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MPWR Power, Analog & Electrification

Monolithic Power Systems

AI server power management

Detail page

MPS is one of the purest public plays on power management inside AI servers and accelerators.

Price $1.1K
1D change -2.18%
Market cap $52.50B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric MPWR
Price $1.1K
1D Change -2.18%
Market Cap $52.50B
Enterprise Value $51.27B
Trailing P/E 83.3
Forward P/E 41.4
Price / Sales 18.8
EV / Revenue 18.4
Revenue Growth 20.8%
Earnings Growth -86.2%
Gross Margin 55.2%
Operating Margin 26.6%
Net Margin 22.3%
ROE 19.2%
Free Cash Flow $408.8M
FCF Margin 14.6%
Debt / Equity 0.68x
Current Ratio 5.91x
Dividend Yield 75.00%
Next Earnings Apr 30, 2026
Quarterly Revenue $751.2M
Revenue QoQ +1.9%
Quarterly Net Income $175.7M
Net Income QoQ -1.4%

MPWR thesis lens

AI server power management

Why it could benefit

  • MPS is one of the purest public plays on power management inside AI servers and accelerators.
  • As rack density rises, efficient power delivery becomes more valuable.
  • The company can win share if its solutions improve efficiency, thermals, and system performance.

Moat / edge

  • Focused power-management engineering expertise.
  • High-value design wins in performance-sensitive systems.
  • Good reputation for solving difficult customer power problems.

What to watch

  • Enterprise Data segment growth and customer concentration.
  • Margin resilience while scaling with AI demand.
  • New platform wins in high-end systems.

Key risks

  • Exposure can be concentrated if a few large AI customers dominate.
  • Competition from larger analog vendors is real.