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IPIPWR

Ideal Power Inc.

$IPWR·$59M·Semiconductors·Technology
$3.06-4.7%YTD+13.2%1Y-38.9%
Price updated 6m ago·X counts updated 5d ago
IPIPWR
$IPWRIdeal Power Inc.
$3.06-4.67%19 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IPWR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

19X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data6 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 what X is saying about $IPWR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IPWR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Bidirectional B-TRAN power-semiconductor developer at $3.97 with Q1 FY26 revenue zero and the AI-data-center efficiency narrative.

Ideal Power is commercializing B-TRAN, a bidirectional bipolar junction transistor technology that could replace four back-to-back-wired devices with one — a bench-scale product with no meaningful shipment yet.

  • Q1 FY26 revenue $0; Q4 FY25 $0; Q3 FY25 $24,450 (+4,313% off a near-zero base); Q2 FY25 $1,275 — the operating line is sample-order economics, not commercial
  • TTM: -5.8x earnings (negative), 2010x sales (nominal), -95% ROE, -9% gross margin, -459% operating margin, FCF yield -18%, debt-to-equity 0.02
  • 2026 estimate: $800K revenue, -$0.85 EPS; 2027 $800K, -$0.69 EPS — no revenue ramp modeled through 2027
  • YTD +31%, trailing-12m -22% at $3.97 against a $66M market cap
  • Appearances at IAccess Alpha Virtual Best Ideas Fall 2026; positioning B-TRAN for AI data-center power demands

The equity is a semiconductor-platform bet with no commercial revenue and no modeled ramp — pure optionality on B-TRAN adoption. Any disclosed design-win in AI data-center power inverters would re-rate the thesis; absent that, the equity drifts on narrative.

Agrees with X sentimentX frames B-TRAN as a native bidirectional power switch replacing four separate devices back-to-back, with structural technology advantages and short-term price weakness after earnings. The bullish conviction is on the long-term tech thesis — matching the too-early coiling framing, where the technology case is intact but the revenue line hasn't yet arrived.

What to watch: Nov 12 Q2 earnings and any disclosed design-win announcement — whether B-TRAN moves from engineering samples to a named production program.

On the calendar: 2026-11-12 Q2 earnings

Read the AI verdict on $IPWR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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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 Semiconductors sits in its cycle right now — and what that implies for $IPWR.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $IPWR

Partial — Develops bidirectional bipolar junction transistor (B-TRAN) power switch technology for EV charging, solar inverters, and grid storage applications.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%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
Q2 2026Aug 13, 2026$-0.20$-0.23+13.0%
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%
Next earningsThu, Nov 12·consensus EPS $-0.18

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-$0.85-$0.85 – -$0.851
FY27$800K$800K – $800K-$0.69-$0.69 – -$0.691
FY28$8.6M$8.6M – $8.6M-$0.55-$0.55 – -$0.551

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.0.9×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.9%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.-25.9%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.-25.4%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 today1.8% 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.

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$40K
+ 13 other (7 inkinds · 3 awards · 3 exempts) 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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.

+ 9 other (2 10-Qs · 2 13Gs · 2 earnings 8-Ks · 1 EFFECT) in window

Recent news

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

Power Integrations and Ideal Power Collaborate on Efficient, Always-On Solid State Circuit Breakers for 800 VDC AI Data Centersbusinesswire.com·4d agoIdeal Power Inc. (IPWR) Presents at IAccess Alpha Virtual Best Ideas Fall Investment Conference 2026 Transcriptseekingalpha.com·31d agoIdeal Power to Participate in iAccess Alpha Best Ideas Fall Investment Conference on September 15 to 16, 2026prnewswire.com·45d agoIdeal Power positions B-TRAN for growing AI data center power demandsproactiveinvestors.com·57d agoBitcoin traders bet on a tight range as $65,000 stays in reach but breakouts fadeproactiveinvestors.com·63d ago

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Voices on X · last 7 days

No standout posts about $IPWR on X in the last 7 days.

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