Wells Fargo & Company Issues Positive Forecast for Monolithic Power Systems (NASDAQ:MPWR) Stock Price

Key Points

• Wells Fargo raised its price target on MPWR from $1,650 to $1,860 and kept an overweight rating, implying about a 17.5% upside from the prior close.
• Q1 beat and stronger guidance: MPWR reported $5.10 EPS and $804M revenue (up ~26% YoY) and raised Q2 revenue guidance to roughly $890–$910M, fueling analyst upgrades and momentum.
• Potential risks include sizable recent insider selling (137,683 shares worth roughly $158M over 90 days) and a roughly 59% YoY decline in operating cash flow, which could pressure near‑term sentiment.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) had its price target upped by equities research analysts at Wells Fargo & Company from $1,650.00 to $1,860.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an "overweight" rating on the semiconductor company's stock. Wells Fargo & Company's target price suggests a potential upside of 17.49% from the stock's previous close.

MPWR has been the subject of a number of other research reports. William Blair reiterated an "outperform" rating on shares of Monolithic Power Systems in a research report on Thursday, March 5th. Needham & Company LLC increased their target price on shares of Monolithic Power Systems from $1,300.00 to $1,750.00 and gave the company a "buy" rating in a research report on Friday. Citigroup restated a "buy" rating on shares of Monolithic Power Systems in a research report on Friday. Truist Financial raised their price objective on shares of Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a "buy" rating in a research report on Friday, February 6th. Finally, Oppenheimer set a $1,700.00 price objective on shares of Monolithic Power Systems in a research report on Friday. 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.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $1,515.08.

Monolithic Power Systems Trading Down 1.9%

MPWR traded down $31.35 on Friday, reaching $1,583.06. The company had a trading volume of 348,315 shares, compared to its average volume of 595,981. The company has a fifty day moving average of $1,228.53 and a 200-day moving average of $1,085.85. The company has a market capitalization of $77.76 billion, a P/E ratio of 124.11, a PEG ratio of 3.86 and a beta of 1.48. Monolithic Power Systems has a one year low of $608.96 and a one year high of $1,661.79.

Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last announced its earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.89 by $0.21. The firm had revenue of $804.19 million during the quarter, compared to analyst estimates of $781.93 million. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.33%. Monolithic Power Systems's revenue was up 26.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.04 EPS. Research analysts predict that Monolithic Power Systems will post 17.01 EPS for the current year.

Insider Buying and Selling

In other Monolithic Power Systems news, EVP Saria Tseng sold 25,674 shares of the firm's stock in a transaction dated Monday, March 30th. The shares were sold at an average price of $1,010.50, for a total value of $25,943,577.00. Following the completion of the transaction, the executive vice president directly owned 174,982 shares in the company, valued at $176,819,311. This trade represents a 12.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Victor K. Lee sold 400 shares of the firm's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $1,212.16, for a total transaction of $484,864.00. Following the completion of the transaction, the director owned 27,756 shares of the company's stock, valued at approximately $33,644,712.96. The trade was a 1.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 137,683 shares of company stock valued at $158,138,447. Company insiders own 3.40% of the company's stock.

Institutional Trading of Monolithic Power Systems

A number of hedge funds have recently made changes to their positions in MPWR. SJS Investment Consulting Inc. lifted its position in shares of Monolithic Power Systems by 2,700.0% in the third quarter. SJS Investment Consulting Inc. now owns 28 shares of the semiconductor company's stock worth $26,000 after purchasing an additional 27 shares in the last quarter. True Wealth Design LLC lifted its position in shares of Monolithic Power Systems by 61.1% in the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company's stock worth $26,000 after purchasing an additional 11 shares in the last quarter. Salomon & Ludwin LLC purchased a new stake in shares of Monolithic Power Systems in the third quarter worth approximately $33,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Monolithic Power Systems in the fourth quarter worth approximately $34,000. Finally, IFP Advisors Inc lifted its position 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 purchasing an additional 24 shares in the last quarter. 93.46% of the stock is owned by hedge funds and other institutional investors.

Monolithic Power Systems News Summary

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

• Positive Sentiment: Q1 results beat consensus: revenue ~$804M (+26% YoY) and GAAP EPS above estimates, with improved margins and operating profit growth — a core catalyst for the move higher. MPWR beats Q1 estimates (Zacks)
• Positive Sentiment: Company raised Q2 revenue guidance (~$890–$910M) well above Street expectations, signaling continued demand strength and driving investor optimism. Guidance blows past estimates (MSN)
• Positive Sentiment: Needham upgraded MPWR to a Buy and raised its price target to $1,750, providing additional analyst momentum and a meaningful upside signal to the market. Needham raises PT to $1,750 (TickerReport)
• Positive Sentiment: Legal risk reduced: MPS prevailed in a patent suit brought by Bel Power Solutions, with the case dismissed and Bel Power paying MPS court costs — removes a potential overhang. Patent suit resolved in MPS favor (GlobeNewswire)
• Neutral Sentiment: Rosenblatt raised its price target to $1,575 but maintained a Neutral rating, signaling mixed analyst views despite higher target. Rosenblatt raises PT to $1,575 (Benzinga)
• Neutral Sentiment: Full earnings call transcript and management remarks are available for detail on demand drivers and channel trends — useful for parsing sustainability of the beat. Q1 call transcript (Seeking Alpha)
• Neutral Sentiment: Some brokers’ median/consensus targets remain below current levels (recent aggregated target cited around ~$1,260), indicating there is still a range of analyst expectations. Brokerages set target ~$1,260 (American Banking News)
• Negative Sentiment: Operating cash flow weakened materially (reported decline ~59% YoY in cash from operations), which investors should watch for sustainability and working-capital dynamics. Cash flow decline flagged (Quiver)
• Negative Sentiment: Extensive insider selling has been reported over recent months, which can be interpreted as a governance/near-term sentiment risk by some market participants. Insider selling reported (Quiver)

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.

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