Monolithic Power Systems（MPWR）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
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Analyst Price Targets
Monolithic Power Systems, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1,652.35 |
| 52週高値 | US$1,662.00 |
| 52週安値 | US$613.00 |
| ベータ | 1.74 |
| 1ヶ月の変化 | 40.03% |
| 3ヶ月変化 | 42.94% |
| 1年変化 | 159.51% |
| 3年間の変化 | 297.22% |
| 5年間の変化 | 439.81% |
| IPOからの変化 | 16,692.17% |
最新ニュース
分析記事 • 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...
ナラティブ更新 • 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.Recent updates
分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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
ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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 AlphaSeeking 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株主還元
| MPWR | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 8.2% | 8.4% | 3.2% |
| 1Y | 159.5% | 119.7% | 31.0% |
業界別リターン: MPWR過去 1 年間で119.7 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: MPWR過去 1 年間で31 % の収益を上げたUS市場を上回りました。
価格変動
| MPWR volatility | |
|---|---|
| MPWR Average Weekly Movement | 7.5% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: MPWR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MPWRの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | 4,501 | Michael Hsing | www.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。
Monolithic Power Systems, Inc. 基礎のまとめ
| MPWR 基礎統計学 | |
|---|---|
| 時価総額 | US$78.02b |
| 収益（TTM） | US$679.66m |
| 売上高(TTM) | US$2.96b |
119.4x
PER（株価収益率27.5x
P/SレシオMPWR は割高か？
公正価値と評価分析を参照収益と収入
| MPWR 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% |
MPWR 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 | 2026/05/06 12:29 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Gerra | Baird |
| Brian Piccioni | BMO Capital Markets Equity Research |
| Nicholas Aberle | Brean Capital Historical (Janney Montgomery) |