Top Rated IT Stocks: Validea's P/E/Growth Investor model highlights QUALCOMM INC, APPLIED MATERIALS INC, and FORTINET INC as top-rated stocks with a score of 91%, indicating strong interest based on their fundamentals and valuations.
Company Profiles: Qualcomm specializes in wireless technologies including 3G to 5G connectivity; Applied Materials provides equipment for semiconductor and display industries; Fortinet focuses on cybersecurity solutions integrating networking and security.
Other Notable Stocks: MONOLITHIC POWER SYSTEMS INC and SUPER MICRO COMPUTER INC received ratings of 74%, suggesting moderate interest according to the investment strategy.
About Peter Lynch: Renowned mutual fund manager Peter Lynch achieved significant returns with his common-sense investment approach, which is now utilized by Validea to analyze stocks based on his strategies.
Wall Street analysts forecast MPWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MPWR is 1200 USD with a low forecast of 950.00 USD and a high forecast of 1375 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast MPWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MPWR is 1200 USD with a low forecast of 950.00 USD and a high forecast of 1375 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 1076.670
Low
950.00
Averages
1200
High
1375
Current: 1076.670
Low
950.00
Averages
1200
High
1375
Truist
Buy
maintain
2025-12-19
Reason
Truist
Price Target
AI Analysis
2025-12-19
maintain
Buy
Reason
Truist raised the firm's price target on Monolithic Power to $1,375 from $1,163 and keeps a Buy rating on the shares. The firm adjusted price targets in the semiconductor and artificial intelligence group after establishing 2027 estimates. Truist recognizes the challenges of finding the power to run AI infrastructure and getting the funding to pay for it. However, the firm believes AI infrastructure semiconductor stocks "remain cheap" relative to their growth. It sees "more upside pressure" to estimates for the group relative to the diversified analog semis heading into 2026. AI capital expenditure upside will continue in 2026, the analyst tells investors in a research note.
Citi
Kelsey Chia
Buy
maintain
2025-11-03
Reason
Citi
Kelsey Chia
Price Target
2025-11-03
maintain
Buy
Reason
Citi analyst Kelsey Chia raised the firm's price target on Monolithic Power to $1,250 from $1,100 and keeps a Buy rating on the shares.
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Truist
Buy
upgrade
$922
2025-11-02
Reason
Truist
Price Target
$922
2025-11-02
upgrade
Buy
Reason
Truist raised the firm's price target on Monolithic Power to $1,163 from $922 and keeps a Buy rating on the shares. The company delivered solid results all around, with its growth remaining diversified and the most important end market - DC/AI - doing better now, the analyst tells investors in a research note.
KeyBanc
John Vinh
Overweight
maintain
2025-10-31
Reason
KeyBanc
John Vinh
Price Target
2025-10-31
maintain
Overweight
Reason
KeyBanc analyst John Vinh raised the firm's price target on Monolithic Power (MPWR) to $1,300 from $1,250 and keeps an Overweight rating on the shares. The firm notes the company reported strong Q3 results and Q4 guidance, which solidly beat expectations. Upside was primarily driven by Enterprise Data and Industrials. Management indicated the second half of the year strength in ED was driven by the ramp of new customers and expects 30%-40% growth in 2026, which KeyBanc believes is conservative. The firm continues to expect strength in the second half of 2025 driven by share gains at Nvidia (NVDA) on B300 HGX and expects more meaningful growth in the second half of 2026 as Monolithic becomes the primary supplier on Vera Rubin.
About MPWR
Monolithic Power Systems, Inc. is a fabless company, which provides semiconductor-based power electronic solutions. The Company design and develop its products for the enterprise data, storage and computing, automotive, communications, consumer, and industrial end markets. Direct Current (DC) to DC, Alternating Current (AC) to DC, driver metal-oxide-semiconductor field-effect transistor, power management integrated circuit (IC), current limit switch and lighting control products. Its DC to DC ICs are used to convert and control voltages within a range of electronic systems, such as cloud-based central processing unit (CPU) servers, server artificial intelligence (AI) applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, fourth generation (4G) and fifth generation (5G) infrastructure and satellite communications applications. The Company have sales offices in various locations in Asia, Europe and the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
