Danske Bank A S Trims Stake in Monolithic Power Systems, Inc. $MPWR

Danske Bank A S lowered its position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 28.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,417 shares of the semiconductor company’s stock after selling 9,641 shares during the period. Danske Bank A S’s holdings in Monolithic Power Systems were worth $22,131,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in MPWR. SJS Investment Consulting Inc. increased its stake 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 valued at $26,000 after buying an additional 27 shares during the period. True Wealth Design LLC increased its holdings in Monolithic Power Systems by 61.1% during the third quarter. True Wealth Design LLC now owns 29 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 11 shares during the period. Salomon & Ludwin LLC purchased a new position in Monolithic Power Systems during the third quarter valued at approximately $33,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in Monolithic Power Systems in the fourth quarter valued at approximately $34,000. Finally, IFP Advisors Inc boosted its stake in Monolithic Power Systems by 171.4% in the third quarter. IFP Advisors Inc now owns 38 shares of the semiconductor company’s stock valued at $35,000 after acquiring an additional 24 shares in the last quarter. Hedge funds and other institutional investors own 93.46% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on MPWR. Raymond James Financial restated an “outperform” rating and issued a $1,800.00 target price on shares of Monolithic Power Systems in a research note on Friday. Oppenheimer set a $1,700.00 target price on shares of Monolithic Power Systems in a research note on Friday. KeyCorp raised their target price on shares of Monolithic Power Systems from $1,500.00 to $2,000.00 and gave the company an “overweight” rating in a research note on Friday. Rosenblatt Securities raised their target price on shares of Monolithic Power Systems from $1,000.00 to $1,575.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Stifel Nicolaus raised their target price on shares of Monolithic Power Systems from $1,300.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Twelve equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,599.17.

Monolithic Power Systems News Roundup

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

• Positive Sentiment: Q1 results beat consensus — revenue grew ~26% to about $804M and EPS topped estimates; management cited AI-driven enterprise data demand and strength in communications & networking. Zacks: Q1 Earnings Beat
• Positive Sentiment: Company issued strong Q2 revenue guidance (~$890M–$910M) well above Street estimates, which supports continued top-line momentum if execution holds. GlobeNewswire: Q1 Results & Guidance
• Positive Sentiment: Wall Street support: Wells Fargo raised its price target to $1,860 (overweight) and Needham to $1,750 (buy), reflecting further upside expectations from the beat/guidance. Benzinga: Wells Fargo Raise TickerReport: Needham Raise
• Positive Sentiment: Legal win: MPS prevailed in a patent suit in West Texas; the plaintiff agreed to pay MPS court costs — removes a legal overhang. GlobeNewswire: Patent Lawsuit Resolution
• Neutral Sentiment: Full Q1 earnings call transcript and investor materials are available for deeper read-through of channel dynamics and product-level commentary. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Cash-flow and insider activity are potential drags: third‑party coverage flagged a ~59% drop in operating cash flow, rising liabilities and extensive insider share sales by multiple executives — factors that can pressure sentiment and fuel profit‑taking. QuiverQuant: Financials & Insider Selling
• Negative Sentiment: Some analysts remain cautious or show lower targets (Rosenblatt revised its target to $1,575 with a neutral rating; other published targets still sit well below the recent surge), which can limit near-term upside if momentum fades. Benzinga: Analyst Notes AmericanBankingNews: Lower Target

Insider Activity at Monolithic Power Systems

In other news, EVP Saria Tseng sold 8,963 shares of Monolithic Power Systems stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $1,305.22, for a total transaction of $11,698,686.86. Following the completion of the sale, the executive vice president directly owned 156,983 shares in the company, valued at approximately $204,897,351.26. The trade was a 5.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Victor K. Lee sold 400 shares of Monolithic Power Systems stock in a transaction on Monday, February 9th. The stock was sold at an average price of $1,212.16, for a total transaction of $484,864.00. Following the sale, the director owned 27,756 shares of the company’s stock, valued at $33,644,712.96. The trade was a 1.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 137,683 shares of company stock valued at $158,138,447. 3.40% of the stock is currently owned by corporate insiders.

Monolithic Power Systems Trading Down 1.9%

NASDAQ:MPWR opened at $1,583.48 on Friday. Monolithic Power Systems, Inc. has a 12 month low of $608.96 and a 12 month high of $1,661.79. The firm has a fifty day simple moving average of $1,228.53 and a 200-day simple moving average of $1,086.58. The company has a market capitalization of $77.78 billion, a P/E ratio of 114.17, a PEG ratio of 4.01 and a beta of 1.74.

Monolithic Power Systems (NASDAQ:MPWR) last posted its quarterly earnings data on Thursday, April 30th. The semiconductor company reported $5.10 EPS for the quarter, topping the consensus estimate of $4.90 by $0.20. Monolithic Power Systems had a net margin of 22.84% and a return on equity of 19.82%. The business had revenue of $804.19 million during the quarter, compared to the consensus estimate of $781.93 million. During the same period in the previous year, the firm posted $4.04 earnings per share. The business’s revenue for the quarter was up 26.1% compared to the same quarter last year. Equities analysts forecast that Monolithic Power Systems, Inc. will post 17.01 EPS for the current year.

Monolithic Power Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were paid a dividend of $2.00 per share. The ex-dividend date was Tuesday, March 31st. This is an increase from Monolithic Power Systems’s previous quarterly dividend of $1.56. This represents a $8.00 annualized dividend and a dividend yield of 0.5%. Monolithic Power Systems’s payout ratio is presently 62.79%.

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.