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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
MPWR Power, Cooling & Grid

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 $1.4K
1D change +3.12%
Market cap $68.88B
Sector Technology

Shared metric table

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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.

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Metric MPWR
Price $1.4K
1D Change +3.12%
Market Cap $68.88B
Enterprise Value $67.48B
Trailing P/E 85.5
Forward P/E 40.3
PEG Ratio 1.35x
Price / Sales 21.0
EV / Revenue 20.6
Revenue Growth 47.6%
Earnings Growth 85.8%
Gross Margin 55.2%
Operating Margin 31.0%
Net Margin 24.5%
ROE 22.0%
Free Cash Flow $444.3M
FCF Margin 13.6%
Debt / Equity 0.49x
Current Ratio 4.97x
Dividend Yield 0.57%
Next Earnings Oct 29, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

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.