Monolithic Power Systems, Inc. (MPWR)

Monolithic Power Systems' stock experienced several notable events in the past six months, including being added to the NASDAQ 100 in December 2025. MPWR's stock price saw a significant increase of 52.53% between January 2, 2025, and December 31, 2025, closing at $958.97 on January 9, 2026. The company announced a third-quarter dividend of US$1.56 on December 17, 2025, and a fourth-quarter cash dividend payable on January 15, 2026. In Q2 2025, the company achieved record quarterly revenue of $664.6 million, a 31.0% year-over-year increase, and beat analyst estimates. However, there has been significant insider selling, with insiders selling $81,923,621.00 in company stock over the past three months, compared to no insider buying.

The semiconductor industry, in which Monolithic Power Systems operates, is cyclical, and the company anticipated a "seasonal uplift in consumer" demand for Q3 2025. Demand for MPWR’s products is influenced by end markets, including cloud and enterprise data centers, automotive, industrial, communications, and consumer electronics. The company's diversified market strategy aims to mitigate demand fluctuations. The rise of AI is also a significant factor, with initial shipments of power solutions for AI products contributing to revenue growth. Inventory levels, measured by Days Inventory Outstanding (DIO), are an important indicator of demand, and in Q3 2025, MPWR’s DIO improved.

Monolithic Power Systems, Inc. (MPWR) is a fabless analog and mixed-signal semiconductor company focused on designing, developing, and marketing high-performance power management solutions. MPWR's core business simplifies power management, enabling smaller, more efficient, and reliable electronic devices through products like DC-DC power management ICs, power modules, lighting and backlight drivers, motor drivers, and battery management solutions. These products cater to cloud computing, telecom, automotive, industrial, data centers, and consumer electronics applications.

Monolithic Power Systems, Inc. is headquartered in West Palm Beach, Florida, U.S., and operates in more than 15 locations worldwide. The company has a significant presence in China (53.4%), Taiwan (26.2%), South Korea (7.6%), Europe (3.9%), Southeast Asia (3.6%), Japan (2.8%), and the United States (2.5%). MPWR markets its products through third-party distributors, value-added resellers, and directly to original equipment manufacturers, original design manufacturers, and electronic manufacturing service providers.

Monolithic Power Systems has a strong reputation as a global leader in high-performance power management solutions, known for innovative and efficient power conversion technologies. The company made progress on its ESG and diversity goals in 2023, including adding a second female director and committing to reduce greenhouse gas emissions. MarketBeat ranked Monolithic Power Systems higher than 91% of companies evaluated in the computer and technology sector, indicating strong market trust. However, the recent significant insider selling could potentially be perceived negatively by some investors.

Institutional investors are the primary owners of Monolithic Power Systems, holding a substantial 93.46% of the company’s stock as of August 2025. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Fmr Llc, State Street Corp, and Price T Rowe Associates Inc /md/. Insider ownership also plays a role, with approximately 3.4% of the stock held by insiders. Jim J. Jones Iii is the largest individual shareholder, owning 6.54 million shares, representing 13.65% of the company. Retail investors hold 0.00% of the stock.