Stifel cuts Power Integrations stock price target on macro uncertainty By Investing.com
Stifel has reduced its price target for Power Integrations (NASDAQ:POWI) to $72 from $80, while maintaining a Buy rating, citing ongoing macro and geopolitical uncertainties despite management's positive demand outlook for 2026. The firm highlighted Power Integrations' strong position as a key supplier in power conversion, its differentiated products like GaN-based solutions, and its consistent dividend increases for 13 consecutive years. This adjustment follows Power Integrations' strong Q2 2026 financial results, which surpassed earnings expectations.
POWI Maintained by Stifel -- Price Target Lowered to $72.00
Stifel analyst Tore Svanberg maintained a "Buy" rating for Power Integrations (POWI) but lowered the price target to $72.00 from $80.00, reflecting a 10% decrease. Despite the lower price target, the company is considered 22.6% undervalued by GuruFocus, with a strong GF Score™ of 83/100, though insider selling activity has been notable. Investors should weigh the undervaluation and strong GF Score™ against the high P/E ratio and insider selling when evaluating POWI.
Power Integrations Jumps 5.3% Amid Sector-Wide Rally
Power Integrations (POWI) surged 5.3% to $54.25 on Friday, participating in a broad rally across semiconductor stocks. This gain contributed to the company's market cap of $3.1 billion and reflected a wider positive sentiment in the semiconductor sector. Investors are now watching to see if this sector-wide momentum will be sustained and whether company-specific catalysts will emerge for Power Integrations.
Is Power Integrations (POWI) Undervalued As Its CAPZero 4 Launch Sharpen The Efficiency Story?
Power Integrations (POWI) has launched its CAPZero-4 X-capacitor discharge ICs, aiming to reduce no-load and standby power use. Despite a recent share price fall, the company has seen a 38.98% year-to-date return, with analysts valuing the stock at $80 per share, significantly above its current $51.84, suggesting it is 35% undervalued. The company's high-voltage GaN technology is expected to drive growth in high-density, high-efficiency markets like AI data centers and automotive.
Is Power Integrations (POWI) Undervalued As Its CAPZero 4 Launch Sharpens The Efficiency Story?
Power Integrations (POWI) has released its CAPZero-4 X-capacitor discharge ICs, aiming to improve efficiency, and analysts see the stock as 35% undervalued with a fair value of $80 per share. Despite a recent share price decline, the company has shown a 38.98% year-to-date return, driven by its proprietary high-voltage GaN technology positioning it for growth in AI data centers and automotive markets. However, the stock's high P/E ratio of 115.5x compared to the industry average suggests potential multiple risk.
Himax, Power Integrations, MACOM, onsemi, and Microchip Technology Shares Are Falling, What You Need To Know
Shares of Himax, Power Integrations, MACOM, onsemi, and Microchip Technology experienced declines following a rise in the 10-year Treasury yield to 5.14%. This increase was driven by strong September business activity data, which heightened expectations for tighter Federal Reserve interest rate policy, making safer bonds more attractive than stocks, particularly for technology companies. Additionally, elevated crude oil prices and uncertainty surrounding trade and tariffs on advanced semiconductors contributed to the downward pressure on the sector.
Power Integrations Unveils 4th Generation of Pioneering CAPZero™ X-Capacitor Discharge IC Family
Power Integrations has introduced the CAPZero-4, the fourth generation of its X-capacitor discharge IC family, designed for industrial and consumer applications. This new device significantly reduces system no-load and standby input power, consuming less than 1 mW while supporting zero-watt no-load operation. It offers pin-to-pin and package compatibility with previous CAPZero devices, enabling easy integration without redesign.
Power Integrations Unveils 4th Generation of Pioneering CAPZero™ X-Capacitor Discharge IC Family
Power Integrations has introduced the CAPZero-4, the 4th generation of its X-capacitor discharge IC family, designed for industrial and consumer applications. This new device significantly reduces system no-load and standby input power by up to 1000 mW, consuming less than 1 mW itself to support zero-watt no-load operation. The CAPZero-4 is pin-to-pin and package-compatible with previous CAPZero devices, allowing for easy migration without redesigns, and operates across an extended temperature range of -40 deg. C to 125 deg. C.
Power Integrations Jumps 6.4% Amid Sector-Wide Rally
Power Integrations (POWI) saw its shares surge 6.4% to $52.88 on Friday, participating in a broad, sector-wide rally among semiconductor companies. This increase was not driven by company-specific news but rather a synchronized upward movement across several peers, suggesting a general rotation of capital into the semiconductor sector. Investors are advised to monitor whether this sector strength indicates a sustained trend or a temporary rotation, and to watch for industry data or earnings reports that could explain the coordinated gains.
World’s First 2,200-V GaN Tech Eyes Next-Gen High-Voltage EVs, Data Centers
Power Integrations has introduced 2,200-V PowiGaN technology, marking a significant advancement in GaN's application for high-voltage systems. This innovation aims to enhance power density, efficiency, and simplify power architectures in next-generation electric vehicles, AI data centers, and renewable energy systems. The technology expands GaN's reach into voltage ranges traditionally dominated by SiC, offering a compelling high-frequency alternative for various demanding applications.
45,678 Shares in Power Integrations, Inc. $POWI Acquired by Madison Asset Management LLC
Madison Asset Management LLC has acquired 45,678 shares of Power Integrations, Inc. (POWI) worth approximately $3.83 million, representing a 0.08% stake. The semiconductor company recently beat quarterly earnings expectations but has seen significant insider selling. Analyst ratings are mixed, with a consensus "Hold" rating and an average price target of $72.67.
Ceredex Value Advisors LLC Purchases Shares of 161,400 Power Integrations, Inc. $POWI
Ceredex Value Advisors LLC acquired 161,400 shares of Power Integrations, Inc. (NASDAQ:POWI) during the second quarter, valued at approximately $13.5 million. This institutional investment comes as Power Integrations exceeded its quarterly earnings and revenue expectations, despite recent insider stock sales totaling $23 million and a consensus "Hold" rating from analysts. Other institutional investors, including BlackRock Inc., also initiated positions in the company during the same period.
Lisanti Capital Growth LLC Makes New $2.91 Million Investment in Power Integrations, Inc. $POWI
Lisanti Capital Growth LLC has made a new $2.91 million investment in Power Integrations, Inc. (NASDAQ:POWI), acquiring 34,790 shares of the semiconductor company. This investment comes as several other institutional investors have also adjusted their holdings in POWI. The company recently reported strong quarterly earnings, beating analyst estimates, although analyst sentiment remains mixed with a consensus "Hold" rating.
Q2 Rundown: Power Integrations (NASDAQ:POWI) Vs Other Analog Semiconductors Stocks
The article provides a Q2 earnings rundown for Power Integrations (NASDAQ:POWI) and compares its performance to other analog semiconductor stocks. It highlights strong Q2 results across the analog semiconductor industry, with Power Integrations exceeding revenue and EPS expectations but seeing a stock dip. The article also details the strong performances of Monolithic Power Systems, Himax, Impinj, and MACOM.
First National Bank of Omaha Invests $2.88 Million in Power Integrations, Inc. $POWI
First National Bank of Omaha has acquired a new stake of 34,396 shares in Power Integrations, Inc. (NASDAQ:POWI), valued at approximately $2.88 million during the second quarter. This investment, representing 0.06% of Power Integrations, comes alongside other institutional investor activities, including significant increases in holdings by BlackRock Inc., Snyder Capital Management L P, and Price T Rowe Associates Inc. MD. The article also notes recent insider selling and updated analyst ratings for Power Integrations, with a consensus "Hold" rating.
Power Integrations (POWI) Stock Looks Pricey As It Unveils 2200 V PowiGaN
Power Integrations (POWI) stock has seen a significant 66.5% year-to-date gain, yet a valuation analysis suggests it is currently expensive, with a P/E ratio of 138.4x compared to an industry average of 53.6x. The recent launch of 2,200 V PowiGaN technology offers potential for growth in data centers and EVs, but the high market multiple implies that much of this optimism is already priced in. Investors are cautioned to weigh the strong momentum against the low value score and the demanding expectations for future growth and profitability.
Power Integrations (POWI) Stock Looks Pricey As It Unveils 2200 V PowiGaN
Power Integrations (POWI) stock has seen a significant 66.5% year-to-date gain, yet its valuation appears expensive, with a P/E ratio of 138.4x against an industry average of 53.6x. While the launch of 2200 V PowiGaN technology could drive long-term demand in sectors like data centers and EVs, the current share price already reflects substantial optimism. The article suggests that the stock is overvalued based on market multiples, raising questions about whether future growth and profitability can justify such a rich valuation.
18,536 Shares in Power Integrations, Inc. $POWI Bought by Old West Investment Management LLC
Old West Investment Management LLC purchased 18,536 shares of Power Integrations, Inc. (NASDAQ:POWI) valued at approximately $1.55 million during the second quarter. Other institutional investors also increased their stakes, while company insiders sold a significant number of shares. Power Integrations reported strong quarterly earnings, exceeding analyst estimates, but analysts maintain a mixed "Hold" rating with an average price target of $72.67.
Power Integrations IMX2353F InnoMux2-EP 1700 V GaN Switcher IC Power Essentials
The article describes Power Integrations' IMX2353F InnoMux2-EP, a highly integrated offline flyback switcher IC that features the industry's first 1700 V gallium-nitride (GaN) power switch. This device integrates a high-voltage GaN switch, control circuitry, and multi-output regulation into a single IC, operating directly from high-voltage DC buses up to 1000 V. It uses a zero-voltage-switching (ZVS) flyback architecture with FluxLink digital isolation feedback, designed for industrial and energy-infrastructure applications, supporting up to three independently regulated outputs with 100 W continuous power.
The Bull Case For Power Integrations (POWI) Could Change Following 2,200 V PowiGaN Breakthrough And ESOP Shelf Registration
Power Integrations recently reported strong Q2 2026 results, including higher sales and net income, and affirmed its dividend. Crucially, the company announced its PowiGaN technology now supports up to 2,200 V, expanding its capabilities for critical high-voltage applications like data centers and EVs. This technological advancement could significantly reinforce Power Integrations' market positioning, although the ultimate impact depends on execution and customer adoption amidst competition.
Power's Sunil Gupta to Resign as Senior Vice President, Operations
Sunil Gupta, Senior Vice President, Operations at Power, has notified the company of his resignation, effective August 25, 2026. The resignation is not due to any disagreement with the company regarding operations, policies, or practices. Information about a replacement has not yet been disclosed.
Power Integrations (POWI) discloses resignation of SVP Operations Sunil Gupta
Power Integrations, Inc. announced that Sunil Gupta, Senior Vice President, Operations, will resign effective August 25, 2026. The company stated that his departure is not due to any disagreements regarding operations, policies, or practices. The report was signed by Andrew S. Hughes, Senior Vice President, General Counsel & Corporate Secretary, and details were filed in an 8-K form with the SEC.
Power Integrations Announces 2200 V GaN Technology for AI Data Centers
Power Integrations has introduced its new 2200V PowiGaN gallium-nitride (GaN) technology, which offers voltage capabilities exceeding other commercially available GaN technologies. This innovation supports higher bus architectures, making it suitable for future power designs in AI data centers, EVs, photovoltaic inverters, and battery-energy storage systems. The technology provides significant voltage margin for high-voltage systems and enables high switching frequencies, extending GaN's application into voltage ranges traditionally served by SiC.
Is Power Integrations (POWI) Undervalued After Earnings Growth And Its 2,200 V PowiGaN Launch?
Power Integrations (POWI) has garnered attention following its Q2 2026 earnings report and the introduction of a new 2,200 V PowiGaN platform for high-voltage applications. Despite a recent share price pullback, the stock shows strong year-to-date and one-year returns. While some analysts believe the stock is undervalued at $80, others are concerned about its high P/E ratio compared to industry averages, suggesting a premium that needs to be justified by future earnings growth.
Power Integrations rates PowiGaN technology at 2,200 V for high-voltage systems
Power Integrations has achieved a 2,200 V rating for its PowiGaN gallium nitride (GaN) technology, surpassing other commercially available GaN solutions. This advancement targets high-voltage systems in data centers, EVs, and renewable energy, allowing for greater power density and efficiency. The technology provides a high-frequency alternative for applications traditionally served by silicon carbide, extending GaN's reach into higher voltage ranges.
Power Integrations Demonstrates World’s First 2200 V GaN Technology for Next-Era High-Voltage Power Systems
Power Integrations has announced its PowiGaN™ gallium-nitride (GaN) technology is now rated at up to 2200 V, making it the first commercially available GaN technology to reach this voltage level. This breakthrough positions PowiGaN as a leading solution for high-voltage power systems in AI data centers, EVs, renewable energy, and HVDC infrastructure. The higher voltage rating allows for greater power density and efficiency, extending GaN's applicability into areas traditionally dominated by SiC and supporting future high-voltage architectures.
Power Integrations demos 2200V GaN
Power Integrations has announced that its PowiGaN GaN technology now supports ratings up to 2200V, surpassing other commercial GaN technologies. This breakthrough enables higher power density and efficiency for applications in AI data centers, EVs, solar, and HVDC infrastructure. The expanded voltage capability allows GaN to enter voltage ranges traditionally served by SiC, offering a high-frequency alternative for advanced power conversion.
Power Integrations Inc (POWI) (Q2 2026) Earnings Call Highlights: Revenue Growth and Margin Expansion Signal Strong Recovery
Power Integrations Inc (POWI) reported strong Q2 2026 results, with a 10% sequential revenue growth and a 540-basis-point operating margin expansion, driven by broad-based strength across all end markets. The company highlighted advancements in its 2200-volt GaN technology, a utility-scale battery storage design win, and a GaN-based micro DC-to-DC converter design win in the automotive sector. Despite strong growth, consumer revenue is expected to decline in Q3 due to seasonality, and significant revenue contributions from new GaN technologies are still several years away.
Power Integrations (NASDAQ:POWI) Upgraded to "Buy" at Wall Street Zen
Wall Street Zen has upgraded Power Integrations (NASDAQ:POWI) to a "Buy" rating, despite a broader analyst consensus of "Hold" with an average price target of $72.67. The company recently surpassed quarterly earnings expectations, reporting $0.37 EPS against a $0.32 consensus and revenue of $118.94 million, a 2.6% increase year-over-year. While institutional investors like BlackRock have expanded their holdings, company insiders have sold a significant number of shares recently.
Power Integrations Inc 1Q 2026: Revenue $118.94M, EPS $0.17— 10-Q Summary
Power Integrations Inc. reported first-quarter 2026 results, with revenue rising to $118.94 million and diluted EPS increasing to $0.17, driven by strong performance in industrial end markets. Net income significantly grew to $9.83 million from $1.37 million year-over-year. The company also implemented a workforce reduction and increased R&D spending, despite a slight decline in gross margin.
Power Integrations, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:POWI) 2026-08-07
This article presents the slide deck published by Power Integrations, Inc. in conjunction with their Q2 2026 earnings call, held on August 7, 2026. The company reported Q2 2026 EPS of $0.37, beating estimates by $0.05, and revenue of $118.94M, a 2.66% year-over-year increase, beating estimates by $1.50M.
Power Integrations (POWI) Stock Slides As Margin Gains Meet P E Doubts
Power Integrations (POWI) stock fell 4.8% despite reporting strong Q2 2026 earnings with increased revenue and a significant jump in non-GAAP operating margin. The market's reaction suggests skepticism about the stock's high P/E ratio of 131.1x and concerns regarding the timing and scale of its pivot to high-voltage GaN products. While the company showed progress in margin expansion and new product development for AI data centers and EVs, investors remain cautious about the long-term impact on overall revenue growth.
Power Integrations, Inc. Stock 12‑Month Price Target Cut to $71.2, Implies 15% Upside
The average 12-month price target for Power Integrations, Inc. (POWI) stock has been lowered from $76.2 to $71.2 by 5 analysts, with a range between $46 and $85 per share. This new target suggests a potential upside of approximately 15% from the August 5 closing price. Despite the target cut, the consensus rating from the 5 covering analysts remains "Buy," with 3 Buys, 1 Hold, and 1 Sell recommendation.
Power Integrations Demonstrates World’s First 2200 V GaN Technology for Next-Era High-Voltage Power Systems
Power Integrations has introduced the world's first 2200 V GaN technology, branded PowiGaN™, which significantly surpasses the voltage capabilities of other commercially available GaN technologies. This breakthrough is poised to enhance power density, efficiency, and system architecture for high-voltage applications in AI data centers, electric vehicles, renewable energy, and HVDC infrastructure. The innovation allows GaN to compete in voltage ranges traditionally dominated by SiC, supporting future-proofing designs for next-generation power systems.
Power Integrations Inc 1Q 2026: Revenue $118.94M, EPS $0.17— 10-Q Summary
Power Integrations Inc. reported its first-quarter 2026 results, showing a revenue of $118.94 million and diluted EPS of $0.17. This represents a significant increase from the prior year's quarter, with net income rising to $9.83 million. The company's revenue growth was driven by strong performance in industrial end markets, with international customers, primarily in Asia, accounting for most sales.
Power Integrations, Inc. (NASDAQ:POWI) Plans Quarterly Dividend of $0.21
Power Integrations, Inc. (NASDAQ:POWI) has declared a quarterly dividend of $0.215 per share, payable on September 30th to shareholders of record by August 31st. The company has a history of raising its dividend for 12 consecutive years and analysts predict continued coverage of the dividend based on future earnings estimates. Despite mixed analyst sentiment with an average "Hold" rating, Power Integrations recently surpassed its quarterly earnings and revenue expectations.
Why Power Integrations (POWI) Is Up 9.5% After Q2 Beat, Q3 Outlook And GaN Breakthrough – And What's Next
Power Integrations (POWI) saw a 9.5% stock increase after reporting a strong Q2 2026 beat, providing optimistic Q3 guidance, and announcing a breakthrough in its PowiGaN gallium-nitride technology. The company's new 2,200-volt GaN technology is expected to open doors in AI data centers, EVs, and renewable energy, reinforcing its long-term growth narrative despite ongoing appliance market cyclicality and tariff risks. Analysts have varying revenue and earnings forecasts, suggesting a need for investors to conduct thorough research.
Power Integrations (POWI) Could Be 19% Undervalued After Earnings And PowiGaN Progress
Power Integrations (POWI) is gaining attention following strong Q2 earnings, updated guidance, and advancements in its high-voltage PowiGaN technology. While the stock has seen a significant year-to-date increase, a narrative-based valuation suggests it could be 16% undervalued at $73.60, driven by the potential of its GaN technology in AI data centers and automotive sectors. However, a DCF model presents a lower fair value of $25.94, indicating a mixed outlook for the stock's valuation.
Power Integrations (NASDAQ:POWI) Given New $80.00 Price Target at Needham & Company LLC
Needham & Company LLC has lowered its price target for Power Integrations (NASDAQ:POWI) to $80.00 from $90.00, while maintaining a "Buy" rating, suggesting a potential upside of approximately 29%. The semiconductor company recently surpassed quarterly earnings and revenue expectations, reporting $0.37 EPS against a $0.32 consensus and $118.94 million in revenue compared to $117.44 million expected. Despite positive developments like improving inventory and new GaN technology, concerns remain regarding the stock's high P/E ratio and significant insider selling.
Power Integrations unveils 2200V PowiGaN technology
Power Integrations has announced its PowiGaN gallium-nitride (GaN) technology is now rated up to 2200 V, surpassing other commercial GaN technologies. This breakthrough positions PowiGaN as a leading solution for high-voltage applications in data centers, EVs, renewable energy, and HVDC infrastructure. The 2200V PowiGaN technology offers significant voltage margin and high switching frequencies, enabling greater power density for emerging high-voltage power systems.
Power Integrations Q2 2026 Earnings Call Transcript
Power Integrations reported strong Q2 2026 results with revenue up 10% sequentially to $118.9 million and non-GAAP operating margin expanding to 17.1%. The company highlighted growth across all end markets, particularly industrial and automotive, and unveiled new 2,200-volt PowiGaN technology for future high-voltage applications in data centers and EVs. Power Integrations provided a positive outlook for Q3, expecting continued revenue growth and further reductions in channel inventory, while focusing on long-term growth in high-power markets.
Power Integrations (POWI) Extends PowiGaN To 2200 V, Is The Stock Fully Priced?
Power Integrations (POWI) announced its PowiGaN gallium nitride technology now supports up to 2,200 V, expanding its market potential in high-voltage applications like data centers and electric vehicles. Despite recent stock gains, the market appears divided on its valuation, with some analysts seeing it as 12.3% undervalued due to GaN potential and earnings recovery, while others point to high valuation risks given current P/S ratios. Investors are encouraged to assess the underlying data and risks beyond the headlines.
Power Integrations (POWI) Q2 Earnings and Revenues Beat Estimates
Power Integrations (POWI) reported strong Q2 2026 results, beating Zacks Consensus Estimates for both earnings and revenue. The company posted earnings of $0.37 per share against an estimate of $0.32, and revenues of $118.94 million, exceeding the $117.25 million consensus. Despite the positive financial performance and an 81.7% year-to-date stock increase, the stock currently holds a Zacks Rank #4 (Sell) due to unfavorable estimate revisions, suggesting potential underperformance in the near future.
Earnings Flash (POWI) Power Integrations, Inc. Reports Q2 Revenue $118.9M, vs. FactSet Est of $117.4M
Power Integrations, Inc. (POWI) announced its second-quarter revenue of $118.9 million, surpassing FactSet's estimate of $117.4 million. The company also provided guidance for Q3 revenue, expecting it to range between $122.0 million and $130.0 million, and reported Q2 adjusted EPS of $0.37 per share, exceeding the FactSet estimate of $0.32. Additionally, Power Integrations announced a dividend payable on September 30, 2026.
Power Integrations (NASDAQ: POWI) posts Q2 results, guides Q3 revenue to $122M–$130M
Power Integrations (NASDAQ: POWI) reported strong Q2 2026 financial results with revenue of $118.9 million, a ten percent sequential increase, and non-GAAP diluted EPS of $0.37. The company provided Q3 2026 revenue guidance between $122 million and $130 million, highlighting growth in industrial markets, improved profitability, and the rollout of its new 2200 V PowiGaN™ high-voltage technology. Additionally, Power Integrations announced a dividend of $0.215 per share to be paid on September 30, 2026.
Power Integrations earnings on deck amid AI power chip surge
Power Integrations Inc. is set to announce its second-quarter results, with analysts anticipating a rebound driven by the surging demand for AI datacenter power chips, despite an expected decline in year-over-year earnings. The company's ability to capitalize on the AI infrastructure buildout and maintain momentum in its industrial market, along with margin expansion, will be key areas of focus for investors. Analysts currently rate the stock a Buy, predicting an 18% upside from its current share price.
Power Integrations unveils 2200V gallium-nitride technology By Investing.com
Power Integrations Inc. announced its PowiGaN gallium-nitride technology now operates at an industry-leading 2200 volts, surpassing other commercially available GaN technologies. This advancement targets high-voltage applications in data centers, electric vehicles, and renewable energy systems, offering a compelling alternative to silicon carbide. The company believes this technology provides significant voltage margin for emerging power systems and supports the shift towards 1500-volt distribution architectures for AI data centers and higher EV battery voltages.
AI data centers and EVs are among the uses for 2200V GaN technology
Power Integrations has introduced its 2200 V PowiGaN™ gallium-nitride (GaN) technology, marking a significant advancement in high-voltage power conversion. This technology surpasses other commercially available GaN solutions and is designed for applications like AI data centers, electric vehicles (EVs), renewable energy systems, and HVDC infrastructure. The innovation allows for higher power density, greater efficiency, and simpler system architectures, positioning GaN as a strong alternative to silicon carbide (SiC) in these high-voltage markets.
Power Integrations Q2 Earnings Call Highlights
Power Integrations reported strong second-quarter results with revenue up 10% sequentially to $118.9 million and non-GAAP EPS at $0.37. The company saw growth in industrial and emerging markets, with automotive revenue expected to double in 2026, and is investing in high-voltage GaN and data-center opportunities. Third-quarter guidance projects continued revenue growth and stable operating margins, while full-year operating expenses are expected to decline.
(POWI) Power Integrations, Inc. Expects Q3 Revenue Range $122.0M - $130.0M
Power Integrations, Inc. (POWI) has announced its revenue guidance for the third quarter of 2026, projecting a range of $122.0 million to $130.0 million. This follows their Q2 2026 earnings report, where the company posted revenues of $118.9 million, surpassing FactSet's estimate of $117.4 million, and an adjusted EPS of $0.37 per share, also above the estimated $0.32. The company, which specializes in high-voltage power conversion integrated circuits, also recently announced a dividend payable on September 30, 2026.
