Monolithic Power Systems stock rises as new manufacturing pact adds to AI power-supply growth narrative

Monolithic Power Systems (MPWR) is up 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is investor reaction to Monolithic Power Systems’ new long-term manufacturing partnership with GlobalFoundries, announced on September 9, which should expand supply capacity for power-management chips aimed at data center, automotive, industrial, and cloud markets. The gain also appears to be supported by a broader risk-on move in technology and by the company’s already strong AI- and server-linked revenue momentum from its latest quarterly results.

Details:

Monolithic Power Systems disclosed a long-term agreement to deploy its proprietary process technology at GlobalFoundries’ 300mm Singapore fab, with volume production targeted for early 2027.

The company said the added manufacturing capacity is intended to support critical power-management products for high-growth markets, which can strengthen supply assurance as demand expands.

In its latest quarterly filing, second-quarter revenue rose to $980.6 million, with enterprise data revenue jumping sharply as sales of power solutions for AI and server applications increased.

The same quarterly filing projected third-quarter revenue of $1.14 billion to $1.16 billion, reinforcing the view that demand trends remained favorable heading into the current quarter.

Sources:

Monolithic Power Systems Investor Relations, SEC, AP News

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 90 times in the past 6 months. Of those trades, 0 have been purchases and 90 have been sales.

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

SARIA TSENG (EVP & General Counsel) has made 0 purchases and 33 sales selling 56,238 shares for an estimated $68,940,300.
MICHAEL HSING (CEO) has made 0 purchases and 13 sales selling 40,000 shares for an estimated $59,310,168.
MAURICE SCIAMMAS (EVP, WW Sales & Marketing) has made 0 purchases and 33 sales selling 27,560 shares for an estimated $39,825,526.
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 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 632 institutional investors add shares of $MPWR stock to their portfolio, and 606 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
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

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 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 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 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 Quiver Quantitative'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 Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.