition and market challenges, including tariffs and Nvidia's issues, affecting its stock performance. MPWR's power management products are essential for AI-enabled devices, converting and regulating currents for CPUs and GPUs, with potential growth in data centers. The power management market is competitive and semi-consolidated, with products often seen as commodities, relying on manufacturing efficiency and economies of scale. MPWR's financials show cyclicality, with a 5-year average growth rate of 29% and potential for gross margin expansion as the business scales production. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Monolithic Power: An Undervalued Growth Stock With Strong Dividend Potential

Summary Monolithic Power, a US-based global company that provides high-performance, semiconductor-based power management solutions, is now a $33 billion (by market cap) chip dominator. The US is the largest single geographic market for the company, accounting for 37% of revenue. To date, MPWR increased its dividend for seven consecutive years, with a five-year dividend growth rate of 25.9%. Monolithic moved its revenue from $333 million in FY 2015 to $2.2 billion in FY 2024, a compound annual growth rate of 23.5%. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:MPWR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20285,2411,4951,5801,8076
12/31/20274,5191,2191,3051,41115
12/31/20263,6999681,0471,15915
3/31/20262,957680627832N/A
12/31/20252,790621663838N/A
9/30/20252,6611,702703901N/A
6/30/20252,5441,668704893N/A
3/31/20252,3871,635608797N/A
12/31/20242,2071,592624788N/A
9/30/20242,039434661774N/A
6/30/20241,894411612718N/A
3/31/20241,828410603667N/A
12/31/20231,821427581638N/A
9/30/20231,827450480537N/A
6/30/20231,848453306343N/A
3/31/20231,867468317358N/A
12/31/20221,794438188247N/A
9/30/20221,671391159223N/A
6/30/20221,499336283359N/A
3/31/20221,331276247350N/A
12/31/20211,208242225320N/A
9/30/20211,104212282371N/A
6/30/20211,040199242331N/A
3/31/2021933174229293N/A
12/31/2020844164212268N/A
9/30/2020778154196249N/A
6/30/2020688128201244N/A
3/31/2020652118182229N/A
12/31/2019628109N/A216N/A
9/30/2019615104N/A203N/A
6/30/2019606106N/A183N/A
3/31/2019595110N/A164N/A
12/31/2018582105N/A141N/A
9/30/201855890N/A147N/A
6/30/201852782N/A129N/A
3/31/201850073N/A128N/A
12/31/201747165N/A134N/A
9/30/201744570N/A111N/A
6/30/201742360N/A111N/A
3/31/201740557N/A101N/A
12/31/201638953N/A108N/A
9/30/201637246N/A101N/A
6/30/201635743N/A90N/A
3/31/201634440N/A83N/A
12/31/201533335N/A70N/A
9/30/201532234N/A66N/A
6/30/201530934N/A60N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MPWR ( 22.7% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MPWR ( 22.7% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MPWR cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di MPWR ( 17.5% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MPWR ( 17.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MPWR sarà elevato tra 3 anni ( 29.4 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/17 08:42
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Monolithic Power Systems, Inc. è coperta da 25 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Tristan GerraBaird
Brian PiccioniBMO Capital Markets Equity Research
Nicholas AberleBrean Capital Historical (Janney Montgomery)