Soltis Investment Advisors LLC Buys New Position in Monolithic Power Systems, Inc. $MPWR

Soltis Investment Advisors LLC bought a new position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,293 shares of the semiconductor company’s stock, valued at approximately $1,742,000.

Other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new position in Monolithic Power Systems during the 2nd quarter valued at $7,727,289,000. State Street Corp raised its stake in shares of Monolithic Power Systems by 4.3% in the 2nd quarter. State Street Corp now owns 2,282,186 shares of the semiconductor company’s stock worth $3,159,219,000 after buying an additional 93,732 shares in the last quarter. Van ECK Associates Corp raised its stake in shares of Monolithic Power Systems by 42.3% in the 2nd quarter. Van ECK Associates Corp now owns 746,237 shares of the semiconductor company’s stock worth $1,031,568,000 after buying an additional 221,666 shares in the last quarter. Bank of America Corp DE bought a new stake in shares of Monolithic Power Systems in the 2nd quarter worth $741,271,000. Finally, Royal Bank of Canada lifted its holdings in shares of Monolithic Power Systems by 168.1% in the first quarter. Royal Bank of Canada now owns 473,368 shares of the semiconductor company’s stock valued at $517,557,000 after buying an additional 296,788 shares during the period. 93.46% of the stock is currently owned by institutional investors and hedge funds.

Monolithic Power Systems Stock Performance

Shares of NASDAQ:MPWR opened at $1,211.63 on Friday. The stock has a market capitalization of $59.54 billion, a price-to-earnings ratio of 63.06 and a beta of 1.68. Monolithic Power Systems, Inc. has a 1-year low of $833.18 and a 1-year high of $1,714.09. The company has a 50 day moving average price of $1,274.70 and a 200 day moving average price of $1,310.31.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings results on Thursday, October 29th. The semiconductor company reported $8.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.79 by $0.40. Monolithic Power Systems had a return on equity of 25.29% and a net margin of 23.85%. The company had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.16 billion. During the same quarter in the prior year, the company earned $4.73 earnings per share. The firm’s revenue was up 63.1% on a year-over-year basis. On average, sell-side analysts expect that Monolithic Power Systems, Inc. will post 23.95 EPS for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Investors of record on Wednesday, September 30th were issued a $2.00 dividend. This represents a $8.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Wednesday, September 30th. Monolithic Power Systems’s payout ratio is presently 49.05%.

Insiders Place Their Bets

In related news, EVP Maurice Sciammas sold 30 shares of Monolithic Power Systems stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $1,343.94, for a total value of $40,318.20. Following the transaction, the executive vice president directly owned 1,119 shares in the company, valued at $1,503,868.86. The trade was a 2.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kuo Wei Chang sold 50 shares of the business’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $1,281.57, for a total value of $64,078.50. Following the sale, the director directly owned 515 shares in the company, valued at $660,008.55. This trade represents a 8.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 130 shares of company stock worth $175,397 over the last 90 days. Insiders own 3.60% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Raymond James Financial reaffirmed an “outperform” rating on shares of Monolithic Power Systems in a research note on Wednesday, August 12th. Oppenheimer lowered their target price on Monolithic Power Systems from $1,700.00 to $1,500.00 and set an “outperform” rating on the stock in a report on Friday, October 23rd. Needham & Company LLC reiterated a “buy” rating on shares of Monolithic Power Systems in a research report on Friday. Wells Fargo & Company cut their price target on shares of Monolithic Power Systems from $1,800.00 to $1,550.00 and set an “overweight” rating for the company in a report on Tuesday, October 20th. Finally, Wall Street Zen upgraded shares of Monolithic Power Systems from a “hold” rating to a “buy” rating in a research report on Sunday, October 25th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,783.77.

Key Monolithic Power Systems News

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

• Positive Sentiment: Strong Q3 results: Monolithic Power reported adjusted earnings of $8.19 per share and revenue of approximately $1.20 billion, exceeding consensus estimates of $7.79 per share and $1.16 billion. Revenue increased 63.1% year over year, while earnings rose 73.2%, reflecting powerful demand from enterprise data and artificial-intelligence customers. MPWR Q3 Earnings Surpass Estimates on Enterprise Data Strength
• Positive Sentiment: AI growth outlook improves: Management raised its 2026 enterprise-data growth outlook as AI-related demand accelerates. Capacity expansion and additional opportunities in communications and automotive could support continued revenue growth. The company also issued upbeat fourth-quarter guidance. MPWR Q3 Earnings Call Highlights AI Demand and Capacity Expansion
• Positive Sentiment: Analyst upgrades and targets: Rosenblatt Securities upgraded MPWR to “buy” and raised its target to $1,700 from $1,575. Truist Financial also maintained a “buy” rating and lifted its target to $1,906 from $1,889, signaling substantial expected upside based on the current quotation.
• Neutral Sentiment: Management changes: Tony Balow was appointed chief financial officer and Robert Dean chief accounting officer. The appointments may improve financial oversight, but leadership transitions can create near-term uncertainty. Monolithic Power Systems Announces CFO and CAO Appointments
• Negative Sentiment: Legal and fund-flow risks: Rosen Law Firm announced an investigation into potential fiduciary-duty breaches by MPWR directors and officers; no wrongdoing has been established. Separately, ETFs were reported as net sellers, which could add short-term selling pressure.

Monolithic Power Systems Profile

Monolithic Power Systems, Inc (NASDAQ: MPWR) is a semiconductor company that designs, develops and markets high-performance power-management solutions. Its products help regulate, convert, distribute and control electrical power in electronic systems, supporting applications that require efficient and reliable power delivery.

The company’s portfolio includes integrated circuits, power modules, battery-management products, motor drivers, LED drivers and related analog and mixed-signal semiconductor solutions.