On December 19, 2025, Truist Securities announced it was raising its price target for Monolithic Power Systems, Inc. (NASDAQ:MPWR) to $1,375 from $1,163. The firm maintained a Buy rating on the stock.
Analyst William Stein stated that the company's strength lies in its position as a compelling derivative bet on AI infrastructure. He noted this is driven by MPWR's expertise in high-density power delivery for next-generation GPU and XPU platforms, which support a multibillion-dollar potential in AI data centers.
Monolithic Power Systems designs, develops, and markets integrated circuits for computing, automotive, industrial, and communications markets. The company specializes in power management solutions aimed at reducing total energy consumption and heat dissipation in high-performance environments.
The company was recently placed ninth on a list of the 10 best investments during a recession.