ProShare Advisors LLC Has $11.85 Million Holdings in Power Integrations, Inc. $POWI
ProShare Advisors LLC significantly increased its stake in Power Integrations (POWI) by 21.4% in the fourth quarter, bringing its total holdings to 333,419 shares valued at $11.85 million. This follows Power Integrations' better-than-expected quarterly earnings, with an EPS of $0.25 and revenue of $108.31 million, marking a 2.6% year-over-year increase. The company also declared a quarterly dividend of $0.215 per share, though analysts maintain a "Hold" consensus rating with a $64.50 average price target.
Assessing Power Integrations (POWI) Valuation After Sector Driven Semiconductor Sell Off
Power Integrations (POWI) has experienced a sector-driven sell-off in the semiconductor industry, despite a significant year-to-date share price return of 89.03%. The company's valuation narrative suggests it is 38.3% overvalued, with a fair value of $51 compared to its last closing price of $70.51, although its high-voltage GaN technology positions it well for emerging markets like AI data centers and automotive. Investors are advised to consider the detailed risk/reward breakdown and explore other investment opportunities.
POWI: Morgan Stanley Smith Barney files resale notice for vested restricted shares (POWI)
Morgan Stanley Smith Barney LLC has filed a Form 144 notice for proposed sales of Common Stock for Power Integrations Inc. (POWI). The filing details multiple tranches of vested restricted stock with specific vesting dates and share counts, including 4,866 shares vesting on 02/01/2023 and 11,826 shares vesting on 02/13/2021. This notice signals an intent to resell by an affiliate, not a completed transaction.
Power Integrations stock (US73739W1045): fresh equity grants put focus on growth and incentives
Power Integrations recently made new equity inducement grants to key hires, including its incoming senior vice president of worldwide sales, highlighting the company's strategy to attract and retain talent for growth in energy-efficient power conversion. These grants are separate from existing compensation plans and link long-term incentives to future performance and stock price. The company, which specializes in high-voltage power-conversion semiconductors, aims to drive revenue through continuous innovation in efficiency, integration, and design wins across consumer, industrial, and automotive markets.
Power Integrations Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
Power Integrations (POWI) reported inducement grants made under Nasdaq Listing Rule 5635(c)(4). This information was disseminated via a press release and quickly alerted to Quantisnow Plus members. Quantisnow, a real-time market data platform, delivered this insight to its users.
New Power Integrations sales chief granted awards tied to 2026, 2028 metrics
Power Integrations granted Michael Balow, their new Senior Vice President, Worldwide Sales, 32,768 restricted stock units, 3,245 performance stock units, and 21,845 long-term performance stock units on May 15, 2026, as an inducement to employment. These grants, along with others to new employees, were made under the company's Amended and Restated 2025 Inducement Award Plan and approved by the board's talent and compensation committee per Nasdaq Rule 5635(c)(4). The PSUs and PRSUs are set to vest based on the achievement of specific company performance metrics for 2026 and 2028, respectively.
How Softer Q1 Earnings and Steady Dividend Policy Could Shape Power Integrations’ (POWI) Investment Story
Power Integrations (POWI) reported softer Q1 2026 earnings with modest sales growth and lower net income, but maintained its dividend policy. The company's investment narrative is shaped by its high-voltage GaN expertise offsetting near-term margin pressure, balanced against exposure to cyclical appliance demand. Upcoming Q2 guidance suggests a focus on volume recovery and profitability, with analysts holding varied outlooks on its long-term valuation and market position.
Seagate, Power Integrations, and FormFactor Shares Plummet, What You Need To Know
Shares of Seagate (STX), Power Integrations (POWI), and FormFactor (FORM) plummeted after a broad-based sell-off in the semiconductor sector. This downturn was triggered by news of a potential strike at Samsung and a stake sale by TSMC, which highlighted supply-chain risks, combined with rising valuation concerns, inflation fears, and ongoing supply constraints for rare earth materials. Despite the recent drop, the semiconductor industry is experiencing significant upward trends, especially due to robust AI-related demand, with global sales projected to surpass $1 trillion this year.
How Softer Q1 Earnings and Steady Dividend Policy Could Shape Power Integrations’ (POWI) Investment Story
Power Integrations (POWI) recently reported softer Q1 2026 earnings with modest sales growth and lower net income, but maintained its US$0.215 quarterly dividend. The company's investment narrative balances near-term margin pressure due to cyclical appliance demand with potential growth from new automotive, industrial, and data center designs. Its Q2 guidance projects increased revenue and stable gross margins, providing context for future profitability and market mix.
Power Integrations (POWI) Sr. VP granted 32,768 common shares in Form 4 filing
Michael Balow, Senior VP of Worldwide Sales at Power Integrations (POWI), was granted 32,768 shares of common stock at a price of $0.00 per share. This transaction, detailed in a Form 4 filing, increases his direct holdings to 32,768 shares. The filing indicates a compensation-related acquisition.
Seagate, Power Integrations, and FormFactor Shares Plummet, What You Need To Know
Shares of Seagate, Power Integrations, and FormFactor dropped following a broad sell-off in the semiconductor sector. This decline was triggered by news of a potential Samsung strike and a TSMC stake sale, which heightened concerns about global chip supply chains and industry valuations. The market reacted to these developments, causing significant price falls for these companies amidst broader market jitters.
Seagate, Power Integrations, and FormFactor Shares Plummet, What You Need To Know
Shares of Seagate, Power Integrations, and FormFactor experienced significant drops following a broad-based sell-off in the semiconductor sector. This decline was triggered by news of a potential Samsung strike, a stake sale by TSMC, and ongoing supply chain issues, alongside broader market concerns about valuation and inflation. Despite the immediate downturn, big price drops can sometimes present buying opportunities for high-quality stocks.
Power Integrations Drops 6.7% Amid Sector-Wide Selling
Power Integrations (POWI) shares tumbled 6.7% to $68.31 on Monday due to a broad selloff in semiconductor stocks. The decline was part of a wider sector downtrend, with several peers also experiencing significant drops, suggesting broad investor retreat from chip stocks rather than company-specific news. Despite the drop, Power Integrations' decline was less severe than some competitors, and trading volume remained modest, indicating no panic selling.
Power Integrations (POWI) price target increased by 20.66% to 70.89
The article reports that the price target for Power Integrations (POWI) has been increased by 20.66%, reaching a new target of $70.89. This indicates a more optimistic outlook for the company's stock from the analyst.
Stephens Investment Management Group LLC Boosts Stake in Power Integrations, Inc. $POWI
Stephens Investment Management Group LLC increased its stake in Power Integrations (POWI) by 3.0% in the fourth quarter, bringing its total to 747,929 shares valued at $26.6 million. Other institutions like M&T Bank Corp and Wellington Management also significantly boosted their holdings. Power Integrations reported stronger-than-expected quarterly earnings and revenue, but analysts maintain an average "Hold" rating with a price target of $64.50.
Two Stocks to Sell and One to Watch: Wall Street's Bearish Signals
StockStory analysis indicates selling pressure on Power Integrations (POWI) due to declining revenue, operating margins, and EPS, and Optimum Communications (OPTU) due to weak subscriber growth and high debt. Conversely, 1st Source Corporation (SRCE), a regional bank, is highlighted as a stock to watch with potential upside.
Power Integrations' (NASDAQ:POWI) Conservative Accounting Might Explain Soft Earnings
Power Integrations (NASDAQ:POWI) recently announced earnings that did not impress shareholders. However, an analysis of the accrual ratio and the impact of unusual items suggests that the company's statutory profits may understate its true earnings potential. The company's negative accrual ratio indicates strong cash conversion, with free cash flow significantly exceeding reported profit.
Nicholas Brathwaite Sells 6,895 Shares of Power Integrations Inc (POWI)
Nicholas Brathwaite, a Director at Power Integrations Inc (POWI), sold 6,895 shares of the company on May 13, 2026. This transaction leaves him with 30,609 shares. Power Integrations Inc, a semiconductor technology innovator, is currently considered "Fairly Valued" based on its GF Value, despite a high price-earnings ratio compared to the industry median.
There May Be Some Bright Spots In Power Integrations' (NASDAQ:POWI) Earnings
Despite a disappointing headline earnings report, Power Integrations (POWI) shows encouraging underlying factors. The company had a strong negative accrual ratio, indicating its free cash flow significantly exceeded its statutory profit, and its profit was reduced by unusual items that are often non-recurring. These factors suggest that Power Integrations' underlying earnings potential might be better than its reported statutory profit.
Power Integrations (POWI) director sells 6,895 shares, retains 30,609
Nicholas Brathwaite, a director at Power Integrations (POWI), sold 6,895 shares of the company's common stock at an average price of $72.41 per share on May 13, 2026. Following this open-market transaction, Brathwaite directly holds 30,609 shares, indicating a continued significant stake in the company. The sale, valued at approximately $499,272, was reported via a Form 4 SEC filing and is characterized as a routine portfolio activity.
There May Be Some Bright Spots In Power Integrations' (NASDAQ:POWI) Earnings
Despite a disappointing headline earnings report, Power Integrations (NASDAQ:POWI) shows encouraging underlying factors. The company achieved a negative accrual ratio of -0.16, indicating significant free cash flow exceeding statutory profit, partly due to unusual items. These unusual items, while reducing reported profit, are often non-recurring, suggesting Power Integrations' inherent earnings power might be stronger than initially perceived.
Wellington reports 6.05% stake in Power Integrations | POWI SEC Filing - Form SCHEDULE 13G
Wellington Management and its affiliated entities have reported a 6.05% beneficial ownership stake in Power Integrations (POWI), amounting to 3,356,153 shares as of March 31, 2026. This passive investment is disclosed through a Schedule 13G filing, indicating no intent to influence the company. The filing details shared voting and dispositive powers across various Wellington entities, with the shares owned of record by clients of Wellington investment advisers.
Power Integrations' (NASDAQ:POWI) Conservative Accounting Might Explain Soft Earnings
This article speculates that Power Integrations' recent soft earnings might be due to a conservative accounting approach rather than underlying business weakness. It suggests that by recognizing revenue and expenses conservatively, the company may be building a foundation for future solid performance. The piece implies that this strategy could lead to more stable and predictable results over time.
Gagan Jain reports POWI (NASDAQ: POWI) sales of 3,481 and 313 shares
Gagan Jain has filed a Form 144 reporting proposed sales and recent dispositions of Power Integrations Inc. (NASDAQ: POWI) common stock. The filing details dispositions on February 25, 2026, and April 2, 2026, totaling 3,481 and 313 shares respectively, with corresponding dollar amounts. It also lists restricted stock entries dated April 1, 2026, for various share quantities and names Morgan Stanley Smith Barney LLC as the broker for these transactions.
Clifford Walker sells 29,700 POWI shares (NASDAQ: POWI) per Rule 144
Clifford J. Walker, an insider at Power Integrations (NASDAQ: POWI), reported two dispositions of company common stock under Rule 144. These sales involved 20,339 shares for over $1.46 million on May 13, 2026, and 9,361 shares for over $667,000 on May 12, 2026, with both transactions handled by Morgan Stanley Smith Barney LLC. The filing also noted 300 shares related to restricted stock vesting from April 1, 2022.
Assessing Power Integrations (POWI) Valuation After A Sharp Short Term Share Price Rally
Power Integrations (POWI) has seen a significant short-term rally, with its share price up 33% in the last month and 52% in three months. Despite this, Simply Wall St assesses the company as overvalued with a fair value of $51 per share compared to its recent close of $71.15, based on projections of future earnings and margins. The analysis emphasizes the importance of ongoing product innovation and market share gains for the narrative, while also cautioning about risks like cost squeezes or renewed trade friction affecting the $51 valuation.
POWI (NASDAQ: POWI) Rule 144 notice by UBS lists multiple RSU lots
UBS Financial Services Inc. has filed a Rule 144 notice for Power Integrations (POWI), indicating proposed sales of common stock tied to restricted stock units (RSUs). The filing details various RSU lots with their grant dates and share counts, including 1,265 shares from May 2024 and 1,711 shares from May 2023. This is a routine regulatory disclosure of intent to sell, not an confirmation that the sales have already occurred.
Form 144: POWI — 20,339 shares listed; Clifford Walker sold 9,361 (05/12/2026)
A Form 144 filing by Morgan Stanley Smith Barney LLC for Power Integrations Inc. (POWI) reports 20,339 shares of common stock listed for sale, with a monetary value of $1,467,053.11. The filing also details recent sales by Clifford J. Walker, who sold 9,361 shares and 300 shares on May 12, 2026, for proceeds of $667,036.78 and $21,375.00 respectively. The listed shares for sale originated from vested restricted stock and an Employee Stock Purchase Plan.
Morgan Stanley lists 9,361 POWI common shares for resale (POWI)
Morgan Stanley has filed a Form 144 notice to resell 9,361 common shares of Power Integrations Inc. (POWI). This filing is for shares that vested on February 7, 2022, February 12, 2022, and February 13, 2022. The notice indicates a proposed resale without specifying timing, trading method, or cash-flow treatment.
Power Integrations Earnings Call Shows Momentum Building
Power Integrations' Q1 earnings call revealed an optimistic outlook due to improving demand, better margins, and strong cash generation, despite remaining macro uncertainty. The company highlighted significant growth in its industrial and automotive segments, alongside early traction in data center opportunities, indicating a successful strategic repositioning. Guidance for Q2 projects continued sequential growth in revenue and gross margin, reinforcing the positive momentum as inventory levels normalize and operational changes take effect.
Power Integrations, Inc. (NASDAQ:POWI) Q1 2026 Earnings Call Transcript
Power Integrations, Inc. reported strong Q1 2026 results with $108 million in revenue and non-GAAP earnings of $0.25 per diluted share, driven primarily by a 23% year-over-year increase in industrial revenue. The company is strategically focusing on customer centricity, streamlining product development, and operational efficiency, while expanding its market reach in areas like data centers, automotive, and industrial with its GaN technology. For Q2 2026, Power Integrations anticipates revenue between $115 million and $120 million and an improved non-GAAP gross margin of 54% to 55%.
Power Integrations, Inc. (NASDAQ:POWI) Receives Average Recommendation of "Hold" from Brokerages
Power Integrations, Inc. (NASDAQ:POWI) has an average analyst rating of "Hold" from seven covering analysts, with a consensus 1-year price target of $64.50. The company recently surpassed Q1 earnings expectations and provided Q2 revenue guidance in line with Wall Street estimates. Recent insider selling contrasts with increased institutional investor holdings, and the stock is currently trading above its consensus price target.
Power Integrations (NASDAQ:POWI) Announces Earnings Results
Power Integrations (NASDAQ:POWI) announced strong quarterly earnings, beating analyst estimates for both EPS and revenue. The semiconductor company reported $0.25 EPS on $108.3 million in revenue, exceeding expectations. Management also provided optimistic Q2 guidance, forecasting revenue between $115 million and $120 million with an improved gross margin, signaling continued growth.
Power Integrations (POWI) Margin Compresses To 5% Challenging Bullish Growth Narratives
Power Integrations (POWI) reported Q4 2025 revenue of US$103.2 million and a trailing twelve-month net profit margin of 5%, down from 7.7% a year prior. This compression, alongside a US$11.3 million one-off loss and a premium P/S valuation, challenges the bullish growth narratives. Analysts expect future margin expansion from high-voltage GaN products, but recent results indicate profitability is still catching up to these ambitions.
ASR Vermogensbeheer N.V. Purchases 33,113 Shares of Power Integrations, Inc. $POWI
ASR Vermogensbeheer N.V. increased its stake in Power Integrations (NASDAQ:POWI) by 10.8% in the fourth quarter, purchasing 33,113 additional shares. This brings their total holding to 340,666 shares, valued at approximately $12.1 million. The article also notes strong Q1 results for Power Integrations and mentions that analysts are mixed but becoming more constructive on the stock.
Power Integrations (POWI) sales executive files initial insider Form 3
Michael Balow, the Sr. VP, Worldwide Sales for Power Integrations (POWI), has filed an initial Form 3, establishing his status as a reporting insider. This filing indicates no reportable transactions, common-share holdings, or derivative positions. The Form 3 serves as an initial statement of beneficial ownership, providing transparency regarding new insiders' holdings.
Power Integrations, Inc. $POWI Shares Acquired by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in Power Integrations (NASDAQ:POWI) by 5.7% in the fourth quarter, bringing its total holdings to over 7.5 million shares. This news comes as Power Integrations reported better-than-expected first-quarter results, with EPS of $0.25 and revenue of $108.3 million, and announced a quarterly dividend.
Power Integrations, Inc. announces Quarterly dividend, payable on June 30, 2026
Power Integrations, Inc. has declared a quarterly dividend of $0.2150 per share. This dividend is payable on June 30, 2026, with an ex-date and record date set for May 29, 2026. The announcement was made on May 9, 2026.
Power Integrations, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:POWI) 2026-05-09
Power Integrations, Inc. released its Q1 2026 earnings call presentation, reporting an EPS of $0.25, which beat estimates by $0.01. The company's revenue reached $108.31M, surpassing expectations by $654.00K and showing a 2.63% year-over-year increase. The provided slide deck accompanied the earnings call for their first quarter.
Power Integrations (POWI) Margin Compresses To 5% Challenging Bullish Growth Narratives
Power Integrations (POWI) recorded FY 2025 revenue of US$443.5 million and basic EPS of US$0.39, with fourth-quarter revenues reaching US$103.2 million and EPS of US$0.24. The company's net profit margin decreased to 5% from 7.7% a year earlier, partly due to an US$11.3 million one-off loss. Analysts are looking to future mix shifts towards higher-efficiency products to drive margin improvement, as the current valuation at a P/S of 9x (compared to an industry average of 8.7x) and a DCF fair value of US$40.45 indicates a premium dependent on significant future earnings growth.
Power Integrations, Himax, Penguin Solutions, KLA Corporation, and AMD Shares Skyrocket, What You Need To Know
Shares of several semiconductor companies, including Power Integrations, Himax, Penguin Solutions, KLA Corporation, and AMD, soared following strong demand linked to AI infrastructure and a positive global sales outlook for the semiconductor sector. The industry is projected to exceed $1 trillion in sales this year, driven by AI and data center needs, with companies like ChipMOS reporting significant revenue increases and others expanding manufacturing to meet demand for high-performance computing chips. Penguin Solutions, in particular, saw a significant jump and reached a new 52-week high, benefiting from broader industry trends confirmed by strong results from Advanced Micro Devices.
Press Release: Power Integrations Reports First-Quarter Financial Results
Power Integrations announced its financial results for the first quarter. The company reported its revenues, net income, and earnings per share, providing key financial metrics for the period. This press release outlines the company's performance and financial standing during the first three months of the fiscal year.
Deutsche Bank Adjusts Power Integrations Price Target to $65 From $45, Maintains Hold Rating
Deutsche Bank has increased its price target for Power Integrations (POWI) to $65 from $45, while retaining a "Hold" rating on the stock. This adjustment comes alongside recent news of the company's Q1 financial results, including revenue and adjusted EPS exceeding FactSet estimates, and a positive revenue outlook for Q2.
Power Integrations, Inc. (NASDAQ:POWI) to Issue $0.22 Quarterly Dividend
Power Integrations, Inc. (NASDAQ:POWI) has declared a quarterly dividend of $0.215 per share, payable on June 30th to shareholders of record on May 29th, marking 12 consecutive years of dividend increases. The semiconductor company recently surpassed quarterly EPS estimates but saw notable insider selling alongside significant institutional buying by firms like Price T. Rowe and Snyder Capital. Shares were trading lower by approximately 8.2% following the announcement.
Power Integrations: Q1 Earnings Snapshot
Power Integrations Inc. (POWI) reported strong first-quarter earnings, exceeding Wall Street expectations with a profit of $3.3 million, or 6 cents per share, and adjusted earnings of 25 cents per share. The company's revenue reached $108.3 million, also surpassing forecasts. For the second quarter, Power Integrations anticipates revenue between $115 million and $120 million.
Industrial growth lifts Power Integrations (NASDAQ: POWI) Q1 2026 results
Power Integrations reported Q1 2026 revenue of $108.3 million, a 3% year-over-year increase, primarily driven by strong industrial sector growth which accounted for 41% of total revenue. Despite GAAP net income decreasing due to restructuring charges, non-GAAP net income was $13.9 million, and the company generated healthy cash flow. Power Integrations also announced the appointment of Mike Balow as Senior Vice President of Worldwide Sales and provided optimistic guidance for Q2 2026, anticipating margin recovery.
Power Integrations Appoints New Global Sales Leader
Power Integrations (POWI) has appointed Mike Balow as its new Senior Vice President of Worldwide Sales, effective May 4, 2026, with a compensation package designed to ensure leadership stability and align incentives with shareholder interests. The company also reported a 5% sequential revenue increase in Q1 2026 to $108.3 million, highlighting growth in industrial revenue driven by renewables and automation, and maintained its quarterly dividend. Power Integrations projects Q2 revenue between $115 million and $120 million.
Power Integrations Q1 2026 slides: industrial gains offset consumer lag
Power Integrations (NASDAQ: POWI) reported Q1 2026 financial results, exceeding analyst expectations for revenue and non-GAAP EPS. Despite this beat, the stock experienced a significant decline, indicating investor concerns about its high valuation and lingering inventory issues. The company saw strong growth in its industrial and automotive segments, offsetting a mixed performance in consumer and communication applications, and projects continued growth with improved margins for Q2 2026.
Power Integrations Q1 2026 Earnings Call Transcript
Power Integrations reported solid Q1 2026 results with revenue of $108.3 million and non-GAAP EPS of $0.25, driven by strong industrial performance. The company provided optimistic Q2 guidance, forecasting revenue between $115M-$120M and improved gross margins, while strategic organizational changes are in progress to enhance customer focus and time-to-market. Key growth drivers include high-voltage GaN products for data centers, industrial applications, and the automotive sector, with a significant long-term market opportunity identified in data center rack and grid applications expected to exceed $1 billion by 2030.
Power Integrations (POWI) Q1 Earnings and Revenues Top Estimates
Power Integrations (POWI) reported Q1 earnings of $0.25 per share, exceeding the Zacks Consensus Estimate of $0.23, and revenues of $108.31 million, also surpassing estimates. This marks the fourth consecutive quarter the company has beaten EPS expectations and the third time in four quarters for revenue. Despite this strong performance, the stock currently holds a Zacks Rank #3 (Hold) due to mixed estimate revisions ahead of the earnings release.
