Key Points
- Maurice Sciammas, EVP, sold 200 shares on Feb. 11 at an average price of $1,179.97 for $235,994, cutting his holding to 1,299 shares (a 13.34% decline); he also executed much larger sales earlier (e.g., Feb. 6 sale of 22,875 shares for ~$26.79M).
- Monolithic Power beat Q4 estimates (EPS $4.79 vs. $4.74; revenue $751.2M, up 20.8% YoY) and raised its quarterly dividend from $1.56 to $2.00 (annualized $8.00, ~0.7% yield).
- Analysts have lifted price targets and the stock carries a consensus "Buy" (consensus target ≈ $1,218), but recent clustered insider selling has introduced negative sentiment despite strong results and upgrades.
Monolithic Power Systems, Inc. (NASDAQ:MPWR - Get Free Report) EVP Maurice Sciammas sold 200 shares of Monolithic Power Systems stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $1,179.97, for a total value of $235,994.00. Following the completion of the sale, the executive vice president directly owned 1,299 shares in the company, valued at approximately $1,532,781.03. This represents a 13.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link.
Maurice Sciammas also recently made the following trade(s):
- On Friday, February 6th, Maurice Sciammas sold 22,875 shares of Monolithic Power Systems stock. The shares were sold at an average price of $1,171.16, for a total value of $26,790,285.00.
- On Monday, November 24th, Maurice Sciammas sold 3,976 shares of Monolithic Power Systems stock. The stock was sold at an average price of $895.23, for a total value of $3,559,434.48.
- On Wednesday, November 19th, Maurice Sciammas sold 7,034 shares of Monolithic Power Systems stock. The shares were sold at an average price of $870.21, for a total value of $6,121,057.14.
- On Wednesday, November 19th, Maurice Sciammas sold 27,966 shares of Monolithic Power Systems stock. The stock was sold at an average price of $881.66, for a total transaction of $24,656,503.56.
Monolithic Power Systems Price Performance
Shares of MPWR opened at $1,155.93 on Friday. The company has a market cap of $55.38 billion, a PE ratio of 90.73, a price-to-earnings-growth ratio of 3.03 and a beta of 1.45. The firm has a 50-day moving average of $1,022.64 and a 200-day moving average of $945.45. Monolithic Power Systems, Inc. has a one year low of $438.86 and a one year high of $1,250.00.
Monolithic Power Systems (NASDAQ:MPWR - Get Free Report) last issued its earnings results on Thursday, February 5th. The semiconductor company reported $4.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.74 by $0.05. Monolithic Power Systems had a net margin of 22.07% and a return on equity of 18.09%. The business had revenue of $751.16 million during the quarter, compared to the consensus estimate of $741.69 million. During the same period last year, the business posted $4.09 EPS. Monolithic Power Systems's revenue was up 20.8% on a year-over-year basis. Analysts expect that Monolithic Power Systems, Inc. will post 13.2 earnings per share for the current year.
Monolithic Power Systems Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a $2.00 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $8.00 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Monolithic Power Systems's previous quarterly dividend of $1.56. Monolithic Power Systems's payout ratio is currently 48.98%.
Analysts Set New Price Targets
MPWR has been the topic of several research reports. Wells Fargo & Company upped their price target on shares of Monolithic Power Systems from $1,200.00 to $1,350.00 and gave the company an "overweight" rating in a research note on Friday, February 6th. Oppenheimer reissued an "outperform" rating and issued a $1,300.00 price objective on shares of Monolithic Power Systems in a report on Thursday, January 29th. Needham & Company LLC increased their target price on shares of Monolithic Power Systems from $1,250.00 to $1,300.00 and gave the stock a "buy" rating in a research report on Friday, February 6th. Truist Financial lifted their price target on shares of Monolithic Power Systems from $1,375.00 to $1,396.00 and gave the company a "buy" rating in a research report on Friday, February 6th. Finally, TD Cowen reissued a "buy" rating on shares of Monolithic Power Systems in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and a consensus target price of $1,218.42.
Read Our Latest Analysis on MPWR
Key Monolithic Power Systems News
Here are the key news stories impacting Monolithic Power Systems this week:
- Positive Sentiment: Q4 results and outlook beat — MPWR reported revenue and EPS above consensus, management signaled book‑to‑bill >1 with backlog into Q3 2026 and highlighted strengthening data‑center demand, supporting multi‑quarter growth expectations. Q4 earnings / call
- Positive Sentiment: Dividend raised — the company increased the quarterly dividend from $1.56 to $2.00 (annualized $8.00), signaling confidence in cash flow and returning cash to shareholders. Dividend announcement
- Positive Sentiment: Analyst upgrades and momentum calls — Zacks upgraded MPWR to a strong‑buy and several firms lifted price targets, while earnings estimate revisions have trended higher, which can support further buying interest. Zacks coverage
- Neutral Sentiment: Momentum / growth profiles highlighted by media — multiple outlets profile MPWR as a top growth/momentum pick, which can attract retail and momentum flows but also increase volatility. MSN growth story
- Neutral Sentiment: Valuation debate — coverage notes the stock has run sharply and now trades at premium multiples; expectations are baked in for continued execution, making shares sensitive to any miss. Valuation analysis
- Negative Sentiment: Clustered insider selling — recent filings show multiple senior insiders sold shares (including CFO Theodore Blegen’s 21,725‑share sale and other EVP/director sales). Large, near‑simultaneous insider exits often weigh on sentiment even if routine or for tax/diversification reasons. SEC/filing links: CFO filing Director filing
Institutional Inflows and Outflows
A number of hedge funds have recently added to or reduced their stakes in the company. Quadrant Capital Group LLC lifted its stake in Monolithic Power Systems by 1.1% during the fourth quarter. Quadrant Capital Group LLC now owns 1,418 shares of the semiconductor company's stock worth $1,285,000 after purchasing an additional 15 shares during the last quarter. Hollencrest Capital Management acquired a new position in shares of Monolithic Power Systems during the 4th quarter worth $222,000. Federation des caisses Desjardins du Quebec raised its holdings in shares of Monolithic Power Systems by 1.1% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 6,537 shares of the semiconductor company's stock worth $5,925,000 after buying an additional 71 shares in the last quarter. Brooklyn Investment Group lifted its position in shares of Monolithic Power Systems by 22.1% during the 4th quarter. Brooklyn Investment Group now owns 3,010 shares of the semiconductor company's stock worth $2,799,000 after buying an additional 544 shares during the last quarter. Finally, Cibc World Markets Corp acquired a new stake in Monolithic Power Systems in the fourth quarter valued at about $28,388,000. 93.46% of the stock is owned by institutional investors.
About Monolithic Power Systems
(
Get Free Report)
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.
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