Strong Results Boosted Monolithic Power Systems (MPWR) in Q3

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks specified arsenic Monolithic Power Systems, Inc. (NASDAQ:MPWR). Monolithic Power Systems, Inc. (NASDAQ:MPWR) is simply a semiconductor-based powerfulness electronics solutions provider. The one-month instrumentality of Monolithic Power Systems, Inc. (NASDAQ:MPWR) was 5.52%, and its shares gained 50.57% of their worth implicit the past 52 weeks. On December 12, 2025, Monolithic Power Systems, Inc. (NASDAQ:MPWR) banal closed astatine $946.51 per share, with a marketplace capitalization of $45.344 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding Monolithic Power Systems, Inc. (NASDAQ:MPWR) successful its 3rd 4th 2025 capitalist letter:

"Among the wide assortment of Information Technology companies, we similar captious strategy providers, specialized constituent designers, systems that amended productivity oregon ratio for their clients, and others that are increasing their shares of firm IT budgets. Monolithic Power Systems, Inc. (NASDAQ:MPWR) designs and develops integrated powerfulness semiconductor solutions and powerfulness transportation architectures for computing, storage, automotive, industrial, communications, and user applications. Their banal climbed 26% aft posting a coagulated 2nd 4th with revenues astatine the precocious extremity of the guidance scope and supra the Street; net were besides better. Upside to the 4th came from non-enterprise information halfway segments wherever the institution is benefiting from a cyclical betterment arsenic good arsenic important contented growth."

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge money portfolios held Monolithic Power Systems, Inc. (NASDAQ:MPWR) astatine the extremity of the 3rd quarter, which was 41 successful the erstwhile quarter. Monolithic Power Systems, Inc. (NASDAQ:MPWR) reported grounds revenue of $737.2 cardinal successful the 3rd 4th of 2025, 10.9% higher than the 2nd 4th of 2025 and 18.9% higher than Q3 2024. While we admit the imaginable of Monolithic Power Systems, Inc. (NASDAQ:MPWR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.