Monolithic Power Systems (NASDAQ:MPWR) Upgraded to Strong-Buy at Zacks Research

Monolithic Power Systems (NASDAQ:MPWR) was upgraded by Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Tuesday,Zacks.com reports.

Other equities analysts have also recently issued research reports about the company. Wells Fargo & Company lifted their price target on Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. KeyCorp lifted their price objective on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Needham & Company LLC increased their target price on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a “buy” rating in a report on Friday, February 6th. Rosenblatt Securities lifted their price target on Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Monolithic Power Systems in a research report on Friday, December 26th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, Monolithic Power Systems has a consensus rating of “Buy” and a consensus price target of $1,218.42.

Monolithic Power Systems Trading Up 4.8%

Shares of Monolithic Power Systems stock opened at $1,196.73 on Tuesday. Monolithic Power Systems has a 52 week low of $438.86 and a 52 week high of $1,250.00. The stock has a market cap of $57.33 billion, a PE ratio of 93.93, a price-to-earnings-growth ratio of 2.91 and a beta of 1.45. The company’s 50-day moving average price is $1,018.57 and its two-hundred day moving average price is $943.98.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, topping analysts’ consensus estimates of $4.74 by $0.05. The business had revenue of $751.16 million for the quarter, compared to the consensus estimate of $741.69 million. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.09%. The business’s revenue for the quarter was up 20.8% on a year-over-year basis. During the same period in the previous year, the firm earned $4.09 EPS. On average, equities analysts predict that Monolithic Power Systems will post 13.2 EPS for the current fiscal year.

Insider Transactions at Monolithic Power Systems

In related news, Director Victor K. Lee sold 400 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $1,212.16, for a total value of $484,864.00. Following the completion of the sale, the director directly owned 27,756 shares in the company, valued at approximately $33,644,712.96. The trade was a 1.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Theodore Blegen sold 21,725 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total value of $25,443,451.00. Following the transaction, the chief financial officer owned 82,353 shares in the company, valued at approximately $96,448,539.48. This trade represents a 20.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 160,526 shares of company stock valued at $169,788,215 in the last three months. 3.40% of the stock is currently owned by company insiders.

Institutional Trading of Monolithic Power Systems

Large investors have recently modified their holdings of the company. SJS Investment Consulting Inc. lifted its position in Monolithic Power Systems by 2,700.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 28 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 27 shares during the last quarter. True Wealth Design LLC lifted its position in shares of Monolithic Power Systems by 61.1% during the 3rd quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 11 shares during the last quarter. Salomon & Ludwin LLC bought a new stake in Monolithic Power Systems during the 3rd quarter valued at approximately $33,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in Monolithic Power Systems in the 4th quarter worth approximately $34,000. Finally, IFP Advisors Inc lifted its holdings in shares of Monolithic Power Systems by 171.4% during the third quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock worth $35,000 after buying an additional 24 shares during the last quarter. 93.46% of the stock is owned by institutional investors.

Monolithic Power Systems News Summary

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

• Positive Sentiment: Q4 results and outlook beat expectations — revenue and EPS topped estimates, management raised near‑term revenue guidance and said book‑to‑bill was well above 1 with backlog into Q3 2026, supporting multi‑quarter growth expectations. Read More.
• Positive Sentiment: Dividend raised — company increased its quarterly dividend from $1.56 to $2.00 (ann. $8.00), signaling stronger cash return to investors and confidence in cash flow. Read More.
• Positive Sentiment: Analyst/upside momentum — several firms raised price targets (examples include Wells Fargo, Truist, Stifel) and MPWR made Zacks’ Rank #1 momentum list, adding buy‑side conviction and supporting near‑term demand. Read More.
• Neutral Sentiment: Valuation debate — coverage notes the stock has run sharply (large YTD/12‑month gains) and now trades at a premium multiple; some analysts see limited upside vs. others projecting further gains, increasing sensitivity to execution. Read More.
• Negative Sentiment: Cluster of insider sales — four senior executives disclosed sales on Feb. 6 totaling roughly ~90k shares (~$100M+ at the sale price), each materially reducing holdings; large, near‑simultaneous insider selling can pressure sentiment even if for diversification or tax planning. Read More.

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.