Back to news

MPWR Slides as Sector Weakness and Recent Overhangs Weigh on Shares

Investivoq PriceTracker

Monolithic Power Systems (MPWR) is down 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be broader semiconductor weakness rather than a fresh company-specific blow. This could be because investors are trimming richly valued chip names ahead of earnings, while recent insider selling and a recent analyst downgrade may still be acting as overhangs on sentiment.

Details:

  • Monolithic Power Systems recently announced it will report third-quarter 2026 results on October 29, leaving the stock in a typical pre-earnings positioning window where traders often reduce exposure.
  • Broader semiconductor shares have been under pressure in recent sessions, with commentary around AI revenue durability and valuation causing investors to pull back from chip stocks.
  • A recent ratings change moved MPWR to a more neutral stance from one research shop earlier this month, which may have tempered momentum even though the broader analyst view remains bullish.
  • Recent disclosures also showed CEO Michael Hsing sold shares under a trading plan in late September, which may have added to short-term caution even if the sale was not necessarily a fundamental negative signal.

    • Sources:

    Monolithic Power Systems, SEC, MarketBeat, Nasdaq

    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 Insider Trades

    $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.

    Investivoq Alerts
    Receive MPWR Data Alerts
    Get market-moving data, filings, and signals for MPWR in real time.
    Sign Up

    $MPWR Hedge Fund Activity

    We have seen 607 institutional investors add shares of $MPWR stock to their portfolio, and 525 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 6 analysts offer price targets for $MPWR in the last 6 months, with a median target of $1800.0.

    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
    • Tore Svanberg from Stifel set a target price of $1500.0 on 04/16/2026

    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.