Added to YB: 2026-10-05
Pitch date: 2026-10-01
MPWR [neutral]
Monolithic Power Systems, Inc.
-11.15%
current return
Author Info
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Company Info
Monolithic Power Systems, Inc. provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.
Market Cap
$64.8B
Pitch Price
$1.4K
Price Target
1.6K (+24%)
Dividend
0.61%
EV/EBITDA
62.84
P/E
80.48
EV/Sales
19.38
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Robots Need Power. Let’s Look At Which Companies Supply It. - Monolithic Power Systems, Inc.
MPWR (monitor): Monolithic Power Systems adds physical AI and robotics to a substantial, fast-growing earnings base: Q2 revenue rose 48% year over year to $981 million, with a 31% operating margin, while a GlobalFoundries agreement is intended to improve MPS’s ability to supply future demand. At $1,050-$1,100, 2028 assumptions support a $1,400-$1,550 value range. Slower data-center investment, pricing pressure or execution against established competitors could outweigh robotics’ initially modest contribution.
Read full article (2 min)