Monolithic Power Systems Gains as Chip Stocks Rebound and AI Power Demand Thesis Holds

2026-10-19

Investivoq PriceTracker

Monolithic Power Systems (MPWR) is up 5.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a broader rebound in semiconductor and AI-linked shares, while investors continue to lean on Monolithic Power Systems’ strong exposure to power chips used in AI servers and data infrastructure. Confidence may also be supported by the company’s recently announced manufacturing expansion and its upcoming third-quarter earnings report.

Details:

Broader chip and AI-related stocks bounced back on Monday after a sharp sector selloff last week, creating a favorable backdrop for high-growth semiconductor names.

In its latest quarterly filing, the company said second-quarter enterprise data revenue jumped 164.3% year over year, driven primarily by higher sales of power management solutions for AI and server applications.

The same filing showed communications revenue also rose strongly, helped by demand for power solutions used in optical modules and switches, reinforcing the data-center demand narrative.

In September, the company announced a long-term manufacturing agreement with a foundry partner to bring its proprietary process technology to a 300mm Singapore facility, with volume production targeted for 2027, which could strengthen future capacity for high-growth markets.

Sources:

Monolithic Power Systems, SEC, GlobalFoundries, AP

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 65 times in the past 6 months. Of those trades, 0 have been purchases and 65 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 21 sales selling 70,000 shares for an estimated $99,659,215.
MAURICE SCIAMMAS (EVP, WW Sales & Marketing) has made 0 purchases and 31 sales selling 27,500 shares for an estimated $39,759,181.
SARIA TSENG (EVP & General Counsel) has made 0 purchases and 2 sales selling 12,565 shares for an estimated $20,792,650.
JEFF ZHOU has made 0 purchases and 4 sales selling 2,000 shares for an estimated $3,250,762.
ROBERT W II DEAN (Interim CFO) has made 0 purchases and 5 sales selling 169 shares for an estimated $233,700.
KUO WEI HERBERT CHANG has made 0 purchases and 2 sales selling 100 shares for an estimated $135,078.

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

$MPWR Hedge Fund Activity

We have seen 604 institutional investors add shares of $MPWR stock to their portfolio, and 541 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. added 858,837 shares (+57.8%) to their portfolio in Q2 2026, for an estimated $1,187,221,915
FMR LLC added 776,427 shares (+17.6%) to their portfolio in Q2 2026, for an estimated $1,073,301,627
BLACKROCK, INC. removed 482,542 shares (-7.9%) from their portfolio in Q2 2026, for an estimated $667,046,759
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 476,308 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $658,429,126
JPMORGAN CHASE & CO added 434,949 shares (+inf%) to their portfolio in Q2 2026, for an estimated $601,256,099
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 388,951 shares (+inf%) to their portfolio in Q2 2026, for an estimated $537,670,304
PRICE T ROWE ASSOCIATES INC /MD/ removed 286,156 shares (-22.7%) from their portfolio in Q2 2026, for an estimated $395,570,608

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

$MPWR Congressional Stock Trading

Members of Congress have traded $MPWR stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $MPWR stock by members of Congress over the last 6 months:

REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/05.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

$MPWR Analyst Ratings

Wall Street analysts have issued reports on $MPWR in the last several months. We have seen 1 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

To track analyst ratings and price targets for $MPWR, check out Investivoq's $MPWR forecast page.

$MPWR Price Targets

Multiple analysts have issued price targets for $MPWR recently. We have seen 5 analysts offer price targets for $MPWR in the last 6 months, with a median target of $1850.0.

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

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.