MPWR Monolithic Power Systems Loading... : Bullish and Bearish Analyst Opinions
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05:44
Sep 02
Sep 02
MPWR named for AI power management.
Named as related value chain for AI power management in rack-scale AI infrastructure; no explicit directional view.
LOW
22:34
Sep 01
Sep 01
Power semiconductor supply tightens MPWR
Power semiconductors face tightening supply in AI server cycle, positive for Monolithic Power. Research read-through from Dell call, no position stated.
MED
05:37
Sep 01
Sep 01
The author analyzes the 800VDC AI power delivery value chain as a research thesis.
The author analyzes the 800VDC AI power delivery value chain as a research thesis, listing multiple beneficiaries without stating any personal positions or explicit buy calls.
06:54
Aug 27
Aug 27
"Power, grid, datacenter names listed"
"AI-infrastructure value-chain names across power, cooling, grid, generation, construction, and powered land are listed as beneficiaries; no explicit directional commitment or trade call."
LOW
23:43
Aug 12
Aug 12
AI power-semiconductor read-throughs are watch items
Watch AOSL, MPWR, IFX, ON, and VSH as read-through beneficiaries of accelerating AI data-center power-semiconductor demand; research note with no disclosed position, so not an author-owned long.
MED
23:17
Aug 06
Aug 06
Watch MPWR on AI power-management demand
Watch MPWR as AI infrastructure demand broadens into power management across the rack BOM; the research is bullish but lacks author ownership language.
MED
22:42
Aug 05
Aug 05
"Watch MPWR on AI power-management content."
Watch MPWR on higher power-management content, current density, and package complexity in AI data-center systems. Read-through is bullish for the subsegment but no explicit ownership language.
MED
01:54
Aug 04
Aug 04
The author provides an educational article and investment framework regarding power.
The author provides an educational article and investment framework regarding power infrastructure companies involved in AI, but does not express a personal position.
01:45
Aug 04
Aug 04
MPWR named in AI power bottleneck analysis
Named as one of four companies closest to the AI data center power delivery bottleneck in a long-form technical explainer; no directional recommendation made by author.
MED
01:37
Aug 04
Aug 04
The article explicitly names MPWR as one of the four companies 'closest to' the AI power delivery bottleneck, while arguing that solving high-current, low-voltage delivery is essential to getting prom
The article explicitly names MPWR as one of the four companies 'closest to' the AI power delivery bottleneck, while arguing that solving high-current, low-voltage delivery is essential to getting promised GPU performance.
Risk: The excerpt provides no product-level data or revenue estimates for MPWR's AI power delivery exposure.
23:33
Jul 30
Jul 30
Monitor MPWR's operational complexity risks despite capacity upside; no author position.
MED
23:33
Jul 30
Jul 30
Watch the listed AI infrastructure beneficiaries as MPWR's broad-based.
Watch the listed AI infrastructure beneficiaries as MPWR's broad-based, sell-through-led demand signal supports continued hardware buildout, but author does not own these positions.
MED
21:00
Jul 30
Jul 30
Management raised the enterprise data revenue growth floor dramatically, indicating accelerating demand and strong visibility, which underpins a bullish outlook for the company.
HIGH
20:09
Jul 30
Jul 30
Watch MPWR after strong Q3 revenue guidance beat and raised buyback.
Watch MPWR after strong Q3 revenue guidance beat and raised buyback; no author position disclosed.
MED
23:10
Jul 23
Jul 23
800V HVDC on track for 1Q27 production
Digitimes reports Nvidia 800V HVDC production beginning end of 1Q27 with ramp from 2Q27, earlier than SemiAnalysis's feared 2028 delay, flagged as a potential catalyst for power-supply component names. No personal directional commitment from author.
MED
00:51
Jul 01
Jul 01
Power semiconductors offer high margins and value.
Power semiconductor companies like Monolithic Power Systems, Texas Instruments, Analog Devices, and Infineon are attractive. MPWR has a gross margin of 55%, significantly higher than the S&P 500 average, and is currently undergoing a healthy correction, offering a good buying opportunity.
MED
13:28
Jun 22
Jun 22
Buy Monolithic Power Systems as a power management IC supplier named in author's earlier.
Buy Monolithic Power Systems as a power management IC supplier named in author's earlier context for the 800V DC rack upgrade cycle; per-rack semiconductor content rising ~6x creates a structural revenue uplift for high-performance power IC suppliers.
MED
12:45
Jun 17
Jun 17
High-quality power management compounder with 50%+ data center growth; rising power content per AI server supports sustained earnings and multiple expansion.
HIGH
00:17
Jun 14
Jun 14
The tweet presents a factual ranking of semiconductor companies by employee growth without.
The tweet presents a factual ranking of semiconductor companies by employee growth without expressing any personal position or forward-looking trade call.
LOW
20:12
Jun 07
Jun 07
Watch MPWR as a named SiC/GaN power-semiconductor beneficiary of Rubin Ultra 800V architecture.
Watch MPWR as a named SiC/GaN power-semiconductor beneficiary of Rubin Ultra 800V architecture; author previews a report, not a disclosed long position.
MED
13:54
Jun 03
Jun 03
Watch AOSL, POWI, MPWR, and VRT as 800V DC power and power semiconductor names flagged.
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.
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.
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.
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.
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.
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.
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.
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.
Long power-management and discrete suppliers benefiting from broadening AI server power delivery content cycle and 48V architecture transition.
HIGH
About MPWR Analyst Coverage
Buzzberg tracks MPWR (Monolithic Power Systems) across 15 sources. 14 bullish vs 0 bearish calls from 16 analysts. Sentiment: predominantly bullish (25%). 56 total trade ideas tracked. Past 7 days: 3 watch. Latest voices: photoncap, TheValueist, Damnang.