Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Monolithic Power Systems, Inc / Equity Bottom-Up

<ul><li>Monolithic Power Systems Inc. ("the company") in its third quarter of 2025, reported a banner quarter, achieving record revenue levels of $737.2 million, marking sequential growth of 10.9% and an 18.9% increase from the same period in the prior year.</li><li>This outcome underscores the efficacy of their diversified market approach and strategic innovations aimed at addressing specific customer needs across a variety of segments.</li><li>On a positive note, the company has demonstrated a robust capacity for growth, amplified by its successful penetration into multiple market segments.</li></ul>

Monolithic Power Systems Inc. ("the company") in its third quarter of 2025, reported a banner quarter, achieving record revenue levels of $737.2 million, marking sequential growth of 10.9% and an 18.9% increase from the same period in the prior year.This outcome underscores the efficacy of their diversified market approach and strategic innovations aimed at addressing specific customer needs across a variety of segments.On a positive note, the company has demonstrated a robust capacity for growth, amplified by its successful penetration into multiple market segments.

Monolithic Power Systems’ Bold Shift: From Chipmaker to Full Solution Powerhouse!

Smartkarma AI, Smartkarma

αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>Monolithic Power Systems (MPS) is a high-growth, fabless semiconductor company specializing in differentiated, high-performance power management solutions. Its proprietary BCD process technology allows for greater integration and energy efficiency, providing a key competitive advantage.</li>
  <li>The company is strategically positioned to capitalize on secular megatrends, including the expansion of enterprise data centers, artificial intelligence (AI), automotive electrification (EVs and ADAS), and industrial automation. These end markets are expected to drive sustained, above-average growth.</li>
  <li>MPS has a strong track record of financial performance, characterized by robust revenue and earnings growth, high margins, and consistent dividend increases. While the company trades at a premium valuation, its superior growth profile and technological edge support its market position.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Monolithic Power Systems (MPS) is a high-growth, fabless semiconductor company specializing in differentiated, high-performance power management solutions. Its proprietary BCD process technology allows for greater integration and energy efficiency, providing a key competitive advantage.
  The company is strategically positioned to capitalize on secular megatrends, including the expansion of enterprise data centers, artificial intelligence (AI), automotive electrification (EVs and ADAS), and industrial automation. These end markets are expected to drive sustained, above-average growth.
  MPS has a strong track record of financial performance, characterized by robust revenue and earnings growth, high margins, and consistent dividend increases. While the company trades at a premium valuation, its superior growth profile and technological edge support its market position.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Monolithic Power Systems, Inc (MPWR US) - Oct 2025

<ul><li>Monolithic Power Systems (MPS) reported solid financial performance for the second quarter of 2025, achieving record quarterly revenues of $664.6 million.</li><li>This represents a 4.2% increase over the first quarter of 2025 and a robust 31.0% year-over-year growth from Q2 2024.</li><li>The driving forces behind this performance include MPS's diverse market strategy, sustained innovation, and enhanced execution focused on solving complex customer issues.</li></ul>

Monolithic Power Systems (MPS) reported solid financial performance for the second quarter of 2025, achieving record quarterly revenues of $664.6 million.This represents a 4.2% increase over the first quarter of 2025 and a robust 31.0% year-over-year growth from Q2 2024.The driving forces behind this performance include MPS's diverse market strategy, sustained innovation, and enhanced execution focused on solving complex customer issues.

Monolithic Power Systems: Expanding Market Share Through Enterprise Data, AI, & Robotics Synergy!

<ul><li>Monolithic Power Systems, Inc. (MPS) reported a strong first quarter for 2025, with its revenue reaching a new quarterly high of $637.6 million.</li><li>This represents a 39.2% year-over-year increase and a slight improvement from the previous quarter, demonstrating the company's robust performance amidst a challenging economic landscape.</li><li>The positive revenue results were attributed to the strength of MPS's diversified market strategy, continued innovation, and strong customer relationships.</li></ul>

Monolithic Power Systems, Inc. (MPS) reported a strong first quarter for 2025, with its revenue reaching a new quarterly high of $637.6 million.This represents a 39.2% year-over-year increase and a slight improvement from the previous quarter, demonstrating the company's robust performance amidst a challenging economic landscape.The positive revenue results were attributed to the strength of MPS's diversified market strategy, continued innovation, and strong customer relationships.

Monolithic Power Systems: Enterprise Data Segment Growth As A Critical Factor Driving Growth!

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Event-Driven

<ul>
<li>Last week the best show in semiconductors was the Maxlinear and SIMO merger news. I will catalog the entire saga and outline my thoughts on where things go.</li>
<li>Before we talk about SIMO, let’s talk about Maxlinear’s acquisitions. MaxLinear acquired an asset in April 2020 that was almost the perfect fit.</li>
<li>As Intel shed assets, <a href="https://link.sbstck.com/redirect/db2d9597-2061-468b-ba34-a12146ed7e62?j=eyJ1IjoiMmh6Z2Z6In0.muIDtmM5oyqUKBSSZiLNsipOMwhSsKSSacAB3JlN14Y" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://link.sbstck.com/redirect/db2d9597-2061-468b-ba34-a12146ed7e62?j%3DeyJ1IjoiMmh6Z2Z6In0.muIDtmM5oyqUKBSSZiLNsipOMwhSsKSSacAB3JlN14Y&amp;source=gmail&amp;ust=1691025954853000&amp;usg=AOvVaw1XwVvbW4r4yPuTojiMtbQH" rel="noopener">they sold their home gateway platform</a>, which makes the semiconductors that go in-home modems and routers.</li>
</ul>


Last week the best show in semiconductors was the Maxlinear and SIMO merger news. I will catalog the entire saga and outline my thoughts on where things go.
Before we talk about SIMO, let’s talk about Maxlinear’s acquisitions. MaxLinear acquired an asset in April 2020 that was almost the perfect fit.
As Intel shed assets, they sold their home gateway platform, which makes the semiconductors that go in-home modems and routers.


Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches

United States

Monolithic Power Systems Inc specializes in high-performance, integrated power solutions. The Company provides small, highly energy efficient, easy-to-use power solutions for systems found in industrial applications, telecom infrastructures, cloud computing, automotive, and consumer applications.

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Monolithic Power Systems, Inc (MPWR US)

Monolithic Power Systems’ Bold Shift: From Chipmaker to Full Solution Powerhouse!

Monolithic Power Systems Inc. ("the company") in its third quarter of 2025, reported a banner quarter, achieving record revenue levels of $737.2...

Baptista Research

Primer: Monolithic Power Systems, Inc (MPWR US) - Oct 2025

Monolithic Power Systems (MPS) is a high-growth, fabless semiconductor company specializing in differentiated, high-performance power management...

αSK

Monolithic Power Systems: Enterprise Data Segment Growth As A Critical Factor Driving Growth!

Monolithic Power Systems, Inc. (MPS) reported a strong first quarter for 2025, with its revenue reaching a new quarterly high of $637.6...

Baptista Research

Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches

Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about? Last week the best show in semiconductors was the...

Fabricated Knowledge

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Monolithic Power Systems’ Bold Shift: From Chipmaker to Full Solution Powerhouse!

Monolithic Power Systems Inc. ("the company") in its third quarter of 2025, reported a banner quarter, achieving record revenue levels of $737.2...

Baptista Research

Primer: Monolithic Power Systems, Inc (MPWR US) - Oct 2025

Monolithic Power Systems (MPS) is a high-growth, fabless semiconductor company specializing in differentiated, high-performance power management...

αSK

Monolithic Power Systems: Expanding Market Share Through Enterprise Data, AI, & Robotics Synergy!

Monolithic Power Systems (MPS) reported solid financial performance for the second quarter of 2025, achieving record quarterly revenues of $664.6...

Baptista Research

Monolithic Power Systems: Enterprise Data Segment Growth As A Critical Factor Driving Growth!

Monolithic Power Systems, Inc. (MPS) reported a strong first quarter for 2025, with its revenue reaching a new quarterly high of $637.6...

Baptista Research

Maxlinear and Silicon Motion, Vicor and Monolithic Power and New Product Launches

Maxlinear has a legal battle on it's hands, and what's the new product Vicor is talking about? Last week the best show in semiconductors was the...

Fabricated Knowledge