Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$64.5B
49M shares
52-week range
$686.87 – $1,714.09
61% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Borrow rate
0.32%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $582.4M | $627.9M | $844.5M | $1.21B | $1.79B | $1.82B | $2.21B | $2.79B |
| Cost of revenue | $259.7M | $281.6M | $378.5M | $522.3M | $745.6M | $800.0M | $986.2M | $1.25B |
| Gross profit | $322.7M | $346.3M | $466.0M | $685.5M | $1.05B | $1.02B | $1.22B | $1.54B |
| Gross margin | 55.4% | 55.2% | 55.2% | 56.8% | 58.4% | 56.1% | 55.3% | 55.2% |
| R&D | $93.5M | $107.8M | $137.6M | $190.6M | $240.2M | $263.6M | $324.7M | $382.3M |
| Operating income | $113.5M | $102.6M | $158.9M | $262.4M | $526.8M | $481.7M | $539.4M | $728.6M |
| EBITDA | $127.7M | $119.9M | $185.9M | $300.9M | $562.1M | $546.0M | $609.3M | $817.2M |
| Net income | $105.3M | $108.8M | $164.4M | $242.0M | $437.7M | $427.4M | $1.79B | $615.9M |
| Net margin | 18.1% | 17.3% | 19.5% | 20.0% | 24.4% | 23.5% | 81.0% | 22.1% |
| EPS (diluted) | 2.36 | 2.38 | 3.50 | 5.05 | 9.05 | 8.76 | 36.59 | 12.75 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.7B | $23.98 | $23.60–$24.84 | 10 |
| 2027 | $4.5B | $30.17 | $28.59–$33.14 | 9 |
| 2028 | $5.2B | $35.04 | $31.31–$40.17 | 4 |
| 2029 | $6.0B | $41.25 | $39.29–$44.09 | 2 |
Forward consensus · source: Financial Modeling Prep
Monolithic Power Systems is an analog and mixed-signal chipmaker specializing in power management solutions. Its mission is to reduce total energy consumption in end systems. It serves the computing, automotive, industrial, communications, and consumer end markets. MPS uses a fabless manufacturing model, partnering with third-party chip foundries to host its proprietary BCD process technology.
www.monolithicpower.comNo one on the platform currently holds MPWR.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 11,942 | $13.1M |
| Renaissance Technologiesas of 2025-09-30 | 8,086 | $7.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-30 | $2.0000 | 2026-07-15 |
| 2026-03-31 | $2.0000 | 2026-04-15 |
| 2025-12-31 | $1.5600 | 2026-01-15 |
| 2025-09-30 | $1.5600 | 2025-10-15 |
| 2025-06-30 | $1.5600 | 2025-07-15 |
| 2025-03-31 | $1.5600 | 2025-04-15 |
| 2024-12-31 | $1.2500 | 2025-01-15 |
| 2024-09-30 | $1.2500 | 2024-10-15 |
| 2024-06-28 | $1.2500 | 2024-07-15 |
| 2024-03-27 | $1.2500 | 2024-04-15 |
No one on the platform has traded MPWR yet.
| $70.3B |
| — |
| STXSeagate Technology Holdings plc | $968.53 | +7.63% | $217.2B | — |
| TEAMAtlassian Corporation | $79.26 | +0.66% | $20.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-12-28 |
| $1.0000 |
| 2024-01-15 |
| 2023-09-28 | $1.0000 | 2023-10-13 |
Trading at 34.8× earnings vs its 56.2× historical median P/E.
Fair value ≈ $2117 · price $1313 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Power -infrastructure integrators $ETN $VRT $GEV $MPWR $LFUS
View on StockTwits ↗$MPWR Monolithic Power Systems seeing some bullish net flow today, with many OTM orders 🟢 However, the most notable was action right At-the-money, on the 7/17 $1320 calls 🐂
View on StockTwits ↗$MPWR gap to fill in the 1200s. Ill get back in then. This one had a great run beginning of uear but didnt folliw $LRCX or $KLAC up the last 2 months
View on StockTwits ↗$MPWR Gosh, love what's happening here. Let's continue this in the AM.
View on StockTwits ↗$ASML split your fucking stock already $GEV split your fucking stock already $MPWR split your fucking stock already $SNDK split your fucking stock already $MU split your fucking stock already
View on StockTwits ↗Here’s what the Power & Energy Semi leaderboard looks like: YTD returns $MPWR +63% $GEV +56% $ADI +54% $ETN +29% This YTD power semiconductor and infrastructure leaderboard displays pristine right-side focus: the smart money is aggressively re-rating the entire electricity stack—from specialized PMICs to gigawatt-scale grid systems. Sector frontrunner $MPWR (+63% YTD) is displaying intense institutional accumulation as its 48V/800V voltage regulation platforms for AI clusters drive robust Q2 revenue guidance up to $910M. Analog heavyweight $ADI matches this velocity via high-margin data-center power modules. Equipment king $GEV (GE Vernova) spearheaded the tape following a stellar "Outperform" initiation from Bernstein with an aggressive $1,206 price target, driven by a massive quarterly electrification backlog that exceeded all of last year's volume. Infrastructure giant $ETN accelerates alongside this momentum. where are you chasing the alpha? Drop your entries below! 👇
View on StockTwits ↗$MPWR pays to understand charts, very strong support here
View on StockTwits ↗The market rewards those who identify important themes early; these are the themes we spend the most time researching: • Power Semis → $VICR $NVTS $MPWR $ON Power semiconductors may be one of the most overlooked yet critical themes in the AI era. As demand for AI data centers, EVs, and industrial automation continues to rise, investors are realizing that scaling compute requires not only more chips but also far more efficient power conversion and energy management. VICR specializes in high-performance power modules, NVTS is advancing GaN (gallium nitride) adoption, MPWR remains a leader in power management ICs, and ON has strong exposure to automotive, industrial, and power semiconductor markets. From an investment perspective, every new AI server requires sophisticated power delivery and conversion systems. In many ways, power semiconductor companies are the "picks-and-shovels" providers behind the AI infrastructure buildout. The question is: as capital continues flowing into the AI ecosystem, will investors remain focused on GPU leaders, or will names like VICR, NVTS, MPWR, and ON see a broader re-rating as critical power infrastructure plays?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.