Monolithic Power Systems (NASDAQ:MPWR) Earns “Neutral” Rating from Rosenblatt Securities

Monolithic Power Systems (NASDAQ:MPWR)‘s stock had its “neutral” rating reiterated by stock analysts at Rosenblatt Securities in a report issued on Friday,Benzinga reports. They currently have a $1,575.00 price target on the semiconductor company’s stock. Rosenblatt Securities’ target price indicates a potential upside of 19.54% from the company’s current price.

A number of other brokerages have also issued reports on MPWR. Wells Fargo & Company cut their price target on Monolithic Power Systems from $1,860.00 to $1,700.00 and set an “overweight” rating for the company in a research note on Monday, July 20th. TD Cowen boosted their price objective on Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Citigroup reaffirmed a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, May 1st. Zacks Research upgraded Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research report on Thursday, June 18th. Finally, KeyCorp lifted their target price on Monolithic Power Systems from $2,000.00 to $2,100.00 and gave the company an “overweight” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Monolithic Power Systems presently has an average rating of “Moderate Buy” and a consensus target price of $1,689.09.

Monolithic Power Systems Price Performance

Shares of NASDAQ:MPWR opened at $1,317.56 on Friday. Monolithic Power Systems has a 1-year low of $706.00 and a 1-year high of $1,714.09. The company has a market capitalization of $64.73 billion, a P/E ratio of 94.99 and a beta of 1.71. The firm’s 50 day simple moving average is $1,443.86 and its two-hundred day simple moving average is $1,313.49.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings results on Thursday, July 30th. The semiconductor company reported $6.50 earnings per share for the quarter, topping analysts’ consensus estimates of $5.87 by $0.63. The business had revenue of $980.64 million during the quarter, compared to analyst estimates of $903.30 million. Monolithic Power Systems had a net margin of 22.84% and a return on equity of 19.58%. The company’s revenue was up 47.6% on a year-over-year basis. During the same period in the prior year, the business posted $4.21 earnings per share. On average, sell-side analysts anticipate that Monolithic Power Systems will post 20.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP Deming Xiao sold 30,000 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $1,654.55, for a total transaction of $49,636,500.00. Following the completion of the transaction, the executive vice president owned 205,959 shares in the company, valued at $340,769,463.45. This trade represents a 12.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Eugen J. Elmiger sold 12,000 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $1,584.96, for a total value of $19,019,520.00. Following the transaction, the director owned 5,402 shares of the company’s stock, valued at approximately $8,561,953.92. The trade was a 68.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 69,370 shares of company stock worth $112,702,503 in the last 90 days. 3.60% of the stock is owned by company insiders.

Institutional Investors Weigh In On Monolithic Power Systems

A number of hedge funds have recently made changes to their positions in the company. LCM Capital Management Inc bought a new position in Monolithic Power Systems during the second quarter valued at approximately $257,000. Left Brain Wealth Management LLC increased its stake in Monolithic Power Systems by 152.0% in the 2nd quarter. Left Brain Wealth Management LLC now owns 7,491 shares of the semiconductor company’s stock worth $10,355,000 after acquiring an additional 4,518 shares during the last quarter. Tokio Marine Asset Management Co. Ltd. raised its holdings in shares of Monolithic Power Systems by 1.3% during the 2nd quarter. Tokio Marine Asset Management Co. Ltd. now owns 1,952 shares of the semiconductor company’s stock worth $2,698,000 after acquiring an additional 25 shares in the last quarter. Catalyst Financial Partners LLC raised its holdings in shares of Monolithic Power Systems by 7.9% during the 2nd quarter. Catalyst Financial Partners LLC now owns 272 shares of the semiconductor company’s stock worth $376,000 after acquiring an additional 20 shares in the last quarter. Finally, Ethic Inc. boosted its position in shares of Monolithic Power Systems by 7.3% during the 2nd quarter. Ethic Inc. now owns 7,107 shares of the semiconductor company’s stock valued at $9,824,000 after acquiring an additional 482 shares during the last quarter. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Monolithic Power Systems

Here are the key news stories impacting Monolithic Power Systems this week:

• Positive Sentiment: Strong Q2 results: MPWR reported adjusted earnings of $6.50 per share versus the $5.87 consensus estimate, while revenue rose 47.6% year over year to $980.64 million, ahead of the $903.30 million forecast. Earnings also increased from $4.21 per share in the prior-year quarter. Monolithic Power Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Above-consensus outlook: Management guided third-quarter revenue to approximately $1.1 billion-$1.2 billion, substantially above the roughly $980 million analyst expectation. The outlook reinforces expectations for continued demand across the company’s power-management semiconductor business. Monolithic Power Systems Beats Expectations in Strong Q2
• Positive Sentiment: AI investment narrative strengthened: The earnings growth and lofty forward projections could support the view that MPWR is benefiting from rising power requirements for artificial intelligence infrastructure. The post-earnings reaction included a sharp increase in the stock price. Could Monolithic Power Systems’ Lofty Earnings Projections Reframe Its AI Investment Narrative?
• Neutral Sentiment: The earnings-call transcript and company webinar give investors additional detail on quarterly performance and the forward outlook, but the available reports do not identify a separate material catalyst beyond the results and guidance. Monolithic Power Systems Q2 2026 Earnings Call Transcript
• Negative Sentiment: Valuation risk: After a reported 195% run, commentary suggests MPWR may be fully priced. With a price-to-earnings ratio near 95 and shares well below their 52-week high, investors may demand continued exceptional growth to justify the valuation. Monolithic Power Systems Stock Looks Fully Priced Following Its 195% Run
• Negative Sentiment: A law firm is soliciting shareholders regarding alleged breaches of fiduciary duty by insiders. The notice is not proof of wrongdoing, but it introduces a potential legal and governance overhang. Shareholder Fiduciary-Duty Solicitation

About Monolithic Power Systems

Monolithic Power Systems (NASDAQ: MPWR) is a fabless semiconductor company that designs and supplies high-performance power management solutions for a broad range of electronic systems. Founded in 1997 and headquartered in Kirkland, Washington, the company focuses on analog and mixed-signal integrated circuits that convert, regulate and monitor electrical power with an emphasis on efficiency, integration and power density.

MPS’s product portfolio includes DC?DC switching regulators, power modules, power management ICs (PMICs), LED drivers, battery-management ICs, motor drivers, and AC?DC power solutions.