JPMorgan Chase & Co. Acquires 6,503 Shares of Monolithic Power Systems, Inc. $MPWR
JPMorgan Chase & Co. increased its stake in Monolithic Power Systems, Inc. by 0.8% in the third quarter, acquiring an additional 6,503 shares. Other institutional investors also adjusted their positions in the semiconductor company. Monolithic Power Systems recently announced strong earnings and increased its quarterly dividend, while some insiders have sold shares.
From Aerospace to AI: 3 Names Supercharging Dividends
Aerospace giant GE Aerospace, power chip company Monolithic Power Systems (MPWR), and data center REIT Equinix (EQIX) are significantly increasing their dividends, with hikes ranging from 10% to 31%. These increases are supported by strong business fundamentals, including surging orders for GE Aerospace, a higher growth outlook in MPWR's data center segment, and a rebound in bookings for Equinix, largely driven by AI deployments. These moves highlight accelerating dividend growth paired with improving business indicators across these sectors.
Lumentum stock drops after insider sales — what to know before the next session
Lumentum Holdings Inc. (LITE) shares dropped 3.6% to close at $562.74 after a volatile week, marked by insider sales from an executive and a director. The stock's recent decline is drawing attention, especially as it has been a high-beta bet on data-center optics. Investors will be closely watching for market reactions and any new filings when U.S. markets reopen on Tuesday after the Presidents Day holiday.
KeyBanc raises Monolithic Power Systems (MPWR) price target on record quarterly revenue
KeyBanc has increased its price target for Monolithic Power Systems (MPWR) to $850, up from $770, while maintaining an Overweight rating. This positive adjustment follows MPWR's impressive fourth-quarter 2023 results, which saw double-digit year-over-year revenue growth across multiple segments and record quarterly revenue. KeyBanc anticipates continued strong performance into 2024, driven by ongoing market share gains in the AI accelerator sector.
KeyBanc Raises Monolithic Power Systems (MPWR) Price Target on Record Quarterly Revenue
KeyBanc has increased its price target for Monolithic Power Systems (MPWR) to $1,500 from $1,300, maintaining an Overweight rating following strong fourth-quarter results and first-quarter forecasts. The company reported a record quarterly revenue of $751.2 million, exceeding expectations, primarily driven by momentum in its Data Center division. KeyBanc also noted that MPWR raised its 2026 Enterprise Data growth expectation to over 50%.
Argus upgrades Freeport-McMoRan stock rating to Buy on copper demand
Argus has upgraded its rating for Freeport-McMoRan (NYSE:FCX) from Hold to Buy, setting a price target of $72, citing the mining company's strengthened balance sheet and anticipated strong demand for copper. The firm expects Freeport-McMoRan to benefit from increased electrification, AI build-out, and energy transition initiatives. This upgrade follows a period of higher highs and higher lows for FCX shares since November 2025 and solid fourth-quarter 2025 earnings that surpassed expectations.
Lender to Market Maker: The New U.S. Government Critical Minerals Playbook
The U.S. government has significantly evolved its approach to critical minerals, moving beyond traditional loan guarantees to a multi-instrument playbook that includes direct equity investments, quasi-equity, and market-shaping tools like strategic stockpiles and price floors. This strategy aims to strengthen domestic and allied supply chains, counter adversarial trade practices, and crowd in private capital by improving revenue visibility and risk-sharing. The article details how these new tools are designed to accelerate investment and project execution in strategic sectors, with critical minerals serving as a proving ground for this broader industrial finance architecture.
KeyBanc Raises Monolithic Power Systems (MPWR) Price Target on Record Quarterly Revenue
KeyBanc has increased its price target for Monolithic Power Systems (MPWR) to $1,500 from $1,300, maintaining an Overweight rating, following strong fourth-quarter results that exceeded revenue expectations. The company reported a record quarterly revenue of $751.2 million, driven by significant year-over-year growth in its Data Center division. Monolithic Power Systems has also raised its 2026 Enterprise Data growth expectation from 35% to over 50% due to strong market demand.
Earnings Estimates Moving Higher for Monolithic (MPWR): Time to Buy?
Monolithic Power (MPWR) is showing solid improvement in earnings estimates, leading to a strong Zacks Rank #2 (Buy) and significant short-term price momentum. Analysts are increasingly optimistic about its earnings prospects, with consensus estimates for the current quarter and full year moving considerably higher. This positive trend in revisions, combined with the stock's recent performance, suggests it could be a good investment opportunity.
Here's How Much a $1000 Investment in Monolithic Power Made 10 Years Ago Would Be Worth Today
A $1000 investment in Monolithic Power (MPWR) ten years ago would now be worth $21,271.42, representing a 2,027.14% gain, significantly outperforming the S&P 500 and gold during the same period. The company, which designs high-performance power solutions, benefits from a robust product portfolio and a fabless business model that lowers fixed costs. Despite challenges in the cyclical semiconductor industry, analysts anticipate further upside for MPWR.
The Top 5 Analyst Questions From Monolithic Power Systems's Q4 Earnings Call
Monolithic Power Systems (MPWR) reported a strong Q4, exceeding revenue and profit estimates due to robust demand in enterprise data, communications, and automotive markets. The article highlights key analyst questions from the earnings call, focusing on market segment trends, AI power share, automotive drivers, and gross margin dynamics. Management's responses indicate optimism for continued growth, driven by new AI data center solutions and an expanded automotive product lineup.
Monolithic Power Systems (NASDAQ:MPWR) Is Paying Out A Larger Dividend Than Last Year
Monolithic Power Systems (NASDAQ:MPWR) has announced an increased dividend of $2.00, payable on April 15th, representing 0.7% of its current stock price. The company has a strong track record of dividend growth, with a compound annual growth rate of approximately 26% since 2016, and its dividends are well-covered by both earnings and cash flow. Analysts forecast a significant rise in earnings per share, suggesting the dividend is sustainable and the company has solid potential as an income stock.
Insider Sell: Victor Lee Sells Shares of Monolithic Power Systems Inc
Victor Lee, a Director at Monolithic Power Systems Inc (MPWR), sold 400 shares of the company on February 9, 2026, reducing his holding to 27,756 shares. This transaction is part of a pattern where Lee has sold 2,000 shares over the past year with no purchases, contributing to a total of 41 insider sells against 0 buys for MPWR in the same period. The stock is currently trading at $1,212.16, making it significantly overvalued with a price-to-GF-Value ratio of 1.39, and has a P/E ratio of 93.93, which is higher than both the industry and company historical medians.
Top Analyst Reports for Eli Lilly, Marriott & Fortinet
This article presents the latest research reports from Zacks on 16 major stocks, including Eli Lilly (LLY), Marriott International (MAR), and Fortinet (FTNT), along with two micro-cap stocks, GSI Technology (GSIT) and Kewaunee Scientific (KEQU). It highlights the performance, key drivers, and challenges for each company based on their recent quarterly results and market positions. The reports offer insights into growth prospects and potential headwinds for these diverse companies across pharmaceuticals, hospitality, cybersecurity, and specialized technology sectors.
Deming Xiao Sells 22,875 Shares of Monolithic Power Systems (NASDAQ:MPWR) Stock
Deming Xiao, EVP of Monolithic Power Systems (NASDAQ:MPWR), sold 22,875 shares of company stock for over $26.79 million on February 6th, reducing his stake by 8.84%. This sale was part of a larger cluster of insider transactions where four executives collectively sold around 90,350 shares worth $105.8 million, raising potential concerns about sentiment despite the company beating Q4 estimates and increasing its dividend. Analysts generally maintain a "Buy" rating with an average target of $1,218.42, although valuation concerns are noted.
Monolithic Power Systems (NASDAQ:MPWR) Is Increasing Its Dividend To $2.00
Monolithic Power Systems (NASDAQ:MPWR) has announced an increase in its dividend to $2.00, payable on April 15th. The company's dividend yield of 0.7% is in line with the industry average, and its payments are well-covered by both cash flow and earnings. With a strong track record of dividend growth and rapidly increasing earnings per share, analysts believe MPWR is a strong dividend payer.
Xiao, Monolithic Power Systems EVP, sells $26.7 million in MPWR stock By Investing.com
Deming Xiao, EVP of Global Operations at Monolithic Power Systems Inc (NASDAQ:MPWR), sold 22,875 shares of MPWR stock for $26.7 million to cover taxes related to restricted stock units. Following this transaction, Xiao retains a significant holding in the company, which boasts a strong financial position and has surpassed recent earnings expectations. Analysts have adjusted price targets upward, reflecting positive sentiment.
Insider Selling: Monolithic Power Systems (NASDAQ:MPWR) EVP Sells 22,875 Shares of Stock
Monolithic Power Systems (NASDAQ:MPWR) Executive Vice President Saria Tseng sold 22,875 shares of the company's stock on February 6th, totaling over $26.79 million and reducing her stake by more than 10%. This sale, along with other insider sales by senior executives totaling around $105.8 million, led to a 5.3% drop in the stock price. Despite the insider selling, Monolithic Power Systems reported strong Q4 earnings, increased its dividend, and is largely viewed positively by analysts, although its valuation remains high.
Monolithic Power Systems (NASDAQ:MPWR) CFO Sells $25,443,451.00 in Stock
Monolithic Power Systems (NASDAQ:MPWR) CFO Theodore Blegen sold 21,725 shares worth over $25.4 million, reducing his stake by 20.87%. This sale was part of a larger cluster of insider sales by four senior executives totaling about $105.8 million, which could negatively impact investor sentiment. Despite strong Q4 earnings, increased dividend, and largely positive analyst ratings, the stock traded down amid concerns about its high valuation.
Monolithic Power Systems Is Up 26%. Could the Stock Go Higher in 2026?
Monolithic Power Systems (MPWR) stock has risen 26% over the past month due to strong Q4 2025 earnings, analyst price target revisions, and constructive institutional positioning. The company reported record revenue of $751 million in Q4 2025 and $2.8 billion for the full year, with management indicating strong ordering patterns and backlog extending into Q2 and Q3 2026. A valuation model suggests MPWR is undervalued, with a target price of $1,657, implying a 37% upside by 2026, driven by demand in AI servers, automotive electrification, and industrial automation.
Monolithic Power Systems Signals Robust Data-Led Growth
Monolithic Power Systems (MPWR) reported record full-year 2025 revenue of $2.8 billion, a 26.4% increase, driven by strong growth in non-enterprise data and automotive sectors. The company is optimistic about its future, citing expanding capacity, a substantial increase in its dividend, and improving demand in enterprise data, while acknowledging potential risks from macro factors and supply chain volatility.
Why Microchip is raising $600M in debt that can turn into stock
Microchip Technology (NASDAQ: MCHP) has announced a proposed private offering of $600 million in convertible senior notes due 2030, with an option for initial purchasers to buy an additional $90 million. The company plans to use the proceeds for capped call transactions to mitigate dilution and to repay outstanding commercial paper. This financing strategy mirrors a previous offering in May 2024, which also featured convertible notes and capped call protections, and is expected to have a neutral to moderately negative impact on the stock price.
A Look At Monolithic Power Systems (MPWR) Valuation After Earnings Beat And 28% Dividend Increase
Monolithic Power Systems (MPWR) recently reported stronger-than-expected fourth-quarter results, including upbeat revenue guidance and a 28% dividend increase, which has contributed to significant share price momentum. Despite a 2.7% overvaluation based on a narrative fair value, the company's transformation into a full-service silicon-based solutions provider and focus on higher-value solutions are seen as drivers for long-term earnings growth. Investors are encouraged to consider the company's strategic shift and potential pressure points, such as reliance on data center and AI demand, when evaluating its future prospects.
NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI
NXP Semiconductors closed Friday up 1% at $224.32 after its subsidiaries secured a new $3 billion revolving credit line through 2031, with the borrowing rate linked to NXP’s credit rating. The chip sector saw a significant rally, driven by Amazon and Alphabet's plans for increased AI data center spending, though NXP's gains were more modest compared to some peers. Investors are now looking ahead to crucial U.S. jobs and inflation data next week, which could impact the broader semiconductor market.
Monolithic Power Systems (MPWR) Is Up 9.4% After Dividend Hike And Revenue Guidance Update
Monolithic Power Systems (MPWR) reported strong Q4 2025 results, raising its Q1 2026 revenue guidance above expectations (US$770.0M to US$790.0M) and increasing its quarterly dividend from US$1.56 to US$2.00 per share. The company is also managing a CFO transition. Despite these positive developments, the article notes that investors are paying a rich multiple for MPWR, posing valuation and execution risks.
Analysts Are Bullish on Top Technology Stocks: MACOM Technology Solutions Holdings (MTSI), Monolithic Power (MPWR)
Analysts are showing bullish sentiment towards two technology stocks: MACOM Technology Solutions Holdings (MTSI) and Monolithic Power (MPWR). Both companies received "Buy" ratings from analysts, with price targets suggesting double-digit upside from current levels. Sean O'Loughlin from TD Cowen reiterated a Buy on MACOM, and Rick Schafer from Oppenheimer reiterated a Buy on Monolithic Power.
Analysts’ Top Technology Picks: Procore Technologies (PCOR), Monolithic Power (MPWR)
KeyBanc analysts Jason Celino and John Vinh have issued bullish ratings for Procore Technologies (PCOR) and Monolithic Power (MPWR), respectively, highlighting significant upside potential for both companies. Additionally, Jefferies analyst Surinder Thind reiterated a Buy rating for SS&C Technologies Holdings (SSNC). All three technology companies have received a "Strong Buy" analyst consensus, reflecting strong confidence in their future performance.
Monolithic Power Systems Announces CFO Transition
Monolithic Power Systems (MPS) announced that Executive Vice President and CFO Bernie Blegen will retire after the company's 2025 annual report is issued. Mr. Blegen will remain with MPS to ensure a smooth transition. Rob Dean, the current Corporate Controller, will serve as interim CFO upon Mr. Blegen's retirement.
Monolithic Power Systems (MPWR) Stock Trades Up, Here Is Why
Monolithic Power Systems (MPWR) saw its stock jump 5.1% after reporting strong fourth-quarter results that beat Wall Street estimates and providing an optimistic revenue forecast for the first quarter of 2026. The company's revenue of $751.2 million and adjusted EPS of $4.79 both exceeded expectations, with the Q1 2026 revenue midpoint forecast of $780 million coming in 5.7% above analyst consensus. This positive performance and outlook, along with a previous boost from strong industry reports by ASML, pushed MPWR to a new 52-week high, up 30.2% year-to-date.
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Q4 2025 Earnings Call Transcript
Monolithic Power Systems, Inc. (MPWR) reported strong Q4 2025 earnings, beating expectations with an EPS of $4.79. The company highlighted record quarterly revenue of $751.2 million, a 26.4% increase in full-year revenue for 2025 to $2.8 billion, and an increased quarterly dividend of $2 per share. Key growth drivers included non-enterprise data end markets, which grew over 40% year-over-year, and significant expansion in automotive and data center applications, with increased confidence in enterprise data growth for 2026.
MPWR Q4 Deep Dive: Data Center and Automotive Growth Drive Strong Outlook
Monolithic Power Systems (MPWR) reported strong Q4 CY2025 results, exceeding revenue and profit estimates and providing optimistic guidance for Q1 CY2026. The company's performance was driven by robust demand in enterprise data, communications, and automotive end markets, particularly in AI-supporting data center power solutions. MPWR anticipates continued growth in these sectors, alongside product innovation and strategic supply chain expansion, despite upcoming changes in finance leadership.
Monolithic Power (MPWR) Earnings Transcript
Monolithic Power Systems (MPWR) reported record annual and quarterly revenue, driven by strong growth in non-enterprise data markets and a raised 2025 enterprise data growth guidance to 50%. The company is expanding manufacturing capacity, increasing its dividend by 28%, and emphasizing a strategic shift from silicon to integrated modules and systems to drive higher value and operating leverage. The CFO also announced his retirement, with a transition to an interim CFO from within the company.
Monolithic Power’s Technology Leadership and Share Gains Make a Heavyweight Among Power Chipmakers
Monolithic Power Systems (MPS) is described as a disruptor in the power management chip market due to its proprietary process technology and unique fabless model. The company achieves differentiation by integrating many functions onto a single chip, offering smaller form factors and greater energy efficiency. MPS's significantly higher revenue growth compared to competitors suggests it is successfully gaining market share with its innovative approach.
Critical Metals Advances Tanbreez And Saudi Processing In Rare Earths Push
Critical Metals Corp. (NasdaqGM:CRML) has secured final approval for construction of its Tanbreez rare-earth project in Greenland and formed a joint venture for a rare-earth processing facility in Saudi Arabia. The company is also deploying its Nexus 20 communications tower and drone system at Tanbreez to support operations. These strategic moves aim to establish a more integrated rare-earth supply chain for CRML, addressing growing global demand for these critical materials.
Earnings call transcript: Monolithic Power Systems Q4 2025 beats earnings forecast
Monolithic Power Systems (MPS) announced its Q4 2025 earnings, exceeding analyst expectations with an EPS of $4.79 and record quarterly revenue of $751.2 million. The company reported robust full-year revenue growth of 26.4% and increased its quarterly dividend by 28% to $2 per share, driven by strong performance in automotive and enterprise data markets. Despite the positive results, the stock saw a slight decline in aftermarket trading, as the company continues to focus on innovation, market expansion, and addressing potential supply chain challenges.
Earnings call transcript: Monolithic Power Systems Q4 2025 beats earnings forecast
Monolithic Power Systems (MPWR) reported strong Q4 2025 earnings, surpassing analyst expectations with an EPS of $4.79 and record revenue of $751.2 million, up 20.8% year-over-year. Despite the positive financial performance and a significant dividend increase, the stock experienced a slight aftermarket decline. The company projects substantial growth in enterprise data and automotive markets for 2026, while also announcing the retirement of its long-serving CFO, Bernie Blegen, to be succeeded by Rob Dean as Interim CFO.
Monolithic Power Systems Announces CFO Transition
Monolithic Power Systems (MPS) announced that Bernie Blegen will retire from his position as Executive Vice President and CFO after the issuance of the company's 2025 annual report. Mr. Blegen, who has served as CFO for ten years, will remain with MPS to ensure a smooth transition. Rob Dean, the current Corporate Controller, will serve as interim CFO upon Mr. Blegen's retirement.
Monolithic Power Systems Announces CFO Transition
Monolithic Power Systems (MPS) announced that Bernie Blegen will retire as Executive Vice President and CFO after the company's 2025 annual report is issued. He will remain with MPS to ensure a smooth transition. Rob Dean, the current Corporate Controller, will serve as interim CFO upon Mr. Blegen's retirement.
10-year Monolithic Power CFO retiring; controller named interim
Monolithic Power Systems (Nasdaq: MPWR) announced that Executive Vice President and CFO Bernie Blegen will retire after the company files its 2025 annual report on Form 10-K, though he will stay on to ensure a smooth transition. Corporate Controller Rob Dean, with nine years at the company, will serve as interim CFO. This news led to a notable positive market reaction, with MPWR stock gaining 6.33%.
Monolithic Power Systems Announces Results for the Fourth Quarter and Year Ended December 31, 2025 and an Increase in Quarterly Cash Dividend
Monolithic Power Systems (MPS) announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting significant revenue and income growth. The company also declared an increase in its quarterly cash dividend from $1.56 to $2.00 per share. MPS provided a business outlook for the first quarter of 2026, projecting continued revenue growth and detailing its GAAP and non-GAAP financial targets.
Dividend hike and CFO transition at Monolithic Power Systems (NASDAQ: MPWR)
Monolithic Power Systems (MPWR) announced an increase in its quarterly cash dividend from $1.56 to $2.00 per share, payable on April 15, 2026. The company also announced that Executive Vice President and CFO T. Bernie Blegen will retire after the 2025 annual report is issued, with Rob Dean appointed as interim CFO. These changes were detailed in recent SEC filings, reflecting both financial confidence and a managed leadership transition.
Thrivent Financial for Lutherans Increases Stock Position in Monolithic Power Systems, Inc. $MPWR
Thrivent Financial for Lutherans significantly increased its stake in Monolithic Power Systems (NASDAQ: MPWR) by 415.7% in Q3, bringing its total to 15,280 shares valued at $14.07 million. This move is part of a broader institutional trend, with 93.46% of the stock now owned by institutions, despite some insider selling. Wall Street analysts generally maintain a bullish outlook on MPWR, with an average "Buy" rating and a consensus price target of $1,152.08, supported by growth drivers in AI, data centers, and automotive power electronics.
Monolithic Power Systems Announces Results for the Fourth Quarter and Year Ended December 31, 2025 and an Increase in Quarterly Cash Dividend
Monolithic Power Systems (MPS) announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting significant revenue growth. The company's Board of Directors also approved an increase in the quarterly cash dividend from $1.56 to $2.00 per share. MPS highlighted its transition to a full-service, silicon-based solutions provider and provided a positive business outlook for the first quarter of 2026.
Johnson Fistel, PLLP Begins Investigation on Behalf of
Johnson Fistel, PLLP has initiated investigations into potential breaches of fiduciary duty by officers and directors of Methode Electronics, Inc. (MEI), Molina Healthcare, Inc. (MOH), Monolithic Power Systems, Inc. (MPWR), and NET Power Inc. (NPWR). The firm alleges that previously filed securities class action complaints detail false or misleading statements and undisclosed material adverse facts made by these companies. Long-term shareholders who held shares continuously prior to specific dates may have standing to seek corporate governance reforms and financial recovery for the companies.
Sen. Markwayne Mullin Buys FirstCash Holdings, Inc. (NASDAQ:FCFS) Stock
Senator Markwayne Mullin (R-Oklahoma) recently disclosed purchasing FirstCash Holdings, Inc. (NASDAQ:FCFS) stock, along with shares in several other companies, on January 5, 2026. This activity comes amid recent insider selling at FirstCash, though institutional investors hold a significant majority of the company's stock. FirstCash has also authorized a $150 million share buyback program, indicating management believes the stock is undervalued.
Vicor Corporation (VICR): A Bull Case Theory
This article summarizes a bullish thesis on Vicor Corporation (VICR), highlighting its two main growth drivers: a cyclical power module business and a rapidly scaling IP licensing and royalty stream, which saw royalty revenue increase significantly from $2.8 million in 2022 to $46.6 million in 2024. The thesis also emphasizes Vicor’s product strategy with Gen 5 vertical power delivery (VPD) for AI systems and the potential for substantial operating leverage. While acknowledging valuation discounts and risks, the analysis suggests that incremental licensing wins and VPD commercialization could lead to further rerating for the stock.
Vicor Corporation (VICR): A Bull Case Theory
This article summarizes a bullish thesis on Vicor Corporation (VICR) based on an analysis by @TheValueist. The investment case highlights two key growth engines: a cyclical power module business and a rapidly scaling, high-margin IP licensing stream, reinforced by favorable ITC rulings. Additionally, the adoption of Gen 5 vertical power delivery (VPD) in AI systems is expected to drive significant operating leverage.
What's in Store for These 3 Semiconductor Stocks This Earnings Season?
Semiconductor companies like Microchip Technology (MCHP), Monolithic Power Systems (MPWR), and MACOM Technology Solutions (MTSI) are expected to report strong earnings this season, driven by solid demand, particularly from AI, cloud, and data center sectors. Each company's upcoming earnings report is analyzed, highlighting factors expected to impact their performance, such as inventory levels, demand trends across various markets, and rising operational expenses.
Stifel Adjusts Price Target on Monolithic Power Systems to $1,300 From $1,250, Maintains Buy Rating
Stifel has increased its price target for Monolithic Power Systems (NASDAQ: MPWR) to $1,300 from $1,250 while reaffirming a Buy rating on the stock. This adjustment reflects continued analyst confidence in the semiconductor company's future performance. The article also notes other recent analyst rating updates and insider transactions for Monolithic Power Systems.
What's in Store for These 3 Semiconductor Stocks This Earnings Season?
The semiconductor industry is expected to report strong earnings for the December-end quarter, driven by robust demand across various sectors. This article examines the upcoming earnings for Microchip Technology (MCHP), Monolithic Power Systems (MPWR), and MACOM Technology Solutions (MTSI), all set to release their results on February 5th. It outlines the factors expected to influence their performance, including inventory normalization, AI demand, and specific product segment growth, alongside potential challenges like inventory write-offs or rising expenses.
