Monolithic Power Systems vs Ubiquiti
This page compares Monolithic Power Systems Inc and Ubiquiti Inc, examining business models, financial performance, and market context to offer a neutral overview. The aim is to provide accessible insights into how these companies position themselves within their sectors, focusing on observable information and context. Educational content, not financial advice.
This page compares Monolithic Power Systems Inc and Ubiquiti Inc, examining business models, financial performance, and market context to offer a neutral overview. The aim is to provide accessible ins...
Why It's Moving
MPWR Surges on AI Buzz from CES 2026 as Institutions Pile In Ahead of Earnings.
- AI enthusiasm at CES drove a 5.8% stock pop, reinforcing MPWR's role in powering next-gen hardware amid softer economic data.
- Vest Financial boosted its stake 52% with 16,892 shares, while Allstate initiated a new position—highlighting institutional bets on growth.
- Quarterly dividend of $1.56 per share confirmed for January payout, underscoring steady capital returns alongside AI and automotive demand.
Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.
- Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
- GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
- Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.
MPWR Surges on AI Buzz from CES 2026 as Institutions Pile In Ahead of Earnings.
- AI enthusiasm at CES drove a 5.8% stock pop, reinforcing MPWR's role in powering next-gen hardware amid softer economic data.
- Vest Financial boosted its stake 52% with 16,892 shares, while Allstate initiated a new position—highlighting institutional bets on growth.
- Quarterly dividend of $1.56 per share confirmed for January payout, underscoring steady capital returns alongside AI and automotive demand.
Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.
- Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
- GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
- Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.
Investment Analysis
Pros
- Monolithic Power Systems has shown strong revenue growth with 21.2% increase in 2024, reaching $2.21 billion, and is forecasted to grow further to $2.81 billion in 2025.
- The company demonstrates robust profitability with high EBITDA margins projected to reach over 37% in 2025 and a net margin forecast of above 30%.
- It maintains a strong return on equity (ROE) of approximately 56.64% as of late 2025, which reflects efficient capital use and shareholder returns.
Considerations
- Valuation is relatively high with a forward P/E around 56.58 and EV/Sales near 16.80, which could imply limited upside or increased valuation risk.
- EPS estimates show significant volatility, with earnings per share forecast dropping from $36.59 in 2024 to $17.82 in 2025, indicating potential earnings unpredictability.
- The stock price consensus among analysts shows a modest expected decline (~1.5%) over the next year despite a majority buy rating, reflecting cautious market sentiment.
Ubiquiti
UI
Pros
- Ubiquiti has strong brand recognition and a significant market share in wireless networking and IoT devices, supporting stable demand.
- The company has a history of efficient operations and maintains solid profitability metrics, contributing to consistent cash flow generation.
- Ubiquiti benefits from exposure to growing trends in smart home and enterprise networking, providing sustainable growth drivers.
Considerations
- The company's business is sensitive to cyclical demand in the tech hardware sector, which may impact revenue stability during downturns.
- Ubiquiti faces increasing competition from larger networking firms with deeper resources, potentially pressuring market share and margins.
- Regulatory scrutiny and supply chain challenges continue to pose execution risks that could disrupt operational performance.
Monolithic Power Systems (MPWR) Next Earnings Date
Monolithic Power Systems (MPWR) is scheduled to report its next earnings on February 5, 2026, covering the fourth quarter and full year of 2025. This date is confirmed by the company's investor relations announcement and aligns with analyst consensus estimates. The earnings call is set for 2 PM PT following the market close release.
Ubiquiti (UI) Next Earnings Date
Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.
Monolithic Power Systems (MPWR) Next Earnings Date
Monolithic Power Systems (MPWR) is scheduled to report its next earnings on February 5, 2026, covering the fourth quarter and full year of 2025. This date is confirmed by the company's investor relations announcement and aligns with analyst consensus estimates. The earnings call is set for 2 PM PT following the market close release.
Ubiquiti (UI) Next Earnings Date
Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.
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Published: October 16, 2025
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Explore BasketBuy MPWR or UI in Nemo
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