KeyBanc analyst John Vinh raised the firm’s price target on Monolithic Power (MPWR) to $1,250 from $1,050 and keeps an Overweight rating on the shares. The firm’s supply chain work indicates Monolithic Power is expected to regain significant market on Nvidia’s (NVDA) next generation GPU platform Vera Rubin. KeyBanc expects the company will have 70% market share across the platform on both VR200 NVL144 and R200 HGX platforms. With ASPs expected to be 60% higher, the firm further expects this to add over $100M to its 2026 estimates in the second half of 2026.
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