Monolithic Power Systems (NASDAQ:MPWR) Upgraded at Zacks Research

Zacks Research upgraded shares of Monolithic Power Systems (NASDAQ:MPWR) from a hold rating to a strong-buy rating in a research report report published on Tuesday,Zacks.com reports.

A number of other equities analysts have also recently commented on the company. Truist Financial raised their target price on Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a “buy” rating in a report on Friday, February 6th. Needham & Company LLC increased their price target on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. TD Cowen restated a “buy” rating on shares of Monolithic Power Systems in a report on Friday, October 31st. Citigroup raised their price target on shares of Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the company a “buy” rating in a research report on Monday. Finally, Oppenheimer reissued an “outperform” rating and set a $1,300.00 target price on shares of Monolithic Power Systems in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, Monolithic Power Systems has a consensus rating of “Buy” and a consensus price target of $1,218.42.

Monolithic Power Systems Stock Performance

Monolithic Power Systems stock opened at $1,155.93 on Tuesday. The company’s 50 day simple moving average is $1,022.64 and its 200-day simple moving average is $945.45. Monolithic Power Systems has a 1 year low of $438.86 and a 1 year high of $1,250.00. The company has a market capitalization of $55.38 billion, a price-to-earnings ratio of 90.73, a price-to-earnings-growth ratio of 3.03 and a beta of 1.45.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share for the quarter, topping analysts’ consensus estimates of $4.74 by $0.05. The firm had revenue of $751.16 million during the quarter, compared to analysts’ expectations of $741.69 million. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.09%. The firm’s quarterly revenue was up 20.8% on a year-over-year basis. During the same quarter last year, the company posted $4.09 EPS. Equities analysts expect that Monolithic Power Systems will post 13.2 earnings per share for the current year.

Monolithic Power Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be paid a $2.00 dividend. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Tuesday, March 31st. Monolithic Power Systems’s payout ratio is 48.98%.

Insider Buying and Selling at Monolithic Power Systems

In other Monolithic Power Systems news, EVP Saria Tseng sold 22,875 shares of the company’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total value of $26,790,285.00. Following the completion of the transaction, the executive vice president owned 200,626 shares in the company, valued at $234,965,146.16. This represents a 10.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Deming Xiao sold 22,875 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 $26,790,285.00. Following the completion of the sale, the executive vice president directly owned 235,932 shares of the company’s stock, valued at $276,314,121.12. The trade was a 8.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 160,726 shares of company stock worth $170,024,209. 3.40% of the stock is owned by insiders.

Institutional Investors Weigh In On Monolithic Power Systems

Several hedge funds have recently modified their holdings of MPWR. Brighton Jones LLC raised its position in Monolithic Power Systems by 46.0% during the 4th quarter. Brighton Jones LLC now owns 635 shares of the semiconductor company’s stock worth $376,000 after buying an additional 200 shares during the last quarter. Empowered Funds LLC raised its holdings in Monolithic Power Systems by 3.1% during the first 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 in the last quarter. Apollon Wealth Management LLC raised its holdings in Monolithic Power Systems by 9.9% during the second quarter. Apollon Wealth Management LLC now owns 889 shares of the semiconductor company’s stock worth $650,000 after purchasing an additional 80 shares in the last quarter. Concurrent Investment Advisors LLC lifted its position in Monolithic Power Systems by 23.2% in the second quarter. Concurrent Investment Advisors LLC now owns 590 shares of the semiconductor company’s stock valued at $431,000 after purchasing an additional 111 shares during the period. Finally, MGO One Seven LLC boosted its holdings in Monolithic Power Systems by 53.2% in the 2nd quarter. MGO One Seven LLC now owns 651 shares of the semiconductor company’s stock valued at $476,000 after purchasing an additional 226 shares in the last quarter. 93.46% of the stock is owned by institutional investors and hedge funds.

Monolithic Power Systems News Summary

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

• Positive Sentiment: Q4 results and outlook beat — MPWR reported revenue and EPS above consensus, management signaled book‑to‑bill >1 with backlog into Q3 2026 and highlighted strengthening data‑center demand, supporting multi‑quarter growth expectations. Q4 earnings / call
• Positive Sentiment: Dividend raised — the company increased the quarterly dividend from $1.56 to $2.00 (annualized $8.00), signaling confidence in cash flow and returning cash to shareholders. Dividend announcement
• Positive Sentiment: Analyst upgrades and momentum calls — Zacks upgraded MPWR to a strong‑buy and several firms lifted price targets, while earnings estimate revisions have trended higher, which can support further buying interest. Zacks coverage
• Neutral Sentiment: Momentum / growth profiles highlighted by media — multiple outlets profile MPWR as a top growth/momentum pick, which can attract retail and momentum flows but also increase volatility. MSN growth story
• Neutral Sentiment: Valuation debate — coverage notes the stock has run sharply and now trades at premium multiples; expectations are baked in for continued execution, making shares sensitive to any miss. Valuation analysis
• Negative Sentiment: Clustered insider selling — recent filings show multiple senior insiders sold shares (including CFO Theodore Blegen’s 21,725‑share sale and other EVP/director sales). Large, near‑simultaneous insider exits often weigh on sentiment even if routine or for tax/diversification reasons. SEC/filing links: CFO filing Director filing

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.