Monolithic Power Systems（0ADC）株式概要モノリシック・パワー・システムズ社は、中国、台湾、韓国、東南アジア、ヨーロッパ、米国、日本、そして国際的に半導体ベースのパワーエレクトロニクス・ソリューションを提供している。 詳細0ADC ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績2/6財務の健全性6/6配当金0/6報酬収益は年間22.71%増加すると予測されています リスク分析株式の流動性は非常に低い 過去3か月間に大規模なインサイダー売却が発生 利益率(23%)は昨年より低い(68.5%) すべてのリスクチェックを見る0ADC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$1.58k15.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07b2016201920222025202620282031Revenue US$6.6bEarnings US$1.5bAdvancedSet Fair ValueView all narrativesMonolithic Power Systems, Inc. 競合他社Semiconductor Manufacturing InternationalSymbol: SEHK:981Market cap: HK$783.0bASE Technology HoldingSymbol: TWSE:3711Market cap: NT$2.5tGigaDevice SemiconductorSymbol: SHSE:603986Market cap: CN¥335.2bNXP SemiconductorsSymbol: NasdaqGS:NXPIMarket cap: US$79.9b価格と性能株価の高値、安値、推移の概要Monolithic Power Systems過去の株価現在の株価US$1,581.0052週高値US$1,622.9852週安値US$709.61ベータ1.741ヶ月の変化16.69%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化128.42%最新ニュースRecent Insider Transactions • May 11Key Executive recently sold US$50m worth of stockOn the 6th of May, Deming Xiao sold around 30k shares on-market at roughly US$1,655 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Deming has been a net seller over the last 12 months, reducing personal holdings by US$108m.お知らせ • May 04Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026.お知らせ • May 03+ 1 more updateMonolithic Power Systems Prevails in Patent Infringement Lawsuit Brought by Bel Power Solutions in West Texas, with Bel Power Solutions Paying CostsMonolithic Power Systems, Inc. announced the resolution in MPS’s favor of a patent infringement lawsuit filed by Bel Power Solutions, Inc. (“Bel Power”) in the U.S. District Court for the Western District of Texas. As part of the case dismissal, Bel Power agreed to pay MPS’s court costs in the amount of $50,000. Bel Power had asserted claims of patent infringement against MPS related to six semiconductor patents owned by Bel Power. The Western District Court of Texas ruled in MPS’s favor by granting MPS’s motion for summary judgment of non-infringement on all patent claims. In addition, MPS had initiated ex parte reexamination proceedings at the U.S. Patent and Trademark Office that resulted in the cancellation of four of Bel Power’s patents. After those events, Bel Power agreed to resolve the lawsuit in MPS’s favor by acknowledging that MPS was the prevailing party, and agreeing to pay MPS’s court costs pursuant to Federal Rule of Civil Procedure 54(d) in the amount of $50,000.Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.94 (vs US$2.80 in 1Q 2025)First quarter 2026 results: EPS: US$3.94 (up from US$2.80 in 1Q 2025). Revenue: US$804.2m (up 26% from 1Q 2025). Net income: US$193.2m (up 44% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.お知らせ • Apr 16Monolithic Power Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Monolithic Power Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026Board Change • Mar 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 11Key Executive recently sold US$50m worth of stockOn the 6th of May, Deming Xiao sold around 30k shares on-market at roughly US$1,655 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Deming has been a net seller over the last 12 months, reducing personal holdings by US$108m.お知らせ • May 04Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026.お知らせ • May 03+ 1 more updateMonolithic Power Systems Prevails in Patent Infringement Lawsuit Brought by Bel Power Solutions in West Texas, with Bel Power Solutions Paying CostsMonolithic Power Systems, Inc. announced the resolution in MPS’s favor of a patent infringement lawsuit filed by Bel Power Solutions, Inc. (“Bel Power”) in the U.S. District Court for the Western District of Texas. As part of the case dismissal, Bel Power agreed to pay MPS’s court costs in the amount of $50,000. Bel Power had asserted claims of patent infringement against MPS related to six semiconductor patents owned by Bel Power. The Western District Court of Texas ruled in MPS’s favor by granting MPS’s motion for summary judgment of non-infringement on all patent claims. In addition, MPS had initiated ex parte reexamination proceedings at the U.S. Patent and Trademark Office that resulted in the cancellation of four of Bel Power’s patents. After those events, Bel Power agreed to resolve the lawsuit in MPS’s favor by acknowledging that MPS was the prevailing party, and agreeing to pay MPS’s court costs pursuant to Federal Rule of Civil Procedure 54(d) in the amount of $50,000.Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.94 (vs US$2.80 in 1Q 2025)First quarter 2026 results: EPS: US$3.94 (up from US$2.80 in 1Q 2025). Revenue: US$804.2m (up 26% from 1Q 2025). Net income: US$193.2m (up 44% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.お知らせ • Apr 16Monolithic Power Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Monolithic Power Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026Board Change • Mar 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 13Founder recently sold US$64m worth of stockOn the 6th of February, Michael Hsing sold around 55k shares on-market at roughly US$1,171 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$159m.Declared Dividend • Feb 09Fourth quarter dividend increased to US$2.00Dividend of US$2.00 is 28% higher than last year. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 49%. Cash payout ratio: 54%.Reported Earnings • Feb 07Full year 2025 earnings released: EPS: US$12.82 (vs US$36.76 in FY 2024)Full year 2025 results: EPS: US$12.82 (down from US$36.76 in FY 2024). Revenue: US$2.79b (up 26% from FY 2024). Net income: US$615.9m (down 66% from FY 2024). Profit margin: 22% (down from 81% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.New Risk • Feb 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 81% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (22% net profit margin). Significant insider selling over the past 3 months (US$145m sold).お知らせ • Feb 06+ 3 more updatesMonolithic Power Systems, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2026Monolithic Power Systems, Inc. provided earnings guidance for the first quarter ending March 31, 2026. Revenue in the range of $770.0 million to $790.0 million.お知らせ • Jan 15Monolithic Power Systems, Inc. to Report Q4, 2025 Results on Feb 05, 2026Monolithic Power Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026Board Change • Jan 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 13Monolithic Power Systems, Inc. Announces Fourth Quarter Cash Dividend, Payable on January 15, 2026On December 12, 2025, Monolithic Power Systems, Inc. issued a press release announcing the fourth quarter cash dividend of $1.56 per share to all stockholders of record as of the close of business on December 31, 2025. The dividend will be paid to stockholders on January 15, 2026.Recent Insider Transactions • Nov 23Insider recently sold US$31m worth of stockOn the 19th of November, Maurice Sciammas sold around 35k shares on-market at roughly US$879 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$74m. Insiders have been net sellers, collectively disposing of US$197m more than they bought in the last 12 months.Recent Insider Transactions • Nov 20Founder recently sold US$74m worth of stockOn the 12th of November, Michael Hsing sold around 77k shares on-market at roughly US$962 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$107m.Recent Insider Transactions • Nov 15Founder recently sold US$74m worth of stockOn the 12th of November, Michael Hsing sold around 77k shares on-market at roughly US$962 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$107m.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: US$3.72 (vs US$2.96 in 3Q 2024)Third quarter 2025 results: EPS: US$3.72 (up from US$2.96 in 3Q 2024). Revenue: US$737.2m (up 19% from 3Q 2024). Net income: US$178.3m (up 23% from 3Q 2024). Profit margin: 24% (in line with 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe.お知らせ • Oct 31Monolithic Power Systems, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025Monolithic Power Systems, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the year, the company expects Revenue in the range of $730.0 million to $750.0 million.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$1,090, the stock trades at a forward P/E ratio of 79x. Average forward P/E is 19x in the Semiconductor industry in Europe.Board Change • Oct 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 10Monolithic Power Systems, Inc. to Report Q3, 2025 Results on Oct 30, 2025Monolithic Power Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025お知らせ • Oct 07Reed Semiconductor Corp. Files Patent Infringement Lawsuit Against Monolithic Power SystemsReed Semiconductor Corp. announced that it has filed a patent infringement lawsuit (Case No. 6:25-cv-00449) in the United States District Court for the Western District of Texas against Monolithic Power Systems Inc. (MPS). The lawsuit alleges infringement of U.S. Patent No. 7,960,955, which covers power semiconductor devices incorporating a linear regulator to stabilize input voltage across multiple MPS product families. The filing follows a series of lawsuits initiated by MPS in 2023, 2024, and 2025 in the U.S. District Court for the District of Delaware. According to Reed, discovery in those cases has revealed the claims to be false. Reed's new complaint also asserting that MPS engaged in bad- faith interference with Reed's established business relationships and contractual agreements.お知らせ • Sep 12Monolithic Power Systems, Inc. Announces Third Quarter 2025 Dividend, Payable on October 15, 2025Monolithic Power Systems, Inc. announced its third quarter dividend of $1.56 per common share to all stockholders of record as of the close of business on September 30, 2025. The dividend will be paid on October 15, 2025.Recent Insider Transactions • Aug 20Founder recently sold US$17m worth of stockOn the 15th of August, Michael Hsing sold around 20k shares on-market at roughly US$829 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$31m. Michael has been a net seller over the last 12 months, reducing personal holdings by US$35m.Recent Insider Transactions • Aug 16Independent Director recently sold US$340k worth of stockOn the 13th of August, Jeff Zhou sold around 400 shares on-market at roughly US$850 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$31m. Insiders have been net sellers, collectively disposing of US$111m more than they bought in the last 12 months.Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: US$2.79 (vs US$2.06 in 2Q 2024)Second quarter 2025 results: EPS: US$2.79 (up from US$2.06 in 2Q 2024). Revenue: US$664.6m (up 31% from 2Q 2024). Net income: US$133.7m (up 33% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Europe.Board Change • Aug 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 16Monolithic Power Systems, Inc. to Report Q2, 2025 Results on Jul 31, 2025Monolithic Power Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$710, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at US$304 per share.Board Change • Jul 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 30+ 1 more updateMonolithic Power Systems, Inc.(NasdaqGS:MPWR) dropped from Russell 1000 Growth-Defensive IndexMonolithic Power Systems, Inc.(NasdaqGS:MPWR) dropped from Russell 1000 Growth-Defensive Indexお知らせ • Jun 14Monolithic Power Systems Announces Second Quarter 2025 Dividend, Payable on July 15, 2025Monolithic Power Systems, Inc. announced its second quarter dividend of $1.56 per common share to all stockholders of record as of the close of business on June 30, 2025. The dividend will be paid on July 15, 2025.お知らせ • May 02Monolithic Power Systems, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2025Monolithic Power Systems, Inc. provided earnings guidance for the second quarter ending June 30, 2025. For the quarter, the company expects Revenue in the range of $640.0 million to $660.0 million.お知らせ • Apr 24Monolithic Power Systems, Inc., Annual General Meeting, Jun 12, 2025Monolithic Power Systems, Inc., Annual General Meeting, Jun 12, 2025.Board Change • Apr 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 17Monolithic Power Systems, Inc. to Report Q1, 2025 Results on May 01, 2025Monolithic Power Systems, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025Reported Earnings • Mar 05Full year 2024 earnings released: EPS: US$36.76 (vs US$8.98 in FY 2023)Full year 2024 results: EPS: US$36.76 (up from US$8.98 in FY 2023). Revenue: US$2.21b (up 21% from FY 2023). Net income: US$1.79b (up 318% from FY 2023). Profit margin: 81% (up from 24% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in the United Kingdom.Recent Insider Transactions • Feb 23Founder recently sold US$3.6m worth of stockOn the 18th of February, Michael Hsing sold around 5k shares on-market at roughly US$700 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$8.4m. Michael has been a net seller over the last 12 months, reducing personal holdings by US$59m.Board Change • Feb 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元0ADCGB SemiconductorGB 市場7D0%-1.8%2.5%1Yn/a157.1%19.4%株主還元を見る業界別リターン: 0ADCがUK Semiconductor業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 0ADC UK市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 0ADC's price volatile compared to industry and market?0ADC volatility0ADC Average Weekly Movementn/aSemiconductor Industry Average Movement11.1%Market Average Movement5.7%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.0%安定した株価: 0ADCの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間の0ADCのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19974,501Michael Hsingwww.monolithicpower.comモノリシック・パワー・システムズ社は、中国、台湾、韓国、東南アジア、欧州、米国、日本、および国際的に半導体ベースのパワーエレクトロニクス・ソリューションを提供している。同社は、クラウドベースおよびオンプレミスのCPUサーバーやワークステーション、AIシステム、メモリー、ストレージソリューション、ノートパソコン、インフォテインメント、電源、家電製品、ネットワークインフラ、衛星通信など、さまざまな電子システム内の電圧を変換・制御する直流（DC）-直流（DC）ソリューションを提供している。また、交流（AC）から直流（DC）、ドライバー金属酸化膜半導体電界効果トランジスタ、電源管理集積回路（IC）、電流制限スイッチおよび照明制御製品も提供している。同社はサードパーティのディストリビューターや付加価値再販業者を通じて、ストレージ・コンピューティング、企業データ、自動車、通信、民生、産業用エンドマーケットに製品を供給している。モノリシック・パワー・システムズ社は1997年に設立され、フロリダ州ウェストパームビーチに本社を置いている。もっと見るMonolithic Power Systems, Inc. 基礎のまとめMonolithic Power Systems の収益と売上を時価総額と比較するとどうか。0ADC 基礎統計学時価総額US$78.11b収益（TTM）US$679.66m売上高(TTM)US$2.96b114.9xPER（株価収益率26.4xP/Sレシオ0ADC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0ADC 損益計算書（TTM）収益US$2.96b売上原価US$1.33b売上総利益US$1.63bその他の費用US$951.92m収益US$679.66m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）13.83グロス・マージン55.18%純利益率22.98%有利子負債／自己資本比率0%0ADC の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.5%現在の配当利回り48%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 19:45終値2026/05/06 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Monolithic Power Systems, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関Tristan GerraBairdBrian PiccioniBMO Capital Markets Equity ResearchNicholas AberleBrean Capital Historical (Janney Montgomery)22 その他のアナリストを表示
Recent Insider Transactions • May 11Key Executive recently sold US$50m worth of stockOn the 6th of May, Deming Xiao sold around 30k shares on-market at roughly US$1,655 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Deming has been a net seller over the last 12 months, reducing personal holdings by US$108m.
お知らせ • May 04Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026.
お知らせ • May 03+ 1 more updateMonolithic Power Systems Prevails in Patent Infringement Lawsuit Brought by Bel Power Solutions in West Texas, with Bel Power Solutions Paying CostsMonolithic Power Systems, Inc. announced the resolution in MPS’s favor of a patent infringement lawsuit filed by Bel Power Solutions, Inc. (“Bel Power”) in the U.S. District Court for the Western District of Texas. As part of the case dismissal, Bel Power agreed to pay MPS’s court costs in the amount of $50,000. Bel Power had asserted claims of patent infringement against MPS related to six semiconductor patents owned by Bel Power. The Western District Court of Texas ruled in MPS’s favor by granting MPS’s motion for summary judgment of non-infringement on all patent claims. In addition, MPS had initiated ex parte reexamination proceedings at the U.S. Patent and Trademark Office that resulted in the cancellation of four of Bel Power’s patents. After those events, Bel Power agreed to resolve the lawsuit in MPS’s favor by acknowledging that MPS was the prevailing party, and agreeing to pay MPS’s court costs pursuant to Federal Rule of Civil Procedure 54(d) in the amount of $50,000.
Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.94 (vs US$2.80 in 1Q 2025)First quarter 2026 results: EPS: US$3.94 (up from US$2.80 in 1Q 2025). Revenue: US$804.2m (up 26% from 1Q 2025). Net income: US$193.2m (up 44% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
お知らせ • Apr 16Monolithic Power Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Monolithic Power Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
Board Change • Mar 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 11Key Executive recently sold US$50m worth of stockOn the 6th of May, Deming Xiao sold around 30k shares on-market at roughly US$1,655 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Deming has been a net seller over the last 12 months, reducing personal holdings by US$108m.
お知らせ • May 04Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026.
お知らせ • May 03+ 1 more updateMonolithic Power Systems Prevails in Patent Infringement Lawsuit Brought by Bel Power Solutions in West Texas, with Bel Power Solutions Paying CostsMonolithic Power Systems, Inc. announced the resolution in MPS’s favor of a patent infringement lawsuit filed by Bel Power Solutions, Inc. (“Bel Power”) in the U.S. District Court for the Western District of Texas. As part of the case dismissal, Bel Power agreed to pay MPS’s court costs in the amount of $50,000. Bel Power had asserted claims of patent infringement against MPS related to six semiconductor patents owned by Bel Power. The Western District Court of Texas ruled in MPS’s favor by granting MPS’s motion for summary judgment of non-infringement on all patent claims. In addition, MPS had initiated ex parte reexamination proceedings at the U.S. Patent and Trademark Office that resulted in the cancellation of four of Bel Power’s patents. After those events, Bel Power agreed to resolve the lawsuit in MPS’s favor by acknowledging that MPS was the prevailing party, and agreeing to pay MPS’s court costs pursuant to Federal Rule of Civil Procedure 54(d) in the amount of $50,000.
Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$3.94 (vs US$2.80 in 1Q 2025)First quarter 2026 results: EPS: US$3.94 (up from US$2.80 in 1Q 2025). Revenue: US$804.2m (up 26% from 1Q 2025). Net income: US$193.2m (up 44% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
お知らせ • Apr 16Monolithic Power Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026Monolithic Power Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
Board Change • Mar 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 13Founder recently sold US$64m worth of stockOn the 6th of February, Michael Hsing sold around 55k shares on-market at roughly US$1,171 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$159m.
Declared Dividend • Feb 09Fourth quarter dividend increased to US$2.00Dividend of US$2.00 is 28% higher than last year. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 49%. Cash payout ratio: 54%.
Reported Earnings • Feb 07Full year 2025 earnings released: EPS: US$12.82 (vs US$36.76 in FY 2024)Full year 2025 results: EPS: US$12.82 (down from US$36.76 in FY 2024). Revenue: US$2.79b (up 26% from FY 2024). Net income: US$615.9m (down 66% from FY 2024). Profit margin: 22% (down from 81% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
New Risk • Feb 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 81% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (22% net profit margin). Significant insider selling over the past 3 months (US$145m sold).
お知らせ • Feb 06+ 3 more updatesMonolithic Power Systems, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2026Monolithic Power Systems, Inc. provided earnings guidance for the first quarter ending March 31, 2026. Revenue in the range of $770.0 million to $790.0 million.
お知らせ • Jan 15Monolithic Power Systems, Inc. to Report Q4, 2025 Results on Feb 05, 2026Monolithic Power Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026
Board Change • Jan 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 13Monolithic Power Systems, Inc. Announces Fourth Quarter Cash Dividend, Payable on January 15, 2026On December 12, 2025, Monolithic Power Systems, Inc. issued a press release announcing the fourth quarter cash dividend of $1.56 per share to all stockholders of record as of the close of business on December 31, 2025. The dividend will be paid to stockholders on January 15, 2026.
Recent Insider Transactions • Nov 23Insider recently sold US$31m worth of stockOn the 19th of November, Maurice Sciammas sold around 35k shares on-market at roughly US$879 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$74m. Insiders have been net sellers, collectively disposing of US$197m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 20Founder recently sold US$74m worth of stockOn the 12th of November, Michael Hsing sold around 77k shares on-market at roughly US$962 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$107m.
Recent Insider Transactions • Nov 15Founder recently sold US$74m worth of stockOn the 12th of November, Michael Hsing sold around 77k shares on-market at roughly US$962 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$107m.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: US$3.72 (vs US$2.96 in 3Q 2024)Third quarter 2025 results: EPS: US$3.72 (up from US$2.96 in 3Q 2024). Revenue: US$737.2m (up 19% from 3Q 2024). Net income: US$178.3m (up 23% from 3Q 2024). Profit margin: 24% (in line with 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe.
お知らせ • Oct 31Monolithic Power Systems, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025Monolithic Power Systems, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the year, the company expects Revenue in the range of $730.0 million to $750.0 million.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$1,090, the stock trades at a forward P/E ratio of 79x. Average forward P/E is 19x in the Semiconductor industry in Europe.
Board Change • Oct 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 10Monolithic Power Systems, Inc. to Report Q3, 2025 Results on Oct 30, 2025Monolithic Power Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • Oct 07Reed Semiconductor Corp. Files Patent Infringement Lawsuit Against Monolithic Power SystemsReed Semiconductor Corp. announced that it has filed a patent infringement lawsuit (Case No. 6:25-cv-00449) in the United States District Court for the Western District of Texas against Monolithic Power Systems Inc. (MPS). The lawsuit alleges infringement of U.S. Patent No. 7,960,955, which covers power semiconductor devices incorporating a linear regulator to stabilize input voltage across multiple MPS product families. The filing follows a series of lawsuits initiated by MPS in 2023, 2024, and 2025 in the U.S. District Court for the District of Delaware. According to Reed, discovery in those cases has revealed the claims to be false. Reed's new complaint also asserting that MPS engaged in bad- faith interference with Reed's established business relationships and contractual agreements.
お知らせ • Sep 12Monolithic Power Systems, Inc. Announces Third Quarter 2025 Dividend, Payable on October 15, 2025Monolithic Power Systems, Inc. announced its third quarter dividend of $1.56 per common share to all stockholders of record as of the close of business on September 30, 2025. The dividend will be paid on October 15, 2025.
Recent Insider Transactions • Aug 20Founder recently sold US$17m worth of stockOn the 15th of August, Michael Hsing sold around 20k shares on-market at roughly US$829 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$31m. Michael has been a net seller over the last 12 months, reducing personal holdings by US$35m.
Recent Insider Transactions • Aug 16Independent Director recently sold US$340k worth of stockOn the 13th of August, Jeff Zhou sold around 400 shares on-market at roughly US$850 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$31m. Insiders have been net sellers, collectively disposing of US$111m more than they bought in the last 12 months.
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: US$2.79 (vs US$2.06 in 2Q 2024)Second quarter 2025 results: EPS: US$2.79 (up from US$2.06 in 2Q 2024). Revenue: US$664.6m (up 31% from 2Q 2024). Net income: US$133.7m (up 33% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Europe.
Board Change • Aug 07Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 16Monolithic Power Systems, Inc. to Report Q2, 2025 Results on Jul 31, 2025Monolithic Power Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 32%After last week's 32% share price gain to US$710, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at US$304 per share.
Board Change • Jul 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 30+ 1 more updateMonolithic Power Systems, Inc.(NasdaqGS:MPWR) dropped from Russell 1000 Growth-Defensive IndexMonolithic Power Systems, Inc.(NasdaqGS:MPWR) dropped from Russell 1000 Growth-Defensive Index
お知らせ • Jun 14Monolithic Power Systems Announces Second Quarter 2025 Dividend, Payable on July 15, 2025Monolithic Power Systems, Inc. announced its second quarter dividend of $1.56 per common share to all stockholders of record as of the close of business on June 30, 2025. The dividend will be paid on July 15, 2025.
お知らせ • May 02Monolithic Power Systems, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2025Monolithic Power Systems, Inc. provided earnings guidance for the second quarter ending June 30, 2025. For the quarter, the company expects Revenue in the range of $640.0 million to $660.0 million.
お知らせ • Apr 24Monolithic Power Systems, Inc., Annual General Meeting, Jun 12, 2025Monolithic Power Systems, Inc., Annual General Meeting, Jun 12, 2025.
Board Change • Apr 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 17Monolithic Power Systems, Inc. to Report Q1, 2025 Results on May 01, 2025Monolithic Power Systems, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
Reported Earnings • Mar 05Full year 2024 earnings released: EPS: US$36.76 (vs US$8.98 in FY 2023)Full year 2024 results: EPS: US$36.76 (up from US$8.98 in FY 2023). Revenue: US$2.21b (up 21% from FY 2023). Net income: US$1.79b (up 318% from FY 2023). Profit margin: 81% (up from 24% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in the United Kingdom.
Recent Insider Transactions • Feb 23Founder recently sold US$3.6m worth of stockOn the 18th of February, Michael Hsing sold around 5k shares on-market at roughly US$700 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$8.4m. Michael has been a net seller over the last 12 months, reducing personal holdings by US$59m.
Board Change • Feb 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
