Recent Insider Transactions • May 08
Independent Director recently sold €2.1m worth of stock On the 6th of May, Jeff Zhou sold around 2k shares on-market at roughly €1,368 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €331m more than they bought in the last 12 months. Tillkännagivande • May 04
Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026 Monolithic Power Systems, Inc., Annual General Meeting, Jun 11, 2026. Reported Earnings • May 02
First quarter 2026 earnings released: EPS: US$3.94 (vs US$2.80 in 1Q 2025) First quarter 2026 results: EPS: US$3.94 (up from US$2.80 in 1Q 2025). Revenue: US$804.2m (up 26% from 1Q 2025). Net income: US$193.2m (up 44% from 1Q 2025). Profit margin: 24% (up from 21% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Tillkännagivande • Apr 16
Monolithic Power Systems, Inc. to Report Q1, 2026 Results on Apr 30, 2026 Monolithic Power Systems, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026 Recent Insider Transactions • Feb 12
Founder recently sold €54m worth of stock On the 6th of February, Michael Hsing sold around 55k shares on-market at roughly €991 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €136m. Reported Earnings • Feb 06
Full year 2025 earnings released: EPS: US$12.82 (vs US$36.76 in FY 2024) Full year 2025 results: EPS: US$12.82 (down from US$36.76 in FY 2024). Revenue: US$2.79b (up 26% from FY 2024). Net income: US$615.9m (down 66% from FY 2024). Profit margin: 22% (down from 81% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. New Risk • Feb 06
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 22% Last year net profit margin: 81% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (22% net profit margin). Significant insider selling over the past 3 months (€125m sold). Tillkännagivande • Jan 15
Monolithic Power Systems, Inc. to Report Q4, 2025 Results on Feb 05, 2026 Monolithic Power Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026 New Risk • Jan 11
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.8% average weekly change). High level of non-cash earnings (74% accrual ratio). Minor Risk Significant insider selling over the past 3 months (€126m sold). Declared Dividend • Dec 18
Dividend of US$1.56 announced Shareholders will receive a dividend of US$1.56. Ex-date: 30th December 2025 Payment date: 15th January 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 15%. Cash payout ratio: 41%. Tillkännagivande • Dec 13
Monolithic Power Systems, Inc. Announces Fourth Quarter Cash Dividend, Payable on January 15, 2026 On December 12, 2025, Monolithic Power Systems, Inc. issued a press release announcing the fourth quarter cash dividend of $1.56 per share to all stockholders of record as of the close of business on December 31, 2025. The dividend will be paid to stockholders on January 15, 2026. New Risk • Nov 26
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.5% average weekly change). Earnings are forecast to decline by an average of 6.1% per year for the foreseeable future. High level of non-cash earnings (74% accrual ratio). Minor Risk Significant insider selling over the past 3 months (€97m sold). Recent Insider Transactions • Nov 15
Founder recently sold €64m worth of stock On the 12th of November, Michael Hsing sold around 77k shares on-market at roughly €830 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by €94m. Reported Earnings • Oct 31
Third quarter 2025 earnings released: EPS: US$3.72 (vs US$2.96 in 3Q 2024) Third quarter 2025 results: EPS: US$3.72 (up from US$2.96 in 3Q 2024). Revenue: US$737.2m (up 19% from 3Q 2024). Net income: US$178.3m (up 23% from 3Q 2024). Profit margin: 24% (in line with 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe. Tillkännagivande • Oct 31
Monolithic Power Systems, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025 Monolithic Power Systems, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the year, the company expects Revenue in the range of $730.0 million to $750.0 million. Tillkännagivande • Oct 10
Monolithic Power Systems, Inc. to Report Q3, 2025 Results on Oct 30, 2025 Monolithic Power Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025 Tillkännagivande • Oct 07
Reed Semiconductor Corp. Files Patent Infringement Lawsuit Against Monolithic Power Systems Reed Semiconductor Corp. announced that it has filed a patent infringement lawsuit (Case No. 6:25-cv-00449) in the United States District Court for the Western District of Texas against Monolithic Power Systems Inc. (MPS). The lawsuit alleges infringement of U.S. Patent No. 7,960,955, which covers power semiconductor devices incorporating a linear regulator to stabilize input voltage across multiple MPS product families. The filing follows a series of lawsuits initiated by MPS in 2023, 2024, and 2025 in the U.S. District Court for the District of Delaware. According to Reed, discovery in those cases has revealed the claims to be false. Reed's new complaint also asserting that MPS engaged in bad- faith interference with Reed's established business relationships and contractual agreements. Board Change • Sep 18
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Sep 12
Monolithic Power Systems, Inc. Announces Third Quarter 2025 Dividend, Payable on October 15, 2025 Monolithic Power Systems, Inc. announced its third quarter dividend of $1.56 per common share to all stockholders of record as of the close of business on September 30, 2025. The dividend will be paid on October 15, 2025. Recent Insider Transactions • Sep 04
Independent Director recently sold €2.9m worth of stock On the 29th of August, Eugen Elmiger sold around 4k shares on-market at roughly €724 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €27m. Insiders have been net sellers, collectively disposing of €100m more than they bought in the last 12 months. Board Change • Sep 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Aug 19
Founder recently sold €14m worth of stock On the 15th of August, Michael Hsing sold around 20k shares on-market at roughly €708 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €27m. Michael has been a net seller over the last 12 months, reducing personal holdings by €32m. Recent Insider Transactions • Aug 06
Key Executive recently sold €27m worth of stock On the 1st of August, Deming Xiao sold around 40k shares on-market at roughly €676 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Deming has been a net seller over the last 12 months, reducing personal holdings by €45m. Reported Earnings • Aug 01
Second quarter 2025 earnings released: EPS: US$2.79 (vs US$2.06 in 2Q 2024) Second quarter 2025 results: EPS: US$2.79 (up from US$2.06 in 2Q 2024). Revenue: US$664.6m (up 31% from 2Q 2024). Net income: US$133.7m (up 33% from 2Q 2024). Profit margin: 20% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Board Change • Aug 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Jul 16
Monolithic Power Systems, Inc. to Report Q2, 2025 Results on Jul 31, 2025 Monolithic Power Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 31, 2025 Recent Insider Transactions • Jul 03
Executive VP & CFO recently sold €3.8m worth of stock On the 1st of July, Theodore Blegen sold around 6k shares on-market at roughly €637 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €7.6m. Theodore has been a net seller over the last 12 months, reducing personal holdings by €16m. Board Change • Jul 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Jun 14
Monolithic Power Systems Announces Second Quarter 2025 Dividend, Payable on July 15, 2025 Monolithic Power Systems, Inc. announced its second quarter dividend of $1.56 per common share to all stockholders of record as of the close of business on June 30, 2025. The dividend will be paid on July 15, 2025. Board Change • Jun 13
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €653, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €274 per share. Board Change • May 14
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. Independent Director Eileen Wynne was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • May 02
Monolithic Power Systems, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2025 Monolithic Power Systems, Inc. provided earnings guidance for the second quarter ending June 30, 2025. For the quarter, the company expects Revenue in the range of $640.0 million to $660.0 million. 
