KIRKLAND, Wash., Jan. 16, 2025 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (MPS) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced plans to report its financial results for the fourth quarter and year ended December 31, 2024. MPS will report its results after the market closes on Thursday, February 6th. Along with the earnings announcement, MPS will provide written commentary on its results of operations for the f ...

In my last article , I discussed the AMD ( AMD ) case and why I believed the stock was cheap enough due to an overly pessimistic overview. This time, I’m offering a similar perspective on MonolithicI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio m ...

KIRKLAND, Wash., Dec. 13, 2024 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (Nasdaq: MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its fourth quarter dividend of $1.25 per common share to all stockholders of record as of the close of business on December 31, 2024. The dividend will be paid on January 15, 2025. Safe Harbor Statement This news release includes “forward-looking statements” intended to qualify for the safe harbor f ...

Shares of Monolithic Power Systems (MPWR 5.32%) rallied hard today, up 5% as of 3:15 p.m. ETMonolithic was beaten down in November on fears of market share losses in its high-growth artificial intelligence (AI) segment. However, with shares down 35% from their recent highs, Monolithic found one more defender on Wall Street today.Citi initiates with a buyToday, Citigroup initiated coverage on Monolithic with a buy rating, giving the stock a $700 price target. That's 17.6% higher than Monolithic's $595 share ...

STOCK CLIMBS 3.9% AT HIGHToday, at 10:07 AM on November 18th, a significant trading signal occurred for Monolithic Power, Inc. MPWR as it demonstrated a Power Inflow at a price of $187.80. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. They see the value of utilizing order flow analytics to guide their trading decisions. The Power Inflow points to a possible uptrend in Monolithic Power’s stock, marking a potential entr ...

Monolithic Power Systems NASDAQ: MPWR is a chip stock that isn’t nearly as talked about as some other companies in its industry, like NVIDIA NASDAQ: NVDA or Taiwan Semiconductor Manufacturing NYSE: TSM. But that doesn’t mean the company hasn’t had great success over the years. It has been able to amass a value of nearly $28 billion, a number that looks much smaller after the last few weeks. Since Oct. 29, the company has lost over 39% of its value. However, regardless of what the market says, it’s fair to q ...

Key TakeawaysThe S&P 500 was essentially flat on Wednesday, Nov. 13, adding less than 0.1% as the latest inflation data matched expectations.Warner Bros. Discovery shares surged after Wolfe Research upgraded the stock, highlighting overseas strength for the Max streaming service and potential re-bundling opportunities.Shares of Monolithic Power Systems dropped, extending losses in the wake of a report saying its allocation in Nvidia's new AI chips could be in jeopardy. Major U.S. equities indexes were mixed ...

Earnings beat expectations, but the outlook was too murky for investors in this high-priced stock.Shares of Monolithic Power Systems (MPWR -17.37%) plunged on Thursday, down 18.2% as of 1:39 p.m. ET.The company reported earnings last night, and while reported results showed strong growth beating expectations, Monolithic's fourth-quarter outlook may have disappointed. Furthermore, the company received an ominous downgrade today.A beat, but perhaps fleetingIn the third quarter, Monolithic reported revenue gro ...

Tired of losing money? Our Tech Contrarians team of Wall Street analysts sifts through the noise in the tech industry and captures outperformers through a coveted research process. We let the work speak for itself here .Monolithic Power Systems, Inc. (NASDAQ: MPWR ) stock is selling off the day after reporting third quarter of FY2024 results and outlook. This proves that the market is really treating MPWR like an AI name because the stock priceAnalyst’s Disclosure: I/we have no stock, option or similar deri ...

Financial Data and Key Metrics - Record quarterly revenue of $620.1 million, up 22% sequentially and 30% year-over-year [5] - Automotive revenue increased 28% sequentially, driven by infotainment, lighting, ADAS, and body controls [7] - Communication revenue surged 65% sequentially due to new product ramps in Wi-Fi, optical, networking, and router solutions [7] - Storage and Compute revenue grew 25% sequentially, supported by strong demand for DDR5, SSD memory, and notebooks [8] Business Line Performance - Automotive segment showed broad-based strength across all sub-segments, including infotainment and body controls, reflecting design wins turning into revenue [15] - Communication segment benefited from new product ramps, particularly in optical and Wi-Fi solutions, with sustainable growth expected through the first half of 2025 [23][24] - Enterprise data segment declined 1.5% sequentially, attributed to customer ordering patterns and potential second sourcing, but low-single-digit growth is expected in Q4 [11][21] Market Performance - China's automotive market, particularly in EV and ADAS, is booming, with significant growth in infotainment and other products [17] - The company is seeing growth across multiple regions, including Germany and the US, in addition to China [17] - The optical and Wi-Fi markets are expanding, with new product ramps contributing to revenue growth [23] Strategy and Industry Competition - The company is transitioning from a chip-only supplier to a full-service silicon-based solutions provider, focusing on innovation and supply chain diversification [8][9] - The company emphasizes diversity across markets and does not rely on any single segment, such as AI power supply, to drive growth [12] - The company is expanding into new areas like home automation and data converters, with long design cycles but significant growth potential [40][41] Management Commentary on Operating Environment and Future Outlook - The company expects continued growth in automotive and communication segments, driven by design wins and new product ramps [13][14] - The enterprise data segment is expected to grow in the long term, with new AI opportunities and TPU ramps contributing to future revenue [12][26] - The company is confident in its ability to maintain market leadership in AI power supply, despite potential competition and pricing pressures [45] Other Important Information - The company is expanding its global supply chain to ensure stability and adaptability to market changes [8] - Inventory levels are low, which could lead to potential shortages if demand continues to rise [58][59] Q&A Session Summary Question: Enterprise Data Segment Decline - The decline in enterprise data revenue was attributed to customer ordering patterns and potential second sourcing, but low-single-digit growth is expected in Q4 [11][21] Question: Automotive Segment Growth - The automotive segment's growth is broad-based, driven by design wins turning into revenue, with further ramps expected in the next few quarters [13][15] Question: Communication Segment Strength - The communication segment's strong performance is due to new product ramps in optical and Wi-Fi solutions, with sustainable growth expected through the first half of 2025 [23][24] Question: AI and Enterprise Data Outlook - The company expects new AI opportunities, including TPU ramps, to contribute to future growth in the enterprise data segment [12][26] Question: Inventory Levels - Inventory levels are low, which could lead to potential shortages if demand continues to rise [58][59] Question: Vertical Power and Future Growth - The company expects vertical power to contribute significantly to future growth, with shipments already underway [55]