Monolithic Power Systems, Inc. (MPWR)
Monolithic Power Systems, Inc. (MPWR) Q4 2024 Earnings Call Transcript
Monolithic Power Systems, Inc. (NASDAQ:MPWR ) Q4 2024 Results Conference Call February 4, 2025 5:00 PM ET Company Participants Genevieve Cunningham - Senior Manager, Marketing Communications Bernie Blegen - Executive Vice President and Chief Financial Officer Michael Hsing - Chairman of the Board, President and Chief Executive Officer Tony Balow - Vice President of Finance Conference Call Participants Tore Svanberg - Stifel Rick Schafer - Oppenheimer Ross Seymore - Deutsche Bank Gary Mobley - Loop Capital Quinn Bolton - Needham Chris Caso - Wolfe Joshua Buchalter - Cowen Will Stein - Truist William Kerwin - Morningstar Hans Mosesmann - Rosenblatt Joe Quatrochi - Wells Fargo Genevieve Cunningham [Call Starts Abruptly] and I will be the moderator for this webinar. Joining me today are Michael Hsing, CEO and Founder of MPS; Bernie Blegen, EVP and CFO; and Tony Balow, Vice President of Finance.
Here's What Key Metrics Tell Us About Monolithic (MPWR) Q4 Earnings
While the top- and bottom-line numbers for Monolithic (MPWR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Monolithic Power (MPWR) Q4 Earnings and Revenues Beat Estimates
Monolithic Power (MPWR) came out with quarterly earnings of $4.09 per share, beating the Zacks Consensus Estimate of $4.01 per share. This compares to earnings of $2.88 per share a year ago.
Monolithic Power forecasts Q1 revenue above estimates on AI demand, shares surge
Monolithic Power Systems forecast first-quarter revenue above estimates on Thursday, betting on strong demand for its power control products as generative AI drives data center expansion, sending its shares up more than 14% after the bell.
Will Higher Revenues Boost Monolithic Power's Q4 Earnings?
MPWR is expected to record top-line growth in the fourth quarter, driven by healthy demand in multiple segments. Focus on improving supply chain resiliency is a positive.
Monolithic (MPWR) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Evaluate the expected performance of Monolithic (MPWR) for the quarter ended December 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
This Nvidia Supplier's Stock Is Down 30% in 3 Months—Here's Why Deutsche Bank Says It's Still a Buy
After reaching record highs last year, shares of Monolithic Power Systems (MPWR) have slumped more than 30% since the semiconductor firm's last earnings report at the end of October, but analysts have remained bullish on the stock.
Monolithic Power Systems: A Rare Buying Opportunity
Monolithic Power Systems offers a buying opportunity after a price correction due to exaggerated share loss concerns and weak Q3 2024 results. MPWR's innovative power management solutions and fabless model drive market-share gains, particularly in the automotive and data center sectors. Despite the competition, MPWR's efficient solutions and flexible structure position it for continued growth, with the CEO confident in the 2025 outlook.
Why Monolithic Power Systems Rallied Today
Shares of Monolithic Power Systems (MPWR 4.74%) rallied hard today, up 5% as of 3:15 p.m. ET
Monolithic Power Systems: Big Growth At A Reasonable Price
I advocate for a primary risk-neutral portfolio: 50% short-term U.S. Treasuries, 10% gold, and 40% low-risk dividend equities to preserve wealth amidst geopolitical risks. Monolithic Power Systems offers a 15% CAGR opportunity over five years, driven by a robust fabless model and strong market presence but faces risks tied to TSMC and Nvidia. My valuation model reveals a 7% margin of safety and a December 2029 EV estimate of $54.34B, justifying MPWR's inclusion in growth portfolios despite macro uncertainties impacting semiconductor supply chains.
Why Is Monolithic (MPWR) Down 26.2% Since Last Earnings Report?
Monolithic (MPWR) reported earnings 30 days ago. What's next for the stock?
Power Inflow Alert: Monolithic Power Systems Inc. Receives Alert And Rises Over 22 Points
STOCK CLIMBS 3.9% AT HIGH
