Insider Trading March 24, 2026

Monolithic Power Executive Sells $32.9K in Stock; Analysts React to Strong Quarter

Maurice Sciammas reduces a small portion of holdings as the company posts record revenue and receives multiple price-target upgrades

By Sofia Navarro MPWR
Monolithic Power Executive Sells $32.9K in Stock; Analysts React to Strong Quarter
MPWR

Maurice Sciammas, Executive Vice President for Worldwide Sales and Marketing at Monolithic Power Systems Inc (NASDAQ: MPWR), disposed of 30 shares on March 20, 2026, in a transaction valued at $32,852. The sale, carried out under a Rule 10b5-1 plan established last November, left Sciammas with 178,644 shares of direct ownership, worth roughly $196 million at current market prices. The move comes amid a strong fourth-quarter 2025 performance that beat expectations and prompted several analyst price-target increases.

Key Points

  • Sciammas sold 30 shares on March 20, 2026, for a total of $32,852; transaction prices ranged from $1,094.79 to $1,095.19.
  • Post-sale direct ownership for Sciammas is 178,644 shares, valued at roughly $196 million; MPWR trades at a P/E of 86 and is flagged by InvestingPro as overvalued relative to Fair Value.
  • Monolithic Power reported Q4 2025 EPS of $4.79 versus a $4.73 forecast and record quarterly revenue of $751.2 million versus $740.23 expected, prompting several firms to raise price targets - impacting semiconductor and enterprise data market sentiment.

Maurice Sciammas, who serves as Executive Vice President, Worldwide Sales & Marketing at Monolithic Power Systems Inc (NASDAQ: MPWR), reported a sale of 30 shares of common stock on March 20, 2026. The aggregate value of the transaction was $32,852, executed at an average price of $1,095.07 per share, with individual trade prices ranging between $1,094.79 and $1,095.19.

Following the disposition, Sciammas retained direct ownership of 178,644 shares. At current market levels, that holding is valued at approximately $196 million. Monolithic Power Systems currently trades at a price-to-earnings ratio of 86, and InvestingPro analysis cited in the company data indicates the stock is overvalued relative to its Fair Value.

The sale was carried out under a pre-arranged Rule 10b5-1 trading plan the executive adopted on November 19, 2025. Rule 10b5-1 plans allow insiders to execute transactions under a predetermined schedule, which companies and investors commonly use to manage compliance and avoid the appearance of trading on material nonpublic information.

The insider transaction coincides with the release of Monolithic Power Systems' fourth-quarter 2025 results, which outperformed consensus estimates. Reported earnings per share for the quarter were $4.79, compared with the $4.73 analysts had forecast. Revenue reached a company record of $751.2 million for the quarter, surpassing the expected $740.23 million.

Those results prompted several analyst firms to revise their valuations and targets. KeyBanc raised its price target to $1,500 from $1,300, citing stronger-than-expected quarterly results and first-quarter guidance that exceeded expectations. TD Cowen lifted its target to $1,350, noting an improved outlook for the company's Enterprise Data segment, which the firm projects will grow by more than 50% by 2026. Needham increased its price target to $1,300, pointing to solid performance and growth prospects in Enterprise Data, while Truist Securities reiterated a Buy rating with a price target of $1,396 after meetings with company management.

While analyst sentiment following the quarterly release leans positive, InvestingPro's valuation view flags the shares as overvalued relative to Fair Value. Investors evaluating Monolithic Power have access to screening tools and research reports through the InvestingPro platform, which covers MPWR and over 1,400 U.S. equities.

In sum, the insider sale was modest in size and executed through a previously established trading plan, occurring against a backdrop of record quarterly revenue, an earnings beat, and multiple analyst price-target increases for Monolithic Power Systems.

Risks

  • Valuation risk: InvestingPro analysis indicates MPWR is overvalued versus its Fair Value, which may affect investor expectations and sector allocation decisions - relevant to technology and semiconductor investors.
  • Reliance on Enterprise Data growth: Analyst target increases from TD Cowen and Needham highlight expectations for significant Enterprise Data expansion; failure to sustain this growth could alter future analyst views and revenue projections for data-related segments.
  • Insider-transaction perception: Although the sale was executed under a Rule 10b5-1 plan and was small in size, insider sales can attract market scrutiny and influence sentiment among equity investors in the semiconductor sector.

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