Monolithic Power Systems (MPWR) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to a broad rebound in semiconductor and AI-linked stocks rather than to a new company-specific announcement. Recent results also left Monolithic Power Systems with strong momentum in enterprise data and communications, which may have helped buyers step back in after last week’s pullback in chip names.
Details:
Wall Street’s technology and chip shares bounced on July 6, with the semiconductor group recovering after two weak sessions, creating a favorable backdrop for MPWR.No fresh July company press release or new SEC filing was easy to identify, which suggests today’s gain was likely driven more by sector sentiment than by a discrete corporate event.In first-quarter 2026 results, Monolithic Power Systems posted revenue of $804.2 million, up 26.1% year over year, showing continued business strength.The company’s enterprise data revenue climbed 97.7% year over year, driven by higher sales of power-management products for AI and server applications, reinforcing the long-running bull case.Sources:
Monolithic Power Systems, AP News, MarketScreener
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MPWR Insider Trading Activity
$MPWR insiders have traded $MPWR stock on the open market 120 times in the past 6 months. Of those trades, 0 have been purchases and 120 have been sales.
Here’s a breakdown of recent trading of $MPWR stock by insiders over the last 6 months:
- MICHAEL HSING (CEO) has made 0 purchases and 45 sales selling 194,923 shares for an estimated $240,375,896.
- SARIA TSENG (EVP & General Counsel) has made 0 purchases and 34 sales selling 79,113 shares for an estimated $95,730,670.
- MAURICE SCIAMMAS (EVP, WW Sales & Marketing) has made 0 purchases and 15 sales selling 35,575 shares for an estimated $46,525,087.
- THEODORE BLEGEN (EVP and CFO) has made 0 purchases and 18 sales selling 24,725 shares for an estimated $28,832,797.
- DEMING XIAO (EVP, Global Operations) sold 22,875 shares for an estimated $26,790,369
- JEFF ZHOU has made 0 purchases and 4 sales selling 2,000 shares for an estimated $3,250,762.
- VICTOR K LEE sold 400 shares for an estimated $484,864
- ROBERT W II DEAN (Interim CFO) has made 0 purchases and 2 sales selling 26 shares for an estimated $42,543.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$MPWR Hedge Fund Activity
We have seen 493 institutional investors add shares of $MPWR stock to their portfolio, and 454 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CORIENT PRIVATE WEALTH LLC removed 2,031,489 shares (-99.2%) from their portfolio in Q1 2026, for an estimated $2,221,128,498
- PRICE T ROWE ASSOCIATES INC /MD/ removed 428,440 shares (-25.3%) from their portfolio in Q1 2026, for an estimated $468,434,873
- FMR LLC added 423,823 shares (+10.7%) to their portfolio in Q1 2026, for an estimated $463,386,877
- ROYAL BANK OF CANADA added 296,788 shares (+168.1%) to their portfolio in Q1 2026, for an estimated $324,493,159
- BANK OF AMERICA CORP /DE/ removed 167,413 shares (-30.5%) from their portfolio in Q1 2026, for an estimated $183,041,003
- FIL LTD removed 161,452 shares (-51.1%) from their portfolio in Q1 2026, for an estimated $176,523,544
- WELLINGTON MANAGEMENT GROUP LLP removed 134,259 shares (-34.9%) from their portfolio in Q1 2026, for an estimated $146,792,077
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MPWR Congressional Stock Trading
Members of Congress have traded $MPWR stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MPWR stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$MPWR Analyst Ratings
Wall Street analysts have issued reports on $MPWR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/01/2026
- Stifel issued a "Buy" rating on 02/04/2026
- Wells Fargo issued a "Overweight" rating on 01/15/2026
To track analyst ratings and price targets for $MPWR, check out Quiver Quantitative's $MPWR forecast page.
$MPWR Price Targets
Multiple analysts have issued price targets for $MPWR recently. We have seen 8 analysts offer price targets for $MPWR in the last 6 months, with a median target of $1662.5.
Here are some recent targets:
- N. Quinn Bolton from Needham set a target price of $1750.0 on 05/01/2026
- Kevin Cassidy from Rosenblatt set a target price of $1575.0 on 05/01/2026
- John Vinh from Keybanc set a target price of $2000.0 on 05/01/2026
- Joe Quatrochi from Wells Fargo set a target price of $1860.0 on 05/01/2026
- Joshua Buchalter from TD Cowen set a target price of $1850.0 on 05/01/2026
- Tore Svanberg from Stifel set a target price of $1500.0 on 04/16/2026
- Kelsey Chia from Citigroup set a target price of $1350.0 on 02/09/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Monolithic Power Systems Rises as Chip Stocks Rebound and AI Power Demand Theme Stays Intact
Monolithic Power Systems (MPWR) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to a broad rebound in semiconductor and AI-linked stocks rather than to a new company-specific announcement. Recent results also left Monolithic Power Systems with strong momentum in enterprise data and communications, which may have helped buyers step back in after last week’s pullback in chip names.
Details:
Sources:
Monolithic Power Systems, AP News, MarketScreener
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MPWR Insider Trading Activity
$MPWR insiders have traded $MPWR stock on the open market 120 times in the past 6 months. Of those trades, 0 have been purchases and 120 have been sales.
Here’s a breakdown of recent trading of $MPWR stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MPWR Hedge Fund Activity
We have seen 493 institutional investors add shares of $MPWR stock to their portfolio, and 454 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MPWR Congressional Stock Trading
Members of Congress have traded $MPWR stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MPWR stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$MPWR Analyst Ratings
Wall Street analysts have issued reports on $MPWR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $MPWR, check out Quiver Quantitative's $MPWR forecast page.
$MPWR Price Targets
Multiple analysts have issued price targets for $MPWR recently. We have seen 8 analysts offer price targets for $MPWR in the last 6 months, with a median target of $1662.5.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »