Monolithic Power Systems vs Atlassian
Monolithic Power Systems vs Atlassian compares two technology leaders, examining business models, financial performance, and market context to provide a neutral overview. This page aims to present key considerations for readers seeking context about strategy, products, and growth without offering recommendations. Educational content, not financial advice.
Monolithic Power Systems vs Atlassian compares two technology leaders, examining business models, financial performance, and market context to provide a neutral overview. This page aims to present key...
Why It's Moving
MPWR Powers Ahead on AI Data Center Boom and Steady Dividend Payout
- AI-driven enterprise data center revenue hit 52% of total by Q2, with Q3 results showcasing rapid expansion and a decisive mix shift toward high-performance computing trends[1][3].
- Q3 revenue climbed to $737.2M, up 18.9% year-over-year, signaling robust demand across diversified markets like storage and automotive[1].
- Fourth-quarter 2025 dividend declared, reinforcing shareholder returns as the stock holds firm around $960-$988 despite resistance near $1,087[2][4][5].
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
MPWR Powers Ahead on AI Data Center Boom and Steady Dividend Payout
- AI-driven enterprise data center revenue hit 52% of total by Q2, with Q3 results showcasing rapid expansion and a decisive mix shift toward high-performance computing trends[1][3].
- Q3 revenue climbed to $737.2M, up 18.9% year-over-year, signaling robust demand across diversified markets like storage and automotive[1].
- Fourth-quarter 2025 dividend declared, reinforcing shareholder returns as the stock holds firm around $960-$988 despite resistance near $1,087[2][4][5].
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
Which Baskets Do They Appear In?
Tariff-Proof Stocks (Pricing Power Leaders)
The Federal Reserve's Beige Book confirms that tariffs are driving up consumer prices, creating challenges for many businesses. This theme focuses on companies with strong pricing power, enabling them to protect profit margins by passing increased costs to customers.
Published: October 16, 2025
Explore BasketAI Data Center Stocks: Infrastructure Buildout 2025
Microsoft's $4 billion investment in a new Wisconsin data center highlights the massive infrastructure buildout required for artificial intelligence. This creates a significant opportunity for companies that supply the essential components for these advanced facilities, from semiconductors to cooling and power systems.
Published: September 19, 2025
Explore BasketNavigating Inflation: Companies With Pricing Power
A surprise surge in wholesale prices signals renewed inflationary pressures across the U.S. economy. This theme focuses on companies with strong pricing power, which allows them to protect profitability by passing increased costs on to consumers.
Published: August 15, 2025
Explore BasketWhich Baskets Do They Appear In?
Tariff-Proof Stocks (Pricing Power Leaders)
The Federal Reserve's Beige Book confirms that tariffs are driving up consumer prices, creating challenges for many businesses. This theme focuses on companies with strong pricing power, enabling them to protect profit margins by passing increased costs to customers.
Published: October 16, 2025
Explore BasketAI Data Center Stocks: Infrastructure Buildout 2025
Microsoft's $4 billion investment in a new Wisconsin data center highlights the massive infrastructure buildout required for artificial intelligence. This creates a significant opportunity for companies that supply the essential components for these advanced facilities, from semiconductors to cooling and power systems.
Published: September 19, 2025
Explore BasketNavigating Inflation: Companies With Pricing Power
A surprise surge in wholesale prices signals renewed inflationary pressures across the U.S. economy. This theme focuses on companies with strong pricing power, which allows them to protect profitability by passing increased costs on to consumers.
Published: August 15, 2025
Explore BasketPowering The PC Resurgence
Lenovo's recent announcement of a 108% profit increase highlights a resilient and growing PC market. This theme invests in the key hardware and semiconductor suppliers poised to benefit from sustained demand for personal computers and AI infrastructure.
Published: August 14, 2025
Explore BasketPricing Power In An Inflationary Era
Recent data shows that while headline inflation is steady, core inflation is rising, partly due to new tariffs. This creates an investment opportunity in companies with strong pricing power that can protect their profits by passing on higher costs to consumers.
Published: August 13, 2025
Explore BasketPowering Oracle's Cloud Expansion
Oracle's landmark $30 billion cloud contract requires a massive build-out of data centers and AI infrastructure. Our analysts have identified the key suppliers of servers, semiconductors, and networking hardware that are essential for this expansion and positioned to benefit directly.
Published: July 3, 2025
Explore BasketOracle's Cloud Boom
Oracle's major cloud contracts triggered a stock upgrade, highlighting a massive expansion in AI data centers. These companies provide the essential hardware, chips, networking, and real estate needed to power this growth. Each was selected for its direct exposure to this multi-billion dollar infrastructure boom.
Published: July 1, 2025
Explore BasketThe $4 Trillion Tech Race
Behind Nvidia and Microsoft's historic race to a $4 trillion valuation lies an entire ecosystem of essential suppliers. These carefully selected companies provide the critical infrastructure, semiconductors, and hardware that make the AI revolution possible.
Published: June 30, 2025
Explore BasketDigital World's Skeleton
Behind every smartphone, AI system, and data center lies a foundation of essential materials. This collection features companies producing the critical components that make our digital world possible. Carefully selected by our analysts, these stocks represent the building blocks of modern technology.
Published: June 17, 2025
Explore BasketSupply Chain Chokepoints
These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.
Published: June 17, 2025
Explore BasketHigh Volatility Stocks
These carefully selected stocks offer higher growth potential alongside greater price swings. Our professional analysts have identified companies with dramatic price movements that could mean bigger opportunities for investors comfortable with risk.
Published: May 7, 2025
Explore BasketInvestment Analysis
Pros
- Monolithic Power Systems reported record revenue growth of 31% year-on-year in Q2 2025, driven by strong demand in AI and data center markets.
- The company maintains a high net margin above 70%, reflecting efficient operations and pricing power in the semiconductor sector.
- Monolithic Power is expanding its product portfolio with innovative power management solutions for computing, automotive, and industrial applications.
Considerations
- Despite robust earnings, the stock has shown volatility, declining after recent earnings announcements despite positive guidance.
- The company's valuation metrics are elevated, with a forward P/E ratio above 50, suggesting limited margin for further multiple expansion.
- Monolithic Power's growth is closely tied to cyclical tech and semiconductor markets, exposing it to potential downturns in end-demand.
Atlassian
TEAM
Pros
- Atlassian benefits from a strong recurring revenue model through its cloud-based collaboration and productivity software platforms.
- The company has demonstrated consistent revenue growth, supported by increasing adoption of its tools in enterprise environments.
- Atlassian maintains a high gross margin profile, reflecting the scalability of its software-as-a-service business model.
Considerations
- Atlassian faces intensifying competition from larger tech firms offering similar collaboration and project management solutions.
- The stock is exposed to macroeconomic sensitivity, as enterprise spending on software can decline during economic downturns.
- Atlassian's profitability has been pressured by ongoing investments in cloud infrastructure and product development.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Monolithic Power Systems vs Roper Technologies
Monolithic Power Systems vs Roper Technologies
Monolithic Power Systems vs Ubiquiti
Monolithic Power Systems vs Ubiquiti
Monolithic Power Systems vs ASE Technology
Monolithic Power Systems vs ASE Technology