TD Cowen kept its Buy rating for Monolithic Power stock

Published on 10/08/2026 at 16:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TD Cowen kept a USD 1,850.00 target on October 4, 2026. Monolithic Power stock cost EUR 1,252.75 on October 8, 2026 after EUR 1,273.50, down 1.63 percent.

Key points in brief

TD Cowen kept a Buy rating and a USD 1,850.00 price target on October 4, 2026.
Second-quarter 2026 revenue reached USD 980.64 million, up 47.60 percent year over year.
Lang & Schwarz showed EUR 1,252.75 on October 8, 2026, down 1.63 percent versus the prior close.

Schwarzweiß-Reportagefoto von Ingenieuren bei der Prüfung von Leiterplatten — Monolithic Power Systems (ISIN US6098391054) zeigt Ingenieure, die Leistungshalbleiter-Platinen in Schwarzweiß prüfen, Illustration mit AI erstellt.

Monolithic Power Systems stock was at EUR 1,252.75 at Lang & Schwarz on October 8, 2026 at 4:44 p.m. CEST, down 1.63 percent versus the prior close of EUR 1,273.50. On October 4, 2026, Markets Insider reported that TD Cowen analyst Joshua Buchalter had reiterated a Buy rating and a USD 1,850.00 price target.

TD Cowen sets the valuation frame

The target gives the analyst view a clear numerical anchor while the euro quote reflects a separate German trading perspective. TD Cowen also raised its 2027 revenue estimate to USD 5.3 billion and its 2028 estimate to USD 6.2 billion, according to Investing.com on October 5, 2026.

The valuation case rests on the company converting demand for power-management components into higher revenue while funding capacity expansion. The same report placed the 2028 earnings-per-share estimate at USD 40.87, making execution against those forecasts the key numerical test.

What does the guidance mean for revenue

For the third quarter ending September 30, 2026, Monolithic Power Systems guided revenue to USD 1,140 million to USD 1,160 million, as reported by Simply Wall St. That range would place the forecast above the USD 980.64 million reported for the second quarter, although the periods are consecutive rather than year-over-year comparisons.

Three milestones and dates

On July 30, 2026, the company reported second-quarter revenue of USD 980.64 million and net profit of USD 257.30 million, with revenue up 47.60 percent year over year, according to Markets Insider. On September 11, 2026, the company announced a USD 2.00 dividend for the third quarter, payable October 15, 2026, according to Simply Wall St. On October 4, 2026, TD Cowen reiterated the USD 1,850.00 target and Buy rating, according to Markets Insider.

The next dated items are the USD 2.00 dividend payment on October 15, 2026, and the next quarterly results expected on November 4, 2026, according to TradingView.

Nasdaq context and the euro quote

On Nasdaq, MPWR was trading at USD 1,404.92 at 10:57 a.m. ET on October 8, 2026. Its 52-week range was USD 833.18 to USD 1,714.09, while market capitalization stood at USD 69.0 billion on the same date. The separate euro quotation was lower because the two figures represent different venues and currencies.

Monolithic Power stock was trading at EUR 1,252.75 at Lang & Schwarz on October 8, 2026 at 4:44 p.m. CEST, down 1.63 percent versus the Lang & Schwarz prior close of EUR 1,273.50. The further course of trading is shown by the continuously updated real-time quote of Monolithic Power stock.