Power Integrations launches Qspeed diodes with industry-lowest Qrr
Power Integrations has introduced its new Qspeed H Series diodes, which boast the industry's lowest reverse recovery charge (Qrr) for silicon diodes. These diodes are available with 650V and up to 30A ratings, offering efficiency and voltage derating comparable to silicon carbide (SiC) diodes. This development aims to significantly improve power conversion applications by providing high-performance silicon-based solutions.
First National Bank of Omaha Takes Position in Power Integrations, Inc. $POWI
First National Bank of Omaha has acquired a new position of 45,681 shares in Power Integrations (NASDAQ:POWI), valued at approximately $1.84 million, representing 0.08% of the company. Power Integrations exceeded Q3 EPS estimates and increased its quarterly dividend to $0.215, despite insiders selling approximately $1.79 million worth of shares over the last three months. Analysts currently rate the stock as "Hold" with an average price target of $61.00.
Short Interest in Power Integrations, Inc. (NASDAQ:POWI) Decreases By 14.8%
Power Integrations, Inc. (NASDAQ:POWI) experienced a significant 14.8% decline in short interest during January, settling at 4,383,038 shares by month-end, representing about 8.0% of shares sold short. This decrease comes alongside recent insider selling activity by CEO Jennifer A. Lloyd and VP Gagan Jain, and the company's strong Q4 earnings release where it exceeded EPS estimates and increased its quarterly dividend. Analysts currently have a "Hold" consensus rating with a target price of $61.00 for the semiconductor firm.
Power Integrations, Inc. $POWI Shares Acquired by ProShare Advisors LLC
ProShare Advisors LLC increased its stake in Power Integrations, Inc. (NASDAQ:POWI) by 14.3% in Q3, now owning 274,596 shares valued at $11 million. While the company beat Q4 EPS estimates and raised its quarterly dividend, analyst coverage is mixed ("Hold" consensus) and significant insider selling has occurred, creating conflicting signals for investors.
5 Insightful Analyst Questions From Power Integrations's Q4 Earnings Call
Power Integrations's Q4 earnings met revenue expectations but saw a negative market response due to appliance inventory issues and weak consumer markets. Analysts focused on inventory reduction plans, the timeline for significant contributions from high-power, automotive, and data center segments, and the overall demand environment. Management indicated that automotive and data center growth would take more time, while operational control and workforce restructuring are ongoing responses to current challenges.
Power Integrations (NASDAQ:POWI) CEO Jennifer Lloyd Sells 3,322 Shares
Power Integrations (NASDAQ:POWI) CEO Jennifer Lloyd recently sold 3,322 shares of the company's stock for $154,705.54, reducing her ownership by 4.17%. The semiconductor company reported strong earnings, beating EPS estimates, and announced an increase in its quarterly dividend to $0.215 per share. Analysts currently have an average "Hold" rating on POWI with an average target price of $61.00.
Power Integrations CEO Lloyd sells $154,704 in stock
Jennifer A. Lloyd, President and CEO of Power Integrations (NASDAQ:POWI), sold 3,322 shares of common stock for a total of $154,704. This transaction follows an acquisition of 5,885 shares due to the vesting of performance stock units. The company recently exceeded Q4 2025 earnings expectations, though its stock declined due to broader market conditions.
Power Integrations CEO Lloyd sells $154,704 in stock By Investing.com
Jennifer A. Lloyd, President and CEO of Power Integrations (NASDAQ:POWI), sold 3,322 shares of common stock for $154,704 on February 9, 2026. This transaction leaves her with 76,307 directly owned shares. Earlier, on February 6, 2026, Lloyd acquired 5,885 shares due to the vesting of performance stock units after meeting 2025 performance conditions.
Power Integrations VP Gupta sells $123,717 in shares
Sunil Gupta, VP of Operations at Power Integrations Inc (NASDAQ:POWI), sold 2,673 shares totaling $123,717 on February 9th and 10th. These transactions followed his acquisition of 3,840 shares on February 6th due to a Performance Stock Unit vesting. Despite the sales and an earnings beat in Q4 2025, the company's stock experienced a slight dip, indicating mixed investor sentiment.
Sunil Gupta Sells 1,272 Shares of Power Integrations (NASDAQ:POWI) Stock
Sunil Gupta, a Vice President at Power Integrations (NASDAQ:POWI), sold 1,272 shares of company stock on February 10th for over $58,000, reducing his stake by 1.3%. This is part of a series of sales totaling 6,539 shares in recent weeks. The company recently beat EPS estimates, aligned with revenue expectations, and increased its quarterly dividend, while analysts maintain a "Hold" rating with a target price of $61.00.
Power Integrations VP Gupta sells $123,717 in shares
Sunil Gupta, VP of Operations at Power Integrations Inc (NASDAQ:POWI), sold a total of 2,673 shares for $123,717 on February 9th and 10th. This follows an acquisition of 3,840 shares on February 6th due to a Performance Stock Unit vesting. The company recently exceeded Q4 2025 earnings expectations, though its stock price declined after the announcement.
Assessing Power Integrations (POWI) Valuation After Restructuring And Cost Alignment For AI Growth
Power Integrations (POWI) is undergoing a restructuring, including a 7% workforce reduction, to align costs with revenue and focus on AI data center, industrial, and automotive opportunities. Despite recent share price gains, long-term returns have lagged, leading to a debate about its valuation. While Simply Wall St's primary narrative suggests a 9.4% undervaluation with a fair value of $50.40 due to its proprietary GaN technology and growth potential, an alternative view points to a rich P/E ratio of 115x compared to the semiconductor industry average of 44x.
Power Integrations (NASDAQ:POWI) Is Increasing Its Dividend To $0.215
Power Integrations (NASDAQ:POWI) is set to increase its quarterly dividend to $0.215, leading to an annual payment of 1.8% of its stock price, which is higher than most industry peers. Although past profits did not cover the dividend, the company generates strong cash flow that easily covers it, and analysts project higher EPS for the next year. Despite a solid track record of increasing dividends, the company's past EPS decline suggests limited growth potential for the dividend, making it less appealing as a pure income stock.
Power Integrations (POWI) Q4 Margin Rebound Challenges Bearish Profitability Narrative
Power Integrations (POWI) recorded Q4 2025 revenue of US$103.2 million and EPS of US$0.24, concluding a year where net profit margins were below the previous year but growth forecasts are higher. While bears point to narrowed 5% net margins and a five-year earnings decline, the strong Q4 performance and high growth forecasts challenge this narrative. The company's stock trades at a rich valuation compared to the industry, with its dividend not well covered by current earnings, highlighting an investor reliance on future growth projections.
Power Integrations, Inc. (NASDAQ:POWI) Q4 2025 Earnings Call Transcript
Power Integrations, Inc. reported Q4 2025 earnings largely in line with expectations, with revenue of $103 million and non-GAAP EPS of $0.23, beating expectations of $0.19. The company returned to growth in 2025, with full-year revenue up 6% and non-GAAP EPS up 8%, and is focusing on expense control, including a recent 7% workforce reduction. Looking ahead, Power Integrations anticipates continued growth in industrial and consumer segments, while prioritizing investments in high-growth markets like AI data centers, industrial, and automotive.
Power Integrations Governance Shifts Highlight Valuation And Incentive Questions
Power Integrations (NasdaqGS:POWI) has announced a transition in its board leadership with Balakrishnan S. Iyer appointed as the new independent Chairman. The company also issued new equity awards to executive hires, aligning leadership compensation with long-term company goals. These governance changes and incentive structures are noteworthy for investors, especially considering the company's high P/E ratio and dividend coverage issues.
POWER INTEGRATIONS INC SEC 10-K Report
Power Integrations Inc. has released its 2025 Form 10-K report, detailing robust financial performance with $443.5 million in net revenue, although net income and EPS decreased due to higher operating expenses. The company continues to leverage its GaN technology for product expansion, particularly in the industrial sector, and maintains a strong liquidity position, returning capital to shareholders through buybacks and dividends. Key challenges include market penetration, reliance on international sales, and volatile operating results.
Power Integrations, Inc. (NASDAQ:POWI) Increases Dividend to $0.22 Per Share
Power Integrations, Inc. (NASDAQ:POWI) announced a quarterly dividend increase to $0.215 per share, up 2.4% from its previous dividend, marking the 12th consecutive year of dividend increases. The semiconductor company also reported quarterly earnings of $0.23 EPS, beating consensus estimates, though revenue was slightly down year-over-year. Despite recent insider selling, institutional investors like Goldman Sachs have increased their holdings in the company.
POWI Q4 Deep Dive: Industrial and High-Power Segments Stand Out Amid Inventory and Consumer Headwinds
Power Integrations (POWI) met Wall Street's revenue expectations in Q4 CY2025, with sales down 1.9% year-on-year to $103.2 million, and a non-GAAP profit of $0.23 per share beating analyst estimates. The company anticipates renewed growth in its industrial and high-power segments, despite ongoing challenges from excess appliance inventory and headwinds in consumer and housing markets. Management has implemented workforce restructuring and is prioritizing R&D investments in high-growth areas like automotive and AI data centers, while remaining cautious about broader spending until demand strengthens.
Power Integrations Governance Shifts Highlight Valuation And Incentive Questions
Power Integrations (NasdaqGS:POWI) has announced a significant governance change with Balu Balakrishnan stepping down as Chairman to be replaced by independent Chairman Balakrishnan S. Iyer, though Balakrishnan will remain a director. The company has also issued new equity awards to executive hires. These changes draw attention to the company's valuation, financial incentives, and potential alignment with long-term goals for a company currently trading above its estimated fair value.
Power Integrations outlines industrial growth and new cost focus as restructuring reduces workforce by 7%
Power Integrations (POWI) is undergoing a restructuring to improve its operational structure and reduce costs, including a 7% workforce reduction. The company expects to lower its non-GAAP operating expenses by over $10 million annually starting in 2025. This strategic move aims to enhance profitability and focus on growing industrial and automotive markets.
Power Integrations Q4 2025 Earnings Call Insights
Power Integrations reported Q4 2025 revenue of $103 million and non-GAAP EPS of $0.23, a 13% sequential decline, yet met expectations. The company is implementing a 7% workforce reduction for cost control and is focusing strategic investments on high-power, automotive, and AI data center applications. Analysts have a positive outlook for the stock, with a consensus 1-year price target of $50.50.
Power Integrations Inc (NASDAQ:POWI) Reports Mixed Q4 2025 Results, Shares Fall on Weak Guidance
Power Integrations Inc (NASDAQ:POWI) reported mixed financial results for Q4 2025, beating earnings estimates but falling short on revenue and providing conservative guidance for Q1 2026, leading to a sharp decline in after-hours trading. Despite full-year growth driven by industrial and PowiGaN products and a dividend increase, investors reacted negatively to the sequential revenue decline and the cautious forward outlook, which did not signal a strong rebound. The company also announced a 7% workforce reduction as part of a restructuring plan aiming to align expenses with revenue and invest in long-term growth areas like AI data centers and electrification.
Earnings call transcript: Power Integrations beats Q4 2025 EPS forecast, stock dips
Power Integrations Inc. (POWI) reported strong Q4 2025 earnings, surpassing analyst EPS forecasts, but its stock dipped due to broader market concerns. The company saw full-year revenue growth driven by its GaN product line and is focusing on operational efficiency and expansion into automotive and data center markets. Despite some market headwinds, particularly in consumer appliances, Power Integrations aims for continued growth in industrial and high-power segments.
No Surprises In Power Integrations's (NASDAQ:POWI) Q4 Sales Numbers But Inventory Levels Increase
Power Integrations (NASDAQ:POWI) met revenue expectations in Q4 CY2025, with sales falling 1.9% year-on-year to $103.2 million, though adjusted EPS beat estimates by 19.5%. The company's CEO noted a return to growth in 2025 led by the industrial category and PowiGaN™ products, but a significant increase in Inventory Days Outstanding indicates growing inventory levels, raising concerns about potential weak demand. Shares traded down 3.3% immediately after the report.
Power Integrations (NASDAQ:POWI) Issues Earnings Results, Beats Expectations By $0.04 EPS
Power Integrations (NASDAQ:POWI) announced its quarterly earnings, reporting an EPS of $0.23, which surpassed analyst estimates by $0.04. Despite beating expectations, shares traded down slightly to $47.20. Insider transactions show certain executives selling shares, while institutional investors like Goldman Sachs increased their positions in the semiconductor company.
Power Integrations cuts 7% of staff after 6% sales growth
Power Integrations (NASDAQ: POWI) announced its financial results for the fourth quarter and full year ended December 31, 2025, with full-year revenue increasing by six percent to $443.5 million. Concurrently, the company revealed a restructuring plan involving a seven percent reduction in its global workforce, expected to incur a charge of $3.5 million to $4.0 million in Q1 2026. CEO Jen Lloyd highlighted the growth was led by the industrial category and PowiGaN™ products, with the workforce alignment targeting future growth opportunities in high-voltage technologies.
Power Integrations earnings on deck: Can GaN rebound offset slump?
Power Integrations Inc. is set to report fourth-quarter results, with analysts expecting $0.22 per share on $103.0 million revenue, reflecting a decline from the prior quarter due to weakness in consumer appliance markets. Investors are closely watching the company's datacenter opportunities, particularly its GaN technology and collaboration with NVIDIA, along with the timing of a cyclical recovery in core end markets and the impact of recent leadership changes on market diversification. Despite near-term headwinds, analysts maintain a "Strong Buy" rating with an average price target of $51.00.
Earnings Flash (POWI) Power Integrations, Inc. Posts Q4 Adjusted EPS $0.23 per Share, vs. FactSet Est of $0.19
Power Integrations, Inc. (POWI) reported Q4 adjusted earnings per share of $0.23, surpassing FactSet's estimate of $0.19. The company also announced a Q4 revenue of $103.2 million, which was slightly above the FactSet estimate of $103.1 million. Additionally, Power Integrations provided earnings guidance for Q1 2026 and announced an increase in its dividend.
Power Integrations Q4 2025 Earnings: Forecast & Analyst Sentiment - News and Statistics
Power Integrations (POWI) is set to announce its Q4 2025 financial results. Analysts anticipate a 2.1% year-over-year revenue decline to $103 million, with adjusted earnings projected at $0.19 per share. Despite the expected revenue dip, the company's stock has performed well, rising 20.1% over the last month, outpacing the segment's average.
This Insider Has Just Sold Shares In Power Integrations
Balu Balakrishnan, Executive Chairman of Power Integrations (NASDAQ:POWI), recently sold US$260k worth of stock, reducing his total holding by 1.2%. Another insider, Douglas Bailey, sold US$796k worth of shares at a similar price over the last year, with no insider buys reported. While insiders own 2.1% of the company, the recurring selling activity suggests caution for potential investors.
Power Integrations Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
Power Integrations, Inc. announced grants of restricted stock units (RSUs), performance stock units (PSUs), and long term performance stock units (PRSUs) to new key employees, including its chief financial officer, senior vice president for marketing and product strategy, and chief people and transformation officer. These grants, approved by the company's talent and compensation committee, serve as a material inducement to employment and are in accordance with Nasdaq Rule 5635(c)(4). The grants have various vesting schedules tied to continued service and company performance metrics for 2026 and 2028.
What To Expect From Power Integrations's (POWI) Q4 Earnings
Power Integrations (POWI) is set to report its Q4 earnings on Thursday. Analysts expect a 2.1% year-on-year revenue decline to $103 million and adjusted earnings of $0.19 per share. The company has generally met or exceeded revenue expectations in the past, and investor sentiment in the analog semiconductors segment has been positive despite mixed results from peers.
Power Integrations Grants Stock Awards to New Executives
Power Integrations (POWI) recently granted significant stock awards, including RSUs, PSUs, and PRSUs, to its new CFO Nancy Erba, Senior VP of Marketing Chris Jacobs, and Chief People and Transformation Officer Julie Currie on February 2, 2026. These awards are part of the company's strategy to attract, retain, and incentivize key executive talent, ensuring compliance with Nasdaq regulations under its 2025 Inducement Award Plan. The move comes as Wall Street analysts forecast a potential rise in POWI's stock price over the next year.
New Power Integrations leaders get stock tied to 2026, 2028 goals
Power Integrations (Nasdaq: POWI) announced inducement grants of restricted stock units (RSUs), performance stock units (PSUs), and long-term performance stock units (PRSUs) to new executives Nancy Erba, Chris Jacobs, and Julie Currie. These grants, made under the company's 2025 Inducement Award Plan, are designed to attract and motivate key talent, with vesting tied to continued service and the achievement of specific company performance metrics for 2026 and 2028. The awards were approved by the board's talent and compensation committee in accordance with Nasdaq Rule 5635(c)(4).
Power Integrations director Balakrishnan sells $260k in stock
Balu Balakrishnan, a director at Power Integrations INC (NASDAQ:POWI), sold 5,581 shares of common stock for approximately $260,036 to cover tax liabilities from a Restricted Stock Award vesting. Despite this sale, Balakrishnan still holds a significant number of shares through a trust. The company has also been in the news for increasing its equity awards plan, receiving an increased price target from Benchmark, and appointing a new senior vice president for marketing and product strategy.
Balu Balakrishnan Sells 5,581 Shares of Power Integrations (NASDAQ:POWI) Stock
Balu Balakrishnan, a director at Power Integrations (NASDAQ:POWI), recently sold 5,581 shares of the company's stock for over $260,000, reducing his ownership by 0.94%. Despite the insider sale, the company reported strong quarterly earnings, beating analyst estimates, and maintains a "Hold" rating from analysts with an average target price of $61.00. Power Integrations also pays a quarterly dividend, although its payout ratio is currently very high.
Power Integrations, Inc. $POWI Shares Sold by Federated Hermes Inc.
Federated Hermes Inc. significantly reduced its stake in Power Integrations (POWI) by 57.1% in Q3, selling 369,416 shares and retaining 277,060 shares valued at $11.14 million. This move comes amidst mixed analyst sentiments, with a "Moderate Buy" consensus target near $61 conflicting with a "Strong Sell" downgrade from Zacks, and recent insider selling further complicating the outlook ahead of the company's upcoming earnings report. Power Integrations, specializing in energy-efficient power conversion integrated circuits, is expected to post quarterly results soon, which will likely act as a major catalyst for its stock.
Power Integrations, Inc. $POWI Position Raised by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Power Integrations (POWI) by 399% in Q3, now holding 43,098 shares valued at $1.73 million. This increase in institutional ownership comes amidst mixed analyst sentiment and recent insider selling by two senior VPs. Upcoming quarterly earnings this week are anticipated to be a major catalyst affecting the stock's future performance.
Power Integrations increases inducement plan shares and updates bylaws
Power Integrations Inc. (NASDAQ:POWI) has increased the number of shares reserved for its inducement award plan by 500,000 to a total of 850,000 shares, aimed at attracting new employees. Additionally, the company's Board of Directors amended its bylaws, updating procedures for stockholder nominations and proposals to align with "universal proxy rules" and clarifying processes for special meetings and indemnification. These initiatives come amidst positive analyst outlooks, with Benchmark raising its price target on POWI and adding it to its Best Ideas list for 2026, and the company making key executive appointments.
Power Integrations Expands Inducement Plan and Updates Bylaws
Power Integrations (POWI) has expanded its 2025 Inducement Award Plan, increasing the share pool for equity awards by 500,000 to a total of 850,000 shares. This move aims to enhance recruitment and retention of key personnel. Concurrently, the company updated its bylaws to modernize governance, streamline shareholder procedures, and designate exclusive legal forums, aligning with current public-company governance practices.
Power Integrations VP Gupta sells $79k in POWI stock
Power Integrations' VP of Operations, Sunil Gupta, sold 1,698 shares of POWI stock for approximately $79,000 on January 29, 2026. This transaction follows an acquisition of 32,665 shares through a non-cash transaction earlier the same week. The company, which maintains a solid dividend yield and has raised its dividend for 13 consecutive years, has also seen its price target raised by Benchmark, citing potential for recovery and growth.
Power Integrations, Inc. (NASDAQ:POWI) Receives Consensus Recommendation of "Hold" from Brokerages
Five brokerages currently rate Power Integrations, Inc. (NASDAQ:POWI) with a "Hold" recommendation, with an average 12-month price target of $61.00. The company recently reported quarterly earnings of $0.36 EPS, slightly beating estimates, and revenue increased 2.7% year-over-year. Insiders have sold approximately 3,837 shares totaling around $165,000 in the last 90 days.
Power Integrations (NASDAQ:POWI) Downgraded by Zacks Research to Strong Sell
Zacks Research has downgraded Power Integrations (NASDAQ:POWI) from a "hold" to a "strong sell" rating. Despite slightly beating recent earnings estimates, the company trades at a high PE ratio of ~152 and has mixed analyst ratings. Insider selling activity has also been noted, with several executives selling shares.
Power Integrations VP Gupta sells $79k in POWI stock
Sunil Gupta, VP of Operations at Power Integrations (POWI), sold 1,698 shares totaling $78,957 on January 29, 2026, after acquiring 32,665 shares in a non-cash transaction two days prior. The company, with a $2.6 billion market cap and a 1.78% dividend yield, has seen its stock rise 33% year-to-date. These transactions come as Benchmark raised its price target for POWI, citing potential catalysts from a recovery in consumer markets and recent strategic leadership appointments.
Optimistic Investors Push Power Integrations, Inc. (NASDAQ:POWI) Shares Up 30% But Growth Is Lacking
Power Integrations, Inc. (NASDAQ:POWI) has seen its shares jump 30% recently, but this increase trails a 21% decline over the past year. Despite the rally, the company's P/S ratio of 5.8x is only in line with the Semiconductor industry median, and its revenue growth of 10% in the last year is considered uninspiring, with analysts forecasting significantly lower growth than the broader industry. This discrepancy suggests investors might be overly optimistic given the company's modest growth outlook.
Optimistic Investors Push Power Integrations, Inc. (NASDAQ:POWI) Shares Up 30% But Growth Is Lacking
Power Integrations, Inc. shares recently surged 30%, but the stock is still down 21% over the last year. Despite the price rebound, its P/S ratio of 5.8x is in line with the semiconductor industry average, which is surprising given the company's slower revenue growth compared to competitors. Analysts forecast moderate revenue growth of 5.2% for Power Integrations, significantly lower than the broader industry's projected 46%.
Power Integrations (POWI) to Release Quarterly Earnings on Thursday
Power Integrations (POWI) is set to release its Q4 2025 earnings after market close on Thursday, February 5th, with analysts expecting $0.19 EPS and $103.017 million in revenue. The semiconductor company previously beat consensus estimates in Q3 2025 and currently holds a "Moderate Buy" rating with an average target price of $61. Insiders and institutional investors have recently made various transactions in the company's stock.
Power Integrations (NASDAQ:POWI) VP Gagan Jain Sells 995 Shares
Power Integrations (NASDAQ:POWI) VP Gagan Jain sold 995 shares of the company's stock on January 29, 2026, for a total of $46,267.50, reducing his direct ownership by 2.97%. The company recently reported quarterly earnings that slightly beat estimates with $0.36 EPS and $118.92 million revenue, and it pays a quarterly dividend of $0.21. Analyst ratings are mixed but the stock currently holds a "Moderate Buy" consensus with an average price target of $61.00.
The Bull Case For Power Integrations (POWI) Could Change Following Intel’s Prolonged Chip Shortage Outlook
Intel's recent disappointing earnings report and outlook, citing semiconductor supply shortages extending into 2026, could impact sentiment towards chipmakers like Power Integrations (POWI). While Power Integrations' shares experienced a modest reaction, Intel's warning highlights potential risks concerning profitability and existing concerns surrounding POWI's valuation and margins. Investors are encouraged to consider multiple perspectives and conduct a thorough analysis of Power Integrations' financial health.
