Research Analysts Set Expectations for MPWR Q2 Earnings

Monolithic Power Systems, Inc. (NASDAQ:MPWR) – Analysts at KeyCorp issued their Q2 2026 EPS estimates for shares of Monolithic Power Systems in a report released on Monday, July 13th. KeyCorp analyst J. Vinh expects that the semiconductor company will earn $4.92 per share for the quarter. KeyCorp currently has a “Overweight” rating and a $2,000.00 target price on the stock. The consensus estimate for Monolithic Power Systems’ current full-year earnings is $20.13 per share. KeyCorp also issued estimates for Monolithic Power Systems’ Q3 2026 earnings at $5.61 EPS and FY2026 earnings at $21.05 EPS.

Other analysts have also issued research reports about the company. Citigroup restated a “buy” rating on shares of Monolithic Power Systems in a report on Friday, May 1st. Oppenheimer set a $1,700.00 price objective on shares of Monolithic Power Systems in a research report on Friday, May 1st. TD Cowen increased their target price on shares of Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Zacks Research upgraded shares of Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 18th. Finally, Weiss Ratings upgraded shares of Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, June 12th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,599.17.

Monolithic Power Systems Price Performance

NASDAQ:MPWR opened at $1,352.66 on Thursday. The firm has a market capitalization of $66.46 billion, a price-to-earnings ratio of 97.52, a PEG ratio of 2.46 and a beta of 1.71. The business has a 50 day simple moving average of $1,497.32 and a 200-day simple moving average of $1,283.48. Monolithic Power Systems has a 1 year low of $686.87 and a 1 year high of $1,714.09.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 EPS for the quarter, topping the consensus estimate of $4.90 by $0.20. Monolithic Power Systems had a return on equity of 19.58% and a net margin of 22.84%.The company had revenue of $804.19 million during the quarter, compared to analyst estimates of $781.93 million. During the same quarter last year, the business posted $4.04 earnings per share. The firm’s revenue was up 26.1% on a year-over-year basis.

Hedge Funds Weigh In On Monolithic Power Systems

Institutional investors have recently modified their holdings of the stock. Brighton Jones LLC boosted its holdings in shares of Monolithic Power Systems by 46.0% in the fourth quarter. Brighton Jones LLC now owns 635 shares of the semiconductor company’s stock valued at $376,000 after purchasing an additional 200 shares during the period. Empowered Funds LLC increased its holdings in Monolithic Power Systems by 3.1% during the 1st quarter. Empowered Funds LLC now owns 5,325 shares of the semiconductor company’s stock worth $3,088,000 after purchasing an additional 161 shares during the period. NewEdge Advisors LLC raised its position in Monolithic Power Systems by 3.5% during the 2nd quarter. NewEdge Advisors LLC now owns 9,383 shares of the semiconductor company’s stock valued at $6,863,000 after purchasing an additional 314 shares in the last quarter. Treasurer of the State of North Carolina raised its position in Monolithic Power Systems by 35.2% during the 2nd quarter. Treasurer of the State of North Carolina now owns 35,789 shares of the semiconductor company’s stock valued at $26,175,000 after purchasing an additional 9,315 shares in the last quarter. Finally, Globeflex Capital L P purchased a new stake in shares of Monolithic Power Systems in the 2nd quarter worth $347,000. 93.46% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Maurice Sciammas sold 30 shares of Monolithic Power Systems stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $1,351.61, for a total transaction of $40,548.30. Following the completion of the sale, the executive vice president owned 1,149 shares in the company, valued at $1,552,999.89. This trade represents a 2.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Eugen J. Elmiger sold 12,000 shares of the business’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $1,584.96, for a total transaction of $19,019,520.00. Following the completion of the sale, the director directly owned 5,402 shares of the company’s stock, valued at approximately $8,561,953.92. This trade represents a 68.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 69,370 shares of company stock valued at $112,702,503. Insiders own 3.60% of the company’s stock.

Monolithic Power Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were given a dividend of $2.00 per share. This represents a $8.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 30th. Monolithic Power Systems’s dividend payout ratio (DPR) is 57.68%.

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.