Monolithic Power Systems, Inc. $MPWR Stock: ProShare Advisors LLC Raises Position

ProShare Advisors LLC grew its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 5.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 68,320 shares of the semiconductor company’s stock after buying an additional 3,720 shares during the period. ProShare Advisors LLC owned 0.14% of Monolithic Power Systems worth $92,042,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Vise Technologies Inc. boosted its stake in Monolithic Power Systems by 66.7% in the third quarter. Vise Technologies Inc. now owns 2,587 shares of the semiconductor company’s stock valued at $3,485,000 after acquiring an additional 1,035 shares in the last quarter. Moss Adams Wealth Advisors LLC increased its position in Monolithic Power Systems by 6.0% during the third quarter. Moss Adams Wealth Advisors LLC now owns 231 shares of the semiconductor company’s stock worth $312,000 after buying an additional 13 shares during the period. MGO One Seven LLC lifted its stake in Monolithic Power Systems by 4.1% in the third quarter. MGO One Seven LLC now owns 1,392 shares of the semiconductor company’s stock valued at $1,875,000 after buying an additional 55 shares during the last quarter. Greenup Street Wealth Management LLC grew its position in shares of Monolithic Power Systems by 127.1% during the third quarter. Greenup Street Wealth Management LLC now owns 3,688 shares of the semiconductor company’s stock worth $4,969,000 after acquiring an additional 2,064 shares during the last quarter. Finally, International Assets Investment Management LLC grew its position in shares of Monolithic Power Systems by 1,418.0% during the third quarter. International Assets Investment Management LLC now owns 4,038 shares of the semiconductor company’s stock worth $5,440,000 after acquiring an additional 3,772 shares during the last quarter. 93.46% of the stock is owned by hedge funds and other institutional investors.

Monolithic Power Systems News Roundup

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.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on MPWR shares. Wells Fargo & Company lowered their price objective on shares of Monolithic Power Systems from $1,800.00 to $1,550.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 20th. KeyCorp increased their target price on shares of Monolithic Power Systems from $2,000.00 to $2,100.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Weiss Ratings upgraded Monolithic Power Systems from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, October 8th. TD Cowen restated a “buy” rating on shares of Monolithic Power Systems in a research report on Friday. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Monolithic Power Systems in a research note on Wednesday, August 12th. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,783.77.

Monolithic Power Systems Stock Performance

NASDAQ MPWR opened at $1,211.63 on Monday. The business’s 50 day moving average is $1,274.70 and its two-hundred day moving average is $1,310.31. Monolithic Power Systems, Inc. has a 12-month low of $833.18 and a 12-month high of $1,714.09. The stock has a market capitalization of $59.54 billion, a price-to-earnings ratio of 66.90 and a beta of 1.68.

Monolithic Power Systems (NASDAQ:MPWR) last issued its earnings results on Thursday, October 29th. The semiconductor company reported $8.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.79 by $0.40. Monolithic Power Systems had a return on equity of 25.23% and a net margin of 23.85%. The business had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $1.16 billion. During the same period in the prior year, the business posted $4.73 EPS. The company’s revenue for the quarter was up 63.1% on a year-over-year basis. Equities analysts forecast that Monolithic Power Systems, Inc. will post 23.95 earnings per share for the current fiscal year.

Monolithic Power Systems Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th were given a dividend of $2.00 per share. This represents a $8.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Wednesday, September 30th. Monolithic Power Systems’s payout ratio is presently 44.17%.

Insider Buying and Selling at Monolithic Power Systems

In other news, Director Kuo Wei Chang sold 50 shares of the stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $1,281.57, for a total value of $64,078.50. Following the completion of the transaction, the director owned 515 shares in the company, valued at $660,008.55. This trade represents a 8.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 3.60% of the stock is currently owned by company insiders.

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.