Monolithic Power Systems (NASDAQ:MPWR) Stock Lifted to Buy by Rosenblatt Securities

Rosenblatt Securities upgraded shares of Monolithic Power Systems (NASDAQ:MPWR) from a neutral rating to a buy rating in a report published on Friday, Marketbeat Ratings reports. They currently have $1,700.00 price objective on the semiconductor company’s stock, up from their prior price objective of $1,575.00.

A number of other brokerages have also recently commented on MPWR. KeyCorp lifted their price objective on Monolithic Power Systems from $2,000.00 to $2,100.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Needham & Company LLC raised their price objective on Monolithic Power Systems from $1,750.00 to $2,000.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. TD Cowen reduced their target price on Monolithic Power Systems from $1,850.00 to $1,700.00 and set a “buy” rating on the stock in a report on Monday, October 19th. Weiss Ratings upgraded Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, October 8th. Finally, Truist Financial boosted their price objective on Monolithic Power Systems from $1,805.00 to $1,889.00 and gave the company a “buy” rating in a research report on Friday, July 31st. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,783.77.

Monolithic Power Systems Price Performance

Shares of NASDAQ MPWR opened at $1,211.63 on Friday. The company’s 50 day simple moving average is $1,274.70 and its 200 day simple moving average is $1,310.31. Monolithic Power Systems has a fifty-two week low of $833.18 and a fifty-two week high of $1,714.09. The firm has a market capitalization of $59.54 billion, a P/E ratio of 63.06 and a beta of 1.68.

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

Monolithic Power Systems Dividend Announcement

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

Insider Buying and Selling

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

Institutional Investors Weigh In On Monolithic Power Systems

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Royal Fund Management LLC raised its holdings in Monolithic Power Systems by 2.7% in the 1st quarter. Royal Fund Management LLC now owns 264 shares of the semiconductor company’s stock worth $289,000 after purchasing an additional 7 shares during the period. Eastern Bank raised its stake in shares of Monolithic Power Systems by 8.0% in the third quarter. Eastern Bank now owns 108 shares of the semiconductor company’s stock worth $146,000 after buying an additional 8 shares during the period. Avidian Wealth Enterprises LLC lifted its position in shares of Monolithic Power Systems by 4.5% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 185 shares of the semiconductor company’s stock valued at $250,000 after buying an additional 8 shares in the last quarter. Worthington Financial Partners LLC grew its stake in shares of Monolithic Power Systems by 0.6% during the 3rd quarter. Worthington Financial Partners LLC now owns 1,622 shares of the semiconductor company’s stock valued at $2,185,000 after acquiring an additional 9 shares during the period. Finally, First Bank & Trust raised its stake in Monolithic Power Systems by 3.7% during the 3rd quarter. First Bank & Trust now owns 254 shares of the semiconductor company’s stock worth $342,000 after acquiring an additional 9 shares during the period. 93.46% of the stock is owned by institutional investors.

Key Stories Impacting Monolithic Power Systems

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.

About Monolithic Power Systems

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.