2,064 Monolithic Power Systems, Inc. $MPWR Shares Purchased by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC raised its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 127.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,688 shares of the semiconductor company’s stock after purchasing an additional 2,064 shares during the period. Monolithic Power Systems accounts for about 0.6% of Greenup Street Wealth Management LLC’s holdings, making the stock its 28th biggest position. Greenup Street Wealth Management LLC’s holdings in Monolithic Power Systems were worth $4,969,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. International Assets Investment Management LLC lifted its position in Monolithic Power Systems by 1,418.0% in the third quarter. International Assets Investment Management LLC now owns 4,038 shares of the semiconductor company’s stock valued at $5,440,000 after acquiring an additional 3,772 shares during the last quarter. Partners Wealth Management LLC acquired a new position in Monolithic Power Systems in the third quarter valued at $332,000. Soltis Investment Advisors LLC purchased a new position in shares of Monolithic Power Systems during the third quarter worth about $1,742,000. Harbour Trust & Investment Management Co grew its holdings in shares of Monolithic Power Systems by 13.5% during the third quarter. Harbour Trust & Investment Management Co now owns 5,390 shares of the semiconductor company’s stock worth $7,262,000 after purchasing an additional 640 shares during the last quarter. Finally, Choreo LLC grew its holdings in shares of Monolithic Power Systems by 14.9% during the third quarter. Choreo LLC now owns 1,415 shares of the semiconductor company’s stock worth $1,907,000 after purchasing an additional 184 shares during the last quarter. Institutional investors and hedge funds own 93.46% of the company’s stock.

Monolithic Power Systems Stock Performance

NASDAQ MPWR opened at $1,211.63 on Friday. The firm has a market cap of $59.54 billion, a PE ratio of 66.90 and a beta of 1.68. Monolithic Power Systems, Inc. has a one year low of $833.18 and a one year high of $1,714.09. The firm’s fifty day moving average is $1,274.70 and its two-hundred day moving average is $1,310.31.

Monolithic Power Systems (NASDAQ:MPWR) last announced its earnings results on Thursday, October 29th. The semiconductor company reported $8.19 EPS for the quarter, beating analysts’ consensus estimates of $7.79 by $0.40. Monolithic Power Systems had a net margin of 23.85% and a return on equity of 25.29%. The business had revenue of $1.20 billion during the quarter, compared to analysts’ expectations of $1.16 billion. During the same period in the prior year, the company earned $4.73 earnings per share. The business’s revenue was up 63.1% compared to the same quarter last year. Research analysts predict that Monolithic Power Systems, Inc. will post 23.95 earnings per share for the current year.

Monolithic Power Systems Announces Dividend

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

Monolithic Power Systems News Summary

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.

Insider Activity at Monolithic Power Systems

In other Monolithic Power Systems news, Director Kuo Wei Chang sold 50 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $1,281.57, for a total transaction of $64,078.50. Following the completion of the sale, the director directly owned 515 shares of the company’s stock, valued at approximately $660,008.55. This trade represents a 8.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Maurice Sciammas sold 30 shares of Monolithic Power Systems stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $1,343.94, for a total value of $40,318.20. Following the completion of the transaction, the executive vice president owned 1,119 shares in the company, valued at $1,503,868.86. This trade represents a 2.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 130 shares of company stock valued at $175,397. 3.60% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

MPWR has been the topic of a number of research analyst reports. KeyCorp lifted their target price on Monolithic Power Systems from $2,000.00 to $2,100.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Weiss Ratings raised Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 8th. Needham & Company LLC reaffirmed a “buy” rating on shares of Monolithic Power Systems in a research report on Friday. TD Cowen reaffirmed a “buy” rating on shares of Monolithic Power Systems in a research report on Friday. Finally, Wall Street Zen upgraded Monolithic Power Systems from a “hold” rating to a “buy” rating in a research note on Sunday, October 25th. Fourteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,783.77.

Monolithic Power Systems 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.