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IPIPWR

Ideal Power Inc.

$IPWR·$43M·Electrical Equipment & Parts·Industrials
$4.22-6.2%YTD+39.3%1Y-30.2%
Mentions · last 7 days
2026-07-09: 1 posts2026-07-10: 2 posts2026-07-11: 2 posts2026-07-12: 1 posts2026-07-13: 3 posts2026-07-14: 1 posts2026-07-15: 3 posts13-9%
Price updated 7h ago·X counts updated 1d ago
IPIPWR
$IPWRIdeal Power Inc.
$4.22-6.22%13 posts-9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IPWR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Bidirectional-power-switch developer with an Nvidia Rubin Ultra 800V DC ecosystem LOI, a $30M raise done, and the burn clock now running.

Ideal Power's B-TRAN is a bidirectional power switch designed as a single-die replacement for the traditional four-device back-to-back configurations used in inverters and DC-DC converters — the pitch is efficiency and size gains in high-voltage DC power conversion, and the near-term commercial vector is data-centre power infrastructure.

  • The 22 May LOI to join the ecosystem for Nvidia's Rubin Ultra 800V DC AI data-centre reference architecture is the story — B-TRAN's bidirectional profile is directly relevant to 800V DC bus topology.
  • The 19 May close of a $30M registered direct offering funded the near-term burn but doubles as a dilution reference for the tape; a follow-on S-3 shelf is on file.
  • Revenue growth is at negative 100% for the last two quarters — the trailing base rounded to zero — and the operating margin is deeply negative; ROIC of negative 62% reflects R&D-heavy expenditure against no commercial revenue.
  • Shares are up 49% year-to-date but down 26% over twelve months, and sit at the 28th percentile of the 52-week range — a base-rebuilding pattern rather than a chase.

The 13 August Q2 print will refresh the runway numbers and any customer-engagement commentary on the Nvidia ecosystem; the binary is whether a named silicon or module partner emerges before the raise proceeds are exhausted — a definitive design win is what would move this from event-ahead to accelerating.

Agrees with X sentimentX reads B-TRAN as a real technological edge with a viable domestic power-electronics story and treats the post-earnings drop as accumulation. That squares with the LOI, the raise structure, and the fact that Q2 will refresh cash runway rather than change the qualitative call.

What to watch: The 13 August Q2 print — cash burn, updated Nvidia-ecosystem partner commentary, and any named silicon or module design-win disclosure. Watch also for further insider option-exercise activity from CEO Timothy Burns.

On the calendar: Q2 earnings 13 August 2026

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-06-17

Ideal Power's B-TRAN is a native bidirectional power switch (one device replacing 4 separate devices wired back-to-back) — described as 'a real technological edge' that just got cheaper after a hard drop. Bulls remain conviction-long on the breakthrough technology with massive efficiency gains, less heat, and less weight. The bear note is short-term price weakness after earnings. Net tone is bullish on the structural technology + post-drop accumulation thesis.

Read the AI verdict + X sentiment for $IPWR

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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops bidirectional bipolar junction transistor (B-TRAN) power switch technology for EV charging, solar inverters, and grid storage applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $IPWR.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $IPWR

Direct beneficiary — Develops bidirectional bipolar junction transistor (B-TRAN) power switch technology for EV charging, solar inverters, and grid storage applications; primary revenue lines track directly to the hyperscaler rack power acceleration and grid electrification capex.

Industry benchmark

32-name peer basket
+12.5%YTD
+77.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-61.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-459%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-18.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2010.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-94.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-9.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.33$-0.23-43.5%
Q4 2025Mar 10, 2026$-0.21$-0.31+32.3%
Q3 2025Nov 13, 2025$-0.32$-0.30-6.7%
Q2 2025Aug 14, 2025$-0.33$-0.25-32.0%
Next earningsThu, Aug 13·consensus EPS $-0.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0-100.0%——$-0.33$-2.2M
Q4 FY25$0-100.0%——$-0.21$-2.2M
Q3 FY25$24K+4313.4%-6.6%-12353%$-0.32$-2.6M
Q2 FY25$1K-4.2%-173%-246313%$-0.33$-2.4M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$800K$800K – $800K-$0.97-$0.97 – -$0.971
FY27$3.0M$3.0M – $3.0M-$0.80-$0.80 – -$0.801
FY28$8.6M$8.6M – $8.6M-$0.71-$0.71 – -$0.711

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-26.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.805-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 26Michael C TurmelleDirector5.3K sh$40KBuyFeb 25David M SomoCEO90.9K sh$250K
+ 11 other (6 inkinds · 3 exempts · 2 awards) in window

See when $IPWR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3Shelf registrationJul 10S-3
AI summary

Ideal Power Inc. (Austin, TX; CEO David Somo) filed a new S-3 shelf registration statement to enable future sales of an unspecified amount of securities on a delayed or continuous basis under Rule 415. This is a routine shelf registration — it creates capital raise optionality for Ideal Power but does not represent an immediate offering; typical for small-cap companies building future financing flexibility.

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

IPWR (IPWR) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Ideal Power Inc. (IPWR) entered into a Securities Purchase Agreement on May 14-18, 2026 for a registered direct offering of 3,220,961 shares of common stock and pre-funded warrants to purchase up to 2,070,044 additional shares, closing May 18, 2026. Gross proceeds were approximately $30.0 million, with Titan Partners Group LLC acting as placement agent at a 7% fee plus $75,000 in expenses. This is immediate primary dilution conducted under the existing S-3 registration statement, raising $30M in fresh capital for the power electronics company.

424B5Prospectus supplement (offering)May 18424B5
AI summary

Ideal Power Inc. (IPWR) priced its registered direct offering at $5.67 per share and $5.669 per pre-funded warrant, raising approximately $29,997,928 in total gross proceeds across 3,220,961 shares and up to 2,070,044 pre-funded warrants; the placement agent receives a 7% fee (~$2.1 million). The $5.67 offering price is a significant discount to the May 14, 2026 market price of $7.38 per share (~23% below market). This is a material near-term dilution event for IPWR shareholders, providing the company with approximately $27.9M in net proceeds.

S-1Initial registrationMar 27S-1
AI summary

IPWR filed a S-1 (initial registration statement) dated 2026-03-27. An S-1 initiates or updates the registration process for a public offering; a final 424B4 prospectus will confirm pricing and dilution amount.

8-KMaterial agreementFeb 258-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 8.01: Other event
424B5Prospectus supplement (offering)Feb 25424B5
424B5Prospectus supplement (offering)Feb 23424B5
+ 12 other (3 13Gs · 2 earnings 8-Ks · 1 S-8 · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ideal Power secures NVIDIA's Rubin Ultra 800V DC AI data center ecosystem opportunity via LOI with industry partnerproactiveinvestors.com·56d agoSalesforce faces tough enterprise software backdrop heading into earnings, says UBSproactiveinvestors.com·56d agoIdeal Power closes $30M registered direct offeringproactiveinvestors.com·59d agoIdeal Power Announces Closing of $30.0 Million Registered Direct Offering of Common Stockprnewswire.com·60d agoFTSE 100 Live: European stocks climb on Iran-US talks hopesproactiveinvestors.com·60d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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