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On March 31st, 2026...
The biggest scam in the history of gold markets will be exposed...
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"The Buck Stops Here,"
Dylan Jovine
Monolithic Power Systems Is Surging—Has Valuation Caught Up?
Reported by Leo Miller. Published: 2/10/2026.
Key Points
- While other top chip stocks have lagged over recent months, Monolithic Power Systems continues to come through for investors.
- The company is now firing on all cylinders, having seen strong growth across all end markets last quarter.
- However, when it comes to achieving further upside, what is the outlook for MPWR shares?
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Over the past three months, several of the biggest names in the semiconductor industry have stalled: NVIDIA (NASDAQ: NVDA) is up just 1%, Broadcom (NASDAQ: AVGO) is down 1%, and Advanced Micro Devices (NASDAQ: AMD) has fallen more than 7%.
That hasn't been the case for Monolithic Power Systems (NASDAQ: MPWR). The stock has returned about 26% over the past three months and roughly 69% over the past 52 weeks.
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Monolithic posted its latest financial results on Feb. 5, which helped justify the stock's rally.
After such a big run, is there still a compelling opportunity in MPWR shares?
MPWR Gets a Lift After Rock-Solid Earnings Report
In Q4 2025, Monolithic reported revenue of $751 million, up 21% year-over-year and comfortably above consensus near $742 million (about 19% growth). Adjusted earnings per share rose 17% to $4.79, beating estimates of $4.74 (about 16% growth).
The company's full-year results were equally strong. Revenue increased more than 26% — the fastest pace since 2022 — and operating margin expanded 60 basis points to a robust 35.2%. Sales in five of Monolithic's six end markets grew at least 25%; enterprise data was the lone laggard, declining 2%. By Q4, every end market was growing at least 15% year over year.
In 2025, three end markets each accounted for at least 20% of total revenue, underscoring the company's diversified customer base. Markets rewarded the print: shares rose about 6.4% the day after the Feb. 5 release.
Monolithic Raises Data Center Forecasts, Sends 800 VDC Samples
Looking ahead, Monolithic's guidance implies revenue growth of more than 22% at the Q1 2026 midpoint, well above forecasts of roughly 16% growth. The company reported a book-to-bill ratio "well in excess of one" last quarter, a positive sign that it received more orders than it shipped. Backlog now extends into Q3 2026.
The enterprise data segment — which includes data center sales — is particularly strong. Monolithic raised its 2026 sales growth outlook for this market from 30–40% to at least 50%.
farther out, Monolithic sees a significant opportunity in 800-volt direct-current (VDC) data-center architecture, an emerging power-delivery system that NVIDIA is promoting. Monolithic says it was the first company to ship samples for 800 VDC, positioning itself to compete for that business. Revenue from this initiative likely won't materialize until late 2027 or beyond, but the move highlights the company's technical readiness for high-value deals.
Monolithic: Fantastic Executor, Premium Valuation
Overall, Monolithic Power Systems is a high-quality business with strong execution. The main concern is valuation: current share prices imply sustained very high free cash flow growth for years to come.
Even with favorable data center trends and a diversified customer base, that sets a demanding bar. Any execution misstep could produce a notable downside, since investors are pricing in elevated expectations.
The MarketBeat consensus price target for Monolithic sits near $1,218, implying roughly 1% upside. Analysts updating targets after the earnings report are somewhat more bullish, averaging $1,309 (about 8% upside). Rosenblatt Securities' $1,000 updated target implies about 17% downside, while KeyCorp's $1,500 target implies roughly 24% upside.
Despite a rich valuation, Monolithic remains a very high-quality company with long-term growth potential. Advancements in power-regulation chips and systems are central to enabling technological progress across many parts of the economy, and Monolithic is well positioned to participate.
Corning's Surprise AI Boom: Is It Already Too Late to Buy?
Reported by Nathan Reiff. Published: 2/18/2026.
Key Points
- Shares of Corning, a glassmaker nearly two centuries old, have spiked by 152% in the last year as the company's products have found new demand in the AI space.
- With a major Meta partnership and notable earnings wins, Corning appears on track to enter a new phase as an AI partner.
- Still, rising short interest, insider sales, and concerns about valuation may give investors pause.
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In the list of unlikely AI stocks, glassmaker Corning Inc. (NYSE: GLW) must be near the top. The company has nearly two centuries of history making glass products and may be best known to the average consumer for its cookware and bakeware. In recent years, however, Corning has become an essential contributor to the tech space, as its glass products help make smartphones and other devices possible.
Now, the company's once-burdensome fiber-optics business has become the partner of choice for several companies focused on AI, thanks to the high-speed potential of photon-based data transfer over traditional methods. The resulting hype—including a major partnership with Meta Platforms Inc. (NASDAQ: META) valued at $6 billion to help outfit the latter company's data centers—has driven GLW shares up 152% over the last year.
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Investors may be wondering whether it's too late to buy into Corning. The recent earnings report, sustained institutional interest, and enthusiasm about the company's AI potential remain strong. On the other hand, recent insider sales have raised concerns for some investors—and may present an opportunity for others.
Is It Worth Waiting on Corning?
Corning's price-to-earnings (P/E) ratio is 72.6, near the highest level of the past year; it was even higher several months before spring 2025. The firm's price-to-earnings-growth (PEG) ratio and price-to-book ratio are 2.3 and 9.3, respectively, suggesting the recent rally has pushed the stock into richly valued territory.
Those metrics might make investors want to wait for a more attractive entry point. At the same time, several operational indicators suggest the business could continue to expand for the foreseeable future.
In Corning's Q4 earnings report, the company beat expectations on both earnings per share (EPS) at $0.72 and revenue, which rose 14% year-over-year (YOY) to $4.4 billion. Earnings grew 26% YOY, helping the company reach an operating margin of 20.2%—a key efficiency target hit a full year ahead of schedule.
That momentum, combined with the Meta deal, prompted management to increase its projected incremental annualized sales growth under its Springboard plan. Corning now expects $11 billion in incremental annualized sales by the end of 2028, up from a prior target of $8 billion.
Insider Sales and Market Sentiment
Over the past year, 14 Corning insiders have sold shares, while none have disclosed purchases. Insider sales accelerated through the end of 2025: the final quarter saw roughly $14 million in insider share exits. The first quarter of 2026 is on pace to outpace that figure—insiders have already sold about $11 million in GLW with several weeks still left in the quarter.
Meanwhile, retail investors have increased short interest in GLW by more than 8% in the past month, suggesting some market participants are becoming hesitant at current valuations. However, institutional interest remains strong: nearly 70% of shares are owned by institutions, and recent institutional inflows have significantly outpaced outflows.
In short, the market shows signs of both growing caution among some investors and sustained confidence from institutions that see Corning as a key AI supplier. Individual investors should note that institutional behavior can reflect different risk tolerances and time horizons than retail investors.
Wall Street analysts also reflect this mixed view—about two-thirds rate GLW shares a Buy, but the consensus price target is more than 13% below the current share price, indicating potential downside. That leaves investors to decide whether to buy a fast-rising AI-related name despite its valuation, or to wait for a more conservative entry point.
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