MPWR stock sentiment todayMonolithic Power Systems Inc
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
MPWR
Monolithic Power Systems IncA high-margin power management powerhouse riding the AI data center wave with best-in-class efficiency.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for MPWR. Not financial advice.
Price · last 12 months
Gossip
Market chatter is centered on MPWR being a 'hidden' AI winner. As GPUs (like NVIDIA's H100/B200) require massive, precise power delivery, MPWR's dominance in high-performance power modules makes them a critical supply chain partner. There is minor anxiety regarding inventory normalization in the automotive and industrial sectors, but the AI data center narrative is currently overshadowing these cyclical concerns.
- ·AI server power requirements
- ·Market share gains against legacy analog players
- ·Potential for inclusion in major indices or increased institutional weight
Financial
MPWR boasts an exceptional balance sheet with zero long-term debt and high cash reserves. Their fabless business model allows for industry-leading gross margins (mid-50s to low-60s) and high ROIC. While the P/E ratio is premium compared to broad semi-conductors, it is supported by a 20%+ revenue CAGR over the last five years.
- ·Gross Margin: ~55-60%
- ·Debt-to-Equity: 0.00
- ·Revenue Growth: Consistently outperforming the analog semi average
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Hollow hype — the story is loud but nobody with skin in the game is buying.
- ·Insiders sold a net $81.3M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·High valuation leaves little room for earnings misses
- ·Geopolitical risk due to significant manufacturing/testing presence in Asia
- ·Cyclical downturn in automotive and consumer electronics markets
Peer temperature
How direct competitors stack up against MPWR right now.
- NEUTRALADIAnalog Devices, Inc.
COLDER — slower revenue growth and higher exposure to stagnant industrial/automotive cycles despite a reliable dividend.
See full analysis → - COLDTXNTexas Instruments Inc.
COLDER — struggling with high capex for internal fab transitions and losing share in high-performance computing to MPWR's agility.
See full analysis → - HOTNVDANVIDIA Corporation
HOTTER — while not a direct analog competitor, NVDA acts as the primary demand catalyst for MPWR's high-end power stages.
See full analysis →
- MPWR-9.0%
- ADI-4.1%
- TXN-6.9%
- NVDA+5.1%
Analyst price target
Consensus average of 11 analysts · median 1,820.00
Source: StockAnalysis.com · updated 2026-07-31
AI-generated analysis for informational purposes only. Not financial advice.