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

Monolithic Power Systems (NASDAQ:MPWR) had its price target upped by Truist Financial from $1,805.00 to $1,889.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Truist Financial’s price target suggests a potential upside of 25.45% from the stock’s previous close.

Several other equities analysts have also recently weighed in on the stock. Citigroup reiterated a “buy” rating on shares of Monolithic Power Systems in a research note on Friday, May 1st. Weiss Ratings upgraded Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, June 12th. Oppenheimer set a $1,700.00 price objective on Monolithic Power Systems in a research report on Friday, May 1st. Wells Fargo & Company cut their target price on Monolithic Power Systems from $1,860.00 to $1,700.00 and set an “overweight” rating for the company in a research report on Monday, July 20th. Finally, KeyCorp upped their price target on Monolithic Power Systems from $2,000.00 to $2,100.00 and gave the stock an “overweight” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,696.73.

Monolithic Power Systems Stock Up 14.4%

Shares of MPWR opened at $1,505.74 on Friday. The firm has a 50 day moving average of $1,443.86 and a 200 day moving average of $1,313.49. Monolithic Power Systems has a twelve month low of $706.00 and a twelve month high of $1,714.09. The company has a market capitalization of $73.98 billion, a P/E ratio of 111.96 and a beta of 1.71.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings results on Thursday, July 30th. The semiconductor company reported $6.50 earnings per share for the quarter, topping the consensus estimate of $5.87 by $0.63. The firm had revenue of $980.64 million during the quarter, compared to analysts’ expectations of $903.30 million. Monolithic Power Systems had a return on equity of 19.58% and a net margin of 22.84%.The company’s revenue was up 47.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.21 earnings per share. On average, sell-side analysts expect that Monolithic Power Systems will post 20.2 EPS for the current year.

Insiders Place Their Bets

In other news, EVP Saria Tseng sold 7,565 shares of the firm’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $1,700.00, for a total value of $12,860,500.00. Following the completion of the sale, the executive vice president owned 144,218 shares of the company’s stock, valued at $245,170,600. This trade represents a 4.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Maurice Sciammas sold 12,000 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $1,561.40, for a total value of $18,736,800.00. Following the transaction, the executive vice president owned 166,644 shares in the company, valued at approximately $260,197,941.60. This trade represents a 6.72% 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. Insiders sold a total of 69,370 shares of company stock valued at $112,702,503 in the last three months. 3.60% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Monolithic Power Systems

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MPWR. Corient Private Wealth LLC boosted its holdings in Monolithic Power Systems by 3,719.6% in the fourth quarter. Corient Private Wealth LLC now owns 2,047,173 shares of the semiconductor company’s stock worth $1,855,476,000 after acquiring an additional 1,993,576 shares in the last quarter. Norges Bank acquired a new position in shares of Monolithic Power Systems during the fourth quarter valued at about $658,656,000. Royal Bank of Canada raised its position in shares of Monolithic Power Systems by 168.1% in the 1st quarter. Royal Bank of Canada now owns 473,368 shares of the semiconductor company’s stock valued at $517,557,000 after purchasing an additional 296,788 shares during the last quarter. Invesco Ltd. raised its position in shares of Monolithic Power Systems by 25.9% in the 4th quarter. Invesco Ltd. now owns 1,434,689 shares of the semiconductor company’s stock valued at $1,300,345,000 after purchasing an additional 295,556 shares during the last quarter. Finally, First Trust Advisors LP boosted its stake in Monolithic Power Systems by 56.6% in the 4th quarter. First Trust Advisors LP now owns 701,454 shares of the semiconductor company’s stock worth $635,770,000 after purchasing an additional 253,653 shares in the last quarter. 93.46% of the stock is currently owned by hedge funds and other institutional investors.

More Monolithic Power Systems News

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

• Positive Sentiment: Strong Q2 results: MPWR reported adjusted earnings of $6.50 per share versus the $5.87 consensus estimate, while revenue rose 47.6% year over year to $980.64 million, ahead of the $903.30 million forecast. Earnings also increased from $4.21 per share in the prior-year quarter. Monolithic Power Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Above-consensus outlook: Management guided third-quarter revenue to approximately $1.1 billion-$1.2 billion, substantially above the roughly $980 million analyst expectation. The outlook reinforces expectations for continued demand across the company’s power-management semiconductor business. Monolithic Power Systems Beats Expectations in Strong Q2
• Positive Sentiment: AI investment narrative strengthened: The earnings growth and lofty forward projections could support the view that MPWR is benefiting from rising power requirements for artificial intelligence infrastructure. The post-earnings reaction included a sharp increase in the stock price. Could Monolithic Power Systems’ Lofty Earnings Projections Reframe Its AI Investment Narrative?
• Neutral Sentiment: The earnings-call transcript and company webinar give investors additional detail on quarterly performance and the forward outlook, but the available reports do not identify a separate material catalyst beyond the results and guidance. Monolithic Power Systems Q2 2026 Earnings Call Transcript
• Negative Sentiment: Valuation risk: After a reported 195% run, commentary suggests MPWR may be fully priced. With a price-to-earnings ratio near 95 and shares well below their 52-week high, investors may demand continued exceptional growth to justify the valuation. Monolithic Power Systems Stock Looks Fully Priced Following Its 195% Run
• Negative Sentiment: A law firm is soliciting shareholders regarding alleged breaches of fiduciary duty by insiders. The notice is not proof of wrongdoing, but it introduces a potential legal and governance overhang. Shareholder Fiduciary-Duty Solicitation

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.