Latest news with #MPWR
Yahoo
5 days ago
- Business
- Yahoo
What You Need to Know Ahead of Monolithic Power Systems' Earnings Release
Valued at a market cap of $34.2 billion, Monolithic Power Systems, Inc. (MPWR) designs, develops, markets, and sells semiconductor-based power electronics solutions. The Kirkland, Washington-based company serves the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets. It is expected to announce its fiscal Q2 earnings for 2025 after the market closes on Thursday, Jul. 31. Ahead of this event, analysts expect this semiconductor company to report a profit of $3.06 per share, up 46.4% from $2.09 per share in the year-ago quarter. The company has missed Wall Street's earnings estimates in three of the last four quarters, while surpassing on another occasion. In Q1, MPWR's EPS of $4.04 outpaced the forecasted figure by 1%. More News from Barchart Insider Trading Alert: Here's Who Bought Nvidia and AMD Stock Before the U.S. Chip Deal with China Dear Tesla Stock Fans, Mark Your Calendars for July 23 Robinhood Keeps Hitting New Highs. How Should You Play HOOD Stock Here? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2025, analysts expect MPWR to report a profit of $12.98 per share, representing a 21.5% increase from $10.68 per share in fiscal 2024. Furthermore, its EPS is expected to grow 20.6% year-over-year to $15.65 in fiscal 2026. Shares of MPWR have declined 12.7% over the past 52 weeks, lagging behind both the S&P 500 Index's ($SPX) 12.7% uptick and the Technology Select Sector SPDR Fund's (XLK) 16.4% return over the same time frame. On May 1, MPWR delivered better-than-expected Q1 results, prompting its share price to rise 5.9% in the following trading session. The company's revenue improved 39.2% year-over-year to $637.6 million, topping Wall Street estimates by a slight margin. Moreover, its adjusted EPS of $4.04 grew 43.8% from the year-ago quarter, surpassing the consensus estimate by 1%. Additionally, for Q2, MPWR expects revenue in the range of $640 million to $660 million. Wall Street analysts are highly optimistic about MPWR's stock, with an overall "Strong Buy" rating. Among 14 analysts covering the stock, nine recommend "Strong Buy," two indicate "Moderate Buy," and three suggest "Hold.' The mean price target for MPWR is $796.92, indicating an 11.7% potential upside from the current levels. On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
6 days ago
- Business
- Yahoo
2 Volatile Stocks with Competitive Advantages and 1 to Question
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren't prepared. Navigating these stocks isn't easy, which is why StockStory helps you find Comfort In Chaos. That said, here are two volatile stocks that could reward patient investors and one that might not be worth the risk. One Stock to Sell: Sanmina (SANM) Rolling One-Year Beta: 1.63 Founded in 1980, Sanmina (NASDAQ:SANM) is an electronics manufacturing services company offering end-to-end solutions for various industries. Why Are We Out on SANM? Products and services are facing significant end-market challenges during this cycle as sales have declined by 6.2% annually over the last two years Gross margin of 8.2% reflects its high production costs Earnings per share have dipped by 4.2% annually over the past two years, which is concerning because stock prices follow EPS over the long term At $104.54 per share, Sanmina trades at 15.5x forward P/E. To fully understand why you should be careful with SANM, check out our full research report (it's free). Two Stocks to Watch: Monolithic Power Systems (MPWR) Rolling One-Year Beta: 2.14 Founded in 1997 by its longtime CEO Michael Hsing, Monolithic Power Systems (NASDAQ:MPWR) is an analog and mixed signal chipmaker that specializes in power management chips meant to minimize total energy consumption. Why Do We Love MPWR? Annual revenue growth of 13.1% over the last two years was superb and indicates its market share increased during this cycle Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends, and its improved cash conversion implies it's becoming a less capital-intensive business ROIC punches in at 45.7%, illustrating management's expertise in identifying profitable investments Monolithic Power Systems is trading at $712 per share, or 41.7x forward P/E. Is now the right time to buy? See for yourself in our full research report, it's free. Trupanion (TRUP) Rolling One-Year Beta: 1.15 Born from a vision to help pet owners avoid economic euthanasia when faced with expensive veterinary bills, Trupanion (NASDAQ:TRUP) provides medical insurance for cats and dogs through data-driven, vertically-integrated products priced specifically for each pet's unique characteristics. Why Should TRUP Be on Your Watchlist? Impressive 17.6% annual revenue growth over the last two years indicates it's winning market share this cycle Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 94.6% outpaced its revenue gains Impressive 14.9% annual book value per share growth over the last five years indicates it's building equity value this cycle Trupanion's stock price of $50.26 implies a valuation ratio of 6.2x forward P/B. Is now a good time to buy? Find out in our full research report, it's free. High-Quality Stocks for All Market Conditions The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-07-2025
- Business
- Yahoo
Monolithic Power Systems (MPWR) Sees Bullish Auto Outlook, Citi Raises Price Target
Monolithic Power Systems, Inc. (NASDAQ:MPWR) ranks among the . Citi reiterated its Buy rating on Monolithic Power Systems, Inc. (NASDAQ:MPWR) and boosted its price target from $700 to $785 on June 4. The update came after a meeting with the company's management during Citi's annual Silicon Valley Bus Tour. Bernie Blegen, the CFO of Monolithic Power Systems, and Tony Balow, the head of investor relations, met with Citi analysts. The discussions uncovered a bullish attitude toward the company's Auto Business, which makes up 23% of sales, and a cautiously hopeful perspective for the Enterprise business, which makes up 25% of sales. The analysts noted that Monolithic Power Systems, Inc. (NASDAQ:MPWR) could benefit from recent encouraging data points in the analog industry from companies like ADI, MCHP, and ON. Furthermore, management remains optimistic about possible development in the second half of 2025. Monolithic Power Systems, Inc. (NASDAQ:MPWR) produces and markets small, ultra-efficient, user-friendly power management systems for various industries, including computers, automotive, data centers, and communications. While we acknowledge the potential of MPWR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Read More: and Disclosure: None.
Yahoo
05-07-2025
- Business
- Yahoo
Insiders At Monolithic Power Systems Sold US$115m In Stock, Alluding To Potential Weakness
The fact that multiple Monolithic Power Systems, Inc. (NASDAQ:MPWR) insiders offloaded a considerable amount of shares over the past year could have raised some eyebrows amongst investors. Knowing whether insiders are buying is usually more helpful when evaluating insider transactions, as insider selling can have various explanations. However, when multiple insiders sell stock over a specific duration, shareholders should take notice as that could possibly be a red flag. While we would never suggest that investors should base their decisions solely on what the directors of a company have been doing, we would consider it foolish to ignore insider transactions altogether. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The Executive Vice President of Worldwide Sales & Marketing, Maurice Sciammas, made the biggest insider sale in the last 12 months. That single transaction was for US$10m worth of shares at a price of US$935 each. While insider selling is a negative, to us, it is more negative if the shares are sold at a lower price. The silver lining is that this sell-down took place above the latest price (US$759). So it is hard to draw any strong conclusion from it. In the last year Monolithic Power Systems insiders didn't buy any company stock. You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date! See our latest analysis for Monolithic Power Systems For those who like to find hidden gems this free list of small cap companies with recent insider purchasing, could be just the ticket. The last three months saw significant insider selling at Monolithic Power Systems. In total, insiders sold US$13m worth of shares in that time, and we didn't record any purchases whatsoever. This may suggest that some insiders think that the shares are not cheap. Many investors like to check how much of a company is owned by insiders. I reckon it's a good sign if insiders own a significant number of shares in the company. It's great to see that Monolithic Power Systems insiders own 3.4% of the company, worth about US$1.2b. This kind of significant ownership by insiders does generally increase the chance that the company is run in the interest of all shareholders. Insiders sold stock recently, but they haven't been buying. And even if we look at the last year, we didn't see any purchases. But it is good to see that Monolithic Power Systems is growing earnings. It is good to see high insider ownership, but the insider selling leaves us cautious. So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. Case in point: We've spotted 3 warning signs for Monolithic Power Systems you should be aware of, and 2 of these are significant. But note: Monolithic Power Systems may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-06-2025
- Business
- Yahoo
Monolithic Power Systems (MPWR): Buy, Sell, or Hold Post Q1 Earnings?
Since June 2020, the S&P 500 has delivered a total return of 102%. But one standout stock has doubled the market - over the past five years, Monolithic Power Systems has surged 204% to $687.64 per share. Its momentum hasn't stopped as it's also gained 10.9% in the last six months, beating the S&P by 10%. Is it too late to buy MPWR? Find out in our full research report, it's free. Founded in 1997 by its longtime CEO Michael Hsing, Monolithic Power Systems (NASDAQ:MPWR) is an analog and mixed signal chipmaker that specializes in power management chips meant to minimize total energy consumption. A company's long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Thankfully, Monolithic Power Systems's 29.6% annualized revenue growth over the last five years was incredible. Its growth surpassed the average semiconductor company and shows its offerings resonate with customers. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth followed by periods of revenue contractions (which can sometimes offer opportune times to buy). If you've followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can't use accounting profits to pay the bills. Monolithic Power Systems has shown terrific cash profitability, and if sustainable, puts it in an advantageous position to invest in new products, return capital to investors, and consolidate the market during industry downturns. The company's free cash flow margin was among the best in the semiconductor sector, averaging 29.2% over the last two years. Growth gives us insight into a company's long-term potential, but how capital-efficient was that growth? A company's ROIC explains this by showing how much operating profit it makes compared to the money it has raised (debt and equity). Monolithic Power Systems's five-year average ROIC was 45.7%, placing it among the best semiconductor companies. This illustrates its management team's ability to invest in highly profitable ventures and produce tangible results for shareholders. These are just a few reasons why we're bullish on Monolithic Power Systems, and with its shares beating the market recently, the stock trades at 42.1× forward P/E (or $687.64 per share). Is now a good time to initiate a position? See for yourself in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
