Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001280452

MPWR

MONOLITHIC POWER SYSTEMS, INC.
$1,439.73 ▲ +5.79%
Prev close $1,360.97
Market cap$66.2B
ConsensusStrong Buy
12-mo target$1,839.80 (+27.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)38 New Institutional Positions12 Institutional Exits Semiconductors
Snapshot
The big-picture read on MPWR right now — valuation, ownership and activity at a glance.
Market Cap
$66.2B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$50.3B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $100.0M sell
Insider Net $
-$100.0M
Social Sentiment
63° Warm
SEC Reports
20
Press Releases
3
Congressional
5 trades
Price chart 30d +18.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Analyst ratings buy % +3.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 83% rate it Buy or better · 23 analysts
Strong Buy 7 30% Buy 12 52% Hold 4 17% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 3, 2026StoneXINITIATEBuy—
Jul 31, 2026Wells FargoMAINTAINOverweight 54%
Jul 31, 2026Truist SecuritiesMAINTAINBuy 55%
Jul 31, 2026KeybancMAINTAINOverweight 52%
Jul 31, 2026RosenblattMAINTAINNeutral 54%
Jul 31, 2026NeedhamMAINTAINBuy 50%
Jul 20, 2026Wells FargoMAINTAINOverweight 54%
May 1, 2026TD CowenMAINTAINBuy 56%
May 1, 2026Wells FargoMAINTAINOverweight 54%
May 1, 2026KeybancMAINTAINOverweight 52%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202671240083%
Aug 1, 202671240083%
Jul 1, 202671340083%
Jun 1, 202681430088%
May 1, 202681430088%
Apr 1, 202681430088%
Mar 1, 202681440085%
Feb 1, 202671540085%
Price targets
Where 15 covering analysts think MPWR trades over the next 12 months.
$1,839.80 +27.8% upside Strong Buy
Current$1,439.73 Low$1,575.00 Median$1,820.00 High$2,100.00 15 analysts
$1,575.00$2,100.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
4 mentions 2 bullish 0 bearish 2 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 17 neutral · avg impact 3.1/10.Plus 3 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
dividend
Monolithic Power Systems Announces Third Quarter 2026 Dividend
SCHAFFHAUSEN, Switzerland, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (“MPS”) (Nasdaq: MPWR), a global company that provides hi
Sep 7, 2026
dark_pool
Dark Pool: MPWR — 0.6M shares, 51,804 trades
Week starting 2026-09-07. Total ATS volume: 590,998 shares across 51,804 trades.
Aug 31, 2026
dark_pool
Dark Pool: MPWR — 0.7M shares, 61,118 trades
Week starting 2026-08-31. Total ATS volume: 697,216 shares across 61,118 trades.
Aug 24, 2026
dark_pool
Dark Pool: MPWR — 0.6M shares, 57,195 trades
Week starting 2026-08-24. Total ATS volume: 620,558 shares across 57,195 trades.
Aug 24, 2026
Enforcement
Lenk v. Monolithic Power Systems Incorporated
Court ruling (azd) — Docket: 2:23-cv-02083
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$7.70$7.66–$7.8062.8%-0.0%12↑ 0↓$1.1B14
Next Q$8.08$7.86–$8.3068.6%+0.1%12↑ 0↓$1.2B14
Current FY$27.43$27.15–$28.0054.4%+0.2%12↑ 0↓$4.1B15
Next FY$34.87$30.54–$37.6027.1%+0.2%11↑ 1↓$5.3B15
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$7.701—
7d ago$7.702-0.002
30d ago$7.702-0.002
60d ago$6.417+1.284
90d ago$6.414+1.287
Institutional ownership
Which big funds own MPWR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $50.3B total value (36,412,491 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.5,589,925$7.7B15.4%—
FMR LLC5,177,258$7.2B14.2%—
VANGUARD CAPITAL MANAGEMENT LLC3,126,756$4.3B8.6%—
VANGUARD PORTFOLIO MANAGEMENT LLC2,504,858$3.5B6.9%—
Invesco Ltd.2,343,930$3.2B6.4%—
STATE STREET CORP2,282,186$3.2B6.3%—
GEODE CAPITAL MANAGEMENT, LLC1,195,281$1.6B3.3%—
FRANKLIN RESOURCES INC811,974$1.1B2.2%—
GOLDMAN SACHS GROUP INC780,650$1.1B2.1%ADD +37.4%
NORGES BANK751,399$1.0B2.1%NEW
Recent position changes
FundActionPrevCurrentChangeValue
GOLDMAN SACHS GROUP INCADD568,064780,650+37.4%$1.1B
NORGES BANKNEW—751,399—$1.0B
VAN ECK ASSOCIATES CORPADD524,571746,237+42.3%$1.0B
BANK OF AMERICA CORP /DE/ADD382,162536,236+40.3%$741.3M
Rafferty Asset Management, LLCADD317,473459,278+44.7%$634.9M
FIL LtdADD154,637224,582+45.2%$310.5M
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMADD159,658223,899+40.2%$309.5M
JENNISON ASSOCIATES LLCDOUBLED49,394185,502+275.6%$256.4M
BROWN ADVISORY INCTRIM379,897180,434-52.5%$249.5M
JANE STREET GROUP, LLCDOUBLED5,083179,293+3427.3%$247.8M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$100.0M — $0.00 bought, $100.0M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 28, 2026Hsing MichaelCEOSELL596$1,323.31$788.7K
Sep 28, 2026Hsing MichaelCEOSELL2,121$1,328.54$2.8M
Sep 28, 2026Hsing MichaelCEOSELL1,111$1,333.34$1.5M
Sep 28, 2026Hsing MichaelCEOSELL2,949$1,338.66$3.9M
Sep 28, 2026Hsing MichaelCEOSELL5,783$1,343.76$7.8M
Sep 28, 2026Hsing MichaelCEOSELL6,343$1,347.15$8.5M
Sep 28, 2026Hsing MichaelCEOSELL130$1,356.94$176.4K
Sep 28, 2026Hsing MichaelCEOSELL10,967$1,351.43$14.8M
Aug 31, 2026Tseng SariaEVP & General CounselGIFT2,000——
Aug 24, 2026CHANG KUO WEI HERBERTDirectorSELL50$1,281.57$64.1K
Congressional trades
MPWR trades disclosed by members of Congress, with disclosure delay.
2 members · 3 buys / 2 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jun 5, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000Monolithic Power Systems IncJul 16, 2026(42d)
Jun 5, 2026Byron DonaldsRHOUSESELL$1,001 - $15,000Monolithic Power Systems IncJul 16, 2026(42d)
Feb 4, 2026Markwayne MullinRSENATEBUY$15,001 - $50,000Monolithic Power Systems IncMar 2, 2026(27d)
Jan 5, 2026Markwayne MullinRSENATEBUY$15,001 - $50,000Monolithic Power Systems IncFeb 4, 2026(31d)
Jan 5, 2026Markwayne MullinRSENATEBUY$15,001 - $50,000Monolithic Power Systems IncFeb 4, 2026(31d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MPWR.
Shares short
1,906,839
Settlement Sep 15, 2026
Change vs prior
-4.6%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All MPWR filing & press-release reports (30)