Left Brain Wealth Management LLC Sells 637 Shares of Monolithic Power Systems, Inc. $MPWR

Left Brain Wealth Management LLC cut its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 8.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,854 shares of the semiconductor company’s stock after selling 637 shares during the quarter. Monolithic Power Systems comprises approximately 2.9% of Left Brain Wealth Management LLC’s portfolio, making the stock its 11th biggest holding. Left Brain Wealth Management LLC’s holdings in Monolithic Power Systems were worth $9,234,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in MPWR. BlackRock Inc. acquired a new stake in shares of Monolithic Power Systems in the second quarter worth approximately $7,727,289,000. State Street Corp raised its stake in Monolithic Power Systems by 4.3% during the second quarter. State Street Corp now owns 2,282,186 shares of the semiconductor company’s stock worth $3,159,219,000 after purchasing an additional 93,732 shares during the period. Van ECK Associates Corp raised its stake in Monolithic Power Systems by 42.3% during the second quarter. Van ECK Associates Corp now owns 746,237 shares of the semiconductor company’s stock worth $1,031,568,000 after purchasing an additional 221,666 shares during the period. Bank of America Corp DE acquired a new position in shares of Monolithic Power Systems in the 2nd quarter valued at $741,271,000. Finally, Royal Bank of Canada boosted its holdings in shares of Monolithic Power Systems by 168.1% in the 1st quarter. Royal Bank of Canada now owns 473,368 shares of the semiconductor company’s stock valued at $517,557,000 after purchasing an additional 296,788 shares during the last quarter. 93.46% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Maurice Sciammas sold 30 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $1,343.94, for a total transaction of $40,318.20. Following the completion of the transaction, the executive vice president directly owned 1,119 shares in the company, valued at approximately $1,503,868.86. This represents a 2.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kuo Wei Chang sold 50 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $1,281.57, for a total transaction of $64,078.50. Following the sale, the director directly owned 515 shares of the company’s stock, valued at $660,008.55. The trade was a 8.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 130 shares of company stock worth $175,397. 3.60% of the stock is currently owned by corporate insiders.

Monolithic Power Systems Stock Performance

Shares of NASDAQ MPWR opened at $1,211.63 on Friday. Monolithic Power Systems, Inc. has a 1 year low of $833.18 and a 1 year high of $1,714.09. The firm has a market cap of $59.54 billion, a price-to-earnings ratio of 66.90 and a beta of 1.68. The stock’s 50-day simple moving average is $1,274.70 and its 200-day simple moving average is $1,310.31.

Monolithic Power Systems (NASDAQ:MPWR) last released its quarterly earnings results on Thursday, October 29th. The semiconductor company reported $8.19 EPS for the quarter, topping the consensus estimate of $7.79 by $0.40. The business had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.16 billion. Monolithic Power Systems had a return on equity of 25.29% and a net margin of 23.85%. The company’s revenue was up 63.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.73 earnings per share. As a group, research analysts predict that Monolithic Power Systems, Inc. will post 23.95 EPS for the current year.

Monolithic Power Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th were given a $2.00 dividend. This represents a $8.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Wednesday, September 30th. Monolithic Power Systems’s dividend payout ratio is presently 49.05%.

Analyst Ratings Changes

Several analysts have recently issued reports on MPWR shares. Zacks Research cut shares of Monolithic Power Systems from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 2nd. Wells Fargo & Company cut their target price on 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. Arete Research assumed coverage on Monolithic Power Systems in a report on Thursday, August 20th. They issued a “buy” rating and a $2,013.00 target price on the stock. Raymond James Financial reissued an “outperform” rating on shares of Monolithic Power Systems in a research report on Wednesday, August 12th. Finally, Oppenheimer lowered their price target on Monolithic Power Systems from $1,700.00 to $1,500.00 and set an “outperform” rating for the company in a research report on Friday, October 23rd. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,783.77.

Key Monolithic Power Systems News

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.

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.