Monolithic Power Systems (MPWR) Rose Following Robust Results

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the equity markets continued their rally, fueled by enthusiasm for AI, limited evidence of inflationary effects from tariffs, and expectations for further interest rate cuts from the U.S. Federal Reserve. Mid-cap stocks also maintained their positive gains during the quarter. The Russell Midcap Growth Index (up 2.78%) underperformed the Russell Midcap® Value Index (up 6.16%) in the quarter. The letter further shared the firm’s detailed views on Cyclicals, Healthcare, Information Technology, Financials, and Consumer sectors. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted stocks such as Monolithic Power Systems, Inc. (NASDAQ:MPWR). Monolithic Power Systems, Inc. (NASDAQ:MPWR) is a semiconductor-based power electronics solutions provider. The one-month return of Monolithic Power Systems, Inc. (NASDAQ:MPWR) was -17.80%, and its shares gained 56.09% of their value over the last 52 weeks. On November 24, 2025, Monolithic Power Systems, Inc. (NASDAQ:MPWR) stock closed at $892.97 per share, with a market capitalization of $42.78 billion.

Carillon Eagle Mid Cap Growth Fund stated the following regarding Monolithic Power Systems, Inc. (NASDAQ:MPWR) in its third quarter 2025 investor letter:

“Monolithic Power Systems, Inc. (NASDAQ:MPWR), a semiconductor company specializing in power management, delivered solid earnings results driven by diversified end markets, while the company’s outlook for market share in artificial intelligence (AI) data center 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 on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Monolithic Power Systems, Inc. (NASDAQ:MPWR) at the end of the second quarter, which was 47 in the previous quarter. Monolithic Power Systems, Inc. (NASDAQ:MPWR) reported record revenue of $737.2 million in the third quarter of 2025, 10.9% higher than the second quarter of 2025 and 18.9% higher than Q3 2024. While we acknowledge the risk and potential of Monolithic Power Systems, Inc. (NASDAQ:MPWR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Monolithic Power Systems, Inc. (NASDAQ:MPWR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Monolithic Power Systems, Inc. (NASDAQ:MPWR) and shared the list of most profitable semiconductor stocks to buy. Monolithic Power Systems, Inc. (NASDAQ:MPWR) contributed meaningfully to ClearBridge Mid Cap Growth Strategy’s performance in Q3 2025. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.