Monolithic Power Systems

MPWR

Market cap $76.9B

Does Monolithic Power (MPWR) have what it takes to be a top stock pick for momentum investors? Let's find out.

Monolithic Power rides booming AI infrastructure demand as record revenue growth in data centers and optical networking fuels investor optimism.

Monolithic Power Systems (MPWR) delivered record Q1 results, with revenue up 26% YoY and strong Enterprise Data growth driven by AI demand. MPWR's monolithic power-density advantage and structural technology moat position it as a leader in high-power AI and data center applications. Management raised full-year Enterprise Data growth guidance to 85% YoY, citing robust backlog and no supply constraints, but sees valuation as stretched.

Here is how Monolithic Power (MPWR) and CTS (CTS) have performed compared to their sector so far this year.

Glen Smith, CIO, GDS Wealth Management  lays out the five stocks he believes are best positioned for the next leg of the rally. 00:00:00 - Intro 00:00:09 - Pick 1: The Nuclear AI Play 00:01:53 - Pick 2: High-Yield Oil Upside 00:03:52 - Pick 3: Overlooked AI Hardware 00:05:33 - Pick 4: Under-the-Radar Semi Breakout 00:07:53 - Pick 5: Blue-Chip King of Financials 00:09:42 One Name To Own Through Year-End 00:10:10 Pick He'd Cut From the List 00:10:46 Is This Market Heading Higher From Here?

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.

Monolithic Power Systems, Inc. (MPWR) shares gain 221% since institutions first bought big in 2023.

MPWR's auto revenues rise 5.1% to $152.4M in Q1 2026, nearly 19% of total revenues, targeting EVs, ADAS and infotainment.

MPWR edges INTC in this AI chip showdown, despite pricier valuation, on a stronger growth outlook and power solutions demand.

NEW YORK, May 12, 2026 /PRNewswire/ --  Rosen Law Firm, a global investor rights law firm, announces an investigation of potential breaches of fiduciary duties by the directors and officers of Monolithic Power Systems, Inc. (NASDAQ: MPWR). If you currently own shares of Monolithic Power stock, please visit the firm's website at https://rosenlegal.com/submit-form/?case_id=34600 for more information.