Saria Tseng, who serves as Executive Vice President and General Counsel at Monolithic Power Systems Inc, executed a sale of 22,875 shares of the company’s common stock on February 6, 2026. The shares traded at $1,171.1637 apiece, producing gross proceeds of $26,790,369, according to a Form 4 filing submitted to the Securities and Exchange Commission.
The filing states the disposition was made to cover taxes arising from the release of restricted stock units, in accordance with Monolithic Power Systems’ equity incentive plan. After the transaction was completed, Tseng’s direct holdings in the company stood at 200,626 shares. The filing also notes an indirect interest of 1,000 shares attributable to Tseng through the C&T Discovery Foundation.
Tseng’s sale occurred as the company reported strong fourth-quarter results for 2025. Monolithic Power Systems posted an earnings per share of $4.79 for the quarter, exceeding the $4.73 analysts had forecast. Revenue for the period reached a record $751.2 million, topping the anticipated $740.23 million.
Market analysts responded to the quarterly performance and guidance with upward adjustments to their price targets. KeyBanc raised its target to $1,500 and maintained an Overweight rating, citing the robust quarterly results and guidance. TD Cowen lifted its target to $1,350 and highlighted a favorable outlook for the Enterprise Data segment, which it expects to grow by more than 50% by 2026. Needham increased its target to $1,300, also pointing to notable growth in the Enterprise Data business. These moves by analysts are described in the filing as reflecting positive sentiment regarding the company’s prospects.
The Form 4 disclosure and the company’s reported quarterly performance together provide contemporaneous data points on insider activity and corporate operating results. The insider sale is identified in the filing as a tax-related transaction tied to the vesting of equity awards, while the operational results were followed by multiple firms raising long-term valuation benchmarks.
Clear summary
- Saria Tseng sold 22,875 shares on February 6, 2026, at $1,171.1637 per share, totaling $26,790,369.
- The sale was reported on a Form 4 and was made to cover taxes on released restricted stock units under the company’s equity incentive plan.
- Following the sale, Tseng directly holds 200,626 shares and indirectly holds 1,000 shares via the C&T Discovery Foundation.
- Monolithic Power Systems reported Q4 2025 EPS of $4.79 and record revenue of $751.2 million, both above analyst expectations, prompting multiple analyst price-target increases.
Key points
- Insider transaction was tax-driven in connection with vested restricted stock units and disclosed on an SEC Form 4 - this affects corporate governance transparency and insider disclosure practices.
- Company results beat expectations on both EPS and revenue, with revenue reaching a record quarterly level - relevant to investors focused on semiconductor and power-management suppliers.
- Analysts raised price targets in response to the quarter and guidance, citing strong performance and anticipated Enterprise Data growth - this influences market sentiment and valuation assumptions in the sector.
- The insider sale was characterized as a tax-related transaction; the filing does not provide additional context about other potential motivations behind the disposition - this leaves interpretation of insider confidence limited.
- Analyst target increases reference projected growth in the Enterprise Data segment, including a forecasted expansion exceeding 50% by 2026; such projections carry execution risk and depend on future business performance.
- The report includes short-term results and subsequent analyst reactions; market valuation changes may hinge on future quarters and guidance, which remain subject to operational and macroeconomic variability.