Monolithic Power: Strong Q1 2025 Performance and Promising Future Outlook with Strategic Growth Initiatives

Analyst Quinn Bolton of Needham maintained a Buy rating on Monolithic Power (MPWR – Research Report), retaining the price target of $800.00.

Quinn Bolton has given his Buy rating due to a combination of factors that highlight Monolithic Power’s strong performance and future potential. The company reported better-than-expected results for the first quarter of 2025, particularly driven by growth in the Storage and Compute sectors, and provided a stable outlook for the second quarter across all market segments.
Additionally, management’s increased confidence in enterprise data growth for the latter half of 2025, supported by design wins and customer qualifications, further strengthens the positive outlook. The company’s strategic approach, including a diversified manufacturing footprint and a “China for China” strategy, has effectively mitigated the impact of tariffs on pricing and demand. Furthermore, early sample shipments for next-generation data center and automotive power architectures signal promising future adoption, expected to gain momentum in 2026 and beyond.

In another report released today, Citi also reiterated a Buy rating on the stock with a $700.00 price target.

Based on the recent corporate insider activity of 72 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of MPWR in relation to earlier this year.