Monolithic Power Systems (MPWR) Emerges as High-Conviction AI Data Center Power Play

We recently compiled a list of the 10 Best Investments During A Recession. Monolithic Power Systems, Inc. is placed ninth among the best investments.

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. The company’s strength, according to analyst William Stein, is a compelling AI infrastructure derivative bet, which is fueled by its expertise in high-density power delivery for next-generation GPU and XPU platforms that support a multibillion-dollar potential in AI data centers.

Monolithic Power Systems, Inc. (MPWR) Emerges as High-Conviction AI Data Center Power Play

Monolithic Power Systems, Inc. (NASDAQ:MPWR) designs, develops, and markets integrated circuits (ICs) for the computing, automotive, industrial, and communications markets. The company specializes in power management solutions that reduce total energy consumption and heat dissipation in high-performance environments.

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