Monolithic Power Systems

MPWR

Market cap $44.5B

The Virtus Silvant Mid-Cap Growth Fund returned +5.43% (Class INST) for the quarter, compared to the Russell Midcap Growth Index's return of +2.78%. Palantir Technologies (PLTR) and Roblox (RBLX) were among the top stock contributors. Fair Isaac Corp. (FICO) and Verisk Analytics (VRSK) were among the largest stock detractors.

The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financials and consumer discretionary sectors. On the positive side, stock selection in the health care and industrials sectors was the strongest contributor to performance.

Many semiconductor stocks have seen their shares soar in 2025. Among them, Monolithic Power Systems NASDAQ: MPWR has taken its fair share of the spoils.

The Top 15 High-Growth Dividend Stock list for November 2025 offers a 1.39% yield and 19.88% five-year dividend growth. Despite underperforming SPY and VIG in October, the watchlist targets a long-term 12% annual return and remains a strong starting point for research. Stocks are selected using Quality and Value tilts, aiming for higher yields, growth, and undervaluation, with an average 31% discount to fair value.

Monolithic Power Systems (NASDAQ:MPWR) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:05 AM EST on October 31, MPWR triggered a Power Inflow signal at a price of $948.32. MPWR had seen a very steep decrease in the stock price leading up to the Power Inflow alert, dropping by as much as 6% in the opening hour of trading.

Monolithic Power Systems reported better-than-expected Q3 sales and earnings. The company's gross margin saw a modest decline last quarter.

Monolithic Power Systems (NASDAQ:MPWR) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:05 AM EST on October 31, MPWR triggered a Power Inflow signal at a price of $948.32. MPWR had seen a very steep decrease in the stock price leading up to the Power Inflow alert, dropping by as much as 6% in the opening hour of trading.

MPWR posts record Q3 revenues and beats earnings estimates, driven by strength across Automotive, Storage and Computing, and Industrial markets.

Monolithic Power Systems, Inc. ( MPWR ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Arthur Lee Bernie Blegen - Executive VP & CFO Michael R. Hsing - Founder, Chairman, President & CEO Tony Balow Conference Call Participants Joshua Buchalter - TD Cowen, Research Division Ross Seymore - Deutsche Bank AG, Research Division Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division Quinn Bolton - Needham & Company, LLC, Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Richard Schafer - Oppenheimer & Co. Inc., Research Division Gary Mobley - Loop Capital Markets LLC, Research Division Christopher Caso - Wolfe Research, LLC Wei Chia - Citigroup Inc., Research Division Jack Egan - Charter Equity Research Presentation Arthur Lee Welcome, everyone, to the MPS Third Quarter 2025 Earnings Webinar.

Monolithic Power Systems (NASDAQ: MPWR) delivered a fifth consecutive earnings beat after the close Thursday, posting $4.73 in adjusted EPS against a $4.63 estimate and $737.18M in revenue versus $720.92M expected.