Needham & Company LLC Forecasts Strong Price Appreciation for Monolithic Power Systems (NASDAQ:MPWR) Stock

Monolithic Power Systems (NASDAQ:MPWR) had its price target boosted by equities research analysts at Needham & Company LLC from $1,300.00 to $1,750.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s target price would suggest a potential upside of 8.40% from the company’s current price.

Other equities analysts have also recently issued reports about the stock. Oppenheimer set a $1,700.00 target price on shares of Monolithic Power Systems in a research note on Friday. Zacks Research cut shares of Monolithic Power Systems from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 10th. Truist Financial raised their target price on shares of Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a “buy” rating in a research note on Friday, February 6th. KeyCorp raised their target price on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, Weiss Ratings cut shares of Monolithic Power Systems from a “buy (b-)” rating to a “hold (c)” rating in a research report on Monday, March 2nd. Twelve equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,353.83.

Monolithic Power Systems Stock Up 5.7%

NASDAQ MPWR opened at $1,614.41 on Friday. Monolithic Power Systems has a 12-month low of $594.84 and a 12-month high of $1,661.79. The company has a market capitalization of $79.30 billion, a PE ratio of 126.72, a price-to-earnings-growth ratio of 3.86 and a beta of 1.48. The firm’s 50 day moving average is $1,228.53 and its 200-day moving average is $1,085.85.

Monolithic Power Systems (NASDAQ:MPWR) last released its earnings results on Thursday, April 30th. The semiconductor company reported $5.10 earnings per share for the quarter, beating the consensus estimate of $4.89 by $0.21. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.33%. The business had revenue of $804.19 million during the quarter, compared to analysts’ expectations of $781.93 million. During the same period last year, the business earned $4.04 earnings per share. The firm’s revenue was up 26.1% on a year-over-year basis. As a group, sell-side analysts expect that Monolithic Power Systems will post 17.01 EPS for the current year.

Insider Activity

In other Monolithic Power Systems news, CFO Theodore Blegen sold 21,725 shares of Monolithic Power Systems stock in a transaction on Friday, February 6th. The shares were sold at an average price of $1,171.16, for a total transaction of $25,443,451.00. Following the completion of the transaction, the chief financial officer directly owned 82,353 shares of the company’s stock, valued at $96,448,539.48. The trade was a 20.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Maurice Sciammas sold 22,875 shares of Monolithic Power Systems stock in a transaction on Friday, February 6th. The stock was 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 of the company’s stock, valued at approximately $209,198,455. This trade represents a 11.35% 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. 3.40% of the stock is owned by company insiders.

Institutional Investors Weigh In On Monolithic Power Systems

Hedge funds and other institutional investors have recently modified their holdings of the company. SJS Investment Consulting Inc. lifted its holdings in shares of Monolithic Power Systems by 2,700.0% during the third quarter. SJS Investment Consulting Inc. now owns 28 shares of the semiconductor company’s stock worth $26,000 after buying an additional 27 shares in the last quarter. True Wealth Design LLC lifted its holdings in shares of Monolithic Power Systems by 61.1% during the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock worth $26,000 after buying an additional 11 shares in the last quarter. Salomon & Ludwin LLC acquired a new stake in shares of Monolithic Power Systems during the third quarter worth $33,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Monolithic Power Systems during the fourth quarter worth $34,000. Finally, IFP Advisors Inc lifted its holdings in shares of Monolithic Power Systems by 171.4% during the third quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock worth $35,000 after buying an additional 24 shares in the last quarter. Institutional investors and hedge funds 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 street estimates — Monolithic reported EPS of $5.10 and revenue of $804.2M (+26.1% YoY), both above consensus, showing broad top-line and margin strength for the quarter. Monolithic Power Systems Reports First Quarter Results
• Positive Sentiment: Management issued much stronger Q2 revenue guidance — the company guided Q2 revenue to roughly $890M–$910M versus a consensus near $818.6M, which materially exceeded expectations and is the main driver of the positive market reaction. Monolithic Power Systems pops as Q1 results, guidance blow past estimates
• Positive Sentiment: Earnings call commentary reinforced strength — the Q1 earnings call/transcript provided additional detail behind demand trends and the outlook that helped validate management’s upbeat guidance. Investors appear to be giving credence to management’s forward commentary. MPWR Q1 2026 Earnings Call Transcript
• Positive Sentiment: Patent litigation resolved in MPS’s favor — the company prevailed in a lawsuit brought by Bel Power Solutions, with Bel Power paying MPS’s court costs; removes a legal overhang. Monolithic Prevails in Patent Infringement Lawsuit
• Neutral Sentiment: Third‑party metric analysis — coverage pieces (Zacks/others) provide context on margins, YoY growth and comparisons to estimates that help investors parse quality of the beat; useful for modeling but not market-moving by itself. Here’s What Key Metrics Tell Us About Monolithic Q1 Earnings
• Negative Sentiment: Analyst target below current price — a brokerage note set a $1,260.08 target, which is meaningfully below recent levels and could cap upside if more firms publish conservative targets. Brokerages Set Monolithic Power Systems Target Price
• Negative Sentiment: Cash flow drop, rising liabilities and heavy insider selling — filings/coverage show operating cash from activities fell sharply and institutional/insider selling activity is notable; these raise questions about cash conversion and insider confidence despite strong earnings. Monolithic Stock Rises on Q1 2026 Earnings (Quiver)

Monolithic Power Systems Company 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.