Saria Tseng, Executive Vice President and General Counsel at Monolithic Power Systems Inc (NASDAQ: MPWR), sold 1,398 shares of the company's common stock on April 1, 2026, realizing proceeds of $1.58 million. The individual sale prices for the shares ranged from $1,131.24 to $1,136.99 per share.
The disposition was carried out under a pre-arranged Rule 10b5-1 trading plan that Tseng adopted on November 28, 2025. After completing these transactions, Tseng's direct ownership in Monolithic Power Systems stands at 173,582 shares. She also holds an indirect position of 1,000 shares through the C&T Discovery Foundation.
Separately, Monolithic Power Systems posted fourth-quarter 2025 results that topped analysts' expectations. The company reported earnings per share of $4.79 versus the forecasted $4.73. Revenue for the quarter reached a record $751.2 million, ahead of the anticipated $740.23 million.
Following the stronger-than-expected quarterly performance, several research firms adjusted their outlooks and price targets. KeyBanc raised its target to $1,500 from $1,300 and maintained an Overweight rating. TD Cowen increased its target to $1,350 from $1,250, citing a "solid beat and raise" by the company and projecting significant growth in the Enterprise Data segment by 2026. Needham lifted its price target to $1,300 from $1,250, pointing to an improved outlook, particularly in the data center market. Truist Securities reiterated a Buy rating with a $1,396 price target after discussions with Monolithic Power Systems' management.
These analyst actions - upward price-target revisions and reaffirmed Buy/Overweight stances - reflect a positive sentiment among brokerage coverage regarding the company's near-term trajectory and segments highlighted by management.
Summary
Saria Tseng sold 1,398 shares of MPWR on April 1, 2026, under a Rule 10b5-1 plan; proceeds totaled $1.58 million. Following the sale, Tseng retains 173,582 direct shares and indirectly holds 1,000 shares via the C&T Discovery Foundation. Monolithic Power Systems reported Q4 2025 EPS of $4.79 and record revenue of $751.2 million, beating expectations, which prompted several analysts to raise price targets and maintain optimistic ratings.
Key points
- Insider transaction: 1,398 shares sold by EVP and general counsel Saria Tseng on April 1, 2026, generating $1.58 million.
- Strong quarterly performance: Q4 2025 EPS of $4.79 and revenue of $751.2 million, both above forecasts.
- Analyst response: Multiple firms raised price targets and sustained positive ratings, reflecting improved sentiment toward the company and particular strength in data center and Enterprise Data projections.
Risks and uncertainties
- Insider selling - While the sale was executed under a pre-arranged Rule 10b5-1 plan, insider transactions can be viewed variably by the market and may introduce short-term trading uncertainty for the stock.
- Reliance on analyst outlooks - The company’s recent positive reception hinges in part on analyst projections and price-target revisions; if execution or market conditions change, sentiment could shift.
- Concentration in growth segments - Analyst optimism notably references Enterprise Data and data center segments; underperformance in those areas could affect forward expectations.