Monolithic Power Systems (NASDAQ:MPWR) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Key Points

• Rosenblatt Securities raised its price target on MPWR from $1,000 to $1,575 but kept a "neutral" rating, a target that still implies roughly a 2.4% downside versus the current share price (~$1,614).
• Monolithic beat Q1 estimates with EPS $5.10 (vs. $4.89) and revenue $804.2M (+26.1% YoY), and management guided Q2 revenue to roughly $890–$910M, which materially exceeded consensus and drove positive market reaction.
• Despite strong results, there are cautionary signals: insiders sold a total of 137,683 shares (~$158M) last quarter and filings note weaker operating cash flow and rising liabilities; the consensus from analysts remains a "Moderate Buy" with an average target of about $1,353.83.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) had its price target upped by analysts at Rosenblatt Securities from $1,000.00 to $1,575.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has a "neutral" rating on the semiconductor company's stock. Rosenblatt Securities' price target would indicate a potential downside of 2.44% from the stock's current price.

MPWR has been the topic of several other reports. Wells Fargo & Company lifted their price target on shares of Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the stock an "overweight" rating in a research note on Friday, February 6th. Weiss Ratings lowered shares of Monolithic Power Systems from a "buy (b-)" rating to a "hold (c)" rating in a research note on Monday, March 2nd. Zacks Research lowered shares of Monolithic Power Systems from a "strong-buy" rating to a "hold" rating in a research note on Friday, April 10th. KeyCorp lifted their price objective on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the company an "overweight" rating in a research note on Friday, February 6th. Finally, Oppenheimer set a $1,700.00 price objective on shares of Monolithic Power Systems in a research note on Friday. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $1,353.83.

Monolithic Power Systems Price Performance

Shares of NASDAQ:MPWR opened at $1,614.41 on Friday. The company's fifty day moving average price is $1,228.53 and its 200 day moving average price is $1,085.85. Monolithic Power Systems has a 12 month low of $594.84 and a 12 month high of $1,661.79. The firm has a market capitalization of $79.30 billion, a P/E ratio of 126.72, a P/E/G ratio of 3.86 and a beta of 1.48.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 EPS for the quarter, topping the consensus estimate of $4.89 by $0.21. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.33%. The firm had revenue of $804.19 million for the quarter, compared to analyst estimates of $781.93 million. During the same period last year, the business earned $4.04 EPS. Monolithic Power Systems's revenue for the quarter was up 26.1% compared to the same quarter last year. On average, sell-side analysts anticipate that Monolithic Power Systems will post 17.01 EPS for the current year.

Insider Buying and Selling

In other news, Director Victor K. Lee sold 400 shares of the business's stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $1,212.16, for a total transaction of $484,864.00. Following the transaction, the director directly owned 27,756 shares in the company, valued at $33,644,712.96. The trade was a 1.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Maurice Sciammas sold 22,875 shares of the business's stock in a transaction dated 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. This trade represents a 11.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 137,683 shares of company stock valued at $158,138,447 in the last quarter. Corporate insiders own 3.40% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in MPWR. Brighton Jones LLC increased its stake in shares of Monolithic Power Systems by 46.0% during the fourth quarter. Brighton Jones LLC now owns 635 shares of the semiconductor company's stock worth $376,000 after acquiring an additional 200 shares during the period. Empowered Funds LLC increased its stake in shares of 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 acquiring an additional 161 shares during the period. NewEdge Advisors LLC increased its stake in shares of Monolithic Power Systems by 3.5% during the second quarter. NewEdge Advisors LLC now owns 9,383 shares of the semiconductor company's stock worth $6,863,000 after acquiring an additional 314 shares during the period. Treasurer of the State of North Carolina increased its stake in shares of Monolithic Power Systems by 35.2% during the second quarter. Treasurer of the State of North Carolina now owns 35,789 shares of the semiconductor company's stock worth $26,175,000 after acquiring an additional 9,315 shares during the period. Finally, Globeflex Capital L P acquired a new position in shares of Monolithic Power Systems during the second quarter worth about $347,000. 93.46% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Monolithic Power Systems

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

• Positive Sentiment: Q1 results beat street estimates — Monolithic reported EPS of $5.10 and revenue of $804.2M (+26.1% YoY), both above consensus, showing broad top-line and margin strength for the quarter. Monolithic Power Systems Reports First Quarter Results
• Positive Sentiment: Management issued much stronger Q2 revenue guidance — the company guided Q2 revenue to roughly $890M–$910M versus a consensus near $818.6M, which materially exceeded expectations and is the main driver of the positive market reaction. Monolithic Power Systems pops as Q1 results, guidance blow past estimates
• Positive Sentiment: Earnings call commentary reinforced strength — the Q1 earnings call/transcript provided additional detail behind demand trends and the outlook that helped validate management’s upbeat guidance. Investors appear to be giving credence to management’s forward commentary. MPWR Q1 2026 Earnings Call Transcript
• Positive Sentiment: Patent litigation resolved in MPS’s favor — the company prevailed in a lawsuit brought by Bel Power Solutions, with Bel Power paying MPS’s court costs; removes a legal overhang. Monolithic Prevails in Patent Infringement Lawsuit
• Neutral Sentiment: Third‑party metric analysis — coverage pieces (Zacks/others) provide context on margins, YoY growth and comparisons to estimates that help investors parse quality of the beat; useful for modeling but not market-moving by itself. Here's What Key Metrics Tell Us About Monolithic Q1 Earnings
• Negative Sentiment: Analyst target below current price — a brokerage note set a $1,260.08 target, which is meaningfully below recent levels and could cap upside if more firms publish conservative targets. Brokerages Set Monolithic Power Systems Target Price
• Negative Sentiment: Cash flow drop, rising liabilities and heavy insider selling — filings/coverage show operating cash from activities fell sharply and institutional/insider selling activity is notable; these raise questions about cash conversion and insider confidence despite strong earnings. Monolithic Stock Rises on Q1 2026 Earnings (Quiver)

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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