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Compute Stack AI Platforms Power Buildout Robotics
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 $1.6K
1D change +0.87%
Market cap $78.74B
Sector Technology

Shared metric table

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Metric MPWR
Price $1.6K
1D Change +0.87%
Market Cap $78.74B
Enterprise Value $76.08B
Trailing P/E 114.2
Forward P/E 53.1
Price / Sales 26.6
EV / Revenue 25.7
Revenue Growth 26.1%
Earnings Growth 39.5%
Gross Margin 55.2%
Operating Margin 30.0%
Net Margin 23.0%
ROE 19.6%
Free Cash Flow $491.7M
FCF Margin 16.6%
Debt / Equity 0.54x
Current Ratio 4.79x
Dividend Yield 51.00%
Next Earnings Jul 30, 2026
Quarterly Revenue $804.2M
Revenue QoQ +7.1%
Quarterly Net Income $193.2M
Net Income QoQ +10.0%

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.