Monolithic Power Systems
Monolithic Power Systems designs the chips that turn a board's power into the steady, low voltage that processors, memory and sensors need, in servers, cars and phones.
The scores
Growth4/4 ↑
Fourteen straight years of growth with nothing bought, 26% in 2025 and 48% in June, spread across six end markets rather than one buyer.
Business quality3/4 →
Its own process wins sockets and a foundry adopted it, but Infineon leads AI power and MPS lost a key AI customer in 2024.
Financial position4/4 →
No debt, $1.4B of cash and short-term investments, and operating cash covers dividends and capacity.
Execution record3/4 →
Fourteen years of growth and three straight beats, but a restated tax benefit, an unfixed control weakness and the 2024 quality episode.
Per share capture3/4 →
Stock pay adds about 2.6% to the share count a year and buybacks are token, comfortably outrun by 25% sales-per-share growth.
Potential2/4 →
A large AI power market, but the climb to 2027 consensus is expected rather than committed: backlog is cancellable and no supply deal is filed.
Risk profile3/4 →
94% of sales to Asia, three distributors over half of revenue, and a founder-CEO; the fraud suit is survivable with $1.4B of cash.
Valuation2/4 ↓
The price per sales dollar assumes revenue nearly doubles by 2027 with margins held; if AI orders flatten, it falls toward its six-year median.
Evidence quality3/4 →
Sales, margins, cash and shares are filed; market share, the AI split and the growth floors rest on management or the leader's own statement.
The Verdict
We rate Monolithic Power neutral. It designs the chips that feed processors steady, low-voltage power, and it is a solid business that has grown fourteen years running with no debt. Its AI data-centre line is booming. The price is full, not cheap: buyers already count on sales nearly doubling between 2025 and 2027 with margins held, so they pay today for 2027's business. The view hinges on AI orders holding up: a slowdown would hurt, a lower price would help. We think it is an excellent business at a full price, because the market leader has customers prepaying for supply and Monolithic Power shows no such contracts.
The long caseAI data centres need far more power per rack, and Monolithic Power's chips deliver it; that demand must keep growing as fast as the price assumes.
The evidence under this - 8 claims
- MPS has traded above 15 times sales for six years (C25) and grew every year of them (C02), so a premium to the cohort is its normal state.
- Consensus has been beaten three prints running (C42), so 2027 may arrive early.
- Enterprise data also holds non-AI servers and storage, so the two figures are not the same market and MPS's AI share may be smaller.
- MPS says its wins span several large customers (C07), and its own $571.0M of purchase commitments show it is buying supply ahead of demand (C20).
The company
Every processor needs about one volt, delivered steadily at huge currents. MPS sells the chips that make that voltage from the power a board receives: converters, controllers and modules that sit right beside the processor.
Its buyers are server, car, phone and industrial makers, most reached through distributors. Unlike most chip designers, MPS writes its own manufacturing recipe and installs it in its suppliers' factories. NVIDIA lists it among ten approved power suppliers for its next racks.
The evidence under this - 4 claims
How it makes money
MPS sells chips by the unit, mostly through distributors, and keeps about 55 cents of each sales dollar after the cost of making them. Its 2025 sales of $2.79B came from six markets: data centres, storage and computing, cars, communications, consumer and industrial.
Profits are high. In Q2 2026 it kept 31 cents of each dollar as operating profit, or 37.5 cents before stock pay to staff.
The evidence under this - 4 claims
Where the money comes from, stream by stream
| Stream | Share of sales (Q2 2026) | How it earns it |
|---|---|---|
| Enterprise data | 38.8% | Power chips and modules for AI accelerators, servers and storage systems in data centres. |
| Storage and computing | 20.4% | Power solutions for memory, storage, notebooks, graphics cards and PCs. |
| Automotive | 16.0% | Power chips for infotainment, driver assistance, 48-volt and zonal car electronics. |
| Communications | 13.4% | Power for network infrastructure, switches, optical modules and satellite communications. |
| Consumer | 5.8% | Power chips for home appliances, wearables and other consumer electronics. |
| Industrial | 5.6% | Power for industrial equipment, power sources, test and medical devices. |
Who runs it
Michael Hsing founded MPS in 1997, invented its chip-making process and still runs it as chief executive and chair. The finance chief retired in February and the long-time controller is filling in until a permanent one is named. Insiders own under 4%, most of it Hsing's. Their yearly bonus rides entirely on adjusted operating profit, and their shares on sales growth and the stock's return against other chipmakers; nothing rewards cash or clean books.
The evidence under this - 4 claims
- The holders above 5% are taken from 13G filings of 2025 and early 2026, and Vanguard's March 2026 13G/A reports 0.0% after splitting its reporting, so those figures are dated.
- The chief executive sold 40,000 shares in May 2026 (C31), so his stake is smaller than the record-date figure.
- Non-GAAP operating income excludes stock pay, so the bonus never sees the dilution in C23, and no metric pays on cash conversion, return on capital or the control weakness in C18.
- The bonus target was the board's own operating plan, beaten by 20.5%, so the maximum says as much about the plan as about the year.
Why it wins, and who could beat it
Why customers come back
Most chip designers use whatever process their factory offers. MPS wrote its own and keeps it secret, so it can put more of the power circuit on one chip. That makes parts smaller and more efficient, which wins the spot beside a new processor.
Outsiders back this: GlobalFoundries is installing the MPS process in a Singapore plant, and NVIDIA lists MPS as an approved supplier. But the edge is not permanent. In 2024 a big AI customer moved work to rivals over quality problems.
The evidence under this - 5 claims
- No outside body publishes a share for server power, and Infineon says it is represented in almost all platforms and is the leading force in the space (C12).
- In late 2024 a key customer moved business to competitors over quality problems (C16).
- MPS calls the securities suit meritless (C19), and enterprise data has since grown 164% on a year (C04), so the business came back.
- The account of why the business moved is the plaintiffs' and the press's; MPS has not confirmed it.
The threat
Infineon is the leader in AI power, sold out and signing prepaid deals. Texas Instruments, onsemi and Vicor sell the same kind of part into the same racks.
The bigger shift is racks moving to 800 volts from 2027. MPS is only sampling those parts and expects sales late in 2027, behind rivals already shipping.
The evidence under this - 5 claims
- Navitas, Innoscience, Infineon and Texas Instruments already sell gallium nitride and silicon carbide parts and are on NVIDIA's list (C10), so MPS arrives late on the high-voltage stage.
- The chief executive said he was wrong about gallium nitride before.
The rivals: TXN, ON, ADI, VICR, AOSL, NVTS, NXPI, STM, POWI, SMTC, and 2 more that are private, in-house or listed abroad.
Who else does this, rival by rival
| Ticker | Rival | Where it competes | How far along | Priced against it |
|---|---|---|---|---|
| Infineon AI and data-centre powerPriced against it: Listed abroad | Power solutions | On sale | Listed abroad | |
| TXN · ON · ADI | Texas Instruments, onsemi and Analog Devices power ICsPriced against it: Yes | Power solutions | On sale | Yes |
| VICR | Vicor vertical power delivery modulesPriced against it: Yes | Power solutions | On sale | Yes |
| AOSL | Alpha and Omega multiphase controllers and smart power stagesPriced against it: No usable figure | Power solutions | On sale | No usable figure |
| NVTS | Navitas and Innoscience gallium nitride for 800-volt racksPriced against it: One segment only | Power solutions | Announced | One segment only |
| Renesas multiphase server powerPriced against it: Listed abroad | Power solutions | On sale | Listed abroad | |
| NXPI | NXP SemiconductorsPriced against it: One segment only | - | On sale | One segment only |
| STM | STMicroelectronicsPriced against it: One segment only | - | On sale | One segment only |
| POWI | Power IntegrationsPriced against it: One segment only | - | On sale | One segment only |
| SMTC | SemtechPriced against it: One segment only | - | On sale | One segment only |
How big it could get
How big this could get
Nobody publishes the exact market, so it can only be bounded. Analog and power chips were an $86.5B market in 2025. Data-centre power capacity is growing about 31% in 2026, to 161 gigawatts. Infineon alone expects over EUR 1.6B of AI power sales this year.
Against that, MPS sold $2.79B in total in 2025. Room exists; the question is how much of it MPS keeps.
The evidence under this - 4 claims
The results
The numbers
Sales grew 29% over the twelve months to Jun 2026, about the same pace as the 26% in the year to Dec 2025.
Operating margin is 29%, up from 26% in the year to Dec 2023.
Running costs take 26¢ of each sales dollar, down from 35¢ in the year to Dec 2021.
Each dollar put into the business earns 22% a year after tax, about where it was (21%) in the year to Dec 2021.
It turned 18% of sales into free cash, $586M over the last twelve months.
Yearly sales growth has ranged from +1.5% to +49% over the last 5 years.
The share count rose 2.9% in 4.5 years, and pay in shares costs 6.4% of sales.
All the numbers
Filed figures from the company's 10-K and 10-Q, read 2026-10-04. Fiscal years end in December.
| Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | 12 mo to Jun 2026 | |
|---|---|---|---|---|---|---|
| Size and growth | ||||||
| Sales | $1.21B | $1.79B | $1.82B | $2.21B | $2.79B | $3.27B |
| Sales growth | +43% | +49% | +1.5% | +21% | +26% | +29% |
| Profit | ||||||
| Gross margin | 57% | 58% | 56% | 55% | 55% | 55% |
| Operating margin | 22% | 29% | 26% | 24% | 26% | 29% |
| Net margin | 20% | 24% | 23% | 72% | 22% | 25% |
| What growth costs, per sales dollar | ||||||
| Research and development | 16% | 13% | 14% | 15% | 14% | 13% |
| Selling, general and admin | 19% | 16% | 15% | 16% | 15% | 14% |
| Pay in shares | 10% | 9.0% | 8.2% | 9.3% | 8.2% | 6.4% |
| Capital spending | 7.8% | 3.3% | 3.2% | 6.6% | 6.2% | 7.2% |
| Cash | ||||||
| Cash from operations | $320M | $247M | $638M | $788M | $838M | $822M |
| Free cash flow | $226M | $188M | $581M | $642M | $666M | $586M |
| Balance sheet | ||||||
| Cash and short-term investments | $725M | $738M | $1.11B | $863M | $1.26B | $1.41B |
| Returns and shares | ||||||
| Return on capital | 21% | 30% | 22% | 22% | 18% | 22% |
| Shares (diluted) | 47.9M | 48.4M | 48.8M | 48.8M | 48.3M | 49.3M |
What growth costs
Growth has made MPS more profitable: research, sales and admin costs rise more slowly than sales, so each new dollar of sales keeps more profit. The chips themselves cost about the same share of every sale. A flat year reverses it, as 2023 showed.
The evidence under this - 2 claims
- In 2023, when revenue grew 1.5%, R&D rose to 14.5 cents and operating margin fell to 26.5% from 29.4%, so the leverage runs both ways.
- Capital spending rose to 7.2 cents in the latest year with the capacity build in C37.
The last report (30 Jul)
Quarter ended June 2026, filed figures.
Q2 2026 was a record. Sales rose to $980.6M, up 47.6% on a year, and data-centre sales reached $380.6M, up 164%. Margins held: about 55 cents of each dollar after making the chips.
Management guided the September quarter to $1.14B to $1.16B, 56% above a year earlier at the midpoint, and raised its floor for 2026 data-centre growth to 130%. Elsewhere growth was slower: cars rose 8% and consumer sales fell.
What it did to the thesisIt proved the AI data-centre line is driving the growth and margins held while sales jumped. It left open whether the growth is lasting demand or customers buying ahead, which only the next few quarters can show.
The quarter in detail
Sales growth from the previous quarter, filed figures.
Earnings per share $6.50 against $5.87 expected; $5.22 as filed, the gap being what the company adds back.
The evidence under this - 4 claims
MPS beat its revenue guide and consensus in each of the last three prints (C42), so the guide has been conservative, but a guide is the company's own forecast and enterprise data orders can be cancelled (C40).
- The same line fell 2.0% in 2025 while the company grew 26.4% (C02), after customer business moved away in late 2024 (C16), so the floor is a forecast from a line that has swung both ways.
- Backlog can be cancelled or postponed (C40), and no supply agreement with a data-centre customer is filed (C36).
What management did with the money
MPS has no debt and $1.41B of cash. In the first half of 2026 it paid $179.5M in dividends and bought back only $4.0M of shares, while stock pay to staff keeps adding about 2.6% to the share count a year.
Insiders in 2026Q3: 3 purchases and 36 sales, from their Form 4 filings.
The evidence under this - 3 claims
Revenue per share still rose 25.4% in a year (C26), so the leak is small against growth.
The price, and where we disagree
In short. Full. The business is excellent, but the price already pays for sales nearly doubling by 2027 with margins held, so little is left if AI orders slow.
The shares fell from $1,689.89 on 3 June to about $1,313 within the month, as the whole chip sector sold off, then recovered after the June-quarter beat. Half of the past year's 57% rise came from buyers paying more per sales dollar, not from sales.
In September GlobalFoundries agreed to make MPS chips in Singapore. The next test is the September-quarter report on 29 October.
The evidence under this - 4 claims
MPS beat its revenue guide and consensus in each of the last three prints (C42), so the guide has been conservative, but a guide is the company's own forecast and enterprise data orders can be cancelled (C40).
How we read the multiple
Buyers pay about 21 times a year's sales, above MPS's own usual level and above most of its rivals. What has to be true:
- Sales grow from $2.79B in 2025 to about $5.34B in 2027, the analysts' forecast.
- The profit margin holds near today's, so profit per share reaches about $35.92 before stock pay.
- At today's price that is still 40 times 2027 profit, so the growth must keep going after 2027 too.
Against its own history. Per sales dollar, MPS has always cost more than most chipmakers; today it costs well above even its own usual level, which the AI boom must keep earning.
The evidence under this - 4 claims
- MPS has traded above 15 times sales for six years (C25) and grew every year of them (C02), so a premium to the cohort is its normal state.
- Consensus has been beaten three prints running (C42), so 2027 may arrive early.
Priced against its rivals
The competitors its own annual report names, each confirmed against the rival's filing. Measured on company value for each $1 of sales, cheapest first:
| Ticker | Company | company value for each $1 of sales |
|---|---|---|
| ON | ON Semiconductor | 5.5× |
| TXN | Texas Instruments Incorporated | 14.3× |
| MPWR | Monolithic Power Systems | 21.3× |
| VICR | Vicor | 28.6× |
| ADI | Analog Devices not in the median | 15.1× |
The middle of the other 3 is 14.3. Analog Devices, Inc. competes with it in one product line inside a much bigger company, so its price says little about this business and it is not counted in the middle. Monolithic Power Systems, Inc. is 2nd dearest of 4.
Rivals' figures come from a data provider, so read the spread of the group rather than any single pair.
The high price per sales dollar is MPS's own, not the group's: the broad chipmakers cost less, and only the smaller AI power specialist costs more.
Private or foreign rivals that cannot be priced: Infineon Technologies AG, Renesas Electronics Corporation, ROHM Co., Ltd.
Where we disagree with the market
MPS is one of the cleanest ways to own AI power, with a decade of growth behind it and data-centre sales still speeding up.
The business is excellent and the AI growth real, but the price already pays for it lasting through 2027.
The market reads management's rising growth floors. We also read Infineon's report: the leader is sold out and has customers prepaying for years of supply, while MPS's orders can still be cancelled. MPS has lost AI work once before.
Against us: MPS has beaten forecasts in each of its last three reports and has always cost more than its peers, and kept growing anyway.
What analysts say, and the evidence
The evidence under this - 5 claims
- The same line fell 2.0% in 2025 while the company grew 26.4% (C02), after customer business moved away in late 2024 (C16), so the floor is a forecast from a line that has swung both ways.
- Backlog can be cancelled or postponed (C40), and no supply agreement with a data-centre customer is filed (C36).
- Enterprise data also holds non-AI servers and storage, so the two figures are not the same market and MPS's AI share may be smaller.
- MPS says its wins span several large customers (C07), and its own $571.0M of purchase commitments show it is buying supply ahead of demand (C20).
- MPS calls the securities suit meritless (C19), and enterprise data has since grown 164% on a year (C04), so the business came back.
- The account of why the business moved is the plaintiffs' and the press's; MPS has not confirmed it.
What could go wrong, and how we would know
The risks
- AI orders slow. Orders can be cancelled; if data-centre buyers pause, sales fall while the price still assumes growth.
- Infineon takes share. The leader is adding capacity with prepaid customer deals and could price to win sockets.
- Late to 800 volts. Racks move to 800 volts from 2027, and MPS expects revenue from those parts only late that year.
- Quality slip again. A key AI customer moved work to rivals over quality in 2024; it could happen again.
- Accounts and a lawsuit. MPS restated 2024 accounts, has an unfixed control weakness, and faces a fraud suit a judge let proceed.
- Asia and one founder. 94% of sales go to Asia, the founder is chief executive and chair, and the finance chief is interim.
The evidence under this - 8 claims
- MPS calls the securities suit meritless (C19), and enterprise data has since grown 164% on a year (C04), so the business came back.
- The account of why the business moved is the plaintiffs' and the press's; MPS has not confirmed it.
- Navitas, Innoscience, Infineon and Texas Instruments already sell gallium nitride and silicon carbide parts and are on NVIDIA's list (C10), so MPS arrives late on the high-voltage stage.
- The chief executive said he was wrong about gallium nitride before.
What we still do not know
- How much of AI power MPS supplies against Infineon; nobody outside publishes a share.
- How much of data-centre sales is AI accelerators rather than ordinary servers and storage.
- Whether the business lost in 2024 has fully come back, and on what terms.
- When the accounting control weakness will be fixed, and who will be the permanent finance chief.
The evidence under this - 6 claims
- No outside body publishes a share for server power, and Infineon says it is represented in almost all platforms and is the leading force in the space (C12).
- In late 2024 a key customer moved business to competitors over quality problems (C16).
- Enterprise data also holds non-AI servers and storage, so the two figures are not the same market and MPS's AI share may be smaller.
- MPS says its wins span several large customers (C07), and its own $571.0M of purchase commitments show it is buying supply ahead of demand (C20).
- MPS calls the securities suit meritless (C19), and enterprise data has since grown 164% on a year (C04), so the business came back.
- The account of why the business moved is the plaintiffs' and the press's; MPS has not confirmed it.
What would change our view
- Neutral→AttractiveThe price returns to its usual multiple
It needs:
- ○The company's value falls to its usual 15.7 times a year's sales.about ≈$1,061.89 today, 26% below the last close
- Neutral→AttractiveSales outrun the consensus path
It needs:
- ○Quarterly sales reach $1.5B, up from $980.6M.checked at the next results, due by 29 Oct
- Neutral→UnattractiveThe AI power cycle turns or the moat cracks
It needs any of:
- ○The gross margin, before stock pay, falls below 53%, from 55.6%.checked at the next results, due by 29 Oct
- ○Inventory rises above 160 days of supply, from 140.checked at the next results, due by 29 Oct
We would also be wrong if
- MPS signs or files a multi-year AI supply deal with a stated volume.
- The 2026 annual report again finds the accounting control weakness.
What is coming
- 29 October 2026 Q3 2026 results: Revenue against the $1,140M to $1,160M guide, gross margin against 55.4% to 56.0%, and whether enterprise data keeps pace with the 130% floor.
Every dated event ahead
- 29 October 2026 Q3 2026 results: Revenue against the $1,140M to $1,160M guide, gross margin against 55.4% to 56.0%, and whether enterprise data keeps pace with the 130% floor.
- February 2027 Q4 2026 results and the 2026 10-K: Whether the deferred-tax control weakness is fixed, a permanent CFO is named, and the enterprise data year meets the raised floor.
- December 2027 GlobalFoundries Singapore volume production of MPS's process: Whether the second-source capacity behind the beyond-$6B supply goal arrives on time for car, robotics and AI power stages.
- December 2027 NVIDIA 800-volt DC racks in full-scale production: Whether MPS turns sampling into high-voltage revenue in the new architecture, or is late where Infineon and others already ship.
Since we wrote this
- 5 OctThesis reviewThe long case now sits under the verdictAfter the five-name pilot, the owner asked for the long case on every thesis.
- 4 OctThesis reviewOwner's checklist: revenue streams, cost of growth, management, catalystsThe owner's checklist found the method silent on who runs the company, what growth costs, where the money comes from and what is dated ahead; this pass fills those four blocks from the proxy and filings.
- 3 OctThesis writtenNeutral, medium convictionWritten four weeks before Q3 2026 results, after the GlobalFoundries agreement, with the shares at $1,439.73, 15% below June's high.
Also checked 3 times with nothing new to act on.
Sources 21
Sources - 21
Every claim above cites one of these, or states the reasoning that derived it. The quote is frozen at the date it was read: a link can rot, and an agent fetch returns a reading of a page rather than the page. Backs counts the whole claim ledger, so it can name a claim this page does not surface.
- S01primarycompany filing2026-02-27Item 1 (products, process, distribution, competitors, patents), risk factors (in-house design, backlog, key person), end-market split, the restatement and material weakness, executivesbacksC01C02C08C17C18C21C24C38C40C47C48C51
- S02primarycompany filing2026-08-05June-quarter income statement, end-market table, Asia share, balance sheet, cash flow, commitments, stock pay, share count, legal proceedings, controlsbacksC03C04C06C18C19C20C21C23C25C38C47C48C50C51
- S03primarycompany release2026-07-30non-GAAP margins and EPS and the reconciliation, inventory days, the September-quarter guide, the buyback authorisation
Revenue in the range of $1,140 million to $1,160 million.
backsC03C05C20C22C24C42 - S04primarycompany release2026-02-052025 revenue and end markets, the capacity secured, the dividend increase, GAAP and non-GAAP EPS
This is our 14th consecutive year of revenue growth driven by consistent execution, continued innovation, and strong customer focus.
backsC02C24C37C42 - S05primarytranscript2026-07-30Q2 2026 earnings call transcriptdata/cache/transcripts/MPWR-2026Q2.json (FMP earning-call-transcript, quarter label 2026Q2, call held 2026-07-30)the enterprise data floor, channel inventory, server CPU share, 800-volt sampling, capacity goal, pricing and margin outlook; questions from Oppenheimer, TD Cowen, Stifel, Truist, Needham, Wells Fargo, Wolfe, Citi and William Blair
willing to raise floor for that particular end market from 85% for the year to 130% for the year.
backsC06C07C11C37C39 - S06primarytranscript2026-02-05Q4 2025 earnings call transcriptdata/cache/transcripts/MPWR-2025Q4.json (FMP earning-call-transcript, quarter label 2025Q4, call held 2026-02-05)the earlier enterprise data floors, design wins across customers, the gallium nitride timeline, the CFO's retirement
we won many design wins across the board, not from one company, one large company.
backsC06C07C11 - S07primarycompany release2026-09-09the agreement, the plant, volume production in 2027, the product areas
today announced a long-term manufacturing agreement that will deploy MPS’s proprietary process technology to GF’s advanced 300mm manufacturing facility in Singapore.
backsC09 - S08primaryother2025-05-20NVIDIA Technical Blog: NVIDIA 800 V HVDC architecture will power the next generation of AI factories NVDAwhy 54-volt racks give way to 800-volt DC, the 2027 timing with Kyber, the named silicon partners; the October 2025 follow-up adds AOS, EPC, Power Integrations and Richtek
Silicon providers: Analog Devices, Infineon, Innoscience, MPS, Navitas, OnSemi, Renesas, ROHM, STMicroelectronics, Texas Instruments
backsC10C35 - S09primarycompany release2026-08-05AI power revenue above EUR 1.6B, about EUR 500M of other data-centre power, prepaid multi-year capacity reservations, a material upward revision to come in November
Demand for our AI power solutions continues to outstrip available supply, we are in allocation.
backsC12 - S10primaryindustry data2026-06-02the analog market for 2025 to 2027 and the whole market's 2026 growth
Other product categories are forecast to expand at more moderate rates, reflecting a broader industry growth: Microprocessors 20 percent, Analog 10 percent
backsC33 - S11secondaryindustry data2026-09-16data-centre power capacity for 2025 and 2026 and the AI server share
TrendForce estimates that global data center power demand capacity will reach 161 GW in 2026, up approximately 31% YoY.
backsC34 - S12primarycompany filing2026-03-02vertical power delivery for AI processors and whom its Advanced Products compete withbacksC13
- S13primarycompany filing2026-08-27multiphase controllers and smart power stages for AI and graphics processorsbacksC14
- S14secondaryvendor data2026-10-03Research pack (FMP market tier and filed statements), frozen at content/MPWR/research-pack.jsoncontent/MPWR/research-pack.jsonlast close, company value and multiples against six-year medians, the price-move split, the analyst split and estimates, the earnings history, the filed cohort, short interest, daily closesbacksC05C23C25C26C27C29C30C32C42
- S15primarycompany filing2026-10-02every insider sale with its Rule 10b5-1 flag, price and datebacksC31
- S17tertiarynews2026-10-03the plaintiffs' account of the 2024 customer shift and the ruling letting claims proceed
Robart ruled on May 6 that key claims in a securities fraud lawsuit against Monolithic Power and its CEO and former CFO will move forward.
backsC19C30 - S18primarycompany filing2026-02-06the Analog segment's Power line and its DC/DC regulatorsbacksC15
- S19primarycompany filing2026-02-09the Analog and Mixed-Signal Group's multiphase controllers and DC-DC converters, the Aura Semiconductor purchasebacksC15
- S20primarycompany filing2026-04-30beneficial ownership at the April 15, 2026 record date, the 2025 bonus plan and its payout, the PSU metrics and the 2023 PSU payout, dividends declared 2023 to 2025, the share of free cash flow returnedbacksC45C46C48
- S21primarycompany filing2026-02-05Bernie Blegen's retirement as CFO at the 10-K filing, Rob Dean's appointment as interim CFO, the dividend raisebacksC47
- S22primarycompany filing2023-02-24the 2020 to 2022 income statements: revenue, R&D and selling, general and administrative per sales dollarbacksC51