MPWR · Monolithic Power Systems
Fabless analog chipmaker for power management, from data centers to cars
Risiko 6/10 · MODERATE-HIGH RISK · AI-cycle chip designer · $1,224 ▲ 0.84%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $1,224
- Market cap $60.1B
- P/E (ttm) 74.63
- Div yield 0.65%
- 52-wk range $830.00 – $1714.09
- Index rank #191 / #67
Wichtigste Risiken
- An AI capex pause craters the growth premium (Shareholders) — HIGH
- The multiple leaves no room for a single guidance miss (Shareholders) — HIGH
- Revenue concentrated in a handful of data-center design wins (Shareholders) — MED
- Taiwan-centric foundry supply chain exposed to geopolitics (Shareholders) — MED
Fazit
Superb chip franchise priced for an AI build-out that never pauses; size it like the cyclical it is.
Recherche, keine Anlageberatung.