Allworth Financial LP Buys New Stake in Monolithic Power Systems, Inc. $MPWR
Allworth Financial LP has acquired a new stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR), purchasing 2,586 shares valued at approximately $3.575 million. This move comes as other institutional investors have adjusted their holdings, and company insiders have sold shares totaling over $13.8 million in the last quarter. Monolithic Power Systems recently reported strong quarterly earnings, beating analyst estimates, and has received positive ratings from several Wall Street analysts.
2,506 Shares in Monolithic Power Systems, Inc. $MPWR Acquired by Edmond DE Rothschild Holding S.A.
Edmond DE Rothschild Holding S.A. recently acquired 2,506 shares of Monolithic Power Systems (NASDAQ:MPWR), valued at approximately $3.46 million, making them one of many institutional investors in the semiconductor company. Monolithic Power Systems exceeded quarterly earnings and revenue expectations, reporting $6.50 EPS and $980.64 million in revenue. Analysts maintain a "Moderate Buy" rating for MPWR with an average price target of $1,705.82, despite some insider selling activity.
Monolithic Power (NASDAQ: MPWR) interim CFO sells 6 shares
Monolithic Power Systems (NASDAQ: MPWR) Interim CFO Robert W. Dean II reported the sale of 6 common shares on August 17, 2026, at a price of $1,413.64 per share. This sale was made to cover tax withholding obligations tied to the vesting of restricted stock units. Following the transaction, Dean directly holds 7,126 shares and indirectly holds 65 shares through Parent & Daughter.
Q2 Rundown: Power Integrations (NASDAQ:POWI) Vs Other Analog Semiconductors Stocks
The article provides a Q2 earnings rundown for Power Integrations (NASDAQ:POWI) and compares its performance to other analog semiconductor stocks. It highlights strong Q2 results across the analog semiconductor industry, with Power Integrations exceeding revenue and EPS expectations but seeing a stock dip. The article also details the strong performances of Monolithic Power Systems, Himax, Impinj, and MACOM.
Analog Semiconductors Stocks Q2 Highlights: Texas Instruments (NASDAQ:TXN)
This article reviews the Q2 earnings for analog semiconductor stocks, highlighting Texas Instruments (NASDAQ:TXN), Monolithic Power Systems (NASDAQ:MPWR), Himax (NASDAQ:HIMX), Microchip Technology (NASDAQ:MCHP), and Skyworks Solutions (NASDAQ:SWKS). It notes strong overall performance for the sector with revenues beating estimates, though individual stock reactions varied despite solid results. Texas Instruments, the largest producer, saw its stock dip despite an exceptional quarter, while Monolithic Power Systems achieved significant beats but traded sideways.
Wealthfront Advisers LLC Purchases Shares of 8,873 Monolithic Power Systems, Inc. $MPWR
Wealthfront Advisers LLC acquired 8,873 shares of Monolithic Power Systems (NASDAQ:MPWR) in the second quarter, totaling approximately $12.3 million. Institutional investors and hedge funds collectively own 93.46% of MPWR, a semiconductor company whose shares opened at $1,333.18. Monolithic Power Systems reported strong Q2 earnings, beating analyst estimates with an EPS of $6.50 and revenue of $980.64 million, marking a 47.6% year-over-year growth.
Citizens Financial Group Inc. RI Invests $1.66 Million in Monolithic Power Systems, Inc. $MPWR
Citizens Financial Group Inc. RI recently invested $1.66 million in Monolithic Power Systems (MPWR) by acquiring 1,201 shares. Institutional investors hold a significant 93.46% of MPWR's shares. The company reported strong quarterly earnings of $6.50 per share, surpassing estimates, and revenue growth of 47.6%.
Can STMicroelectronics Become a Bigger AI Datacenter Winner?
STMicroelectronics (STM) is experiencing significant growth in the AI datacenter market due to high demand for its optical connectivity and power-management solutions. The company's datacenter revenues are projected to exceed $1 billion in 2026 and potentially reach over $2 billion in 2027, driven by recent design wins. Despite facing strong competition from rivals like Broadcom and Monolithic Power Systems, STM's stock has surged, outperforming the industry, though it trades at a premium valuation.
Mitsubishi UFJ Asset Management Co. Ltd. Makes New Investment in Monolithic Power Systems, Inc. $MPWR
Mitsubishi UFJ Asset Management Co. Ltd. has made a new investment in Monolithic Power Systems (NASDAQ:MPWR), acquiring 132,064 shares valued at approximately $182.6 million, representing about 0.27% of the company. Monolithic Power Systems has a consensus "Moderate Buy" rating from analysts with an average price target of $1,705.82, and recently exceeded quarterly earnings expectations with strong revenue growth. The company also pays a quarterly dividend of $2.00, yielding 0.6%.
Cornerstone Advisors LLC Acquires Shares of 7,864 Monolithic Power Systems, Inc. $MPWR
Cornerstone Advisors LLC has acquired 7,864 shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) during the second quarter, valued at approximately $10,871,000. Other institutional investors have also adjusted their positions in the semiconductor company. Insider transactions show EVP Maurice Sciammas and EVP Saria Tseng selling shares, while analysts have a "Moderate Buy" rating with a consensus price target of $1,705.82 for MPWR.
Monolithic Power Systems (MPWR) On AI Demand And Analyst Upgrades Has Valuation Back In Focus
Monolithic Power Systems (MPWR) is gaining attention due to increased analyst estimates, strong demand for its AI and data center power management chips, and higher enterprise data revenue targets. Despite recent headlines about governance and insider selling, the stock trades at a discount to the average analyst price target, although its P/E ratio is significantly higher than industry averages. Investors are advised to consider both the growth potential and valuation risks.
Analog Devices Earnings: What To Look For From ADI
Analog Devices (ADI) is set to report earnings this Wednesday, with analysts expecting a 36.2% year-on-year revenue growth. The company has a history of exceeding expectations and saw strong performance in its last quarter, with revenue and operating income beating analyst estimates. Investor sentiment in the analog semiconductors segment has been positive, with peers like Monolithic Power Systems and Impinj also reporting strong results.
Analog Devices Earnings: What To Look For From ADI
Analog Devices (NASDAQ:ADI) is set to report its earnings this Wednesday before market hours. Analysts expect the company's revenue to grow 36.2% year-on-year, following a strong previous quarter where it beat revenue and operating income expectations. The analog semiconductors segment has shown positive investor sentiment, with peers like Monolithic Power Systems and Impinj also reporting strong results.
Analog Devices Earnings: What To Look For From ADI
Analog Devices (NASDAQ: ADI) is set to report earnings this Wednesday before market hours. The company exceeded revenue expectations last quarter and analysts anticipate 36.2% year-on-year revenue growth this quarter. Peers in the analog semiconductors segment, Monolithic Power Systems and Impinj, have already reported strong Q2 results, suggesting positive trends for Analog Devices.
Monolithic Power (NASDAQ: MPWR) insider to sell 6 shares after prior stock sales
Monolithic Power Systems (NASDAQ: MPWR) insider Robert Dean has filed a notice of proposed sale for 6 shares of common stock, valued at $8,128.45, with an anticipated sale date of August 17, 2026. The filing also notes time-based restricted stock units for 6 shares issued on August 15, 2026. Dean has made prior sales within the last three months, totaling 105, 22, and 4 shares on separate dates.
Analog Devices Earnings: What To Look For From ADI
Analog Devices (ADI) is set to report earnings this Wednesday before market hours. Analysts expect revenue growth of 36.2% year-on-year, and the company has a history of exceeding Wall Street's expectations. Peers like Monolithic Power Systems and Impinj have already reported strong Q2 results, indicating positive sentiment in the analog semiconductors segment.
Vicor Stock Is Overvalued at 21.88X EV/Sales: Should You Still Buy It?
Vicor (VICR) stock is currently overvalued with an EV/Sales ratio of 21.88X, significantly higher than its sector average and peers. Despite this premium valuation, the company's strong year-to-date performance, growing backlog, increasing royalty revenues from AI-related power delivery solutions, and planned capacity expansion suggest robust long-term growth prospects, making it an attractive option for investors willing to tolerate valuation volatility.
Vicor Stock Is Overvalued at 21.88X EV/Sales: Should You Still Buy It?
Vicor stock is trading at a premium with an EV/Sales ratio of 21.88X, significantly higher than its sector and peers, yet its shares have seen a 114.2% YTD appreciation due to strong operating momentum and AI-related opportunities. The company has a robust backlog, increasing royalty revenues from licensing agreements, and is expanding capacity, all of which point to strong long-term growth prospects despite its elevated valuation. Investors willing to accept valuation-related volatility might find Vicor an attractive stock given its exposure to the AI-driven power-delivery market.
Flputnam Investment Management Co. Makes New Investment in Monolithic Power Systems, Inc. $MPWR
Flputnam Investment Management Co. recently acquired a new stake of 20,409 shares in Monolithic Power Systems, Inc. (NASDAQ:MPWR), valued at approximately $28.2 million. The semiconductor company has garnered a "Moderate Buy" consensus rating from analysts, with an average price target of $1,705.82, and has exceeded quarterly earnings expectations. Despite significant insider selling, institutional investors collectively own 93.46% of MPWR, and the company offers a quarterly dividend.
Insider Sale: Monolithic Power Systems Interim CFO Sells 105 Shares for $141,148
Robert W. Dean, Interim CFO of Monolithic Power Systems, sold 105 shares of common stock for $141,148 on August 5, 2026. This transaction reduced his direct equity by 1%, though he retains over 7,000 shares. The sale is considered routine, occurring amidst the company's strong financial performance, including record quarterly revenue and significant stock price appreciation.
Monolithic Power (MPWR) Recently Broke Out Above the 50-Day Moving Average
Monolithic Power (MPWR) has recently surpassed its 50-day moving average, signaling a short-term bullish trend. The stock has seen a 6.9% increase over the past four weeks and holds a Zacks Rank #1 (Strong Buy). Positive earnings estimate revisions further strengthen the case for potential continued gains for MPWR.
Insider Sale: Monolithic Power Systems Interim CFO Sells 105 Shares for $141,148
Robert W. Dean, Interim CFO of Monolithic Power Systems (NASDAQ:MPWR), sold 105 shares of company stock for $141,148 on August 5, 2026. This transaction is considered minor relative to the company's $68.9 billion market capitalization and Dean's remaining shares, suggesting it was likely a routine sale to capitalize on the rising stock price rather than a reflection of concern about the company. Monolithic Power Systems, a semiconductor power management company, has shown strong financial performance with record quarterly revenue and significant stock price appreciation.
AMD Stock And 2 AI Infrastructure Names for Lower Rate Growth
This article examines three interest-rate-sensitive growth stocks – Monolithic Power Systems (MPWR), Arista Networks (ANET), and Advanced Micro Devices (AMD) – that are poised to benefit from softer U.S. inflation readings and potential peak interest rates. It details each company's operations, market position in AI and high-performance computing, and financial outlook, while also highlighting associated risks like rich valuations and insider selling. The article suggests that while these companies offer strong growth potential, investors should consider execution and governance questions.
Assetmark Inc. Has $26.90 Million Stock Position in Monolithic Power Systems, Inc. $MPWR
Assetmark Inc. reduced its stake in Monolithic Power Systems (MPWR) by 4.2% in Q2 2026, selling 859 shares and retaining 19,462 shares valued at $26.9 million. Monolithic Power Systems reported strong Q2 earnings with EPS of $6.50 and revenue up 47.6% year-over-year, beating analyst estimates. Analysts generally have a "Moderate Buy" rating for MPWR with an average price target of $1,705.82, despite recent insider share sales.
Monolithic Power Systems, Inc. $MPWR is Left Brain Wealth Management LLC's 8th Largest Position
Left Brain Wealth Management LLC significantly increased its stake in Monolithic Power Systems (MPWR) by 152% in Q2 2026, making it their eighth-largest holding. The company reported strong Q2 earnings, beating EPS estimates by $0.63 and showing a 47.6% year-over-year revenue increase. Despite recent insider selling totaling $21.8 million, analysts maintain a "Moderate Buy" rating with an average price target of $1,705.82.
State of Michigan Retirement System Sells 1,159 Shares of Monolithic Power Systems, Inc. $MPWR
The State of Michigan Retirement System decreased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 8.3% in the second quarter, selling 1,159 shares and retaining 12,811 shares valued at $17.71 million. Several other institutional investors also adjusted their positions in MPWR. Analyst ratings for Monolithic Power Systems are generally positive, with a consensus of "Moderate Buy" and an average price target of $1,705.82, following recent price target increases and upgrades from various firms.
Monolithic Power Systems, Inc. $MPWR Shares Purchased by Kornitzer Capital Management Inc. KS
Kornitzer Capital Management Inc. KS increased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 19.9% in the second quarter, bringing its total holdings to 5,010 shares valued at $6,926,000. Other institutional investors also adjusted their positions in the semiconductor company. Wall Street analysts have issued a "Moderate Buy" consensus rating for MPWR, with an average price target of $1,705.82, while company insiders have sold shares totaling over $21 million in the last three months.
Monolithic Power Systems, Inc. $MPWR Shares Purchased by Daiwa Securities Group Inc.
Daiwa Securities Group Inc. increased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 15.2% in the second quarter, bringing its total holdings to 17,286 shares valued at approximately $23.9 million. The semiconductor company reported strong Q2 earnings, beating analyst estimates with an EPS of $6.50 and revenue of $980.64 million, a 47.6% year-over-year increase. Analysts maintain a "Moderate Buy" rating for MPWR, with an average price target of $1,705.82, and the company also pays a quarterly dividend.
Erste Asset Management GmbH Has $17.39 Million Stock Position in Monolithic Power Systems, Inc. $MPWR
Erste Asset Management GmbH reduced its stake in Monolithic Power Systems (NASDAQ:MPWR) by 9.8% in Q2, but still holds 13,177 shares valued at $17.39 million. Other institutional investors have also adjusted their positions, with 93.46% of the stock owned by institutions. Analysts maintain a "Moderate Buy" rating with a consensus price target of $1,705.82, following strong Q2 earnings that surpassed estimates.
Monolithic Power Systems and Las Vegas Sands have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Monolithic Power Systems (MPWR) as its Bull of the Day due to strong earnings, significant growth in AI-related power management solutions, and a Zacks Rank #1 (Strong Buy). Conversely, Las Vegas Sands (LVS) is designated as the Bear of the Day, facing a tough year with underperforming shares, negative EPS revisions, and a Zacks Rank #5 (Strong Sell). The report also highlights Cardinal Health (CAH) as a strong buy after hitting a record high post-earnings, driven by robust profitability, double-digit projected earnings growth, and a substantial share repurchase authorization.
Monolithic Power Systems and Las Vegas Sands have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Monolithic Power Systems (MPWR) as its Bull of the Day due to strong earnings, significant revenue growth, and its role in AI server power management. Conversely, Las Vegas Sands (LVS) is the Bear of the Day, facing a tough year with underperforming shares and negative earnings revisions. The report also highlights Cardinal Health (CAH) as a strong buy following its record-high stock performance after exceeding earnings expectations and announcing a substantial share repurchase program.
Monolithic Power Systems and Las Vegas Sands have been highlighted as Zacks Bull and Bear of the Day
Monolithic Power Systems (MPWR) has been named Zacks Bull of the Day due to its strong earnings beat, impressive sales growth driven by AI server demand, and a favorable outlook, despite recent market volatility. Conversely, Las Vegas Sands (LVS) is the Bear of the Day, facing a tough year with significant stock underperformance, missed earnings, and bearish EPS revisions. Additionally, Cardinal Health (CAH) is discussed as a "Buy" due to its record-high stock price after beating Q4 EPS expectations, strong FY27 outlook, and a substantial share repurchase authorization.
Monolithic Power Systems director Herbert Chang sells $71,000 in stock
Monolithic Power Systems director Herbert Chang sold 50 shares of company stock for $71,000 on August 11, 2026, reducing his direct beneficial ownership to 565 shares. Despite the stock appearing overvalued according to InvestingPro, analysts project a 34% upside potential, with price targets ranging from $1,575 to $2,100, following strong Q2 2026 results and raised full-year outlook.
EPAM Systems, Inc. (EPAM) Stock Forecasts
Argus has lowered its target price for EPAM Systems (EPAM) to $95.00 from the current price of $101.55. EPAM Systems is an IT services firm specializing in platform engineering, software development, and consulting services. This report is part of a series of research reports offered by Argus.
If You Invested $1000 in Monolithic Power 10 Years Ago, This Is How Much You'd Have Now
An investment of $1000 in Monolithic Power (MPWR) ten years ago would now be worth $19,374.71, representing an 1,837.47% gain, significantly outperforming the S&P 500 and gold during the same period. The company, which designs high-performance power solutions, reported strong Q2 2026 revenues and is expected to continue benefiting from demand in AI infrastructure, enterprise data, and communications, despite potential risks like semiconductor cyclicality.
Rogers Corporation (ROG) Stock Forecasts
Argus has raised its target price for Rogers Corporation (ROG) to $142.00, citing the company's design, development, and manufacturing of engineered materials and components. The stock's current price is $138.58, indicating a potential upside based on this new target. The report provides a quantitative analysis of ROG, a technology sector company.
Semtech Corporation (SMTC) Stock Price, News, Quote & History
This page provides a comprehensive overview of Semtech Corporation (SMTC) stock, including its current price, recent news headlines, and historical performance data. The stock showed a significant increase at market close on August 12, trading at 140.00, up 6.72%, but was slightly down in pre-market trading. The news section highlights recent articles discussing Semtech's valuation, AI data center growth, and its performance relative to earnings reports and analyst expectations.
Should Investors Buy MPWR as AI Growth Meets a Premium Valuation?
Monolithic Power Systems (MPWR) is experiencing significant growth in its data-center power business due to increasing AI and server demand. While the company's earnings estimates are rising and it boasts a strong balance sheet, its premium valuation compared to benchmarks raises questions for investors. The article highlights both the opportunities presented by MPWR's market position and the risks associated with its valuation and potential margin pressures.
1 Cash-Producing Stock Worth Your Attention and 2 That Underwhelm
This article identifies one strong cash-producing stock, Monolithic Power Systems (MPWR), that outperforms its competitors due to excellent revenue growth and profitability. Conversely, it highlights two underperforming companies, The Marzetti Company (MZTI) and Align Technology (ALGN), citing issues like muted revenue growth, stiff competition, and shrinking returns on capital as reasons to avoid them. The piece emphasizes the importance of effective cash allocation for investment success.
Microchip Technology Incorporated (MCHP) Stock Price, News, Quote & History
This page provides an overview of Microchip Technology Incorporated (MCHP) stock, including its current price, recent news headlines, and performance data. Key updates highlight strong Q1/Q2 earnings driven by data center and aerospace demand, positive analyst outlooks, and strategic alliances in AI memory and storage. The company also announced a cash dividend of $0.455 with an ex-date of August 24, 2026.
Monolithic Power Systems (MPWR) Heads To FMS 2026 With AI Storage Focus
Monolithic Power Systems (MPWR) is set to present at FMS 2026, focusing on power solutions for AI data centers and high-performance computing, reinforcing its AI-centric product roadmap. The presentation aims to showcase MPWR's role in a competitive market, despite concerns about rising expectations for AI momentum and recent insider selling. Investors will be looking for details on the company's R&D and future product strategy.
Texas Instruments’ Earnings Just Exposed AI’s Copper Problem
Texas Instruments' Q2 2026 earnings revealed a critical, often-overlooked challenge in the AI industry: the physical limitations of power delivery to server racks, primarily due to Ohm's law and the high current demands of increasingly powerful GPUs. The article explains how traditional 54V distribution systems are insufficient for megawatt-scale AI factories, requiring a shift to 800V DC architectures, which Texas Instruments is addressing with its specialized power electronics, integrated manufacturing capabilities, and advanced voltage regulation technologies. This shift transforms the electrical infrastructure of data centers into a significant growth driver for semiconductor companies like TI.
PensionDanmark Pensionsforsikringsaktieselskab Acquires 860 Shares of Monolithic Power Systems, Inc. $MPWR
PensionDanmark Pensionsforsikringsaktieselskab increased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 10.8% in the second quarter, acquiring 860 additional shares. The institutional investor now holds 8,820 shares valued at approximately $12.2 million. This comes as Monolithic Power Systems reported strong earnings, with EPS and revenue exceeding analyst expectations, and analysts maintaining a "Moderate Buy" rating with an average price target of $1,705.82.
Monolithic Power Systems, Inc. $MPWR Shares Acquired by Czech National Bank
The Czech National Bank increased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 5.4% in the second quarter, bringing its total holdings to 13,984 shares valued at $19.33 million. Other institutional investors and hedge funds also adjusted their positions in the semiconductor company. Analysts currently rate Monolithic Power Systems as a "Moderate Buy" with an average price target of $1,705.82, following strong quarterly earnings and several insider stock sales.
Monolithic Power Systems (NASDAQ:MPWR) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen has upgraded Monolithic Power Systems (NASDAQ:MPWR) from a "hold" to a "buy" rating, contributing to a consensus "Moderate Buy" rating for the stock with an average price target of $1,705.82. This upgrade follows the company's strong quarterly performance, where it exceeded earnings and revenue expectations. Despite insider selling, institutional investors hold a significant portion of the shares.
Analog Devices, Inc. (ADI) options chain
This article provides an options chain for Analog Devices, Inc. (ADI), showing real-time price data and related tickers. It indicates that there are currently no calls or puts listed for ADI options as of August 7th. The article also lists various related semiconductor companies.
Monolithic Power Systems, Inc (MPWR) Investor Alert: Possible False Statements After 30% Stock Drop
Schubert Jonckheer & Kolbe is investigating Monolithic Power Systems, Inc. (MPWR) for alleged false statements regarding the quality and performance of its power management integrated circuits and its relationship with Nvidia. A U.S. District Judge ruled that key claims in a securities fraud lawsuit will proceed, alleging the company misled investors between February and November 2024, leading to a 30% stock drop when product quality issues and Nvidia's shift to competitors were revealed. The firm is inviting affected shareholders to contact them regarding potential legal options.
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Given Average Rating of "Moderate Buy" by Brokerages
Monolithic Power Systems (NASDAQ:MPWR) has received a "Moderate Buy" rating from brokerages, with an average 12-month price target of $1,705.82. This positive outlook follows the company's strong quarterly results, which surpassed EPS and revenue expectations. Despite significant insider selling totaling $40.5 million over the past three months, institutional investors and hedge funds hold a substantial 93.46% stake in the company.
Robert Dean (MPWR) files notice to sell Monolithic Power common stock
Robert Dean has filed a Form 144 notice indicating his intent to sell 105 shares of Monolithic Power Systems (MPWR) common stock through Morgan Stanley Smith Barney LLC on or after August 5, 2026. The filing also reports previous sales of MPWR common stock, including 22 shares sold on May 26, 2026, and 4 shares sold on May 18, 2026. This notice provides transparency regarding planned and past stock transactions by Dean, impacting MPWR.
Monolithic Power Systems (NASDAQ:MPWR) EVP Sells 30 Shares of Stock
Monolithic Power Systems' EVP Maurice Sciammas recently sold 30 shares of the company's stock for approximately $40,318 under a pre-arranged Rule 10b5-1 plan, reducing his total holdings to 1,119 shares. This insider sale follows strong quarterly results where the company reported $6.50 EPS, beating estimates, and a 47.6% year-over-year revenue increase. Analysts maintain a "Moderate Buy" rating for MPWR with an average price target significantly above its current trading price.
