Top 3 AI Power Stocks to Own in 2026
The AI datacenter buildout begins with energy.
It’s the foundation of the AI trade.
Here are the top 3 AI power stocks to own in 2026.
Most people think of AI as a software-based product.
But behind the scenes there’s a big problem. Every time you type a prompt into your favorite LLM like ChatGPT, something incredible happens.
That request is sent to thousands of GPUs running inside a data center.
Those GPUs require enormous amounts of electricity…from a source somewhere along the grid.
Said simply, every AI query begins with energy and power.
The power stack is critical.
No power, no AI.
Today we’ll outline 3 power stocks that are foundational to the data center rush happening across the US.
If your portfolio is missing electrification exposure, these names are a great place to start.
Top 3 AI Power Stocks to Own in 2026
The grid infrastructure buildout isn’t slowing down anytime soon.
Our first top AI power stock to own in 2026 is GE Vernova (GEV). The nearly $240 billion market cap firm resides in the power generation layer of the AI power stack.
What makes GEV a top choice isn’t just the story…it’s the numbers.
During their Q1 report, FY guidance raised revenue expectations to $45 billion at the midpoint vs. $44.5 billion of their previous guide.
They also raised their FCF to $7 billion at the midpoint vs $5.25 billion prior.
One look at the FY 2026 – 2028 revenue estimates show a clear up and to the right trend.
2026 sales are expected to clock in at $45.5 billion and surge to $59.4 billion in 2028:
This healthy top-line trend is clearly causing smart investors to own the shares.
One look at our proprietary money flows for GEV shows powerful inflows lifting the shares in 2026.
YTD GEV has gained 32%.
You can bet that these consistent inflows were partly responsible for that journey:
The biggest winning themes in the market will be understood by institutions well in advance of any storyline.
That’s the power of data.
Let’s keep going.
The number 2 top AI power stock to overweight in 2026 is Monolithic Power (MPWR). The $74 billion semiconductor solutions player resides in the power conversion layer of the AI power stack.
Electricity must be converted, regulated, managed and delivered efficiently across countless servers around the clock.
What makes this company special isn’t just the story. It’s the powerful fundamentals.
Their latest earnings report for Q1 shattered expectations with revenues of $804.4 million vs $781.9 million consensus. EPS ramped to $5.10 vs. expectations of $4.90.
The Q2 guide raised revenues to $900 million at the midpoint, easily crushing estimates of $817.1 million.
One look at the annual EPS estimates by Wall Street tells you the story.
FY 2026 EPS should clock in at $23.97 and rev to $34.67 in 2028:
When earnings are exploding…the stock will get pressed higher and higher by smart money players.
That’s one thing I learned handling massive orders for large pension funds. When portfolio managers get excited about a company, they can deploy capital over weeks.
That demand causes shares to climb.
Our money flows process is grounded in that unforgettable experience.
Here you can see how MPWR shares saw volumes quietly increase as the stock ran higher and higher.
That’s what these institutional signals below indicate.
More impressive are the blue bars highlighting how our research labeled MPWR as one of our highest rated names for most of last year.
Folks, that’s the stairway to heaven!
We keep it simple here…follow the money.
That’s how you find tomorrow’s leading themes…today!
Let’s do one more.
Our number 3 top AI power stock to own in 2026 is Nextpower (NXT). The $17 billion firm helps optimize how energy gets delivered and stored.
Smarter energy = stronger AI.
Note: The company changed its name from Nextracker to Nextpower late last year.
Like MPWR, Nextpower produced a monster Q4 beat with revenues reaching $881 million vs $826.3 million consensus.
EPS beat as well.
One glance at the EPS estimate trend tells the story.
For FY 2026, EPS is expected to hit $4.60. Recently, FY 2028 estimates were revised higher to $6.68:
It doesn’t take a Mensa to know that rising earnings expectations will attract the Big Money.
Incredibly, NXT shares haven’t recorded a single outflow all year.
The constant appearance on our Outlier 20 report (blue bars) from a price of $64 reveals the high-quality nature of the company.
Few stocks will ever have charts like this:
The AI trade is grounded in reliable power.
Knowing the best stocks to own in this rush is mission critical.
That’s where the MoneyFlows process stands alone.
If you want to be early on the biggest AI themes…you must be tracking institutional flows…it’s that simple.
If you’re a serious investor or money manager, get started today.
Our PRO subscription showcases daily flows on stocks and gives you access to our weekly Outlier 20 report.
This is the report that has found EVERY SINGLE ONE of our Outlier stocks.
Enjoy a click-through experience unlike anything out there.
Professional money managers and RIAs looking for additional portfolio solutions including ETF flows & ranks and your own Portfolio Tracking tools, please reach out about our Advisor Solution and Emerging Advisor Program.
AND don’t miss my deep dive conversation on this post with Jason Bodner. Learn the AI stack and so much more with us.
Enjoy!
***Lastly, join co-founder Jason Bodner LIVE, July 19-22, 2026, at the MoneyShow Masters Symposium in Las Vegas. As he presents: Must-Own Tech Themes: Flows Identify Stocks in Ai Infrastructure, Robotics, and Space.
You don’t want to miss this! Click the image below to reserve your spot.
