Monolithic Power Systems jumps as chip stocks rally and upbeat outlook fuels target hikes

Monolithic Power Systems, Inc. (MPWR) is up 7.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks tied to a risk-on rally across semiconductors, with MPWR participating as a high-momentum AI/data-center power beneficiary. Recent post-earnings optimism and price-target increases also likely helped keep buyers active.

Details:

Semiconductor stocks broadly moved higher, lifting MPWR alongside the group as investors reacted positively to improved industry commentary and outlook signals.

MPWR has seen a wave of analyst target increases in recent weeks following its latest quarterly update, reinforcing the bull case around AI/server power content and growth.

In its Q1 2026 investor materials, the company highlighted sustained above-industry revenue growth and ongoing capital returns (including an active repurchase authorization and an increased quarterly dividend), which can support sentiment on strong tape days.

This could also be a positioning/technical move, with traders adding exposure after the stock held up well post-earnings and into late May.

Sources:

TradingView, Monolithic Power Systems (Investor Relations), Stock Analysis

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 161 times in the past 6 months. Of those trades, 0 have been purchases and 161 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 60 sales selling 106,548 shares for an estimated $111,550,974.
MAURICE SCIAMMAS (EVP, WW Sales & Marketing) has made 0 purchases and 14 sales selling 35,545 shares for an estimated $46,479,069.
THEODORE BLEGEN (EVP and CFO) has made 0 purchases and 28 sales selling 27,725 shares for an estimated $31,557,421.
DEMING XIAO (EVP, Global Operations) sold 22,875 shares for an estimated $26,790,369
JEFF ZHOU has made 0 purchases and 3 sales selling 1,514 shares for an estimated $2,434,282.
VICTOR K LEE has made 0 purchases and 8 sales selling 2,000 shares for an estimated $1,995,099.
KUO WEI HERBERT CHANG sold 100 shares for an estimated $89,697
ROBERT W II DEAN (Interim CFO) sold 4 shares for an estimated $6,253

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 559 institutional investors add shares of $MPWR stock to their portfolio, and 558 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
JPMORGAN CHASE & CO removed 350,955 shares (-40.7%) from their portfolio in Q4 2025, for an estimated $318,091,573
ROYAL BANK OF CANADA added 296,788 shares (+168.1%) to their portfolio in Q1 2026, for an estimated $324,493,159
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

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:

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.

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.