MPWR

Monolithic Power Systems Inc. (MPWR) | Rumor.io

Monolithic Power Systems

MPWR

Attention (50-day avg)0.01%

Attention rank (50-day avg)#456

Bullish sentiment (50-day avg)13%

Price to earnings ratio81.9

Market capitalization66.4B

Earnings per share16.4

Dividend yield (TTM)0.59%

Revenue (annual)2.8B

Net income (annual)621.5M

Social

What share of all stock conversation is about MPWR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% -0.01	0% 0

Sep 23

Monolithic Power Systems (MPWR) led the S&P after a bullish initiation, with its AI power semiconductors clearing capital expenditure math.
MPWR surged to a high of $1,279.80, with its recent performance and chart analysis indicating a potential turn in the market.
MPWR has compounded revenue at 24.8% a year for a decade, with its FY'15 revenue of $333M increasing to $2.8B in FY'25, and its Q2 Enterprise Data revenue up 45% sequentially and 164% YoY.

Generated by AI

Sentiment

Of the messages about MPWR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% new	94.87% +2.82	89.07% +70.7	67.6% -17.86
Bearish	0% -100	5.13% -2.82	10.93% -70.7	32.4% +17.86

Bullish· Aug 4

$MPWR is a new name on the analyst upside board with a +34% implied upside across 18 analysts.
The company's Q2 results came in slightly ahead, and Q3 guidance topped expectations, with AI data center revenue expected to more than double in 2026.
$MPWR stock is up roughly 7.5% premarket, reflecting growing confidence in the company's AI-related prospects.

Bearish· Nov 11

Monolithic Power Systems ($MPWR) shares fell over 30% after a note was sent to buy-side clients on October 25th, similar to previous reports on Vicor ($VICR) in 2022 and 2023.
Edgewater Research issued a bearish note on $MPWR, warning that NVIDIA ($NVDA) may cut their allocation due to performance issues, potentially leading to a loss of business to Renesas and Infineon.
$MPWR's valuation may be a concern, as the stock has fallen ~40% in a month, with some analysts suggesting that the company's strong market position may not be enough to offset its high valuation.

Generated by AI

Topics

Of the messages about MPWR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	3.08%	12.9%	8.76%
Macro	—	0%	20.34%	34%
Announcements	—	96.92%	27.91%	29.35%
Analysts	—	0%	12.48%	16.02%
Controversies	—	0%	13.88%	1.64%
Earnings	—	0%	12.48%	10.22%

Earnings· Jul 30

$MPWR reported Q2 earnings with revenue of $980.6M, a 47.6% YoY increase, and adjusted EPS of $6.50, a 54.4% YoY increase.
The company guided Q3 revenue in the range of $1.14B to $1.16B, above analyst estimates, with GAAP gross margin between 55.2% and 55.8%.
Monolithic Power Systems also announced an additional $500M for stock repurchases, bringing the total authorization to $1B, and saw Enterprise Data revenue surge 164.3% YoY to $380.6M.

Analysts· Jul 28

Oppenheimer analyst Rick Schafer raises Monolithic Power Systems' price target from $450 to $500 with an Outperform rating.
Raymond James analyst Chris Caso maintains Monolithic Power Systems with an Outperform rating and raises the price target from $420 to $440.
Needham analyst Quinn Bolton maintains Monolithic Power Systems with a Buy rating and raises the price target from $415 to $450.

Announcements· Feb 9

Monolithic Power Systems ($MPWR) appoints new board member, Eileen Wynne, former Chief Accounting Officer at Analog Devices.
$MPWR maintains or raises price targets from analysts, including Rosenblatt ($620), Truist Securities ($533-$608), and Keybanc ($560).
Monolithic Power Systems ($MPWR) increases quarterly cash dividend and reports Q4 and year-end 2022 results.

Generated by AI

Community

Of the messages about MPWR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	80%	85.93%	64.5%	50.31%
Newcomers	20%	14.07%	35.5%	49.69%

Regulars· Jul 31

Monolithic Power Systems reported a strong Q2 2026, beating Wall Street expectations on both revenue and earnings, with revenue climbing to $980.6 million, up 48% year over year and 22% sequentially.
The Enterprise Data segment drove the biggest growth, with revenue surging 164% year over year to $380.6 million, reflecting accelerating demand for power-management solutions used in AI servers, networking equipment, and high-performance computing infrastructure.
Analysts have raised price targets for Monolithic Power, with Needham increasing its target to $2,000, Wells Fargo to $1,800, and KeyBanc to $2,100, citing strong Q2 results and Q3 guidance, as well as continued bookings momentum and 2027 visibility.

Newcomers· Aug 5

$MPWR is a relatively unknown stock, with one user asking for advice on whether to buy it or not.
Monolithic Power Systems, Inc. is a semiconductor company, according to one user who is researching the stock.
One user is concerned about the stock's volatility, citing its recent price fluctuations.

Generated by AI

On September 9, GLOBALFOUNDRIES Inc. (NASDAQ:GFS) and Monolithic Power Systems, Inc. (NASDAQ:MPWR) announced a long-term manufacturing agreement to deploy MPS’s proprietary process technology to GF’s 300mm facility in Singapore. The partnership expands manufacturing capacity for critical power management solutions, targeting high-growth markets by early 2027. The agreement aligns with both companies’ strategic priorities, though each […]

1d agoYahoo Finance

Monolithic Power Systems Inc. stock underperforms Monday when compared to competitors

1d agoMarketWatch

Monolithic Power Systems Inc. stock underperforms Friday when compared to competitors despite daily gains

4d agoMarketWatch

Monolithic Power Systems Inc. stock underperforms Thursday when compared to competitors

5d agoMarketWatch

Monolithic Power Systems Inc. stock underperforms Wednesday when compared to competitors

6d agoMarketWatch

FormFactor, Kulicke and Soffa, Monolithic Power Systems, Micron, and Seagate Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.

7d agoYahoo! Finance Canada

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1	T3 Defense Inc.DFNS	0%+0
2	Microchip Technology Inc.MCHP	0%0
3	Universe Pharmaceuticals Inc.UPC	0%0
4	Vicor Corp.VICR	0.01%-0.04
5	Synopsys Inc.SNPS	0%+0
6	Hydrofarm Holdings Group, Inc.HYFM	0%0
7	Lattice Semiconductor CorporationLSCC	0%0
8	Onto Innovation Inc.ONTO	0%-0.02
9	Revvity Inc.RVTY	0%0
10	KLA CorporationKLAC	0%0

Monolithic Power Systems Inc.

Technology
Semiconductors

Monolithic Power Systems Inc. is a semiconductor company that develops and sells power electronics solutions for a wide range of electronic systems. Its portfolio includes voltage regulators, DC-DC converters, AC-DC converters, power management integrated circuits, current limit switches, driver MOSFETs, and lighting control products. These components are designed to convert, regulate, and monitor electrical power efficiently, supporting devices and infrastructure in computing, data centers, automotive systems, industrial equipment, communications networks, and consumer electronics. The company’s solutions are used in products such as servers, notebooks, storage systems, infotainment displays, wireless access points, and medical equipment. Monolithic Power Systems Inc. focuses on high-performance, compact designs that help customers improve power efficiency and system integration across global markets.

Website

Location

1555 Palm Beach Lakes Boulevard

West Palm Beach, FL, 33401

United States

Social

What share of all stock conversation is about MPWR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% -0.01	0% 0

Sep 23

Monolithic Power Systems (MPWR) led the S&P after a bullish initiation, with its AI power semiconductors clearing capital expenditure math.
MPWR surged to a high of $1,279.80, with its recent performance and chart analysis indicating a potential turn in the market.
MPWR has compounded revenue at 24.8% a year for a decade, with its FY'15 revenue of $333M increasing to $2.8B in FY'25, and its Q2 Enterprise Data revenue up 45% sequentially and 164% YoY.

Generated by AI

Sentiment

Of the messages about MPWR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% new	94.87% +2.82	89.07% +70.7	67.6% -17.86
Bearish	0% -100	5.13% -2.82	10.93% -70.7	32.4% +17.86

Bullish· Aug 4

$MPWR is a new name on the analyst upside board with a +34% implied upside across 18 analysts.
The company's Q2 results came in slightly ahead, and Q3 guidance topped expectations, with AI data center revenue expected to more than double in 2026.
$MPWR stock is up roughly 7.5% premarket, reflecting growing confidence in the company's AI-related prospects.

Bearish· Nov 11

Monolithic Power Systems ($MPWR) shares fell over 30% after a note was sent to buy-side clients on October 25th, similar to previous reports on Vicor ($VICR) in 2022 and 2023.
Edgewater Research issued a bearish note on $MPWR, warning that NVIDIA ($NVDA) may cut their allocation due to performance issues, potentially leading to a loss of business to Renesas and Infineon.
$MPWR's valuation may be a concern, as the stock has fallen ~40% in a month, with some analysts suggesting that the company's strong market position may not be enough to offset its high valuation.

Generated by AI

Topics

Of the messages about MPWR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	3.08%	12.9%	8.76%
Macro	—	0%	20.34%	34%
Announcements	—	96.92%	27.91%	29.35%
Analysts	—	0%	12.48%	16.02%
Controversies	—	0%	13.88%	1.64%
Earnings	—	0%	12.48%	10.22%

Earnings· Jul 30

$MPWR reported Q2 earnings with revenue of $980.6M, a 47.6% YoY increase, and adjusted EPS of $6.50, a 54.4% YoY increase.
The company guided Q3 revenue in the range of $1.14B to $1.16B, above analyst estimates, with GAAP gross margin between 55.2% and 55.8%.
Monolithic Power Systems also announced an additional $500M for stock repurchases, bringing the total authorization to $1B, and saw Enterprise Data revenue surge 164.3% YoY to $380.6M.

Analysts· Jul 28

Oppenheimer analyst Rick Schafer raises Monolithic Power Systems' price target from $450 to $500 with an Outperform rating.
Raymond James analyst Chris Caso maintains Monolithic Power Systems with an Outperform rating and raises the price target from $420 to $440.
Needham analyst Quinn Bolton maintains Monolithic Power Systems with a Buy rating and raises the price target from $415 to $450.

Announcements· Feb 9

Monolithic Power Systems ($MPWR) appoints new board member, Eileen Wynne, former Chief Accounting Officer at Analog Devices.
$MPWR maintains or raises price targets from analysts, including Rosenblatt ($620), Truist Securities ($533-$608), and Keybanc ($560).
Monolithic Power Systems ($MPWR) increases quarterly cash dividend and reports Q4 and year-end 2022 results.

Generated by AI

Community

Of the messages about MPWR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	80%	85.93%	64.5%	50.31%
Newcomers	20%	14.07%	35.5%	49.69%

Regulars· Jul 31

Monolithic Power Systems reported a strong Q2 2026, beating Wall Street expectations on both revenue and earnings, with revenue climbing to $980.6 million, up 48% year over year and 22% sequentially.
The Enterprise Data segment drove the biggest growth, with revenue surging 164% year over year to $380.6 million, reflecting accelerating demand for power-management solutions used in AI servers, networking equipment, and high-performance computing infrastructure.
Analysts have raised price targets for Monolithic Power, with Needham increasing its target to $2,000, Wells Fargo to $1,800, and KeyBanc to $2,100, citing strong Q2 results and Q3 guidance, as well as continued bookings momentum and 2027 visibility.

Newcomers· Aug 5

$MPWR is a relatively unknown stock, with one user asking for advice on whether to buy it or not.
Monolithic Power Systems, Inc. is a semiconductor company, according to one user who is researching the stock.
One user is concerned about the stock's volatility, citing its recent price fluctuations.

Generated by AI

Monolithic Power Systems

Social

Sep 23

Bullish· Aug 4

Bearish· Nov 11

Earnings· Jul 30

Analysts· Jul 28

Announcements· Feb 9

Regulars· Jul 31

Newcomers· Aug 5

GLOBALFOUNDRIES (GFS) and Monolithic Power (MPWR) Are Scaling Up. Can the Growth Last?

Monolithic Power Systems Inc. stock underperforms Monday when compared to competitors

Monolithic Power Systems Inc. stock underperforms Friday when compared to competitors despite daily gains

Monolithic Power Systems Inc. stock underperforms Thursday when compared to competitors

Monolithic Power Systems Inc. stock underperforms Wednesday when compared to competitors

FormFactor, Kulicke and Soffa, Monolithic Power Systems, Micron, and Seagate Stocks Trade Up, What You Need To Know

Also Discussed

Monolithic Power Systems Inc.

Company Information

Location

GLOBALFOUNDRIES (GFS) and Monolithic Power (MPWR) Are Scaling Up. Can the Growth Last?

Monolithic Power Systems Inc. stock underperforms Monday when compared to competitors

Monolithic Power Systems Inc. stock underperforms Friday when compared to competitors despite daily gains

Monolithic Power Systems Inc. stock underperforms Thursday when compared to competitors

Monolithic Power Systems Inc. stock underperforms Wednesday when compared to competitors

FormFactor, Kulicke and Soffa, Monolithic Power Systems, Micron, and Seagate Stocks Trade Up, What You Need To Know

Also Discussed

Social

Sep 23

Bullish· Aug 4

Bearish· Nov 11

Earnings· Jul 30

Analysts· Jul 28

Announcements· Feb 9

Regulars· Jul 31

Newcomers· Aug 5