Q2 Earnings Estimate for MPWR Issued By KeyCorp

Monolithic Power Systems, Inc. (NASDAQ:MPWR) – Equities research analysts at KeyCorp issued their Q2 2026 earnings per share (EPS) estimates for Monolithic Power Systems in a report issued on Monday, July 13th. KeyCorp analyst J. Vinh forecasts that the semiconductor company will post earnings per share of $4.92 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 $20.26 per share. KeyCorp also issued estimates for Monolithic Power Systems’ Q3 2026 earnings at $5.61 EPS and FY2026 earnings at $21.05 EPS.

A number of other brokerages have also weighed in on MPWR. Zacks Research raised Monolithic Power Systems from a “hold” rating to a “strong-buy” rating in a research report on Thursday, June 18th. Wells Fargo & Company increased their price objective on shares of Monolithic Power Systems from $1,650.00 to $1,860.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Rosenblatt Securities increased their price objective on shares of Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Citigroup restated a “buy” rating on shares of Monolithic Power Systems in a report on Friday, May 1st. Finally, Truist Financial set a $1,805.00 target price on shares of Monolithic Power Systems in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,599.17.

Monolithic Power Systems Trading Up 0.5%

MPWR stock opened at $1,312.00 on Thursday. The stock has a market capitalization of $64.46 billion, a PE ratio of 94.59, a price-to-earnings-growth ratio of 2.32 and a beta of 1.71. Monolithic Power Systems has a 12-month low of $702.32 and a 12-month high of $1,714.09. The stock’s 50 day simple moving average is $1,486.13 and its 200 day simple moving average is $1,286.19.

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

Hedge Funds Weigh In On Monolithic Power Systems

Institutional investors have recently bought and sold shares of the stock. Thurston Springer Miller Herd & Titak Inc. bought a new stake in Monolithic Power Systems during the fourth quarter valued at about $34,000. IFP Advisors Inc boosted its stake in shares of Monolithic Power Systems by 171.4% in the third quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock worth $35,000 after acquiring an additional 24 shares during the period. Covestor Ltd boosted its stake in shares of Monolithic Power Systems by 29.0% in the fourth quarter. Covestor Ltd now owns 40 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 9 shares during the period. Sunbelt Securities Inc. grew its position in shares of Monolithic Power Systems by 233.3% during the first quarter. Sunbelt Securities Inc. now owns 40 shares of the semiconductor company’s stock worth $44,000 after purchasing an additional 28 shares in the last quarter. Finally, Greenline Wealth Management LLC purchased a new stake in shares of Monolithic Power Systems during the fourth quarter worth about $38,000. 93.46% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, EVP Maurice Sciammas sold 12,000 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $1,561.40, for a total transaction of $18,736,800.00. Following the completion of the sale, the executive vice president directly owned 166,644 shares in the company, valued at approximately $260,197,941.60. The trade was a 6.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed 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 company’s stock in a transaction that occurred on 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 sale, the director directly owned 5,402 shares of the company’s stock, valued at approximately $8,561,953.92. This represents a 68.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 69,370 shares of company stock valued at $112,702,503 in the last 90 days. 3.60% of the stock is owned by insiders.

Monolithic Power Systems Dividend Announcement

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

Key Stories Impacting Monolithic Power Systems

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

• Positive Sentiment: KeyCorp reiterated an Overweight rating on Monolithic Power Systems and set a $2,000 price target, signaling confidence in the semiconductor company’s long-term growth prospects.
• Positive Sentiment: The firm’s new forecasts call for strong earnings growth, including FY2026 EPS of $21.05 versus the current consensus of $20.23, and FY2027 EPS of $29.54, suggesting analysts see room for continued outperformance.
• Positive Sentiment: KeyCorp also raised quarterly estimates across 2026 and 2027, with EPS projected to climb from $4.92 in Q2 2026 to $8.61 in Q4 2027, reinforcing expectations for sustained profit expansion.
• Positive Sentiment: Separately, coverage commentary noted Monolithic Power Systems has a history of beating earnings estimates, which could keep investor sentiment constructive ahead of the next report. Will Monolithic (MPWR) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Brokerage sentiment remains broadly supportive, with the stock carrying an average rating of Moderate Buy from analysts.

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.