Loading...
MPWR logo

Monolithic Power Systems, Inc.NasdaqGS:MPWR 주식 보고서

시가총액 US$73.6b
주가
US$1.45k
US$1.8k
19.4% 저평가 내재 할인율
1Y108.9%
7D-1.7%
1D
포트폴리오 가치
보기

Monolithic Power Systems, Inc.

NasdaqGS:MPWR 주식 리포트

시가총액: US$73.6b

Monolithic Power Systems (MPWR) 주식 개요

는 중국, 대만, 한국, 동남아시아, 유럽, 미국, 일본 및 전 세계에 반도체 기반 전력 전자 솔루션을 제공합니다. 자세히 보기

MPWR 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장5/6
과거 실적2/6
재무 건전성6/6
배당0/6

MPWR Community Fair Values

Create Narrative

See what 138 others think this stock is worth. Follow their fair value or set your own to get alerts.

Monolithic Power Systems, Inc. 경쟁사

가격 이력 및 성과

Monolithic Power Systems 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$1,448.21
52주 최고가US$1,714.09
52주 최저가US$671.18
베타1.69
1개월 변동-2.56%
3개월 변동32.54%
1년 변동108.90%
3년 변동186.73%
5년 변동313.68%
IPO 이후 변동14,617.58%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
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

주주 수익률

MPWRUS SemiconductorUS 시장
7D-1.7%6.5%2.0%
1Y108.9%95.8%23.3%

수익률 대 산업: MPWR은 지난 1년 동안 95.8%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: MPWR은 지난 1년 동안 23.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is MPWR's price volatile compared to industry and market?
MPWR volatility
MPWR Average Weekly Movement9.0%
Semiconductor Industry Average Movement12.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

안정적인 주가: MPWR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: MPWR의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19974,501Michael Hsingwww.monolithicpower.com

는 중국, 대만, 한국, 동남아시아, 유럽, 미국, 일본 및 전 세계에 반도체 기반 전력 전자 솔루션을 제공합니다. 이 회사는 클라우드 기반 및 온프레미스 CPU 서버와 워크스테이션, AI 시스템, 메모리, 스토리지 솔루션, 노트북, 인포테인먼트, 전원, 가전제품, 네트워크 인프라, 위성 통신 등 다양한 전자 시스템 내에서 전압을 변환하고 제어하는 직류(DC)-직류(DC) 솔루션을 제공합니다. 또한 교류(AC)-직류(DC), 드라이버 금속 산화물 반도체 전계 효과 트랜지스터, 전력 관리 집적 회로(IC), 전류 제한 스위치 및 조명 제어 제품도 제공합니다.

Monolithic Power Systems, Inc. 기초 지표 요약

Monolithic Power Systems의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
MPWR 기초 통계
시가총액US$73.63b
순이익 (TTM)US$679.66m
매출 (TTM)US$2.96b
104.7x
주가수익비율(P/E)
24.1x
주가매출비율(P/S)

MPWR는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
MPWR 손익계산서 (TTM)
매출US$2.96b
매출원가US$1.33b
총이익US$1.63b
기타 비용US$951.92m
순이익US$679.66m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)13.83
총이익률55.18%
순이익률22.98%
부채/자본 비율0%

MPWR의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.6%
현재 배당 수익률
48%
배당 성향

MPWR는 안정적으로 배당을 지급합니까?

MPWR 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 MPWR를 매수해야 하나요?
Monolithic Power Systems 배당 일정
배당락일Jun 30 2026
배당 지급일Jul 15 2026
배당락일까지 남은 일수12 days
배당 지급일까지 남은 일수27 days

MPWR는 안정적으로 배당을 지급합니까?

MPWR 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/17 04:27
종가2026/06/17 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Monolithic Power Systems, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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