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TickerTalks›$MPWR
MPMPWR

Monolithic Power Systems, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 26% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (133/wk), no spike
$MPWR·$68B·Semiconductors·Technology
$1210.86-3.1%YTD+42.3%1Y+17.9%
Price updated 5h ago·X counts updated 5d ago
MPMPWR
$MPWRMonolithic Power Systems, Inc.
$1,210.86-3.07%133 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MPWR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

133X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MPWR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 60% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-08-07

Monolithic Power posted record Q2 revenue of $980.6M (+48% YoY, +22% QoQ) with non-GAAP EPS $6.50 — the seventh straight triple play and tenth in eleven quarters. The Enterprise Data segment (AI servers/data-center power) surged +45% sequentially and +164% YoY. Stock rallied 9-10.7% in a session, though one earlier post flagged MPWR down 7% at a different point. Technicians see MPWR setting up 'a bit like AVGO before it broke out' basing under the 50DMA.

Read what X is saying about $MPWR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MPWR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Monolithic Power at 60% of 52-week range — 26% revenue growth, record Q2, AI data-center power is working.

Monolithic Power Systems makes power-management semiconductors — step-down converters, DC-DC regulators, now with increasing AI data-center exposure through their Enterprise Data segment. The stock is up 47% YTD on 0.72x normal volume, trading above the 50-day MA.

  • The P&L is actually accelerating: revenue grew 26% YoY to $804M last quarter at a 30% operating margin — Q2 was record $980.6M revenue (+48% YoY, +22% QoQ) with non-GAAP EPS $6.50; the Enterprise Data segment grew +45% sequentially and +164% YoY on AI-server power demand.
  • The seventh straight triple-play (ESS beat on revenue, EPS, and guide) plus ten in eleven quarters shows the execution consistency; at 107x trailing earnings, the valuation reflects quality compounding and AI-adjacent growth.
  • CEO Hsing sold 30K shares for $40.3M at $1,345 under a 10b5-1 plan — the planned-selling discipline, not conviction trim; otherwise the governance signal is neutral.

Accelerating holds while the AI-server power demand continues to extend and MPWR's Enterprise Data mix keeps expanding. A soft Oct 29 earnings print on Enterprise Data growth, or any specific commentary on competitive-pricing pressure from Vicor/48V players, is what cools the move; a FY27 revenue guide above $4.5B plus specific hyperscaler-customer commentary is what extends the breakout.

Agrees with X sentimentX bulls on record Q2 revenue of $980.6M (+48% YoY, +22% QoQ), seventh triple-play, Enterprise Data segment +45% sequential / +164% YoY, and the setting-up-for-9-10.7% rally have the mechanics right — this is a quality compounder being re-rated on AI-data-center exposure.

What to watch: Oct 29 earnings — Enterprise Data segment growth above 50% YoY, operating margin trajectory above 30%, FY27 revenue guide, and specific hyperscaler-customer commentary. A soft Enterprise Data print or competitive-pricing commentary is what cools the breakout.

On the calendar: 2026-10-29 — Q3 FY26 earnings

Read the AI verdict on $MPWR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs high-efficiency power management ICs for AI servers, electric vehicles, and consumer electronics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $MPWR.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $MPWR

Direct beneficiary — Designs high-efficiency power management ICs for AI servers, electric vehicles, and consumer electronics.; CoWoS/SoIC packaging is the Blackwell supply constraint, making OSATs a direct AI capex valve.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
107.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
27.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
24.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$6.50$5.87+10.7%
Q1 2026Apr 30, 2026$5.10$4.90+4.1%
Q4 2025Feb 5, 2026$4.79$4.74+1.1%
Q3 2025Oct 30, 2025$4.73$4.64+1.9%
Next earningsThu, Oct 29·consensus EPS $7.74

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$804.2M+26.1%55.3%30.0%$3.94$179.4M
Q4 FY25$751.2M+20.8%55.2%26.6%$3.51$61.9M
Q3 FY25$737.2M+18.9%55.1%26.5%$3.72$198.8M
Q2 FY25$664.6M+31.0%55.1%24.8%$2.79$187.5M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.2B$3.8B – $4.2B$27.45$25.31 – $28.1212
FY27$5.4B$5.1B – $5.7B$36.02$33.33 – $38.7713
FY28$6.4B$5.4B – $9.2B$43.45$35.66 – $50.5510
FY29$6.9B$6.3B – $8.1B$47.00$41.48 – $57.925
FY30$8.0B$7.3B – $9.5B$54.93$48.47 – $67.695

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.47%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 28Michael HsingCEO30.0K sh$40.3MSellAug 24Robert W DeanCFO32 sh$42KSellAug 24Chang Kuo Wei HerbertDirector50 sh$64KSellAug 17Robert W DeanCFO6 sh$8KSellAug 11Chang Kuo Wei HerbertDirector50 sh$71KSellAug 5Robert W DeanCFO105 sh$141KSellAug 3Maurice SciammasEVP, WW Sales & Marketing30 sh$40KSellJul 15Maurice SciammasEVP, WW Sales & Marketing15.0K sh$20.2MSellJul 1Maurice SciammasEVP, WW Sales & Marketing30 sh$41KSellJun 1Maurice SciammasEVP, WW Sales & Marketing30 sh$46K
1–10 of 24
+ 8 other (5 gifts · 2 others · 1 award) in window

See when $MPWR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Monolithic Power Systems, Inc. held its 2026 Annual Meeting on June 11, 2026, electing two Class I directors and ratifying Ernst & Young LLP and approving Say-on-Pay; separately on June 12, 2026, declared a Q2 cash dividend of $2.00 per share payable July 15, 2026 to stockholders of record as of June 30, 2026. The $2.00/share quarterly dividend ($8.00/share annualized) reflects strong free cash flow generation and management's commitment to capital return at the high-growth analog semiconductor company.

+ 13 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Monolithic (MPWR) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·2d agoDid Monolithic Power Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·3d agoTop 50 High-Quality Dividend Growth Stocks For October 2026seekingalpha.com·6d agoThese 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·8d agoRecord Revenue Boosts Monolithic Power Systemsfxempire.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Power Delivery

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Voices on X · last 7 days

No standout posts about $MPWR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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