Monolithic Power Systems (MPWR) has weathered a multifaceted storm on the investment front in recent times. Amid the volatility, the company's stock has experienced a drop, prompting a conservative accounting assessment to explain softer earnings. Some investors have lowered their holdings, such as Comgest Global Investors S.A.S, Natixis Advisors LLC, and Los Angeles Capital Management LLC. Nevertheless, MPWR has confirmed it remains part of the bill of materials for next-gen systems by
Nvidia, even as the risk surrounding the Blackwell allocation put the stock under pressure. Some investors continue to see MPWR as a good bet, with firms like Mizuho Securities USA LLC and KBC Group NV, increasing their stock positions. Despite a drop in Q3 earnings, the sales of MPWR topped estimates, with some financial experts reiterating a 'Buy' rating on MPWR’s shares and highlighting a high consensus ROE. Risks identified include vulnerability to Nvidia allocation, slowing growth, and recent performance issues. The company has successfully defended itself against these issues, but their presence has further emphasized the importance of investors considering the overall picture when evaluating options activity.
Monolithic Power Systems MPWR News Analytics from Thu, 02 May 2024 07:00:00 GMT to Sat, 16 Nov 2024 15:36:58 GMT -
Rating -2
- Innovation 5
- Information 6
- Rumor 2
