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On Friday, Stifel analysts reiterated a Buy rating and a $1,100.00 price target for Monolithic Power Systems (NASDAQ:MPWR), representing an 80% upside from the current price of $609.02, following the company’s 2025 Analyst Day event. According to InvestingPro data, 15 analysts have recently revised their earnings estimates upward for the upcoming period. Held on March 20, 2025, in San Jose, California, the event featured presentations from various members of Monolithic Power Systems’ management team.
During the event, the management emphasized that the vertical markets highlighted only account for half of the company’s overall business. They also pointed out that there are multiple other verticals with the potential to significantly contribute to the company’s growth in the future. The company’s strong financial position is evidenced by its excellent liquidity, with a current ratio of 5.31 and minimal debt levels, as reported by InvestingPro.
Analysts from Stifel left the meeting with reinforced confidence in Monolithic Power Systems’ market position. They consider the company to be the leading and most innovative entity in the power management sector. According to Stifel, Monolithic Power Systems is not just a semiconductor company but is on its way to becoming a significant subsystem and system vendor. This transition is supported by the company’s unique approach to innovation, which is expected to introduce new technologies that reduce the total system cost (TCO).
The management team’s presentations at the Analyst Day underscored Monolithic Power Systems’ expanding competitive moat. Stifel’s analysts believe that the company’s strategic initiatives and focus on innovation will continue to drive its growth and success in the power management industry.
In other recent news, Monolithic Power Systems has updated its financial guidance for the first quarter of 2025, with revenue now expected to range between $630 million and $640 million, up from the previous estimate of $610 million to $630 million. This adjustment indicates a stronger performance than initially anticipated. Additionally, the company has projected GAAP operating expenses to be between $184.9 million and $190.9 million, while non-GAAP operating expenses are expected to range from $131.6 million to $135.6 million.
Rosenblatt Securities has adjusted its price target for Monolithic Power Systems to $750 from $800, maintaining a Neutral rating. In contrast, Stifel has reiterated a Buy rating with a $1,100 price target, reflecting confidence in the company’s innovative strategies and market leadership. Citi also continues to support Monolithic Power Systems with a Buy rating and an $800 price target, highlighting the company’s strategic focus on non-AI markets like Automotive, Industrial, and Communications.
These developments come after Monolithic Power Systems’ Analyst Day, where management discussed the company’s strategy and growth potential across various business verticals. Despite some challenges in the Enterprise Data segment, analysts remain optimistic about the company’s diversified business model and long-term growth prospects.
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