MONOLITHIC POWER SYSTEMS, INC.
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Monolithic Power Systems (MPWR) trades at 90.5x earnings, a premium to its 3-year average. To justify its valuation, it needs 24.4% annual revenue growth for 6 years, reaching $12.2B revenue with a 23.8% net margin. Recent revenue grew 28.7% YoY, with Q2 2026 up 48%. Management raised enterprise data market growth expectations to 130% for the year.
TD Cowen reiterated a Buy rating and $1,850 price target for Monolithic Power Systems (MPWR), citing AI power opportunities. MPWR trades at $1,435.59, up 60% YTD. The firm raised 2027-2028 revenue and EPS estimates, noting strong growth and competitive advantages. Analysts highlight robust financial performance and AI-driven demand.
Monolithic Power Systems (MPS) reported $980.6M revenue, up 47.6% YoY, beating estimates. Himax (HIMX) reported $227.4M revenue, up 5.9% YoY. Microchip (MCHP) reported $1.48B revenue, up 38% YoY. Texas Instruments (TXN) reported $5.46B revenue, up 22.8% YoY. All companies except TXN saw stock price increases post-earnings.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning MPWR (MONOLITHIC POWER SYSTEMS, INC.). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent MPWR coverage spans earnings, financial news and market movers.
In the last 30 days, MPWR insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($40.3M). The most active reporter was Hsing Michael, CEO, with 8 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Valuation appears stretched; price may face pressure unless growth accelerates.
Analyst upgrade with a higher price target may attract buying interest.
Strong earnings beat and guidance raise suggest upside.
Sell may add short‑term pressure.
Large insider sell by the CEO may signal reduced confidence and could pressure the stock lower.
AlphAI scores every news story that mentions MPWR with an AI model for sentiment and relevance, and aggregates insider trades from MONOLITHIC POWER SYSTEMS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Monolithic Power Systems (MPWR) trades at 90.5x earnings, a premium to its 3-year average. To justify its valuation, it needs 24.4% annual revenue growth for 6 years, reaching $12.2B revenue with a 23.8% net margin. Recent revenue grew 28.7% YoY, with Q2 2026 up 48%. Management raised enterprise data market growth expectations to 130% for the year.
2 min readTD Cowen reiterated a Buy rating and $1,850 price target for Monolithic Power Systems (MPWR), citing AI power opportunities. MPWR trades at $1,435.59, up 60% YTD. The firm raised 2027-2028 revenue and EPS estimates, noting strong growth and competitive advantages. Analysts highlight robust financial performance and AI-driven demand.
2 min readMonolithic Power Systems (MPS) reported $980.6M revenue, up 47.6% YoY, beating estimates. Himax (HIMX) reported $227.4M revenue, up 5.9% YoY. Microchip (MCHP) reported $1.48B revenue, up 38% YoY. Texas Instruments (TXN) reported $5.46B revenue, up 22.8% YoY. All companies except TXN saw stock price increases post-earnings.
3 min readBerkshire Hathaway increased its stake in Lennar (LEN) by $53.8M, buying shares at $79.98-$81.96. Other notable insider activity includes Conifer Management's $66.3M purchase of Group 1 Automotive (GPI) shares, and CEO Michael Hsing's $40.3M sale of Monolithic Power Systems (MPWR) stock. InvestingPro analysis suggests undervaluation for LEN, GPI, and others, while MPWR is deemed overvalued.
3 min readHsing Michael (CEO) sold 30,000 shares of MONOLITHIC POWER SYSTEMS, INC. (MPWR) at an average of $1344.97 ($1323.31–$1356.94, $40.35M total) across 8 trades on 2026-09-28 under a Rule 10b5-1 trading plan.
1 min readGLOBALFOUNDRIES (GFS) and Monolithic Power (MPWR) announced a long-term manufacturing agreement to expand production of power management solutions. MPS reported Q2 2026 revenue of $980.6 million, up 47.6% YoY, while GFS reported $1.786 billion in Q2 2026 revenue. The deal aims to support high-growth markets by early 2027, with both companies facing execution risks.
2 min readMonolithic Power Systems (MPWR) rose 8.06% to $1,380.62 on September 22, 2026, following a broader chip sector rally. The company signed a long-term manufacturing deal with GlobalFoundries, aiming to address capacity constraints. Q2 2026 revenue hit $980.64 million, up 47.56% year over year. Analysts have varying price targets, with a mid-range target of ~$2,463 and a potential total return of ~102%.
2 min readMonolithic Power Systems Inc. (MPWR) stock rose 8.79% on September 22, 2026, driven by strong AI-chip demand and earnings expectations. The company reported quarterly revenue of $981M, gross margin of 55.2%, and operating margin above 30%. StoneX initiated coverage with a Buy rating and $1,800 price target, citing lean expenses and market-share gains. MPWR also secured a long-term manufacturing agreement with GlobalFoundries for 300mm capacity starting in 2027.
3 min readMonolithic Power Systems (MPWR) shares rose after signing a long-term manufacturing deal with GlobalFoundries to expand AI and automotive power chip production in Singapore. The company confirmed a Q3 dividend of $2.00 per share, boosting investor sentiment. Strong profitability supports future investments and shareholder rewards, but softer consumer and notebook demand poses risks.
2 min readTrendForce's Q2 2026 report shows the top 10 fabless chip designers' revenue surged 73% YoY to $141.45B. Nvidia led with $96.22B, 64% of the total, driven by AI demand. AMD overtook Qualcomm, reporting $11.536B in revenue, with data center growth at 107% YoY. Qualcomm and MediaTek are diversifying into AI and data center markets.
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