MPWR
MONOLITHIC POWER SYSTEMS INC
NASDAQ · Technology · Semiconductors · US
$1,217.80
+4.12%Research · Sep 3, 2026
[MPWR] Monolithic Power Systems Thesis 2026: Enterprise Data Revenue Inflects on AI Infrastructure
Monolithic Power Systems FY25 (Dec 31, 2025) at $2.79B revenue (+26%). NI $616M; EPS $12.75. 14th consecutive year of growth. Q4 record $751M (+21% YoY). Non-enterprise data segments +40% YoY (diversified). FY26 enterprise data +50% growth floor per CFO commentary. $4B+ geographically balanced capacity secured.