Comerica Bank Sells 3,589 Shares of Monolithic Power Systems, Inc. $MPWR

Key Points

• Comerica Bank trimmed its stake in Monolithic Power Systems by 32.9%, selling 3,589 shares and leaving it with 7,317 shares valued at about $6.63 million at quarter-end.
• Strong Q1 results and upbeat guidance: MPS reported $5.10 EPS (beat), revenue of $804.2M (up ~26% YoY) and raised Q2 revenue guidance to $890M–$910M, fueling an after‑hours rally.
• Significant insider selling has occurred recently — insiders sold 137,683 shares worth roughly $158.1M over the last three months, which investors may view as a caution despite the operational beat.

Comerica Bank lessened its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 32.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,317 shares of the semiconductor company's stock after selling 3,589 shares during the period. Comerica Bank's holdings in Monolithic Power Systems were worth $6,632,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of MPWR. Penserra Capital Management LLC lifted its holdings in shares of Monolithic Power Systems by 88.9% in the 3rd quarter. Penserra Capital Management LLC now owns 2,191 shares of the semiconductor company's stock valued at $2,016,000 after purchasing an additional 1,031 shares during the last quarter. AE Wealth Management LLC purchased a new stake in Monolithic Power Systems during the 3rd quarter valued at approximately $1,121,000. Candriam S.C.A. raised its stake in Monolithic Power Systems by 6.9% during the 3rd quarter. Candriam S.C.A. now owns 85,907 shares of the semiconductor company's stock valued at $79,089,000 after acquiring an additional 5,561 shares during the last quarter. Vanguard Group Inc. raised its stake in Monolithic Power Systems by 2.3% during the 3rd quarter. Vanguard Group Inc. now owns 6,074,033 shares of the semiconductor company's stock valued at $5,591,998,000 after acquiring an additional 134,087 shares during the last quarter. Finally, First Trust Advisors LP raised its stake in Monolithic Power Systems by 66.4% during the 3rd quarter. First Trust Advisors LP now owns 447,801 shares of the semiconductor company's stock valued at $412,263,000 after acquiring an additional 178,622 shares during the last quarter. Institutional investors own 93.46% of the company's stock.

Analysts Set New Price Targets

Several analysts have commented on MPWR shares. Needham & Company LLC upped their price objective on Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the company a "buy" rating in a research note on Friday, February 6th. Oppenheimer set a $1,700.00 price objective on Monolithic Power Systems in a research note on Friday. Rosenblatt Securities upped their price objective on Monolithic Power Systems from $950.00 to $1,000.00 and gave the company a "neutral" rating in a research note on Friday, February 6th. Citigroup upped their price objective on Monolithic Power Systems from $1,250.00 to $1,350.00 and gave the company a "buy" rating in a research note on Monday, February 9th. Finally, William Blair reaffirmed an "outperform" rating on shares of Monolithic Power Systems in a research note on Thursday, March 5th. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $1,268.42.

Monolithic Power Systems Trading Up 5.7%

NASDAQ MPWR opened at $1,614.41 on Friday. The business's 50 day moving average is $1,228.53 and its two-hundred day moving average is $1,085.85. Monolithic Power Systems, Inc. has a 12-month low of $594.84 and a 12-month high of $1,661.79. The stock has a market capitalization of $79.30 billion, a price-to-earnings ratio of 126.72, a PEG ratio of 3.86 and a beta of 1.48.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last released its earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.89 by $0.21. Monolithic Power Systems had a return on equity of 18.33% and a net margin of 22.07%.The company had revenue of $804.19 million for the quarter, compared to analysts' expectations of $781.93 million. During the same quarter in the previous year, the firm posted $4.04 EPS. The firm's quarterly revenue was up 26.1% on a year-over-year basis. Equities analysts forecast that Monolithic Power Systems, Inc. will post 17.01 earnings per share for the current fiscal year.

Monolithic Power Systems Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were given a dividend of $2.00 per share. This represents a $8.00 annualized dividend and a yield of 0.5%. The ex-dividend date was Tuesday, March 31st. This is a positive change from Monolithic Power Systems's previous quarterly dividend of $1.56. Monolithic Power Systems's payout ratio is presently 62.79%.

Key Monolithic Power Systems News

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

• Positive Sentiment: Q1 beat — MPS reported GAAP EPS of $5.10 that topped consensus and delivered revenue of roughly $804M, up ~26% year‑over‑year; margins and operating profit expanded, signaling healthy demand across its power‑semiconductor products. Monolithic Power (MPWR) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Strong forward revenue guide — management updated Q2 revenue guidance to $890M–$910M, well above the street consensus (~$818.6M), which is the primary driver of the after‑hours rally. Monolithic Power Systems pops as Q1 results, guidance blow past estimates
• Positive Sentiment: Legal win — MPS prevailed in a patent‑infringement case brought by Bel Power; the case was dismissed and Bel Power agreed to pay MPS’s court costs, removing a legal overhang. Monolithic Power Systems Prevails in Patent Infringement Lawsuit
• Neutral Sentiment: Analyst backdrop — Street sentiment remains generally positive (multiple Buy/Overweight ratings; median price target roughly $1,350), which supports the rally but also leaves room for profit‑taking at current levels. Monolithic Power Systems (MPWR) Stock Rises on Q1 2026 Earnings
• Neutral Sentiment: Conflicting third‑party data — some vendors reported different EPS or diluted‑EPS figures versus the company release; verify numbers from the company filing/press release before trading on minor discrepancies. Quiver earnings summary (includes third‑party data)
• Negative Sentiment: Cash‑flow weakening — operating cash flow fell sharply year‑over‑year (reported drop of ~59% to ~$105M) while liabilities increased; this may concern investors who focus on cash generation despite strong GAAP profits. Quiver earnings summary (cash‑flow details)
• Negative Sentiment: Heavy insider selling — filings show substantial insider share sales over recent months (multiple executives selling large blocks), which can be viewed negatively by some investors even if sales may be for diversification/liquidity. Quiver insider trading and institutional activity

Insider Activity at Monolithic Power Systems

In other Monolithic Power Systems news, EVP Maurice Sciammas sold 22,875 shares of the business's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $1,171.16, for a total transaction of $26,790,285.00. Following the transaction, the executive vice president owned 178,625 shares in the company, valued at approximately $209,198,455. The trade was a 11.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Deming Xiao sold 22,875 shares of the company's stock in a transaction that occurred on Friday, February 6th. The stock was 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 owned 235,932 shares in the company, valued at approximately $276,314,121.12. This represents a 8.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 137,683 shares of company stock worth $158,138,447 in the last three months. 3.40% of the stock is currently owned by corporate insiders.

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.

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