Why Monolithic Power Systems (MPWR) Stock Is Up Today

Monolithic Power Systems (MPWR) is up 4.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be renewed buying in AI and semiconductor names ahead of Monolithic Power Systems’ July 30, 2026 earnings report. This could also reflect investor confidence in the company’s recent growth in enterprise data and communications power solutions, which had already supported a strong second-quarter outlook.

Details:

The company said on July 14 that it will report second-quarter 2026 results after the market close on July 30, putting the stock in focus as investors position for earnings.

In its most recent quarterly update, Monolithic Power Systems posted record first-quarter revenue of about $804 million, up 26.1% from a year earlier.

Enterprise Data revenue nearly doubled year over year in the first quarter, helped by higher sales of power-management products for AI and server applications.

The company’s prior outlook for the June quarter called for revenue of $890 million to $910 million, implying another step up from the first quarter and reinforcing the growth narrative.

Sources:

SEC, GlobeNewswire, 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 insiders have traded $MPWR stock on the open market 139 times in the past 6 months. Of those trades, 0 have been purchases and 139 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 34 sales selling 79,113 shares for an estimated $95,730,670.
MAURICE SCIAMMAS (EVP, WW Sales & Marketing) has made 0 purchases and 34 sales selling 50,605 shares for an estimated $66,811,572.
THEODORE BLEGEN (EVP and CFO) has made 0 purchases and 18 sales selling 24,725 shares for an estimated $28,832,797.
DEMING XIAO (EVP, Global Operations) sold 22,875 shares for an estimated $26,790,369
JEFF ZHOU has made 0 purchases and 4 sales selling 2,000 shares for an estimated $3,250,762.
VICTOR K LEE sold 400 shares for an estimated $484,864
ROBERT W II DEAN (Interim CFO) has made 0 purchases and 2 sales selling 26 shares for an estimated $42,543.

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 500 institutional investors add shares of $MPWR stock to their portfolio, and 478 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
ROYAL BANK OF CANADA added 296,788 shares (+168.1%) to their portfolio in Q1 2026, for an estimated $324,493,159
BANK OF AMERICA CORP /DE/ removed 167,413 shares (-30.5%) from their portfolio in Q1 2026, for an estimated $183,041,003
FIL LTD removed 161,452 shares (-51.1%) from their portfolio in Q1 2026, for an estimated $176,523,544
WELLINGTON MANAGEMENT GROUP LLP removed 134,259 shares (-34.9%) from their portfolio in Q1 2026, for an estimated $146,792,077

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, 1 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.
SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 02/04.

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 2 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

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.