Monolithic Power Systems

MPWR

Market cap $47.1B

The S&P 500 Index (SPX) has gotten off to a solid start in 2026, but history suggests next week may be more challenging.

At roughly $955 per share, Monolithic Power Systems (MPWR) is currently trading approximately 18% lower than its 52-week high.

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but there are increasingly undesirable developments to be found.

My Top 15 High-Growth Dividend Stock list delivered a 0.83% gain in December, outperforming SPY and VIG. The Value-tilted portfolio variant led with a 2.17% December return, suggesting undervaluation may drive near-term alpha. Collectively, the January 2026 list offers a 1.35% yield, 16.87% five-year dividend growth, and appears 29% undervalued.

Here is how Monolithic Power (MPWR) and Advanced Energy Industries (AEIS) have performed compared to their sector so far this year.

Monolithic (MPWR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

We believe Monolithic Power Systems may harness beneficial tailwinds of the growing demand for energy-efficient electronics and continue to see its stock price rise. Ross Stores' recent ability to mitigate tariff impacts and deliver strong fiscal performance, especially under new leadership, has reinforced our conviction in Ross Stores' competitive strength. Equitable Holdings reported a disappointing quarterly earnings report, driven by weakness in its retirement and protection solutions businesses, which weakened our long-term conviction in the company.

Six companies will join the Nasdaq-100 later this month — but not Walmart, which switched its listing away from the New York Stock Exchange too late to qualify for a spot in the tech-heavy index.

Schaffhausen, Switzerland, Dec. 12, 2025 (GLOBE NEWSWIRE) -- Monolithic Power Systems, Inc. (Nasdaq: MPWR), a global company that provides high-performance, semiconductor-based power electronics solutions, announced today its fourth quarter dividend of $1.56 per share of common stock to all stockholders of record as of the close of business on December 31, 2025. The dividend will be paid on January 15, 2026.

Insider selling often triggers investor anxiety—but context matters. Recent sales at Dutch Bros NYSE: BROS, Monolithic Power Systems NASDAQ: MPWR, and Palantir Technologies NASDAQ: PLTR show that not all insider activity carries the same implications.