Benzinga·19h ago
Nasdaq 100 Flirts with Records, Oil Sinks for Fifth Day: Stock Market TodayThe Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.
Monolithic Power Systems is capitalizing on accelerating AI-driven demand, with revenue up 47.6% year-over-year to $980.6M in 2026Q2 and operating margin expanding to 31.0% from 24.8% a year earlier. The company maintains a fortress balance sheet with zero deb...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 47.6% year-over-year to $980.6M in 2026Q2, with gross margin stable at 55.2% and operating margin expanding to 31.0%, reflecting strong operating leverage.
MPWR posted $804M in Q1 2026 revenue, a 26% YoY increase, with Enterprise Data surging 97.7%.
The company's fabless operations contribute to high margins and strong pricing power.
MPWR benefits from a diversified customer base, reducing reliance on any single market or client.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $6.50+10.7% vs $5.87 | $981M+8.6% vs $903M |
Q2 2026 Apr 30, 2026 | $5.10+4.1% vs $4.90 | $804M+2.8% vs $782M |
Q1 2026 Feb 5, 2026 | $4.79+1.1% vs $4.74 | $751M+1.2% vs $742M |
Q4 2025 Oct 30, 2025 | $4.73+1.9% vs $4.64 | $737M+2.0% vs $722M |
The Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.
Tom Yeung here with your weekly Sunday Digest . In March 2025, I recommended three blue-chip companies to buy for the AI Revolution: Monolithic Power Systems Inc. ( MPWR ), a leader in power management chips for AI devices.
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
SCHAFFHAUSEN, Switzerland, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its third quarter dividend of $2.00 per common share to all stockholders of record as of the close of business on September 30, 2026. The dividend will be paid on October 15, 2026.
Benchmark MPWR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Monolithic Power Systems, Inc. (MPWR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1380.62 | $67.83B | 108.28 | 26.43% | 22.07% | 18.45% | 0.43% | |
| $151.11 | $23.04B | 97.49 | -1.38% | 9.18% | 7.61% | — | |
| $51.46 | $2.87B | 131.95 | 5.85% | 5.58% | 3.72% | — | |
| $95.94 | $4.41B | 67.09 | 13.04% | 5.27% | 4.38% | — | |
| $221.97 | $7.32B | -112.11 | 34.29% | -4.57% | -3.59% | — | |
| $96.08 | $2.37B | 20.57 | -3.65% | 6.6% | 9.1% | — |
Monolithic Power Systems, Inc. (MPWR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Monolithic Power Systems, Inc. (MPWR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jun 12, 2026·SEC
Apr 30, 2026·SEC
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Monolithic Power Systems, Inc. (MPWR) stock FAQ — growth, dividends, profitability & financials explained
Monolithic Power Systems, Inc. (MPWR) reported $3.27B in revenue for fiscal year 2025. This represents a 26717% increase from $12.2M in 2002.
Monolithic Power Systems, Inc. (MPWR) grew revenue by 26.4% over the past year. This is strong growth.
Yes, Monolithic Power Systems, Inc. (MPWR) is profitable, generating $798.9M in net income for fiscal year 2025 (22.1% net margin).
Yes, Monolithic Power Systems, Inc. (MPWR) pays a dividend with a yield of 0.43%. This makes it attractive for income-focused investors.
Monolithic Power Systems, Inc. (MPWR) has a return on equity (ROE) of 18.4%. This is reasonable for most industries.
Monolithic Power Systems, Inc. (MPWR) generated $585.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
