Monolithic Power Systems (MPWR) Rose Following Robust Results

5 days ago 8

Soumya Eswaran

Tue, November 25, 2025 astatine 6:08 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the equity markets continued their rally, fueled by enthusiasm for AI, constricted grounds of inflationary effects from tariffs, and expectations for further involvement complaint cuts from the U.S. Federal Reserve. Mid-cap stocks besides maintained their affirmative gains during the quarter. The Russell Midcap Growth Index (up 2.78%) underperformed the Russell Midcap® Value Index (up 6.16%) successful the quarter. The missive further shared the firm's elaborate views connected Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Mid Cap Growth Fund 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 -17.80%, and its shares gained 56.09% of their worth implicit the past 52 weeks. On November 24, 2025, Monolithic Power Systems, Inc. (NASDAQ:MPWR) banal closed astatine $892.97 per share, with a marketplace capitalization of $42.78 billion.

Carillon Eagle Mid Cap Growth Fund stated the pursuing regarding Monolithic Power Systems, Inc. (NASDAQ:MPWR) successful its 3rd 4th 2025 capitalist letter:

"Monolithic Power Systems, Inc. (NASDAQ:MPWR), a semiconductor institution specializing successful powerfulness management, delivered coagulated net results driven by diversified extremity markets, portion the company’s outlook for marketplace stock successful artificial quality (AI) information halfway applications improved during the quarter."

Is Monolithic Power Systems, Inc. (MPWR) the Cheap Semiconductor Stock to Buy Now?

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge money portfolios held Monolithic Power Systems, Inc. (NASDAQ:MPWR) astatine the extremity of the 2nd quarter, which was 47 successful the erstwhile quarter. Monolithic Power Systems, Inc. (NASDAQ:MPWR) reported record 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.