TickerTalks
Browse all tickers →
TickerTalks›$MPWR
MPMPWR

Monolithic Power Systems, Inc.

$MPWR·$67B·Semiconductors·Technology
$1351.20-1.2%YTD+45.7%1Y+52.4%
Price updated 13h ago·X counts updated 2d ago
MPMPWR
$MPWRMonolithic Power Systems, Inc.
$1,351.20-1.19%131 posts1×
AI analysisFundamentalsVoices on X
Loading…

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.

131X posts · last 7 days
Sep 11Sep 27
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.

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
Free, forever. No credit card.

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.

Driven by hypeAcceleratingAI verdict · as of 2026-09-28

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

Monolithic Power is up 47% YTD on the AI-server power-management ramp — real 48% YoY growth, tenth triple play in eleven quarters, tape near highs.

Monolithic Power Systems makes analog power-management chips for AI data centers, automotive and industrial systems. Q2 revenue printed a record $980.6M (+48% YoY, +22% QoQ) with non-GAAP EPS of $6.50 — the seventh straight triple play and tenth in eleven quarters. Enterprise Data (AI servers/data-center power) surged +45% sequentially and +164% YoY.

  • The financial base is elite: 27% operating margin, 16% ROIC, 19% ROE, and analysts see revenue moving from ~$4.15B this year to $6.9B by 2029 with EPS climbing from $27.42 to $47+ as AI-server power-management demand compounds.
  • The valuation is where hot-momentum lives: 108x trailing PE and 25x sales is stretched even for the quality on offer, but the beat-and-raise cadence has been consistent.
  • The insider tape shows a modest officer gift: Tseng gifted 4,000 shares — governance transaction, not directional.

October 29 Q3 earnings and any color on Q4 Enterprise Data growth plus the GFS production deal execution decides the next leg — a re-affirmed FY revenue path with clean AI-server ramp extends the acceleration; a soft Enterprise Data print or a hyperscaler-mix miss is what turns momentum into a real digestion at these highs.

Agrees with X sentimentAgrees with the record-Q2-plus-AI-server-ramp framing — 48% YoY revenue growth, 164% YoY Enterprise Data, and the AVGO-before-breakout technical comparison are all directionally right — but 25x sales on any semi means the multiple isn't cheap and any FY guide slip gets punished hard.

What to watch: October 29 Q3 earnings — Q4 Enterprise Data growth, GFS production deal execution, and any hyperscaler-mix color; a re-affirmed FY with clean AI-server ramp extends acceleration, a soft Enterprise Data print or hyperscaler-mix miss turns momentum into digestion.

On the calendar: 2026-10-29 — Q3 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
Free, forever. No credit card.

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
+62.6%YTD
+86.0%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 $7.69

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$3.8B – $4.3B$27.42$25.27 – $28.0712
FY27$5.3B$5.1B – $5.7B$35.92$33.42 – $38.8812
FY28$6.4B$5.4B – $9.2B$43.17$35.80 – $50.7410
FY29$6.9B$6.2B – $8.2B$47.00$40.39 – $58.205
FY30$8.0B$7.2B – $9.5B$54.93$47.21 – $68.025

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.0.9×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.59%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.+3.6%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.+6.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 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$46KSellMay 27Saria TsengEVP & General Counsel7.6K sh$12.9M
1–10 of 25
+ 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
Free, forever. No credit card.

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.

Nasdaq 100 Flirts with Records, Oil Sinks for Fifth Day: Stock Market Todaybenzinga.com·7d agoMissed Out on the AI Revolution? Here's 1 More Stock to Buyinvestorplace.com·16d agoHumanoids’ First Mass Market: The Night Shift America Can’t Staffinvestorplace.com·16d agoMonolithic Power Systems Announces Third Quarter 2026 Dividendglobenewswire.com·19d agoCan Monolithic Power's GFS Production Deal Drive Future Growth?zacks.com·19d ago

In themes

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

AI InfrastructureAI Power Delivery

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$INTC$AVGO$ARM$MRVL$QCOM
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.

PrivacyTermsSupport