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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 $1.2K
1D change +5.22%
Market cap $58.06B
Sector Technology

Shared metric table

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Metric MPWR
Price $1.2K
1D Change +5.22%
Market Cap $58.06B
Enterprise Value $56.99B
Trailing P/E 65.3
Forward P/E 25.7
PEG Ratio 0.68x
Price / Sales 15.5
EV / Revenue 15.2
Revenue Growth 63.1%
Earnings Growth 47.3%
Gross Margin 55.3%
Operating Margin 29.7%
Net Margin 23.9%
ROE 24.5%
Free Cash Flow $506.4M
FCF Margin 13.5%
Debt / Equity 0.57x
Current Ratio 3.70x
Dividend Yield 0.67%
Next Earnings —
Quarterly Revenue $1.20B
Revenue QoQ +22.6%
Quarterly Net Income $271.1M
Net Income QoQ +5.4%

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.