Stifel Nicolaus Forecasts Strong Price Appreciation for Monolithic Power Systems (NASDAQ:MPWR) Stock

Monolithic Power Systems (NASDAQ:MPWR) had its price target upped by analysts at Stifel Nicolaus from $1,250.00 to $1,300.00 in a research note issued to investors on Wednesday, Marketbeat Ratings reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ target price points to a potential upside of 12.46% from the stock’s previous close.

Several other analysts have also weighed in on MPWR. Truist Financial raised their price objective on Monolithic Power Systems from $1,163.00 to $1,375.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Wolfe Research set a $1,200.00 target price on shares of Monolithic Power Systems and gave the stock an “outperform” rating in a report on Tuesday, October 14th. KeyCorp lifted their price target on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Monolithic Power Systems in a research report on Friday, December 26th. Finally, Rosenblatt Securities raised their target price on shares of Monolithic Power Systems from $800.00 to $950.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $1,152.08.

Monolithic Power Systems Trading Up 1.7%

Shares of Monolithic Power Systems stock opened at $1,155.99 on Wednesday. The company has a market cap of $55.38 billion, a PE ratio of 29.52, a price-to-earnings-growth ratio of 3.19 and a beta of 1.45. The company has a 50 day moving average of $998.38 and a 200-day moving average of $929.21. Monolithic Power Systems has a 1-year low of $438.86 and a 1-year high of $1,226.30.

Monolithic Power Systems (NASDAQ:MPWR) last announced its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 EPS for the quarter, beating the consensus estimate of $4.74 by $0.05. Monolithic Power Systems had a net margin of 71.22% and a return on equity of 18.37%. The business had revenue of $751.16 million during the quarter, compared to the consensus estimate of $741.69 million. During the same period in the previous year, the business earned $4.09 earnings per share. The company’s revenue was up 20.8% on a year-over-year basis. Research analysts forecast that Monolithic Power Systems will post 13.2 earnings per share for the current year.

Insider Activity at Monolithic Power Systems

In related news, Director Kuo Wei Herbert Chang sold 100 shares of the business’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $896.97, for a total value of $89,697.00. Following the sale, the director owned 426 shares of the company’s stock, valued at $382,109.22. The trade was a 19.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Theodore Blegen sold 3,000 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $908.21, for a total value of $2,724,630.00. Following the transaction, the chief financial officer directly owned 71,332 shares of the company’s stock, valued at approximately $64,784,435.72. This represents a 4.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 69,776 shares of company stock valued at $63,489,045 in the last quarter. Insiders own 3.40% of the company’s stock.

Institutional Trading of Monolithic Power Systems

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Monolithic Power Systems by 46.0% in the 4th 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 last quarter. Empowered Funds LLC lifted its holdings in Monolithic Power Systems by 3.1% in the first quarter. Empowered Funds LLC now owns 5,325 shares of the semiconductor company’s stock valued at $3,088,000 after buying an additional 161 shares during the period. Truist Financial Corp boosted its position in Monolithic Power Systems by 1.5% during the second quarter. Truist Financial Corp now owns 4,731 shares of the semiconductor company’s stock valued at $3,460,000 after acquiring an additional 68 shares during the last quarter. 111 Capital acquired a new stake in Monolithic Power Systems during the 2nd quarter worth about $202,000. Finally, Checchi Capital Advisers LLC acquired a new stake in Monolithic Power Systems during the 2nd quarter worth about $248,000. Institutional investors and hedge funds own 93.46% of the company’s stock.

Trending Headlines about Monolithic Power Systems

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

• Positive Sentiment: Reported Q4 results showed revenue up ~20.8% to ~$751M and headline EPS of $4.79, topping consensus — evidence of continued top‑line strength in data‑center/AI and auto end markets. Zacks: Q4 beat
• Positive Sentiment: Q1 revenue guidance of $770–$790M is above Street consensus, implying revenue acceleration into the quarter and giving investors forward visibility. GlobeNewswire: results & guidance
• Positive Sentiment: Board raised the quarterly cash dividend from $1.56 to $2.00 — a significant increase that signals strong cash flow and shareholder returns. GlobeNewswire: dividend increase
• Positive Sentiment: Analyst support remains strong — Stifel and others have raised targets (Stifel to $1,300) and the consensus remains mostly buy-rated, which helps sustain momentum. The Fly / Stifel PT raise
• Neutral Sentiment: Company published earnings commentary and is hosting a Q&A webinar — useful for detail on margins, product mix and the cadence of AI/auto demand but neutral until new color is disclosed. GlobeNewswire: earnings commentary
• Neutral Sentiment: Company announced a CFO transition (Bernie Blegen to retire after filing the 2025 Form 10‑K); succession timing and successor details will determine investor reaction. GlobeNewswire: CFO transition
• Negative Sentiment: CFO Theodore Blegen sold 3,000 shares (~$3.4M) in early February; insider sales can create short‑term selling pressure or raise questions for some investors. SEC filing: insider sale
• Negative Sentiment: A third‑party summary (QuiverQuant) reported a conflicting, much lower EPS figure on a GAAP basis and flagged large historical insider selling — that discrepancy warrants watching (clarify GAAP vs non‑GAAP in the call). QuiverQuant: EPS discrepancy & insider activity

Monolithic Power Systems Company Profile

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.