Monolithic Power Systems, Inc.

NasdaqGS:MPWR 株式レポート

時価総額：US$72.1b

Monolithic Power Systems 過去の業績

過去 基準チェック /26

Monolithic Power Systemsは、平均年間37.2%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間1.3% 19.3%収益成長率で 成長しています。 Monolithic Power Systemsの自己資本利益率は18.5%であり、純利益率は23%です。

主要情報

37.25%

収益成長率

36.29%

EPS成長率

Semiconductor 業界の成長27.66%
収益成長率19.27%
株主資本利益率18.48%
ネット・マージン22.98%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • 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.
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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 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

収支内訳

Monolithic Power Systems の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:MPWR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 262,957680440391
31 Dec 252,790621429382
30 Sep 252,6611,702405372
30 Jun 252,5441,668387359
31 Mar 252,3871,635368341
31 Dec 242,2071,592357325
30 Sep 242,039434332310
30 Jun 241,894411300290
31 Mar 241,828410286276
31 Dec 231,821427276264
30 Sep 231,827450275254
30 Jun 231,848453283256
31 Mar 231,867468284250
31 Dec 221,794438282240
30 Sep 221,671391274233
30 Jun 221,499336258215
31 Mar 221,331276243203
31 Dec 211,208242232191
30 Sep 211,104212210178
30 Jun 211,040199197167
31 Mar 21933174181154
31 Dec 20844164162138
30 Sep 20778154150122
30 Jun 20688128141112
31 Mar 20652118137108
31 Dec 19628109134108
30 Sep 19615104129103
30 Jun 19606106124101
31 Mar 1959511011597
31 Dec 1858210511493
30 Sep 185589010992
30 Jun 185278210588
31 Mar 185007310285
31 Dec 17471659782
30 Sep 17445709579
30 Jun 17423608978
31 Mar 17405578775
31 Dec 16389538674
30 Sep 16372468272
30 Jun 16357438269
31 Mar 16344407567
31 Dec 15333357566
30 Sep 15322347164
30 Jun 15309346961

質の高い収益: MPWRは 高品質の収益 を持っています。

利益率の向上: MPWRの現在の純利益率 (23%)は、昨年(68.5%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: MPWRの収益は過去 5 年間で年間37.2%増加しました。

成長の加速: MPWRは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: MPWRは過去 1 年間で収益成長率がマイナス ( -58.4% ) となったため、 Semiconductor業界平均 ( 15.4% ) と比較することが困難です。

株主資本利益率

高いROE: MPWRの 自己資本利益率 ( 18.5% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 04:52
終値2026/05/20 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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