Monolithic Power Systems, Inc. (MPWR): A Bull Case Theory
We came across a bullish thesis on Monolithic Power Systems, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on MPWR.
Monolithic Power Systems Inc (MPWR)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 106,238 | $96,289,874 | -20% | 0.6% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 81,378 | $73,757,764 | +9% | 1.64% |
| 3. | Navellier & Associates Louis Navellier | 565 | $512,093 | 0.06% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 69 | $62,539 | 0.05% | |
| 5. | Stevens Capital Management Matthew Tewksbury | 928 | $841 | +39% | 0.3% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,139.49 | 80 | $91,159.20 | 65,333 | 2026-02-02 | Filing | |
| $1,137.81 | 80 | $91,024.80 | 65,412 | 2026-02-02 | Filing | |
| $1,136.35 | 120 | $136,362.00 | 65,492 | 2026-02-02 | Filing | |
| $1,135.49 | 120 | $136,258.80 | 65,612 | 2026-02-02 | Filing | |
| $1,134.41 | 241 | $273,392.81 | 65,732 | 2026-02-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,034,394 | $5,469,333,346 | 0.08% | |
| 2. | 570,719 | $517,276,874 | 0.17% | |
| 3. | 438,985 | $397,878,444 | 0.06% | |
| 4. | 257,644 | $233,518,217 | 2.28% | |
| 5. | 167,265 | $151,604,133 | 0.08% |
News See All
Oppenheimer Cites Strong Automotive and AI Demand Driving Monolithic Power Systems, Inc. (MPWR) Upside
TheFly reported on January 29 that Oppenheimer increased its price target for MPWR to $1,300 from $1,200 while maintaining an Outperform rating. The firm noted robust demand from the automotive and...
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TheFly reported on December 19, 2025, that Truist Securities raised its price target for MPWR to $1,375 from $1,163 while maintaining a Buy rating.
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Strong Results Boosted Monolithic Power Systems (MPWR) in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Monolithic Power Systems, Inc. (MPWR): A Bull Case Theory
We came across a bullish thesis on Monolithic Power Systems, Inc. on Monte Independent Investment Research’s Substack by Monte Investments.
Monolithic Power Systems (MPWR) Rose Following Robust Results
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
The reason William Blair is standing firm on Monolithic Power Systems, Inc. (MPWR)
Monolithic Power Systems, Inc. (NASDAQ:MPWR) is among the most profitable semiconductor stocks to buy.
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