San Jose, Calif., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (MPS) (Nasdaq: MPWR), a fabless global company that provides high-performance, semiconductor-based power electronics solutions, today announced plans to report its financial results for the third quarter ended September 30, 2025. MPS will report its results after the market closes on Thursday, October 30th. Along with the earnings announcement, MPS will provide written commentary on its results of operations for the third qua ...

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is one of the high-growth semiconductor stocks that are profitable in 2025. On September 30, KeyBanc Capital Markets raised the stock’s price target to $1,050 from $950 and maintained an ‘Overweight’ rating, impressed by the company’s strengthening position in the AI chip power management market. KeyBanc Capital Markets Lifts Monolithic Power Systems, Inc. (MPWR) Price Target Buoyed By Growing Business The price target hike comes as the company has delivered 3 ...

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy reported modest gains in the challenging environment, driven by monetary policy shifts, stabilizing earnings, and improving investor sentiment.  However, the strategy outperformed the Russell Midcap Growth Index, which returned 2.8%. The firm believes that the Strategy is well-positioned to benefit from its ...

Investor Overview Q2 2025 Safe Harbor Statement Statements made in this presentation contain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not historical facts or guarantees of future performance or events, are based on current expectations, estimates, beliefs, assumptions, goals, and objectives, and involve significant known and unknown risks, uncertainties and other factors that may cause actual results to ...

Market Overview - Mid cap growth equities experienced modest gains in Q3, with the Russell Midcap Growth Index returning 2.8%, lagging behind the Russell Midcap Value Index at 6.2% and the Russell Midcap Index at 5.3% [3] - The U.S. Federal Reserve's rate cut in September contributed to easing monetary policy, benefiting rate-sensitive sectors and renewing interest in cyclical and innovation-led areas [3] Investor Sentiment - Investor sentiment improved due to the passage of the One Big Beautiful Bill and progress on trade agreements, reducing policy uncertainty and enabling companies to execute delayed strategic decisions [4] - Earnings estimates stabilized, particularly in technology and AI-related sectors, despite ongoing challenges in non-residential construction and discretionary segments [4] Portfolio Performance - The ClearBridge Mid Cap Growth Strategy outperformed its benchmark in Q3, driven by stock selection in IT, consumer staples, and healthcare sectors, while consumer discretionary and financials sectors slightly detracted from performance [5] Sector Contributions - In the IT sector, AppLovin (APP) and Monolithic Power Systems (MPWR) were standout performers, with AppLovin benefiting from strong earnings and optimism around its e-commerce business [6] - Consumer staples saw positive contributions from Performance Food Group (PFGC) and Casey's General Stores (CASY), both benefiting from strong operational performance [7] - The consumer discretionary sector faced challenges, particularly with Chipotle Mexican Grill (CMG) and Wingstop (WING) experiencing declines due to competitive pressures and softer spending trends [8] - Financials sector was a modest drag on performance, with Tradeweb Markets (TW) and Corpay facing challenges from macro volatility and company-specific issues [9] Portfolio Positioning - New positions were initiated in Roblox, benefiting from improved growth dynamics and advertising opportunities, and APi Group, which is well-positioned in safety and industrial services [10][11] - Exited position in Deckers Outdoor (DECK) due to increasing competitive pressures in the sneaker market [12] Outlook - Leadership within mid growth stocks remains selective, with a few companies rewarded for differentiated technology and strong pipelines, while others struggle with demand and competition [13] - Focus remains on identifying businesses with secular growth drivers across technology, healthcare, and industrials sectors [14] - Near-term market uncertainty is expected to persist, but the strategy is positioned to benefit from companies sustaining durable growth in earnings and cash flow [15] Portfolio Highlights - The ClearBridge Mid Cap Growth Strategy had positive contributions across seven of the 11 sectors, with IT and healthcare being the leading contributors [16] - Stock selection in IT, consumer staples, healthcare, and energy sectors contributed positively, while consumer discretionary and financials sectors weighed on performance [17] - Individual stock contributions included AppLovin, United Rentals (URI), and Performance Food, while detractors included Chipotle Mexican Grill and Tradeweb Markets [18]

Investors with an interest in Semiconductor - Analog and Mixed stocks have likely encountered both ON Semiconductor Corp. (ON) and Monolithic Power (MPWR) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven s ...

WARWICK, R.I.--(BUSINESS WIRE)--Reed Semiconductor Files Patent Infringement Lawsuit Against Monolithic Power Systems. ...

Core Viewpoint - Johnson Fistel, PLLP is investigating potential claims against Monolithic Power Systems, Inc. for breaches of fiduciary duties and violations of federal securities laws related to performance and quality control issues affecting its products [1][2]. Group 1: Investigation Details - A securities fraud class action complaint alleges that Monolithic Power Systems made false or misleading statements regarding its voltage regulator modules and power management integrated circuits, which suffered from significant performance and quality control issues [2]. - The defects in Monolithic's products negatively impacted the performance of certain products offered by Nvidia, its most important customer, leading to irreparable damage in their relationship [2]. - Monolithic failed to adequately address known issues affecting the performance of its power management solutions supplied to Nvidia, exposing the company to material undisclosed risks of significant business, financial, and reputational harm [2]. Group 2: Shareholder Rights - Current long-term stockholders who held Monolithic Power Systems shares before February 8, 2024, are encouraged to contact Johnson Fistel to discuss their legal rights regarding the ongoing investigation [3].

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is one of the best dividend stocks to buy. On July 22, ECARX Holdings Inc. (NASDAQ:ECX) reported a new strategic deal with Monolithic Power. The partnership is meant to develop automotive intelligence and robotics solutions and will create a global supply chain and ecosystem that handles integration, adaptation of the platform, and service delivery. Both companies will search for opportunities in automotive and intelligent technology, working on product testing ...

Core Thesis - Monolithic Power Systems, Inc. (MPWR) is positioned for significant upside due to its strong presence in enterprise AI and semiconductor markets, with a projected growth of 40-50% year-over-year in the Enterprise Data segment [2][4] Financial Performance - As of September 10th, MPWR's share was trading at $855.18, with trailing and forward P/E ratios of 22.38 and 39.06 respectively [1] - The stock has appreciated approximately 52.2% since previous coverage in April 2025, indicating strong market performance [6] Market Position - MPWR has a history of disciplined execution and is gradually gaining market share from competitors like Texas Instruments across various sectors, including robotics, EVs, and AI chips [3] - The company's ASIC business is expected to benefit from ongoing AI capital expenditure, potentially outpacing competitors like NVIDIA in certain segments [2][4] Growth Potential - The Enterprise Data segment is anticipated to become a significant driver of revenue, potentially accounting for over half of MPWR's business in the coming years [2] - Current valuations are seen as overly penalized, with a strong short-term outlook driven by enterprise AI demand expected to lead to revenue beats in the next few quarters [3][4] Investment Case - MPWR presents a compelling investment opportunity with resilient long-term growth, structural market share gains, and increasing contributions from high-margin enterprise AI products [4] - The stock is considered underappreciated at current levels, with a potential upside of approximately 25% to a fair value estimate of $922 per share [4]