MPWR rises 4.6% as investors rotate back into AI/data-center power semis after recent volatility

Monolithic Power Systems (MPWR) is up 4.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks consistent with dip-buying and renewed optimism around AI and data-center infrastructure demand, where power-management suppliers like Monolithic Power are viewed as key beneficiaries. With no single, clearly market-moving company announcement visible today, the gains likely reflect a combination of recent fundamental strength and broader semiconductor sentiment.

Details:

Monolithic Power’s most recent quarterly update highlighted continued growth and included Q1 2026 revenue guidance of $770 million to $790 million, supporting the view that demand trends remain constructive.

The company also approved a higher quarterly cash dividend of $2.00 per share, with payment scheduled for April 15, 2026, reinforcing confidence in cash generation and capital returns.

In the past several sessions, investors have also been weighing insider transaction disclosures, which can add short-term volatility even when they are made under pre-arranged trading plans.

This could also be because semiconductor shares broadly tend to move together around shifting expectations for AI server builds and data-center capex, amplifying moves in higher-momentum names like MPWR.

Sources:

Monolithic Power Systems Investor Relations, MarketBeat, Barchart

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 205 times in the past 6 months. Of those trades, 0 have been purchases and 205 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 68 sales selling 231,923 shares for an estimated $255,125,829.
SARIA TSENG (EVP & General Counsel) has made 0 purchases and 46 sales selling 108,089 shares for an estimated $109,487,087.
MAURICE SCIAMMAS (EVP, WW Sales & Marketing) has made 0 purchases and 30 sales selling 62,311 shares for an estimated $61,626,952.
THEODORE BLEGEN (EVP and CFO) has made 0 purchases and 50 sales selling 30,725 shares for an estimated $34,630,698.
DEMING XIAO (EVP, Global Operations) sold 22,875 shares for an estimated $26,790,369
VICTOR K LEE has made 0 purchases and 8 sales selling 2,000 shares for an estimated $1,995,099.
KUO WEI HERBERT CHANG has made 0 purchases and 2 sales selling 200 shares for an estimated $177,094.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$MPWR Hedge Fund Activity

We have seen 506 institutional investors add shares of $MPWR stock to their portfolio, and 440 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CORIENT PRIVATE WEALTH LLC added 1,993,576 shares (+3719.6%) to their portfolio in Q4 2025, for an estimated $1,806,897,543
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 944,891 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $856,411,406
FMR LLC added 412,212 shares (+11.6%) to their portfolio in Q4 2025, for an estimated $373,612,468
JPMORGAN CHASE & CO removed 350,955 shares (-40.7%) from their portfolio in Q4 2025, for an estimated $318,091,573
INVESCO LTD. added 295,556 shares (+25.9%) to their portfolio in Q4 2025, for an estimated $267,880,136
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 274,380 shares (-36.6%) from their portfolio in Q4 2025, for an estimated $248,687,056
SG AMERICAS SECURITIES, LLC added 261,893 shares (+77483.1%) to their portfolio in Q4 2025, for an estimated $237,369,339

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$MPWR Congressional Stock Trading

Members of Congress have traded $MPWR stock 4 times in the past 6 months. Of those trades, 4 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:

SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 3 purchases worth up to $150,000 on 02/04, 01/05 and 0 sales.
REPRESENTATIVE MICHAEL GUEST purchased up to $15,000 on 10/20.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$MPWR Analyst Ratings

Wall Street analysts have issued reports on $MPWR in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Stifel issued a "Buy" rating on 02/04/2026
Wells Fargo issued a "Overweight" rating on 01/15/2026
Citigroup issued a "Buy" rating on 11/03/2025
TD Cowen issued a "Buy" rating on 10/31/2025

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 9 analysts offer price targets for $MPWR in the last 6 months, with a median target of $1300.0.

Here are some recent targets:

Kelsey Chia from Citigroup set a target price of $1350.0 on 02/09/2026
Kevin Cassidy from Rosenblatt set a target price of $1000.0 on 02/06/2026
N. Quinn Bolton from Needham set a target price of $1300.0 on 02/06/2026
William Stein from Truist Securities set a target price of $1396.0 on 02/06/2026
John Vinh from Keybanc set a target price of $1500.0 on 02/06/2026
Joe Quatrochi from Wells Fargo set a target price of $1350.0 on 02/06/2026
Tore Svanberg from Stifel set a target price of $1300.0 on 02/04/2026

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.