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Jupiter Topco LLC bought a new stake in shares of Power Integrations, Inc. (NASDAQ:POWI – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 22,414 shares of the semiconductor company’s stock, valued at approximately $1,877,000.

Other large investors have also recently made changes to their positions in the company. Geneos Wealth Management Inc. grew its position in Power Integrations by 576.3% during the first quarter. Geneos Wealth Management Inc. now owns 629 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 536 shares during the period. Harbor Investment Advisory LLC acquired a new position in shares of Power Integrations in the second quarter worth about $33,000. Kestra Advisory Services LLC acquired a new position in shares of Power Integrations in the fourth quarter worth about $36,000. UMB Bank n.a. boosted its stake in shares of Power Integrations by 61.7% during the 4th quarter. UMB Bank n.a. now owns 1,074 shares of the semiconductor company’s stock worth $38,000 after acquiring an additional 410 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of Power Integrations by 125.5% during the 1st quarter. EverSource Wealth Advisors LLC now owns 814 shares of the semiconductor company’s stock worth $42,000 after acquiring an additional 453 shares in the last quarter.

Power Integrations Price Performance Shares of Power Integrations stock opened at $50.54 on Friday. The stock’s 50 day simple moving average is $64.10 and its 200-day simple moving average is $63.54. The stock has a market cap of $2.82 billion, a P/E ratio of 112.31 and a beta of 1.54. Power Integrations, Inc. has a 1-year low of $30.86 and a 1-year high of $91.18.

Power Integrations (NASDAQ:POWI – Get Free Report) last issued its earnings results on Wednesday, August 5th. The semiconductor company reported $0.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $0.05. Power Integrations had a return on equity of 5.50% and a net margin of 5.58%.The business had revenue of $118.94 million during the quarter, compared to the consensus estimate of $117.44 million. During the same period last year, the company earned $0.35 EPS. The company’s revenue for the quarter was up 2.6% on a year-over-year basis. As a group, research analysts expect that Power Integrations, Inc. will post 0.77 EPS for the current fiscal year. Analyst Ratings Changes POWI has been the subject of several recent analyst reports. Susquehanna lifted their price target on Power Integrations from $70.00 to $85.00 and gave the company a “positive” rating in a research note on Friday, May 8th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of Power Integrations in a research report on Friday, May 8th. Zacks Research lowered Power Integrations from a “strong-buy” rating to a “hold” rating in a report on Monday, July 20th. Needham & Company LLC cut their price objective on Power Integrations from $90.00 to $80.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. Finally, Stifel Nicolaus reduced their target price on Power Integrations from $95.00 to $80.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, Power Integrations presently has a consensus rating of “Moderate Buy” and an average price target of $72.67.

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Power Integrations Profile (Free Report)

Power Integrations, Inc, based in Hillsboro, Oregon, specializes in the design and development of high-performance analog and mixed-signal integrated circuits for energy-efficient power conversion. The company’s products are used to convert and regulate electrical power in a wide range of applications, from consumer electronics and industrial systems to communications equipment and electric vehicle charging. By providing compact, reliable, and highly integrated solutions, Power Integrations aims to reduce system size, improve efficiency, and simplify thermal management for its customers.

The firm’s product portfolio encompasses isolated and non-isolated switching controllers for both AC-DC and DC-DC power conversion.

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Deutsche Bank AG purchased a new stake in Power Integrations, Inc. (NASDAQ:POWI – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 150,103 shares of the semiconductor company’s stock, valued at approximately $12,573,000. Deutsche Bank AG owned 0.27% of Power Integrations at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Harbor Investment Advisory LLC bought a new position in Power Integrations during the 2nd quarter worth $33,000. Global Retirement Partners LLC acquired a new position in Power Integrations in the 2nd quarter valued at $44,000. Geneos Wealth Management Inc. raised its holdings in Power Integrations by 576.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 629 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 536 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of Power Integrations by 125.5% during the 1st quarter. EverSource Wealth Advisors LLC now owns 814 shares of the semiconductor company’s stock valued at $42,000 after acquiring an additional 453 shares during the period. Finally, Kestra Advisory Services LLC bought a new stake in shares of Power Integrations during the 4th quarter valued at $36,000.

Power Integrations Trading Up 0.6% Shares of NASDAQ POWI opened at $55.18 on Friday. The company has a market cap of $3.08 billion, a price-to-earnings ratio of 122.62 and a beta of 1.58. Power Integrations, Inc. has a 12 month low of $30.86 and a 12 month high of $91.18. The stock has a 50-day moving average price of $69.71 and a two-hundred day moving average price of $63.06.

Power Integrations (NASDAQ:POWI – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The semiconductor company reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.32 by $0.05. The company had revenue of $118.94 million for the quarter, compared to the consensus estimate of $117.44 million. Power Integrations had a net margin of 5.58% and a return on equity of 5.50%. The firm’s quarterly revenue was up 2.6% compared to the same quarter last year. During the same period last year, the company posted $0.35 EPS. On average, sell-side analysts predict that Power Integrations, Inc. will post 0.77 earnings per share for the current year. Analyst Ratings Changes A number of research analysts recently commented on POWI shares. Stifel Nicolaus decreased their price target on Power Integrations from $95.00 to $80.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Zacks Research downgraded shares of Power Integrations from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 20th. Weiss Ratings raised shares of Power Integrations from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday. Williams Trading set a $80.00 target price on shares of Power Integrations in a report on Thursday, August 6th. Finally, Susquehanna boosted their target price on shares of Power Integrations from $70.00 to $85.00 and gave the company a “positive” rating in a research report on Friday, May 8th. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Power Integrations presently has a consensus rating of “Moderate Buy” and a consensus price target of $72.67.

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Insider Buying and Selling at Power Integrations In other Power Integrations news, VP Sunil Gupta sold 6,860 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $83.67, for a total value of $573,976.20. Following the sale, the vice president owned 64,379 shares in the company, valued at $5,386,590.93. This trade represents a 9.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Balu Balakrishnan sold 124,287 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $86.44, for a total transaction of $10,743,368.28. Following the sale, the director directly owned 279,516 shares in the company, valued at approximately $24,161,363.04. The trade was a 30.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 273,997 shares of company stock worth $23,013,413 over the last quarter. Corporate insiders own 1.20% of the company’s stock.

(Free Report)

Power Integrations, Inc, based in Hillsboro, Oregon, specializes in the design and development of high-performance analog and mixed-signal integrated circuits for energy-efficient power conversion. The company’s products are used to convert and regulate electrical power in a wide range of applications, from consumer electronics and industrial systems to communications equipment and electric vehicle charging. By providing compact, reliable, and highly integrated solutions, Power Integrations aims to reduce system size, improve efficiency, and simplify thermal management for its customers.

The firm’s product portfolio encompasses isolated and non-isolated switching controllers for both AC-DC and DC-DC power conversion.

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SAN JOSE, Calif.--(BUSINESS WIRE)--Power Integrations announced financial results for the second quarter of 2026.

Dividends Meet Chips: Top 3 Semiconductor Stocks for GrowthPower Integrations NASDAQ: POWI reported second-quarter revenue of $118.9 million, up 10% sequentially and 3% from a year earlier, as all four of its end-market categories improved from the prior quarter. The company also expanded non-GAAP operating margin to 17.1% and generated $22 million in operating cash flow.

President and CEO Jen Lloyd said the results reflected progress in the company’s effort to produce near-term profitable growth while directing more investment toward longer-term opportunities in data centers, energy infrastructure, rail, automotive and high-power industrial markets.

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Second-Quarter Financial Results American Superconductor faster than a speeding bullet on EPS beatNon-GAAP gross margin was 55.1%, up 160 basis points sequentially and slightly above the high end of the company’s outlook. Chief Financial Officer Nancy Erba attributed the increase to improved product mix, higher volume and a favorable yen-dollar exchange-rate effect. Industrial sales represented 43% of total revenue during the quarter.

Non-GAAP operating expenses were $45.2 million, slightly below the prior quarter and below the company’s outlook range. Erba said Power Integrations continued to align spending with revenue following a first-quarter restructuring and other efficiency initiatives, while maintaining investments in strategic growth markets.

Power Integrations Stock Can Power Your Portfolio Non-GAAP net income was $20.9 million, or $0.37 per diluted share, compared with $0.25 per diluted share in the prior quarter. Free cash flow totaled $18 million, reflecting $22 million in operating cash flow and $4 million in capital expenditures.

Inventory on the company’s balance sheet declined by $5 million, while days on hand fell by 27 days to 265 days at quarter-end. Channel inventory also improved, with weeks on hand declining by more than one-and-a-half weeks to 7.3 weeks. Erba said the company views seven to eight weeks as an appropriate range for channel inventory and expects further reductions in inventory days during the second half of 2026.

Industrial Growth and Product Activity Industrial revenue increased 14% during the quarter, led by home and building automation, power tools and broader industrial applications. For the first half of 2026, industrial revenue rose 16% year over year, following 15% growth in 2025, according to Erba.

Consumer revenue rose 5% sequentially, with seasonal air-conditioning demand offsetting continued softness in major appliances. Communications revenue increased 16% sequentially and computer revenue grew 5%, both recovering from seasonal lows in the first quarter.

Lloyd said the company’s appliance and low-power industrial markets will remain key contributors to revenue and cash flow as it shifts additional research, development and go-to-market resources to higher-power markets. She cited TOPSwitch-GaN and TinySwitch-5 as recent releases designed to build on existing customer familiarity and product architectures.

TinySwitch-5 has entered production designs and is expected to make a meaningful revenue contribution in the second half of 2026, particularly among appliance customers, Lloyd said. The company also said it has a healthy appliance-design pipeline, supported largely by TinySwitch-5 and TOPSwitch-GaN.

Automotive revenue, which Power Integrations includes within industrial, is on track to double in 2026, according to Lloyd. During the second quarter, the company won a design at a major tier-one supplier for a gallium-nitride-based micro DC-DC converter scheduled to enter production next year. Lloyd said the company continues to target $100 million in automotive revenue in the 2029-to-2030 timeframe, subject to electric-vehicle market conditions.

High-Voltage GaN Roadmap and Data Centers Power Integrations demonstrated its 2,200-volt PowiGaN technology, extending its high-voltage gallium-nitride roadmap beyond prior 750-volt, 900-volt, 1,250-volt and 1,700-volt platforms. Lloyd said the technology is currently a demonstration rather than a commercial product and that meaningful revenue is likely several years away.

The company sees potential applications for the 2,200-volt technology in data centers and automotive systems. Lloyd said the roadmap could help customers planning for future 1,500-volt power architectures, while the company’s current products address opportunities associated with 800-volt data-center systems.

Power Integrations is pursuing two data-center opportunity tracks: auxiliary power applications that can use products available today, and the main power path to graphics processing units. Lloyd said auxiliary-power revenue could begin in 2028, while the main power-path opportunity remains earlier in development and is further out in time.

In June, the company published two reference designs for NVIDIA 800-volt racks using its 1,700-volt InnoMux products. Lloyd said the auxiliary power supplies would sit on compute trays in native 800-volt systems and could provide about 30% space savings relative to discrete silicon-carbide designs.

The company also said it is shipping gate drivers into battery-storage systems used alongside renewable-energy installations. During the second quarter, it won a utility-scale design at a supplier of batteries for energy-storage systems and electric vehicles.

Third-Quarter Outlook For the third quarter, Power Integrations forecast revenue of $122 million to $130 million, representing a 6% sequential increase at the midpoint. The company expects consumer revenue to decline seasonally, while communications, computer and industrial revenue continue to increase.

Non-GAAP gross margin is expected to be 54% to 55%. Non-GAAP operating expenses are projected at $45 million to $46 million. Non-GAAP operating margin is expected to range from 17% to 19%. Erba said the company now expects a low-single-digit decline in non-GAAP operating expenses for the full year, compared with its prior expectation for low-single-digit growth, while continuing investments in data center, industrial, energy, automotive and rail initiatives.

About Power Integrations (NASDAQ:POWI)Power Integrations, Inc, based in Hillsboro, Oregon, specializes in the design and development of high-performance analog and mixed-signal integrated circuits for energy-efficient power conversion. The company's products are used to convert and regulate electrical power in a wide range of applications, from consumer electronics and industrial systems to communications equipment and electric vehicle charging. By providing compact, reliable, and highly integrated solutions, Power Integrations aims to reduce system size, improve efficiency, and simplify thermal management for its customers.

The firm's product portfolio encompasses isolated and non-isolated switching controllers for both AC-DC and DC-DC power conversion.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Industry-first 2200 V PowiGaN™ technology enables higher power density, greater efficiency and safer and simpler system architectures for AI data centers, EVs, photovoltaic and HVDC infrastructure

SAN JOSE, Calif.--(BUSINESS WIRE)--Power Integrations (NASDAQ: POWI), the leader in high-voltage integrated circuits for energy-efficient power conversion, today announced that PowiGaN™ gallium-nitride (GaN) technology is now rated at up to 2200 V, far exceeding the voltage capabilities of all other commercially available GaN technologies. This breakthrough positions PowiGaN as the leading technology solution for high-voltage data centers, EVs, renewable energy and HVDC infrastructure as they leverage higher-voltage bus architectures in search of greater power density.

“Our 2200 V PowiGaN technology provides substantial voltage margin for emerging high-voltage power systems while enabling the high switching frequencies required to maximize power density,” said Jennifer Lloyd, president and CEO at Power Integrations. “Emerging applications include next-generation AI data centers, where industry roadmaps point toward 1500 V distribution architectures, as well as future EV battery and auxiliary power systems operating at increasingly higher output voltages (48V). This milestone breakthrough extends the reach of GaN into voltage ranges traditionally served by SiC, enabling a compelling high-frequency alternative for applications such as solar, HVDC and advanced industrial power conversion.”

GaN power switches are steadily supplanting silicon transistors in a wide range of power conversion applications thanks to their higher efficiency and switching frequencies. However, GaN technology must keep pace with data center, EV, renewables and HVDC infrastructure roadmaps calling for higher voltages and greater power density. Alternatives include lower-frequency silicon carbide (SiC) or arrays of stacked, lower-voltage GaN devices that require compromises on power density, complexity and reliability.

PowiGaN ICs rated at 1700 V are already being designed into single-stage data center auxiliary power applications, while 1250 V PowiGaN offers a simpler alternative to stacked solutions in the main power path in 800 VDC data centers. The introduction of 2200 V PowiGaN technology means that even higher bus architectures can be supported, future-proofing power designs not only for data centers but also for EVs, photovoltaic inverters and battery-energy storage systems.

“The shift to 800 VDC bus architectures in AI data centers is reshaping power semiconductors," explains Roy Dagher, PhD, technology and market analyst, Compound Semiconductors at Yole Group. "GaN's voltage ceiling has kept it out of the main power path, ceding that ground to SiC. A 2200 V rating changes this, giving margin for single-stage topologies and future-proofing emerging 1500 V data center and EV designs. We expect the power GaN device market to reach $3.5 billion by 2031, and extending GaN into these higher-voltage applications is an important part of that growth.”(1)

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For further information, please read our White Paper or visit our PowiGaN page.

About Power Integrations

Power Integrations, Inc. is a leading innovator in semiconductor technologies for high-voltage power conversion. The company’s products are key building blocks in the clean-power ecosystem, enabling the generation of renewable energy as well as the efficient transmission, conversion and consumption of power in applications ranging from milliwatts to megawatts in applications such as AI data centers, EVs and high-voltage direct current infrastructure. For more information, please visit www.power.com.

Forward-Looking Statements

Certain statements included in this press release that are not historical facts are forward-looking statements within the meaning of the federal securities laws, including the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or the Company’s future financial or operating performance and are sometimes accompanied by words such as “believe,” “continue,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “predict,” “plan,” “may,” “should,” “will,” “would,” “potential,” “seem,” “seek,” “outlook,” and similar expressions that concern the Company’s expectations, strategy, priorities, plans, or intentions, predict or indicate future events or trends, or that are not statements of historical matters. Forward-looking statements are predictions, projections, and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Forward-looking statements in this press release include, without limitation, statements about the introduction of 2200 V GaN technology, the uses of 2200 V GaN technology in emerging markets, such as AI data centers and EVs, and the benefits of higher voltage GaN technology, among others. These statements are based on various assumptions, whether or not identified in this press release. These forward-looking statements are provided for illustrative purposes only and are not intended to serve as and must not be relied on by an investor as a guarantee, an assurance, a prediction, or a definitive statement of fact or probability. Actual events and circumstances are very difficult or impossible to predict and will differ from the assumptions. Many actual events and circumstances are beyond the control of the Company. The Company’s expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risk and uncertainties that could cause actual results to differ materially from the forward-looking statements in this press release, including but not limited to: (i) the risks that unbeknownst to the Company, a competitor has demonstrated 2200 V GaN technology or may do so sooner than anticipated; (ii) the risks that the 2200 V PowiGaN technology may not enable higher power density, greater efficiency, or simpler system architectures for AI data centers, EVs, photovoltaic, or HVDC infrastructure to the extent or in the time frame anticipated, or at all; (iii) the risks that the PowiGaN technology may not exceed the voltage capabilities of all other commercially available GaN technologies for the time frame anticipated, or at all; (iv) the risks that PowiGaN may not represent the leading technology solution to the extent anticipated, or at all; (v) the risks that high-voltage data centers, EVs, renewable energy, and HVDC infrastructure may not leverage higher-voltage bus architectures to the extent or in the time frame anticipated, or at all; (vi) the risks that industry roadmaps that point toward 1500 V distribution architectures and future EV battery and auxiliary power systems may not be realized in the time frame or to the extent anticipated, or at all; (vii) the risks that GaN power switches may not supplant silicon transistors to the extent or in the time frame anticipated, or at all; (viii) the risks that alternatives to this GaN technology, including silicon carbide (SiC) or lower-voltage GaN devices, may be sufficient to a greater degree that anticipated, or for a longer time frame than anticipated, for some or all of the data center, EV, renewables, and HVDC infrastructure uses; (ix) the risks that the introduction of 2200 V PowiGaN technology may not allow for even higher bus architectures for data centers, EVs, photovoltaic inverters, and battery-energy storage systems to the extent or in the time frame anticipated, or at all; (x) the risks that the shift to 800 V DC bus architectures in AI data centers may not occur to the extent or in the time frame anticipated, or at all; (xi) the risks that a 2200 V rating may not provide the margin for single-stage topologies or future-proofing emerging 1500 V data center and EV design to the extent or in the time frame anticipated, or at all; (xii) the risks that the power GaN device market may not reach $3.5 billion by 2031, or at all; (xiii) the Company’s ability to forecast its performance; (xiv) changes in trade policies, in particular the escalation and imposition of new and higher tariffs, which could reduce demand for end products that incorporate the Company’s integrated circuits and/or place pressure on the Company’s prices as the Company’s customers seek to offset the impact of increased tariffs on their own products; (xv) the Company’s ability to supply products and its ability to conduct other aspects of its business, such as competing for new design wins; (xvi) changes in global economic and geopolitical conditions, including such factors as inflation, armed conflicts, and trade negotiations, which may impact the level of demand for the Company’s products; (xvii) potential changes and shifts in customer demand away from end products that utilize the Company’s integrated circuits to end products that do not incorporate the Company’s products; (xviii) the effects of competition, which may cause the Company’s revenue to decrease or cause the Company to decrease its selling prices for its products; (xix) unforeseen costs and expenses; unfavorable fluctuations in component costs or operating expenses resulting from changes in commodity prices and/or exchange rates; and (xx) product development delays and defects and market acceptance of the new products. These risks and uncertainties may be amplified by current or future global conflicts and current and potential trade restrictions, trade tensions, and tariffs, all of which continue to cause economic uncertainty. You should carefully consider the foregoing factors and the other risks and uncertainties described in the “Risk Factors” section of the Company’s most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q that the Company filed with the U.S. Securities and Exchange Commission, or the SEC, and other documents filed by us or that will be filed by us from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements in this press release are based only on information currently available to the Company and speak only as of the date they are made.

Investors are cautioned not to put undue reliance on forward-looking statements, and the Company disclaims any obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. The Company gives no assurance that the Company will achieve any of its expectations.

Power Integrations, the Power Integrations logo and PowiGaN, are trademarks, service marks or registered trademarks of Power Integrations, Inc. All other trademarks are the property of their respective owners.

(1) Source: Power GaN 2026 report, Yole Group

More News From Power Integrations, Inc.

Jennifer A. Lloyd, President and CEO of Power Integrations, Inc. (POWI -0.08%), disposed of 12,690 shares of common stock on July 22, 2026, according to a recent SEC Form 4 filing.

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Transaction summaryMetricValueTransaction value~$936,000Shares sold12,690Post-transaction shares (directly held)136,655Post-transaction value$9.9 millionTransaction value based on SEC Form 4 weighted average sale price ($73.73); post-transaction value based on July 22, 2026 market close ($72.49).

Key questionsWhat were the specific circumstances of this disposition?
The transaction was a non-discretionary "sell to cover" event intended to fund tax obligations arising from the vesting of equity awards. Such transactions are automated and do not reflect the insider's independent assessment of the stock's valuation or future performance.How does this impact Jennifer A. Lloyd's overall equity position?
The executive continues to hold 136,655 shares directly, representing a 0.25% ownership stake in Power Integrations. This equity position remains the primary component of the executive's long-term incentive alignment with the company.What is the recent financial and market context for the firm?
Power Integrations reported trailing twelve-month revenue of $446.3 million and net income of $16.6 million. As of the July 22, 2026 transaction date, the stock had delivered a one-year total return of 34%.Does the executive maintain other forms of equity exposure?
In addition to the directly held common stock disclosed in the transaction summary, the executive also holds derivative securities granted under the company's equity compensation programs.Company OverviewMetricValueShare Price (as of market close 2026-07-24)$63.46Market Capitalization$3.5 billionRevenue (TTM)$446.3 millionNet Income (TTM)$16.6 millionCompany SnapshotPower Integrations designs and manufactures analog and mixed-signal integrated circuits specializing in high-voltage power conversion solutions, with a comprehensive portfolio of AC-DC power conversion products serving applications across multiple power output ranges.The company generates revenue through the development and sale of semiconductor solutions and electronic components that enable efficient power conversion, leveraging proprietary technology to deliver differentiated products to original equipment manufacturers and system integrators.Power Integrations serves a diverse customer base including industrial equipment manufacturers, consumer electronics producers, telecommunications infrastructure providers, and renewable energy system integrators that require reliable power conversion solutions.Power Integrations is a specialized semiconductor company with $3.5 billion in market capitalization, generating trailing twelve-month (TTM) revenues of $446.3 million from its focused portfolio of high-voltage power conversion integrated circuits. The company maintains a competitive advantage through proprietary analog and mixed-signal design expertise, enabling it to address the growing global demand for efficient power conversion across industrial, consumer, and renewable energy applications. With 877 employees based in San Jose, the company has demonstrated strong market momentum, with shares appreciating 34% over the trailing twelve-month period.

What this transaction means for investorsShareholders rarely like to see insiders selling shares. Yet there are multiple reasons an insider sells that have nothing to do with their outlook on the stock price, such as having to pay a large personal expense, diversifying their portfolio, or, in the case of Lloyd, having to pay a tax bill.

Lloyd became CEO of Power Integrations in the spring of 2025, with restricted stock units (RSUs) awarded as part of her compensation. As her Form 4 filing disclosing the sale states, the sale was triggered by a prior order to sell shares to cover the tax bill due upon vesting of RSUs. This is a common transaction among executives and therefore should not be taken bearish by investors.

Indeed, the outlook for Power Integrations is good. Wall Street analysts foresee the business generating sales of about $475 million in fiscal 2026, a rise of about 7% over 2025. Even better, net income should almost double to about $42 million. In particular, the business is starting to see success in converting longtime customers to use new gallium nitride (GaN) based switches, which can handle much higher temperatures than traditional equipment. That bodes well for improving sales and margins in the long run.

In short, Power Integrations appears to be going in the right direction with Lloyd at the helm. The tax-related sale to cover incentive equity vesting shouldn’t alter a shareholder‘s outlook.

SAN JOSE, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) will release its second-quarter financial results after market hours on Wednesday, August 5th, 2026, and will host a conference call that day beginning at 1:30 p.m. Pacific time.A live audio webcast of the conference call will be available on the company's investor web page at https://investors.power.com; archived audio of the webcast will be available shortly after the call concludes. Dial-in participants can register for the.

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SAN JOSÉ, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) today announced that on June 15, 2026 (the Grant Date), it granted 29,408 restricted stock units (RSUs), 2,246 performance stock units (PSUs), and 12,603 long-term performance stock units (PRSUs) at target to Andrew Hughes, who began employment as General Counsel and Corporate Secretary in May 2026.

In addition, on the Grant Date, the company granted a total of 3,842 RSUs and 455 PSUs at target to nine other new employees who began their employment with Power Integrations in May and June 2026.

The inducement grants were issued pursuant to Power Integrations’ Amended and Restated 2025 Inducement Award Plan. One-fourth (1/4th) of the RSUs will vest on each of the first four anniversaries of the Grant Date, subject to the recipient’s continued service through each applicable vesting date. The PSUs and PRSUs will vest based upon achievement of the Company’s performance metrics for 2026 and 2028, respectively, as determined by the Talent and Compensation Committee of the Company’s Board of Directors, up to a maximum of 200% of the target number of PSUs or PRSUs, as applicable, subject to continued service through December 31st of the applicable year. The inducement grants are subject to the terms and conditions of the applicable RSU, PSU, and PRSU agreements and Power Integrations’ Amended and Restated 2025 Inducement Award Plan.

The inducement grants were approved by the Talent and Compensation Committee of Power Integrations’ Board of Directors, as required by Nasdaq Rule 5635(c)(4), and were granted as a material inducement to employment in accordance with Nasdaq Rule 5635(c)(4).

About Power Integrations

Power Integrations, Inc. is a leading innovator in semiconductor technologies for high-voltage power conversion. The company’s products are key building blocks in the clean-power ecosystem, enabling the generation of renewable energy as well as the efficient transmission and consumption of power in applications ranging from milliwatts to megawatts. For more information please visit www.power.com.

Power Integrations and the Power Integrations logo are trademarks or registered trademarks of Power Integrations, Inc. All other trademarks are property of their respective owners.

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SAN JOSE, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) will release its first-quarter financial results after market hours on Thursday, May 7, 2026, and will host a conference call that day beginning at 1:30 p.m. Pacific time.

A live and archived audio webcast of the conference call will be available on the company’s investor web page at https://investors.power.com. Dial-in participants can register for the conference call by clicking here and completing the online form.

About Power Integrations

Power Integrations, Inc. is a leading innovator in semiconductor technologies for high-voltage power conversion. The company’s products are key building blocks in the clean-power ecosystem, enabling the generation of renewable energy as well as the efficient transmission and consumption of power in applications ranging from milliwatts to megawatts. For more information please visit www.power.com.

Power Integrations and the Power Integrations logo are trademarks or registered trademarks of Power Integrations, Inc. All other trademarks are property of their respective owners.

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On April 20, 2026, Power Integrations Inc (POWI) shares rose 5.4%, bringing the current price to $61.83. Over the past year, the stock has fluctuated between a

Power Integrations went vertical in April, which pushed up valuations, but there is not enough that warrants these much higher valuations. The spike in valuations stands in contrast to the modest growth POWI itself called for in the last report, which is not sustainable. The upcoming earnings report has to come in better than the preceding one to back up elevated valuations, but the opposite could happen.

Advisor clients have myriad goals and needs for their portfolios — but this year, delivering on them has gotten more complicated. Events in the Middle East will likely spur inflation for the rest of 2026.

Power Integrations (POWI - Free Report) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +10.28%. A quarter ago, it was expected that this maker of integrated circuits used for power conversion would post earnings of $0.19 per share when it actually produced earnings of $0.23, delivering a surprise of +21.05%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Power Integrations, which belongs to the Zacks Semiconductors - Power industry, posted revenues of $108.31 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.51%. This compares to year-ago revenues of $105.53 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Power Integrations shares have added about 120.1% since the beginning of the year versus the S&P 500's gain of 7.6%.

What's Next for Power Integrations?While Power Integrations has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Power Integrations was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.29 on $115.06 million in revenues for the coming quarter and $1.23 on $469.55 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductors - Power is currently in the top 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Workday (WDAY - Free Report) , another stock in the broader Zacks Computer and Technology sector, has yet to report results for the quarter ended April 2026. The results are expected to be released on May 21.

This maker of human resources software is expected to post quarterly earnings of $2.49 per share in its upcoming report, which represents a year-over-year change of +11.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Workday's revenues are expected to be $2.52 billion, up 12.4% from the year-ago quarter.

Power Integrations, Inc. (POWI) Q1 2026 Earnings Call Transcript

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Compact, low-profile designs use highly integrated, 1700 V-rated PowiGaN™, single-HEMT ICs to save space, simplify designs, improve reliability and lower BOM count with 88 percent efficiency

TAIPEI, Taiwan--(BUSINESS WIRE)--COMPUTEX – Power Integrations (NASDAQ: POWI), the leader in high-voltage integrated circuits for energy-efficient power conversion, today introduced two new ultra-slim, compact auxiliary power supply reference designs for 800 VDC AI data centers. The single-output, 15 W design is only 30 mm by 30 mm with a 7 mm profile, while the isolated, six-rail, 35 W design is only 80 mm by 60 mm with an 8 mm profile. Optimized specifically for the NVIDIA Kyber liquid-cooled, blade-rack architecture, these ultra-compact solutions free up approximately 30 percent space on densely packed main power distribution boards (PDBs) with an estimated 30 percent reduction in the BOM count—streamlining design and improving overall reliability. These designs are highly efficient with at least 88 percent efficiency across line and load.

As the only company offering single-HEMT 1700 V GaN devices, Power Integrations can design best-in-class, highly efficient flyback converters with a low BOM count while maintaining wide safety margins on an 800 V bus.

Share “As the only company offering single-HEMT 1700 V GaN devices, Power Integrations can design these best-in-class, highly efficient flyback converters with a low BOM count while maintaining wide safety margins on an 800 V bus,” said Jason Yan, Senior Training Manager at Power Integrations. “The only alternative solutions are discrete, costly silicon carbide (SiC) devices which require 30 percent more components and space to operate.”

The newly published design example reports describe 35 W and 15 W flyback auxiliary power supplies for high-voltage AI data center applications. These compact power supply units (PSUs) provide power for internal components such as MCUs, gate drivers, and op-amps, which deliver critical “control and housekeeping” functions to ensure reliability, efficiency and system safety.

Both designs are based on Power Integrations’ InnoMux™-2 ICs with 1700 V PowiGaN gallium-nitride (GaN) technology. The 1700 V-rated InnoMux-2 IC easily supports 1000 VDC nominal input voltage in a flyback configuration and can deliver flat efficiency of 90 percent in discontinuous conduction mode (DCM) while maximizing power delivery.

Resources

These designs can be downloaded for free from power.com:

DER-1110 – this design uses the IMX2353F to deliver a 35 W, multi-output flyback PSU for auxiliary power supplies used in high-voltage AI data centers. DER-1114 – this design uses the IMX2353F to deliver a 15 W, single-output flyback PSU for auxiliary power supplies used in high-voltage AI data centers. For further information, contact a Power Integrations sales representative or one of the company’s authorized worldwide distributors—DigiKey, Newark, Mouser and RS Components, or visit power.com.

About Power Integrations

Power Integrations, Inc. is a leading innovator in semiconductor technologies for high-voltage power conversion. The company’s products are key building blocks in the clean-power ecosystem, enabling the generation of renewable energy as well as the efficient transmission and consumption of power in applications ranging from milliwatts to megawatts. For more information, please visit www.power.com.

Power Integrations, the Power Integrations logo, PowiGaN, InnoMux-2, and EcoSmart are trademarks, service marks or registered trademarks of Power Integrations, Inc. NVIDIA is a registered trademark of NVIDIA. All other trademarks are the property of their respective owners.

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Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Power Integrations (POWI - Free Report) , which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Power Integrations currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market? In order to see if POWI is a promising momentum pick, let's examine some Momentum Style elements to see if this maker of integrated circuits used for power conversion holds up.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.

For POWI, shares are up 18.56% over the past week while the Zacks Semiconductors - Power industry is up 18.56% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 14.57% compares favorably with the industry's 14.57% performance as well.

While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Over the past quarter, shares of Power Integrations have risen 82.37%, and are up 68.91% in the last year. On the other hand, the S&P 500 has only moved 10.51% and 29.58%, respectively.

Investors should also take note of POWI's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now POWI is averaging 1,478,584 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with POWI.

Over the past two months, 3 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost POWI's consensus estimate, increasing from $1.23 to $1.31 in the past 60 days. Looking at the next fiscal year, 2 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineGiven these factors, it shouldn't be surprising that POWI is a #2 (Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Power Integrations on your short list.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Considering buying POWI stock? Here’s what analysts think:

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