Loop Capital Starts Monolithic Power Systems (MPWR) at Hold, 'we feel the bull-case thesis is well understood'

Stifel Defending Monolithic Power Systems (MPWR)

November 12, 2024 5:00 AM EST

Stifel analyst Tore Svanberg reiterated a Buy rating and $1,100.00 price target on Monolithic Power Systems (NASDAQ: MPWR).

The analyst comments "Recent speculation regarding MPWRs competitive positioning within NVDAs upcoming Blackwell AI platform launch. We had the opportunity to catch up with... More

U.S. stocks higher at close of trade; Dow Jones Industrial Average up 0.69%

November 11, 2024 4:54 PM EST

Investing.com U.S. stocks were higher after the close on Monday, as gains in the Consumer Goods, Financials and Industrials sectors led shares higher.

At the close in NYSE, the Dow Jones Industrial Average added 0.69% to hit a new all time high, while the S&P 500 index gained 0.10%, and the NASDAQ Composite index gained 0.09%.

The best performers of the session on the Dow Jones Industrial Average were Salesforce Inc (NYSE: CRM), which rose 6.14% or 19.78 points to trade at 341.73 at the close. Meanwhile, Honeywell International Inc (NASDAQ:... More

Needham Reiterates Buy Rating on Monolithic Power Systems (MPWR)

November 11, 2024 4:43 PM EST

Needham analyst Quinn Bolton reiterated a Buy rating and $950.00 price target on Monolithic Power Systems (NASDAQ: MPWR).

The analyst comments "This morning, Edgewater Research issued a report stating that MPS may be having technical issues with its power management solutions for 700W+... More

Wolfe Research Issues Reports on Monolithic Power Systems (MPWR) Volatility, 'no bookings have been canceled as of now'

November 11, 2024 3:40 PM EST

Wolfe Research analyst Chris Caso reiterated a Peerperform rating on Monolithic Power Systems (NASDAQ: MPWR)

The analyst comments "We had a chance to speak with MPWR briefly today regarding a competitor's report which appeared to suggest meaningful share loss for MPWR on NVDA's Blackwell platform following technical issues. The company noted that they have been clear in their communications with the Street that they would see second and third sources for digital power at NVDA. The competitor's report, however, seemed to imply that MPWR would see limited or no allocation for B200 and... More

Deutsche Bank Attributing Monolithic Power Systems (MPWR) Selloff to Edgewater Report, Issues Comments

November 11, 2024 10:27 AM EST

Deutsche Bank analyst Ross Seymore reiterated a Buy rating and $900.00 price target on Monolithic Power Systems (NASDAQ: MPWR).

The analyst comments "Earlier today a sell-side report was issued that indicated MPWR would lose most if not all of its market share providing power management solutions (PMICs) for NVDAs latest generation AI processors (Blackwell), suggesting that the loss was deu to performance issues at higher power levels. While we have not been able to directly verify these claims, we... More

Monolithic Power Systems (MPWR) Trade Off LOD, Down 21%

November 11, 2024 9:34 AM EST

Monolithic Power Systems (NASDAQ: MPWR) Trade LOD, Down 21%

Earlier: Monolithic Power Systems (MPWR) Selloff Attributed to Edgewater Comments... More

Monolithic Power Systems (MPWR) Selloff Attributed to Edgewater Comments

November 11, 2024 9:29 AM EST

Monolithic Power Systems (NASDAQ: MPWR) Selloff Attributed to Edgewater Comments.

"Blackwell Allocation at Risk as Renesas and IFX Poised to Capture Majority Share"read-thru: MPWR could lose NVDA business.... More