Monolithic Power (MPWR) Gained as Its Blackwell Platform Fared Stronger

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Soumya Eswaran

Mon, March 23, 2026 astatine 6:48 AM CDT 3 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Strategy lagged the Russell Midcap® Growth Index successful the 4th fourth owed to banal selection. While the show was successful enactment with the expectations for the afloat year. The steadfast believes that the Strategy underperformed successful 2025 due to the fact that it did not ain Palantir Technologies Inc (PLTR). The Strategy focuses connected achieving coagulated risk-adjusted returns by investing successful high-quality compounders with just valuations and marketplace capitalizations betwixt $2 cardinal and $50 cardinal astatine the clip of purchase. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks specified arsenic Monolithic Power Systems, Inc. (NASDAQ:MPWR). Monolithic Power Systems, Inc. (NASDAQ:MPWR) is simply a starring American semiconductor institution that provides powerfulness electronics solutions. On March 20, 2026, Monolithic Power Systems, Inc. (NASDAQ:MPWR) banal closed astatine $1,068.85 per share. One-month instrumentality of Monolithic Power Systems, Inc. (NASDAQ:MPWR) was -10.19%, and its shares gained 70.22% implicit the past 52 weeks. Monolithic Power Systems, Inc. (NASDAQ:MPWR) has a marketplace capitalization of $52.5 billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding Monolithic Power Systems, Inc. (NASDAQ:MPWR) successful its 4th fourth 2025 capitalist letter:

"Monolithic Power Systems, Inc. (NASDAQ:MPWR): Designs, develops and markets proprietary, precocious analog and mixed-signal semiconductors. Monolithic Power (MPWR) entered the twelvemonth amid concerns astir marketplace stock astatine NVIDIA, which person since eased arsenic contented connected the Blackwell level proved amended than feared and appears likewise beardown connected next-generation Rubin platforms. In addition, expanding vulnerability to different AI compute architectures—including AMD, TPU, and Trainium—should trim lawsuit attraction implicit time."

Is Monolithic Power Systems, Inc. (MPWR) the Cheap Semiconductor Stock to Buy Now?

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 50 hedge money portfolios held Monolithic Power Systems, Inc. (NASDAQ:MPWR) astatine the extremity of the 4th quarter, up from 42 successful the erstwhile quarter. While we admit the imaginable of Monolithic Power Systems, Inc. (NASDAQ:MPWR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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