Monolithic Power Systems Inc
Monolithic Power Systems (MPWR) designs analogue and mixed-signal power-management integrated circuits used across data centres, communications, consumer electronics, industrial equipment and automotive applications. The company is known for high-efficiency, compact power solutions that can command premium margins and recurring design wins. With a market capitalisation near $49.3bn, investors often watch its revenue growth, gross margins and cadence of new product launches as indicators of competitive strength. Key opportunities include rising power density in computing and EV adoption, while risks include semiconductor cyclicality, customer concentration and intensifying competition from larger analogue players. Financial performance can vary with end-market demand and supply conditions. This summary is educational only and not investment advice; investors should assess their own goals, diversify appropriately and consider professional advice where needed.
Why It's Moving
MPWR surges on Q3 earnings beat and fresh dividend hike amid AI tailwinds.
Monolithic Power Systems delivered Q3 revenue of $737.2 million, up 18.9% year-over-year and topping estimates, underscoring robust demand in power management chips for AI and computing. Investors shrugged off institutional selling with enthusiasm for the company's fourth quarter 2025 dividend boost to $1.56 per share, payable January 15.
- Q3 EPS hit $4.73, beating expectations of $4.62, fueled by explosive growth in Storage & Computing and Automotive segments that signal sustained AI infrastructure momentum.
- Company declared Q4 dividend of $1.56 per share, up from prior quarters, reinforcing shareholder returns as profitability shines with 71% net margins.
- Analysts pile on with 'Moderate Buy' consensus and targets around $1,075, highlighting MPWR's edge in high-performance semiconductors despite some fund trims.
MPWR surges on Q3 earnings beat and fresh dividend hike amid AI tailwinds.
Monolithic Power Systems delivered Q3 revenue of $737.2 million, up 18.9% year-over-year and topping estimates, underscoring robust demand in power management chips for AI and computing. Investors shrugged off institutional selling with enthusiasm for the company's fourth quarter 2025 dividend boost to $1.56 per share, payable January 15.
- Q3 EPS hit $4.73, beating expectations of $4.62, fueled by explosive growth in Storage & Computing and Automotive segments that signal sustained AI infrastructure momentum.
- Company declared Q4 dividend of $1.56 per share, up from prior quarters, reinforcing shareholder returns as profitability shines with 71% net margins.
- Analysts pile on with 'Moderate Buy' consensus and targets around $1,075, highlighting MPWR's edge in high-performance semiconductors despite some fund trims.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Monolithic Power stock with a target price of $1,201, indicating growth potential.
Financial Health
Monolithic Power Systems is performing well with strong revenues and cash flow, indicating solid financial stability.
Dividend
Monolithic Power Systems has a low dividend yield of 0.63%, which may not attract income-focused investors. If you invested $1000 you would be paid $6.30 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
High-margin analogue designs
MPS focuses on compact, efficient power ICs that can earn premium margins; however, margins can fluctuate with competition and product mix.
Expanding addressable markets
Rising power demands in data centres, communications and EVs may create new opportunities, though end-market cycles will affect uptake.
Global customer base
Design wins with OEMs worldwide give geographic reach, but some customer concentration and supply-chain exposure remain important risks to monitor.
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