MPWR Monolithic Power Systems Loading... : Bullish and Bearish Analyst Opinions
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13:54
Jun 03
Jun 03
Watch AOSL, POWI, MPWR, and VRT as 800V DC power and power semiconductor names flagged in a prior research/beneficiary basket. No explicit author ownership disclosed; bullish thematic framing only.
MED
10:52
Jun 01
Jun 01
Watch MPWR as a participant in NVIDIA's 800 VDC power ecosystem; multi-sourcing limits near-term scarcity premium but expands TAM optionality.
MED
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
18:30
May 29
May 29
Named as Nvidia 800 VDC Architecture partner with VRM chips already designed into NVIDIA GPUs; described as having the deepest design-in relationship among listed peers.
MED
08:55
May 27
May 27
Watch Monolithic Power Systems as a read-through peer to Infineon's price adjustment; competitive positioning in power semis may shift if IFX raises prices on select products.
MED
20:47
May 26
May 26
Watch AOSL, POWI, MPWR, and NVTS as 800V DC power semiconductor beneficiaries flagged by NVIDIA's architecture roadmap; strong price action on the day reinforces the read-through thesis, but no explicit author-owned position stated.
MED
21:56
May 21
May 21
Long Monolithic Power as ADI confirms strong AI data center power demand, with high growth in voltage regulation and power management content.
HIGH
17:07
May 13
May 13
Long these power semiconductor plays benefiting from the 800V AI rack transition, which expands the value pool as power density and efficiency become critical constraints.
HIGH
16:32
May 13
May 13
Long MPWR to capture upside in power management ICs as the power semi sector rallies.
HIGH
12:38
May 07
May 07
Long power-management and discrete suppliers benefiting from broadening AI server power delivery content cycle and 48V architecture transition.
HIGH
17:36
May 06
May 06
While MPS is described as the 'most prominent GPU VRM supplier' with design wins on H100/B200 and 2025 revenue +26.4%, the author also notes 'signs that NVIDIA is diversifying power component sourcing
While MPS is described as the 'most prominent GPU VRM supplier' with design wins on H100/B200 and 2025 revenue +26.4%, the author also notes 'signs that NVIDIA is diversifying power component sourcing for its next-generation GPU platform.' This creates binary risk for MPS's dominant position if it loses share in B300/GB300.
Risk: Diversification by NVIDIA could reduce MPS content per GPU; competition from Vicor's VPD, Infineon, and Navitas; high valuation multiples pricing in continued dominance.
22:54
May 04
May 04
Long analog/power semi names as AI data center TAM expands for board-level power; near-term validation of category despite longer-term competitive pressure from ON.
HIGH
22:09
May 03
May 03
Long analog semis in the AI power infrastructure basket as the analog cycle has turned and content per server rises, offering asymmetric upside versus memory/optics/compute re-ratings.
HIGH
23:15
Apr 30
Apr 30
Long MPWR as the primary beneficiary of AI power-density needs; its monolithic solution and module manufacturing moat drive share gains.
HIGH
23:06
Apr 30
Apr 30
Long MPWR as MPS gains share in high-density AI power management with integrated monolithic solutions.
HIGH
20:04
Apr 30
Apr 30
Long MPWR on strong Q1 results and Q2 guidance beat, with multi-year runway for further upside.
HIGH
19:39
Apr 30
Apr 30
Long MPWR, POWI, AOSL, VICR as power-related chip makers that will benefit from the surge in custom ASICs and silicon for AI infrastructure over the next 3-5 years.
MED
19:39
Apr 30
Apr 30
Long MPWR, POWI, AOSL, VICR as power-related chip makers that will benefit from the surge in custom ASICs and silicon for AI infrastructure over the next 3-5 years.
MED
11:37
Apr 25
Apr 25
Long NVDA, AOSL, POWI, MPWR, and VRT as key plays on 800 VDC power architecture and power semiconductors.
HIGH
19:02
Apr 22
Apr 22
Semiconductors are growth with revenue growth.
Semiconductor names are growth and the market currently wants growth, with revenue growth being the common denominator for names like Monolithic Power, Micron, Applied Materials, and Lam Research. The semiconductor story is the economy story, with insatiable demand.
HIGH
12:26
Apr 16
Apr 16
Go long MPWR via LEAPS as the market underestimates its critical role in Nvidia's roadmap and the broader AI ecosystem, justifying its premium valuation.
HIGH
18:01
Apr 09
Apr 09
Long MPWR calls due to its critical role in the NVDA ecosystem and expectations that the Street underestimates its revenue growth and margin expansion potential.
HIGH
About MPWR Analyst Coverage
Buzzberg tracks MPWR (Monolithic Power Systems) across 6 sources. 7 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (32%). 22 total trade ideas tracked.