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.
Today's Change
(
-0.08
%) $
-0.05
Current Price
$
63.41
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 JOSÉ, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) today announced that on July 15, 2026 (the Grant Date), it granted a total of 12,017 RSUs and 1,213 PSUs at target to five employees who began their employment with Power Integrations in 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 will vest based upon achievement of the Company’s performance metrics for 2026, 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, subject to continued service through December 31, 2026. The inducement grants are subject to the terms and conditions of the applicable RSU and PSU 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.
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.
Power Integrations is rated a speculative Buy, leveraging both a recovering core business and a high-upside Nvidia AI data-center partnership. POWI's industrial and automotive segments drove 23% YoY growth in Q1, with improving inventory and margin guidance supporting the current valuation. The Nvidia collaboration offers significant optionality; even modest data-center revenue could materially impact EPS given POWI's share count.
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.
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260619265401/en/
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.
SAN JOSÉ, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) today announced that on April 15, 2026 (the Grant Date), it granted a total of 89 restricted stock units (RSUs) to one new employee who began employment with Power Integrations in April 2026. This inducement grant was granted 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 recipien.
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
Evergreen Capital Management LLC bought a new position in shares of Power Integrations, Inc. (NASDAQ:POWI – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 12,828 shares of the semiconductor company’s stock, valued at approximately $456,000.
Several other institutional investors and hedge funds also recently made changes to their positions in POWI. Geneos Wealth Management Inc. increased its position in shares of 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 buying an additional 536 shares in the last quarter. Hantz Financial Services Inc. raised its position in shares of Power Integrations by 77.6% during the third quarter. Hantz Financial Services Inc. now owns 849 shares of the semiconductor company’s stock worth $34,000 after purchasing an additional 371 shares during the period. Osaic Holdings Inc. raised its position in shares of Power Integrations by 76.2% during the second quarter. Osaic Holdings Inc. now owns 1,721 shares of the semiconductor company’s stock worth $92,000 after purchasing an additional 744 shares during the period. Huntington National Bank lifted its holdings in shares of Power Integrations by 42.6% during the 3rd quarter. Huntington National Bank now owns 1,871 shares of the semiconductor company’s stock valued at $75,000 after purchasing an additional 559 shares in the last quarter. Finally, Global X Japan Co. Ltd. lifted its holdings in shares of Power Integrations by 98.0% during the 4th quarter. Global X Japan Co. Ltd. now owns 1,998 shares of the semiconductor company’s stock valued at $71,000 after purchasing an additional 989 shares in the last quarter.
Analyst Ratings Changes A number of research firms recently issued reports on POWI. Susquehanna increased their target price on Power Integrations from $50.00 to $53.00 and gave the stock a “positive” rating in a research note on Thursday, January 22nd. Northland Securities cut Power Integrations from an “outperform” rating to a “market perform” rating and set a $46.00 target price for the company. in a research note on Monday, April 6th. Weiss Ratings reissued a “sell (d)” rating on shares of Power Integrations in a research note on Monday, December 29th. Stifel Nicolaus increased their target price on Power Integrations from $56.00 to $62.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Finally, Benchmark increased their target price on Power Integrations from $55.00 to $65.00 and gave the stock a “buy” rating in a research note on Monday, April 6th. Three analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Power Integrations currently has an average rating of “Hold” and an average price target of $56.50.
Check Out Our Latest Analysis on Power Integrations
Power Integrations Price Performance NASDAQ:POWI opened at $73.54 on Monday. Power Integrations, Inc. has a twelve month low of $30.86 and a twelve month high of $76.22. The business has a 50 day moving average price of $51.39 and a two-hundred day moving average price of $43.93. The company has a market cap of $4.10 billion, a P/E ratio of 188.57, a price-to-earnings-growth ratio of 5.58 and a beta of 1.30.
Power Integrations (NASDAQ:POWI – Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported $0.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.04. Power Integrations had a return on equity of 5.15% and a net margin of 4.98%.The firm had revenue of $103.20 million during the quarter, compared to the consensus estimate of $103.02 million. During the same quarter in the prior year, the firm posted $0.30 EPS. The business’s revenue was down 1.9% on a year-over-year basis. As a group, analysts anticipate that Power Integrations, Inc. will post 0.64 earnings per share for the current fiscal year.
Power Integrations Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th were paid a dividend of $0.215 per share. The ex-dividend date was Friday, February 27th. This represents a $0.86 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from Power Integrations’s previous quarterly dividend of $0.21. Power Integrations’s dividend payout ratio (DPR) is currently 220.51%.
Insider Buying and Selling at Power Integrations In other news, CEO Jennifer A. Lloyd sold 3,322 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $46.57, for a total transaction of $154,705.54. Following the completion of the transaction, the chief executive officer directly owned 76,307 shares in the company, valued at $3,553,616.99. This represents a 4.17% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Sunil Gupta sold 2,168 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $45.58, for a total transaction of $98,817.44. Following the transaction, the vice president owned 95,766 shares of the company’s stock, valued at approximately $4,365,014.28. This represents a 2.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 41,831 shares of company stock valued at $1,936,896. Corporate insiders own 1.40% of the company’s stock.
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.
Further Reading Five stocks we like better than Power Integrations
Receive News & Ratings for Power Integrations Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Power Integrations and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINECwm LLC Cuts Stake in Generac Holdings Inc. $GNRC
NEXT HEADLINE »Evergreen Capital Management LLC Takes Position in JPMorgan BetaBuilders Europe ETF $BBEU
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.
Further strengthens leadership team with addition of former onsemi, Infineon executive
SAN JOSE, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI), the leader in high-voltage integrated circuits for energy-efficient power conversion, today announced the appointment of Michael Balow as Senior Vice President, Worldwide Sales, effective immediately. He joins the company’s executive management team with responsibility for leading the company's global sales organization, channel strategy and growth initiatives.
Mr. Balow brings more than three decades of semiconductor sales and business development experience, most recently serving as executive vice president of sales at onsemi, leading a large global sales organization across the automotive, industrial, sensing and power solutions markets. Previously, he served as executive vice president of sales at Infineon Technologies after holding a similar position at Cypress Semiconductor, which was acquired by Infineon in 2020. His prior industry experience includes roles at Freescale Semiconductor and Integrated Device Technology (IDT). Mr. Balow holds a Bachelor of Science in applied mathematics from the University of Wisconsin-Stout.
Jen Lloyd, president and CEO of Power Integrations, said: "Mike brings an outstanding record of building high-performance sales organizations, along with deep knowledge of power semiconductors. He will be instrumental in strengthening our relationships with customers while accelerating our penetration of high-growth markets like data center, automotive and industrial. We are thrilled to welcome Mike to our executive leadership team."
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.
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 NASDAQ: POWI reported first-quarter revenue of $108.3 million, up 3% from a year earlier and 5% sequentially, as growth in industrial markets offset weaker year-over-year consumer sales tied to last year's appliance-related inventory pull-ins.
SAN JOSE, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) today announced that on May 15, 2026 (the Grant Date), it granted 32,768 restricted stock units (RSUs), 3,245 performance stock units (PSUs) and 21,845 long term performance stock units (PRSUs) at target to Michael Balow, who began employment as Senior Vice President, Worldwide Sales in May 2026. In addition, on the Grant Date, the company granted a total of 8,931 RSUs and 1,254 PSUs at target to several new employees who bega.
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.
COMPUTEX â[url="]Power Integrations[/url] (NASDAQ: [url="]POWI[/url]), the leader in high-voltage integrated circuits for energy-efficient power conversion,
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:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Automobiles are increasingly using sophisticated technology suppliers to make their vehicles more energy efficient and safer. Investors are currently weighing the merits of Cognex Corp. (CGNX +1.87%) and Power Integrations (POWI +2.31%).
Cognex specializes in the sophisticated software and hardware that allow machines to see, while Power Integrations focuses on the chips that manage power conversion. Both serve critical roles in modern industry, but their financial profiles and market risks offer distinct paths for your capital.
The case for Cognex Corp.Cognex is a global leader in machine vision technology, providing sensors and software that automate manufacturing tasks. The company occupies a prominent position among tech stocks due to its specialized focus on machine vision. Its systems are used to inspect, identify, and guide products in the logistics, automotive, and electronics industries.
During FY 2025, the company reported revenue of nearly $994.4 million, representing approximately 8.7% growth from the previous year. Net income reached close to $114.4 million, resulting in a net margin of roughly 11.5%. This performance reflects a steady recovery in industrial demand and the ongoing adoption of automated inspection tools across international markets.
As of its December 2025 balance sheet, the company maintains a debt-to-equity ratio of approximately 0.1x. This ratio, which compares total debt to shareholder equity, suggests the company uses very little borrowed money. The current ratio is roughly 3.8x, which measures its ability to pay short-term obligations using assets expected to be converted to cash within one year. Free cash flow for the year was close to $236.8 million, a figure calculated by subtracting capital expenditures from operating cash flow.
The case for Power IntegrationsPower Integrations designs and sells high-voltage analog integrated circuits used in power conversion. These products are vital for energy efficiency in everything from mobile phone chargers to industrial motors. You should note that the company relies on a concentrated customer base, with its top ten customers accounting for roughly 80% of revenue in FY 2025, which adds a layer of risk to the business.
In FY 2025, the company generated revenue of approximately $443.5 million, which was an increase of nearly 5.9% year over year. Net income for the period was approximately $22.1 million, resulting in a net margin of roughly 5.0%. While revenue grew, the net margin was lower than in previous years as the company navigated shifts in the broader semiconductor market.
According to its December 2025 balance sheet, the company carried no debt. The current ratio stands at approximately 6.5x, indicating a very high level of short-term liquidity. Free cash flow reached nearly $87.1 million for the year. Note that stock-based compensation accounted for roughly 35.6% of operating cash flow, thereby inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonCognex faces significant risks from technological obsolescence, especially if it fails to integrate artificial intelligence into its vision systems faster than rivals. The company also faces intense competition from large tech firms and niche providers that could exert pricing pressure. Furthermore, with about 67% of its revenue coming from outside the United States, it is highly sensitive to international trade tensions and supply chain disruptions in Southeast Asia.
Power Integrations is subject to the semiconductor industry’s highly cyclical nature, in which demand can drop sharply across end markets. The company faces stiff competition from established peers and emerging Chinese vendors, which could erode its market share. Additionally, it relies heavily on third-party foundries such as Epson, Lapis, and X-FAB Silicon Foundries for manufacturing, meaning any disruption at these sites would directly impact its ability to fulfill orders.
Valuation comparisonCognex currently trades at a lower multiple of future earnings estimates, while Power Integrations offers a slightly lower valuation relative to annual sales.
MetricCognexPower IntegrationsSector BenchmarkForward P/E33.9x56.5x32.2xP/S ratio9.5x9.4xSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Both Cognex and Power Integrations are companies selling cutting-edge products to the automotive and industrial sectors. They are both benefiting from the shift by automakers to make cars’ internal systems more energy-efficient and to provide better safety features.
Each company also has sizeable markets outside autos. Much of Cognex’s customer base is in industrial and packaging ventures that use its machine vision products to monitor production lines for quality control and other purposes. Power Integrations, meanwhile, can sell the same highly efficient gallium nitride (GaN) chips it uses in EVs and other vehicles to the semiconductor and renewable energy industries, which also have needs for very heat-tolerant chipsets.
Cognex Corp. gets the nod here, primarily for its lower forward price-to-earnings ratio of 33.9, which is only a slight premium to the sector. Power Integrations is an interesting company to watch, but for 2026, Cognex promises more top-line and bottom-line growth. Management expects 2026 revenue to rise 12% to about $1.1 billion, with net income more than doubling to $240 million, driven by strength across its customer base.
