Monolithic Power Systems, Inc.

NasdaqGS:MPWR 주식 리포트

시가총액: US$78.0b

Monolithic Power Systems 향후 성장

Future 기준 점검 5/6

Monolithic Power Systems (는) 각각 연간 22.7% 및 17.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.4% 로 예상됩니다.

핵심 정보

22.7%

이익 성장률

22.34%

EPS 성장률

Semiconductor 이익 성장26.3%
매출 성장률17.5%
향후 자기자본이익률29.39%
애널리스트 커버리지

Good

마지막 업데이트04 May 2026

최근 향후 성장 업데이트

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...

Recent updates

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.
새 내러티브 • 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.
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...
분석 기사 • 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

이익 및 매출 성장 예측

NasdaqGS:MPWR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: MPWR 의 연간 예상 수익 증가율(22.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: MPWR 의 연간 수익(22.7%)이 US 시장(16.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: MPWR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: MPWR 의 수익(연간 17.5%)이 US 시장(연간 11.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: MPWR 의 수익(연간 17.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MPWR의 자본 수익률은 3년 후 29.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 06:51
종가2026/05/06 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.

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산업 및 섹터 지표

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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)