Insider Trading April 1, 2026

Monolithic Power Systems EVP Disposes $25.9 Million in Shares Amid Strong Quarterly Results

Saria Tseng sold 25,094 shares under a Rule 10b5-1 plan as the company posts record revenue and multiple analyst target raises

By Jordan Park MPWR
Monolithic Power Systems EVP Disposes $25.9 Million in Shares Amid Strong Quarterly Results
MPWR

Saria Tseng, Executive Vice President and General Counsel of Monolithic Power Systems Inc. (MPWR), sold 25,094 shares on March 30, 2026, realizing approximately $25.9 million. The trades were conducted under a pre-established Rule 10b5-1 plan. The company recently reported stronger-than-expected fourth-quarter 2025 results and several firms raised price targets, while InvestingPro analysis indicates the stock may be overvalued relative to its Fair Value.

Key Points

  • Saria Tseng sold 25,094 shares on March 30, 2026, for about $25.9 million under a Rule 10b5-1 plan - impacts investor sentiment and insider activity monitoring.
  • Monolithic Power Systems reported better-than-expected Q4 2025 results: EPS of $4.79 versus $4.73 expected, and record revenue of $751.2 million versus $740.23 million anticipated - relevant to the semiconductor and enterprise data sectors.
  • Several analysts raised price targets after the quarter, including KeyBanc to $1,500, TD Cowen to $1,350, Needham to $1,300, and Truist reiterating a $1,396 target - reflecting shifted market expectations in equity research coverage.

Saria Tseng, who serves as Executive Vice President and General Counsel at Monolithic Power Systems Inc. (NASDAQ: MPWR), executed a sale of 25,094 common shares on March 30, 2026, generating roughly $25.9 million in proceeds. The transactions took place across price points between $1,000.81 and $1,041.12 per share.

The disposition was completed under a Rule 10b5-1 trading arrangement that Tseng adopted on November 28, 2025. After the sale, Tseng retains direct ownership of 174,982 shares in Monolithic Power Systems. She is also reported to indirectly own 1,000 shares via the C&T Discovery Foundation.

The company’s stock has seen a significant move over the last year, with a 94% gain, and the shares were trading at $1,119.49 at the time of the report. That market price sits alongside an InvestingPro assessment that the shares may be overvalued when compared to their Fair Value.


Monolithic Power Systems recently released its fourth-quarter 2025 financial results, beating analysts’ forecasts on both earnings per share and revenue. The company reported an EPS of $4.79 versus an expected $4.73, and quarterly revenue reached $751.2 million compared with the anticipated $740.23 million, marking a record quarter for revenue.

Following the results, several equity research firms adjusted their valuations and ratings. KeyBanc increased its price target to $1,500 from $1,300 and maintained an Overweight rating. TD Cowen raised its target to $1,350 from $1,250, citing strong performance and an upbeat outlook for Enterprise Data, which it expects to expand by more than 50% by 2026. Needham lifted its target to $1,300, pointing to robust results and improved forecasts in the Enterprise Data segment. Truist Securities reiterated a Buy rating with a $1,396 price target after meeting with company management.

These analyst moves follow the company’s reported strength in the quarter and reflect adjusted expectations for growth in its Enterprise Data business. At the same time, an InvestingPro valuation view flags potential overvaluation relative to a calculated Fair Value, presenting a mixed signal between market momentum, analyst confidence, and valuation assessment.

For investors tracking insider activity and analyst revisions, Tseng’s sale, the company’s record revenue, and multiple price-target increases add data points to consider. The transactions were made under an established trading plan, and Tseng remains a substantial shareholder following the disposition.

Risks

  • Valuation risk - InvestingPro analysis suggests the shares may be overvalued relative to Fair Value, which could affect returns for equity investors in the semiconductor sector.
  • Insider sale interpretation - While executed under a pre-arranged 10b5-1 plan, the sizable disposition may be interpreted differently by market participants monitoring insider activity in the technology hardware and semiconductor markets.
  • Analyst outlook dependency - Multiple price-target increases are based on current performance and growth expectations for Enterprise Data; if those growth trends fail to materialize, market sentiment and valuations could be impacted.

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