Monolithic Power Systems, IncNasdaq: MPWR
Information Technology · Semiconductors
$1,584.60
-1.85%
Vol: 752K
Research Digest
Friday, May 1, 2026
Monolithic Power Q1 2026 +26% revenue beat; wins patent lawsuit against Bel Power.
MPWR Q1 2026 revenue $804.2M (+26.1% YoY), diluted EPS $3.92 (+40.5%). Enterprise Data revenue nearly doubled to $262.8M, Communications +55.5%. Won patent infringement lawsuit in U.S. District Court for Western District of Texas, with Bel Power Solutions agreeing to pay $50,000 in court costs. Q2 2026 guidance projects $890M-$910M in revenue. Stock rose 6.14% in after-hours April 30.
Previous Market Intelligence
13 daysApr 30Monolithic Power Systems scheduled to report Q1 2026 earnings today with raised guidance and dividend increase.Positive▶
Monolithic Power Systems is scheduled to report Q1 2026 results on April 30, 2026 after market close. The company previously raised Q1 2026 guidance to $770-$790 million (vs. consensus $732 million). The Board approved an increase in quarterly cash dividend from $1.56 to $2.00 per share. Full-year 2025 revenue reached $2.8 billion, up 26.4%. Analysts are bullish with 15 of 16 covering analysts rating the stock buy/outperform. Mean price target is $1,328.29, implying 13.7% upside. Stock up 12.1% recently on upbeat outlook.
Apr 16Monolithic Power Q1 2026 earnings April 30; 5-day rally +21%, new 52-week highPositive▶
Monolithic Power Systems announced Q1 2026 earnings will be reported April 30 after market close with Q&A webinar at 5 p.m. ET. MPWR hit new 52-week high at $1,377.25 with 5-day winning streak up 21%. Stock shows 82.4% 1-year return and consensus Buy with $1,176.75 2026 price prediction. Q4 2025 EPS of $4.79 beat consensus $4.74. 2025 full-year revenue $2.8B (+26.4% YoY); Q1 2026 guidance raised to $770–790M. Dividend raised 28% to $2.00 per share. Growth driven by AI and data center demand.
Apr 15Dividend raised to $2.00/share; strong Q1 guidance $770-790M on robust AI demand.Positive▶
Monolithic Power Systems raised quarterly dividend from $1.56 to $2.00 per share, signaling confidence in cash generation amid AI/data-center demand. Full-year 2025 revenue reached $2.8B, up 26.4%, with Q1 2026 guidance raised to $770-790M. Wells Fargo upgraded MPWR to Overweight. Stock gained 4.6% recently with 13 Buy, 1 Hold ratings. Mean analyst price target is $1,328.29.
Apr 14Monolithic Power Systems hits all-time high on 28% dividend boost and robust AI demand; KeyBanc raises target to $1,500.Positive▶
MPWR surged to all-time high of $1,312.94 after raising quarterly dividend by 28% to $2.00. Q4 beat with EPS of $4.79 and record quarterly revenue of $751.2M. Enterprise Data revenue running at 50%+ annualized growth. KeyBanc raised target to $1,500; TD Cowen to $1,350; Needham to $1,300. 15 of 16 analysts rate Buy/Outperform.
Apr 13Monolithic Power raises dividend 28% to $2.00/share amid AI-driven demand surge; Q1 2026 guidance well above consensus.Positive▶
Monolithic Power reported FY2025 revenue of $2.79B (+26.4% YoY) and Q4 revenue of $751.2M (+20.8% YoY), prompting a 28% dividend increase to $2.00/share. Q1 2026 guidance of $770-$790M revenue substantially exceeds consensus of $732M. GAAP gross margin 54.9%-55.5%. EVP Saria Tseng sold shares near $1,266-$1,312. 15 of 16 analysts rating Buy/Outperform.
Apr 10Monolithic Power hits all-time high of $1,312.94 on strong Q4 results and dividend increase from $1.56 to $2.00.Positive▶
Monolithic Power Systems reported Q4 2025 revenue of $751.2M (+20.8% YoY) and full-year 2025 revenue of $2.79B (+26.4% YoY). The board raised quarterly cash dividend from $1.56 to $2.00 per share. Management provided Q1 2026 guidance of $770-790M revenue with 54.9-55.5% GAAP gross margin. Stock surged to all-time high on AI-driven demand for power management chips.
Apr 9Monolithic Power surges to all-time high with 28% dividend hike and AI-driven guidance raisePositive▶
Monolithic Power Systems hit an all-time high of $1,262.50 after reporting Q4 2025 EPS of $4.79 (beat $4.73 forecast) and record quarterly revenue of $751.2 million (beat $740.23M). Full-year 2025 revenue grew 26.4% to $2.8 billion. Raised Q1 2026 guidance to $770-$790M vs. $732M consensus. Announced 28% dividend increase to $2 per share. Multiple analyst upgrades: KeyBanc $1,500, TD Cowen $1,350, Needham $1,300, Truist $1,396 targets. Average analyst target: $1,312.00. Sentiment driven by Enterprise Data segment expected to grow 50%+ in 2026.
Apr 8Strong Q4 2025 Beat; Multiple Analyst Target RaisesPositive▶
Monolithic Power Systems beat Q4 2025 expectations with EPS of $4.79 vs. $4.73 forecast and revenue of $751.2M vs. $740.23M. KeyBanc raised target to $1,500 from $1,300; TD Cowen to $1,350 from $1,250; Needham to $1,300 from $1,250. Stock shows 143.34% 1-year return. Strong demand in AI data centers.
Apr 7Monolithic Power Systems up 4.6% as investors rotate into AI data-center power management chipsPositive▶
Monolithic Power Systems (MPWR) up 4.6% on April 6 as investors rotate back into AI/data-center power semiconductors. Q4 2025 results beat analyst projections for EPS and revenue with strong Q1 2026 guidance ($770-$790M). Quarterly cash dividend raised to $2.00 per share payable April 15. Positioned as key power management supplier for AI infrastructure amid substantial growth.
Apr 6Monolithic Power Systems raises quarterly dividend to $2.00 and reports strong Q4 2025 revenue growth of 20.8% YoYPositive▶
Monolithic Power Systems announced a board dividend increase from $1.56 to $2.00 per share payable April 15, 2026, signaling confidence in future cash generation. The company reported Q4 2025 revenue of $751.2M (+20.8% YoY) and full-year 2025 revenue of $2.79B (+26.4% YoY), demonstrating strong operational momentum. Management provided Q1 2026 guidance of $770M–$790M revenue with GAAP gross margin of 54.9%–55.5% and non-GAAP tax rate of 15.0% for the full year. Recent insider trading saw EVP Saria Tseng sell 1,400 shares on April 1st under a pre-arranged Rule 10b5-1 trading plan, while multiple analysts including Citigroup, KeyCorp, and Truist raised price targets maintaining a consensus "Moderate Buy" rating. The company benefits from strong demand in AI infrastructure and power management applications.
Apr 3Monolithic Power Systems increases dividend and receives analyst support as AI power management demand accelerates.Positive▶
Monolithic Power Systems raised the quarterly cash dividend from $1.56 to $2.00, payable April 15, 2026. Q4 2025 revenue was $751.2 million (up 20.8% YoY) and full-year 2025 revenue of $2.79 billion (up 26.4%). Wells Fargo maintained Overweight with a $1,350 PT, Citigroup raised target to $1,350 with Buy, and Truist Securities raised target to $1,396. Q1 2026 earnings scheduled for April 30.
Apr 2Monolithic Power Systems raised quarterly dividend 28% to $2.00 payable April 15, reflecting AI power management demand and strong Q4 results.Positive▶
Monolithic Power Systems board raised the quarterly cash dividend from $1.56 to $2.00 per share (28% increase) payable April 15, 2026. Q4 2025 revenue reached $751.2M (+20.8% YoY) and full-year 2025 revenue was $2.79B (+26.4% YoY), beating Wall Street estimates. Q1 2026 guidance: revenue $770M-$790M, GAAP gross margin 54.9%-55.5%. Shares jumped 5.1% after earnings with strong bullish analyst sentiment as AI demand for power management solutions accelerates. Next earnings on April 30, 2026.
Apr 1Monolithic Power declares $2.00 dividend; Wells upgrades to Overweight, Truist raises PT to $1,375Positive▶
Monolithic Power Systems declared a $2.00 cash dividend signaling strong cash generation. Recent analyst upgrades from Wells Fargo (to Overweight) and Truist (PT raised to $1,375) reflect confidence in AI and data center demand tailwinds. The stock has gained 92.55% over the past year driven by robust power semiconductor demand.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MPWRMONOLITHIC | $1,584.60 | -1.85% | +36.8% | 62.2x | 1.48 | $79.3B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AVGOBROADCOM | $420.41 | +0.71% | +32.8% | 23.0x | 1.25 | $1.98T |
| MUMICRON | $541.19 | +4.65% | +36.9% | 5.1x | 1.61 | $583.2B |
| AMDADVANCED | $360.21 | +1.61% | +61.0% | 32.0x | 1.96 | $578.0B |
| INTCINTEL | $99.64 | +5.46% | +86.1% | 63.8x | 1.35 | $474.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.