Monolithic Power Systems, Inc. $MPWR Stock Position Increased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its position in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 74.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,033 shares of the semiconductor company’s stock after acquiring an additional 442 shares during the period. Concurrent Investment Advisors LLC’s holdings in Monolithic Power Systems were worth $936,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of MPWR. SJS Investment Consulting Inc. boosted its position in shares of Monolithic Power Systems by 2,700.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 28 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 27 shares in the last quarter. True Wealth Design LLC raised its holdings in shares of Monolithic Power Systems by 61.1% in the 3rd 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 bought a new stake in shares of Monolithic Power Systems in the 3rd quarter worth approximately $33,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in Monolithic Power Systems during the fourth quarter valued at approximately $34,000. Finally, IFP Advisors Inc lifted its stake in Monolithic Power Systems by 171.4% during the third quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 24 shares during the last quarter. Institutional investors own 93.46% of the company’s stock.

Key Monolithic Power Systems News

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

• Positive Sentiment: Q1 results beat consensus — revenue grew ~26% to about $804M and EPS topped estimates; management cited AI-driven enterprise data demand and strength in communications & networking. Zacks: Q1 Earnings Beat
• Positive Sentiment: Company issued strong Q2 revenue guidance (~$890M–$910M) well above Street estimates, which supports continued top-line momentum if execution holds. GlobeNewswire: Q1 Results & Guidance
• Positive Sentiment: Wall Street support: Wells Fargo raised its price target to $1,860 (overweight) and Needham to $1,750 (buy), reflecting further upside expectations from the beat/guidance. Benzinga: Wells Fargo Raise TickerReport: Needham Raise
• Positive Sentiment: Legal win: MPS prevailed in a patent suit in West Texas; the plaintiff agreed to pay MPS court costs — removes a legal overhang. GlobeNewswire: Patent Lawsuit Resolution
• Neutral Sentiment: Full Q1 earnings call transcript and investor materials are available for deeper read-through of channel dynamics and product-level commentary. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Cash-flow and insider activity are potential drags: third‑party coverage flagged a ~59% drop in operating cash flow, rising liabilities and extensive insider share sales by multiple executives — factors that can pressure sentiment and fuel profit‑taking. QuiverQuant: Financials & Insider Selling
• Negative Sentiment: Some analysts remain cautious or show lower targets (Rosenblatt revised its target to $1,575 with a neutral rating; other published targets still sit well below the recent surge), which can limit near-term upside if momentum fades. Benzinga: Analyst Notes AmericanBankingNews: Lower Target

Monolithic Power Systems Stock Down 1.9%

MPWR opened at $1,583.48 on Friday. The stock has a fifty day moving average of $1,228.53 and a 200-day moving average of $1,085.85. The firm has a market capitalization of $77.78 billion, a P/E ratio of 124.29, a PEG ratio of 4.09 and a beta of 1.74. Monolithic Power Systems, Inc. has a 12-month low of $608.96 and a 12-month high of $1,661.79.

Monolithic Power Systems (NASDAQ:MPWR) last issued its quarterly earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share for the quarter, beating analysts’ consensus estimates of $4.90 by $0.20. The business had revenue of $804.19 million for the quarter, compared to the consensus estimate of $781.93 million. Monolithic Power Systems had a return on equity of 19.82% and a net margin of 22.84%.Monolithic Power Systems’s revenue for the quarter was up 26.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.04 earnings per share. On average, analysts expect 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 paid a dividend of $2.00 per share. This is a boost from Monolithic Power Systems’s previous quarterly dividend of $1.56. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $8.00 annualized dividend and a yield of 0.5%. Monolithic Power Systems’s dividend payout ratio (DPR) is presently 62.79%.

Insider Activity at Monolithic Power Systems

In related news, Director Victor K. Lee sold 400 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the director directly owned 27,756 shares in the company, valued at approximately $33,644,712.96. This trade represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Maurice Sciammas sold 22,875 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were 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 directly owned 178,625 shares in the company, valued at $209,198,455. The trade was a 11.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 137,683 shares of company stock worth $158,138,447. Company insiders own 3.40% of the company’s stock.

Analysts Set New Price Targets

Several research firms have issued reports on MPWR. Rosenblatt Securities lifted their price target on shares of Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the stock a “neutral” rating in a research report on Friday. Oppenheimer set a $1,700.00 price objective on Monolithic Power Systems in a research report on Friday. TD Cowen raised their price objective on Monolithic Power Systems from $1,550.00 to $1,850.00 and gave the stock a “buy” rating in a research note on Friday. Stifel Nicolaus lifted their target price on Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, William Blair reaffirmed an “outperform” rating on shares of Monolithic Power Systems in a research report on Thursday, March 5th. Twelve equities research 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 has an average rating of “Moderate Buy” and a consensus price target of $1,599.17.

Monolithic Power Systems 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.