Monolithic Power Systems, Inc. (MPWR)

In the past six months, MPWR's stock price has experienced fluctuations. The stock price declined by 12.64% between July 17, 2024, and July 16, 2025. More recently, the stock price decreased by 0.5% on July 16, 2025, and has declined in 8 of the last 10 days, resulting in a total change of -4.41% during that period. Despite recent declines, the stock has gained 10.9% in the last six months, outperforming the S&P 500 by 10%. Revenue expectations for FY2025 have been revised upward by 1.34% over the past three months. Analysts have issued positive ratings, with 7 firms issuing "Buy" ratings. Insider trading activity shows 17 sales and 0 purchases by insiders. One member of Congress purchased up to $15,000 of MPWR stock on April 8, 2025. Monolithic Power Systems announced it would report its financial results for the second quarter ending June 30, 2025, after the market closes on July 31, 2025. The company announced a second-quarter 2025 dividend on June 13, 2025. In Q1 CY2025, MPWR reported revenue of $637.6 million, exceeding estimates by 0.7%, and adjusted EPS was $4.04, beating estimates by 0.9%. Guidance for Q2 CY2025 revenue was optimistic at $650 million at the midpoint, 2.3% above analysts' estimates.

Monolithic Power Systems operates in the cyclical semiconductor industry, experiencing seasonal demand. The operating cycle lengthened from 180 days in early 2020 to approximately 256 days in mid-2023, but the inventory turnover ratio has improved. Buying MPWR stock in May has the highest probability of a positive return, while October has the lowest. The company's management has noted challenges in predicting volatile customer demand, but design wins are projected to deliver steady growth in storage/compute.

Monolithic Power Systems, Inc. (MPWR) is a United States-based company specializing in high-performance analog and mixed-signal integrated circuits (ICs). They design, develop, and manufacture integrated power semiconductor solutions and power delivery architectures, operating as a fabless company. Their BCD process technology enables the creation of efficient power management ICs. The company's mission is to reduce energy and material consumption with green, practical, and compact solutions. MPWR's major products include DC-to-DC Integrated Circuits (ICs), LED Lighting Drivers/Lighting Control ICs, and other power management products. These solutions are utilized across automotive, industrial, computing and storage, communications, and consumer electronics markets.

Monolithic Power Systems, Inc. is headquartered in Kirkland, Washington, U.S., and operates globally with offices in the US, Europe, and East Asia. Additional facilities are located in Switzerland, France, China, South Korea, Japan, Taiwan, Singapore, Germany, and Spain. MPWR markets its products through distributors, value-added resellers, and directly to OEMs, ODMs, and EMS providers in various regions.

Monolithic Power Systems has demonstrated a commitment to ESG goals, including progress on diversity, publication of their annual ESG report, and commitments to reduce greenhouse gas emissions and use renewable electricity. MPWR's MSCI rating was upgraded to 'BBB' from 'BB'. The company's power solutions contribute to environmental sustainability, and their EMS is compliant with international standards. There is no specific information about negative events affecting the company's brand reputation in the past year.

Approximately 76.98% of Monolithic Power Systems, Inc. is institutionally owned, with major holders including Vanguard Group Inc and BlackRock, Inc. Jim J. Jones Iii is the largest individual shareholder, owning 13.66% of the company. Retail investors hold approximately 29.24% of the stock.