Monolithic Power Systems (MPWR)

• Market cap: $41B
• 1 day: 0.86%
• 5 days: -1.36%
• 1 month: 0.79%
• 3 months: 21.29%
• 6 months: 33.78%
• Year to date: 44.23%
• 1 year: -3.19%
• 5 years: 242.48%
• 10 years: 1,579.44%
• Sector: Technology
• Industry: Semiconductors

About: Monolithic Power Systems is an analog and mixed-signal chipmaker specializing in power management solutions. Its mission is to reduce total energy consumption in end systems. It serves the computing, automotive, industrial, communications, and consumer end markets. MPS uses a fabless manufacturing model, partnering with third-party chip foundries to host its proprietary BCD process technology.

Employees: 4,017

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]

75% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 77

29% more capital invested

Capital invested by funds: $26.7B [Q1] → $34.5B (+$7.83B) [Q2]

23% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 300

5% more funds holding

Funds holding: 848 [Q1] → 891 (+43) [Q2]

2.41% more ownership

Funds ownership: 96.12% [Q1] → 98.53% (+2.41%) [Q2]

30% less call options, than puts

Call options by funds: $238M | Put options by funds: $338M

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $750
• Avg. target: $839
• High target: $950

9 analyst ratings

• positive: 7 78%
• neutral: 2 22%
• negative: 0 0%

Citigroup Kelsey Chia	$825	Buy Maintained	4 Aug 2025
Stifel Tore Svanberg	$930	Buy Maintained	1 Aug 2025
Wells Fargo Joe Quatrochi	$750	Equal-Weight Maintained	1 Aug 2025
Raymond James Melissa Fairbanks	$875	Outperform Reiterated	1 Aug 2025
Keybanc John Vinh	$950	Overweight Maintained	1 Aug 2025