Bubble or no bubble, this is the best stock for AI exposure: analyst
Theodore Blegen, Executive Vice President and CFO of Monolithic Power Systems Inc (NASDAQ:MPWR), sold 2,960 shares of common stock on December 1, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The sales were executed at prices ranging from $899.73 to $911.59, resulting in a total transaction value of $2,724,623. The stock has since climbed to $951.80, reflecting part of MPWR’s impressive 60.7% return over the past year and 35.9% gain in the last six months. According to InvestingPro analysis, the company appears overvalued compared to its Fair Value.
The filing indicates that the transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted by Blegen on February 26, 2025. Following the reported transactions, Blegen directly owns 71,332 shares of Monolithic Power Systems Inc. Blegen also indirectly owns 5,331 shares through an Irrevocable Trust FBO Sarah N. Blegen and 5,331 shares through an Irrevocable Trust FBO Theodore F. Blegen.
Saria Tseng, attorney-in-fact for Mr. Bernie Blegen, signed the ownership document on December 1, 2025.Despite the insider sale, Monolithic Power Systems maintains a "GREAT" financial health score on InvestingPro, with strong profitability metrics including a 55.2% gross profit margin and 24.4 P/E ratio. The company has raised its dividend for 7 consecutive years and operates with minimal debt. InvestingPro offers a comprehensive research report on MPWR, one of 1,400+ US equities covered with in-depth analysis.
In other recent news, Monolithic Power Systems Inc. reported strong financial results for the second quarter of 2025, achieving a record revenue of $664.6 million. This figure marks a 31% increase compared to the same period last year. Despite these positive financial results, the company’s stock saw a slight decline in trading. The earnings call highlighted the company’s optimistic projections and strategic advancements in AI and data center solutions. These developments are part of Monolithic Power’s ongoing efforts to expand its market presence and technological capabilities. The company’s performance and future outlook were also noted by analysts, who continue to monitor its strategic initiatives. Monolithic Power’s recent activities reflect its commitment to growth and innovation in the technology sector.
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