1,293 Shares of Monolithic Power Systems, Inc. $MPWR Bought by Soltis Investment Advisors LLC

Key Points

• Soltis Investment Advisors bought 1,293 shares of Monolithic Power Systems valued at approximately $1.74 million. Institutional investors and hedge funds collectively own 93.46% of the company.
• Monolithic Power Systems reported strong quarterly results, with EPS of $8.19 exceeding estimates and revenue rising 63.1% year over year to $1.20 billion, driven by enterprise-data and AI demand.
• Analyst sentiment remains positive: 14 analysts rate the stock a Buy and two rate it Hold, producing a “Moderate Buy” consensus and an average price target of $1,783.77 versus the reported $1,211.63 opening price.

Soltis Investment Advisors LLC bought a new position in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,293 shares of the semiconductor company's stock, valued at approximately $1,742,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. WestEnd Advisors LLC raised its position in shares of Monolithic Power Systems by 2,000.0% during the 3rd quarter. WestEnd Advisors LLC now owns 21 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 20 shares during the period. Transamerica Financial Advisors LLC bought a new stake in shares of Monolithic Power Systems in the 2nd quarter worth approximately $35,000. Danske Bank A S bought a new stake in shares of Monolithic Power Systems in the 2nd quarter worth approximately $36,000. Continuum Advisory LLC acquired a new position in Monolithic Power Systems during the 2nd quarter valued at approximately $43,000. Finally, GK Wealth Management LLC acquired a new position in Monolithic Power Systems during the 3rd quarter valued at approximately $43,000. 93.46% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Raymond James Financial restated an "outperform" rating on shares of Monolithic Power Systems in a research note on Wednesday, August 12th. TD Cowen reiterated a "buy" rating on shares of Monolithic Power Systems in a research note on Friday. Zacks Research downgraded shares of Monolithic Power Systems from a "strong-buy" rating to a "hold" rating in a report on Friday, October 2nd. Truist Financial boosted their price target on shares of Monolithic Power Systems from $1,889.00 to $1,906.00 and gave the company a "buy" rating in a report on Friday. Finally, Needham & Company LLC restated a "buy" rating on shares of Monolithic Power Systems in a research report on Friday. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $1,783.77.

Monolithic Power Systems Trading Up 1.1%

Shares of NASDAQ MPWR opened at $1,211.63 on Friday. The stock has a 50 day simple moving average of $1,274.70 and a 200-day simple moving average of $1,310.31. The company has a market cap of $59.54 billion, a PE ratio of 63.06 and a beta of 1.68. Monolithic Power Systems, Inc. has a 12-month low of $833.18 and a 12-month high of $1,714.09.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last issued its quarterly earnings data on Thursday, October 29th. The semiconductor company reported $8.19 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $7.79 by $0.40. Monolithic Power Systems had a return on equity of 25.29% and a net margin of 23.85%. The business had revenue of $1.20 billion during the quarter, compared to analyst estimates of $1.16 billion. During the same period in the prior year, the company posted $4.73 EPS. The business's revenue for the quarter was up 63.1% compared to the same quarter last year. Sell-side analysts forecast that Monolithic Power Systems, Inc. will post 23.95 earnings per share for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th were given a dividend of $2.00 per share. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Wednesday, September 30th. Monolithic Power Systems's payout ratio is 49.05%.

Key Stories Impacting Monolithic Power Systems

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

• Positive Sentiment: Strong Q3 results: Monolithic Power reported adjusted earnings of $8.19 per share and revenue of approximately $1.20 billion, exceeding consensus estimates of $7.79 per share and $1.16 billion. Revenue increased 63.1% year over year, while earnings rose 73.2%, reflecting powerful demand from enterprise data and artificial-intelligence customers. MPWR Q3 Earnings Surpass Estimates on Enterprise Data Strength
• Positive Sentiment: AI growth outlook improves: Management raised its 2026 enterprise-data growth outlook as AI-related demand accelerates. Capacity expansion and additional opportunities in communications and automotive could support continued revenue growth. The company also issued upbeat fourth-quarter guidance. MPWR Q3 Earnings Call Highlights AI Demand and Capacity Expansion
• Positive Sentiment: Analyst upgrades and targets: Rosenblatt Securities upgraded MPWR to “buy” and raised its target to $1,700 from $1,575. Truist Financial also maintained a “buy” rating and lifted its target to $1,906 from $1,889, signaling substantial expected upside based on the current quotation.
• Neutral Sentiment: Management changes: Tony Balow was appointed chief financial officer and Robert Dean chief accounting officer. The appointments may improve financial oversight, but leadership transitions can create near-term uncertainty. Monolithic Power Systems Announces CFO and CAO Appointments
• Negative Sentiment: Legal and fund-flow risks: Rosen Law Firm announced an investigation into potential fiduciary-duty breaches by MPWR directors and officers; no wrongdoing has been established. Separately, ETFs were reported as net sellers, which could add short-term selling pressure.

Insiders Place Their Bets

In related news, Director Kuo Wei Chang sold 50 shares of Monolithic Power Systems stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $1,281.57, for a total transaction of $64,078.50. Following the sale, the director directly owned 515 shares in the company, valued at $660,008.55. The trade was a 8.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Maurice Sciammas sold 30 shares of Monolithic Power Systems stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $1,343.94, for a total transaction of $40,318.20. Following the sale, the executive vice president owned 1,119 shares in the company, valued at approximately $1,503,868.86. This represents a 2.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 130 shares of company stock valued at $175,397 in the last quarter. 3.60% of the stock is currently owned by insiders.

Monolithic Power Systems Company Profile

Monolithic Power Systems, Inc NASDAQ: MPWR is a semiconductor company that designs, develops and markets high-performance power-management solutions. Its products help regulate, convert, distribute and control electrical power in electronic systems, supporting applications that require efficient and reliable power delivery.

The company's portfolio includes integrated circuits, power modules, battery-management products, motor drivers, LED drivers and related analog and mixed-signal semiconductor solutions.

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