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POPOWI

Power Integrations, Inc.

$POWI·$2.7B·Semiconductors·Technology
$44.50-1.0%YTD+28.4%1Y-5.4%
Price updated 5h ago·X counts updated 5d ago
POPOWI
$POWIPower Integrations, Inc.
$44.50-1.05%31 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $POWI 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.

31X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $POWI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 64% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-06-25

Power Integrations broke the red diagonal resistance with a $5B market cap on the 5-year base setup with institutional accumulation in the hottest power-semi theme. $130 Jul 17 calls flagged. Dual theme of data center rack + power supply with no meaningful debt. Tone is firmly bullish.

Read what X is saying about $POWI

  • 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 $POWI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding 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.

Power Integrations just broke a red-diagonal resistance on a 5-year base — $5B mcap on the power-semi theme.

Power Integrations is a specialty power-management chip supplier — AC-DC conversion chips for consumer, industrial, and increasingly data-center rack power supplies. The business is at a cycle inflection.

  • The business is slowly stabilizing: Q1 revenue +2.6% YoY at a 5.7% operating margin and ROIC of 3.6% — modest profitability by sector standards but reaccelerating off a weak 2024, with PE 257x on TTM-trough earnings.
  • The thematic signal is specific: red-diagonal resistance break on a 5-year base, institutional accumulation in the 'hottest power-semi theme,' and $130 July 2027 calls flagged as a specific far-OTM positioning tell.
  • 52-week range position is 34% with vol at the 30-day average — lower-mid range on normal volume, consolidating ahead of Nov 4 earnings.

Nov 4 Q3 is the gate — any confirmed data-center rack power revenue plus continued industrial reacceleration extends the move. A soft industrial print or no AI power disclosure and the stock gives back some YTD gain.

Agrees with X sentimentThe thread has substantive drivers — the specific red-diagonal resistance break on a 5-year base, $5B mcap framing, institutional accumulation in the power-semi theme, $130 July 2027 calls, dual data-center-rack-and-power-supply theme, no meaningful debt — all grounded.

What to watch: Nov 4 Q3 — data-center rack power revenue disclosure, industrial end-market trajectory, operating-margin direction, and FY27 guide. A soft industrial print is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $POWI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes energy-efficient flyback controller ICs used in EV chargers, appliances, and consumer electronics power adapters.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $POWI.

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 $POWI

Partial — Makes energy-efficient flyback controller ICs used in EV chargers, appliances, and consumer electronics power adapters.; auto/industrial analog mix has limited direct AI capex exposure but benefits from overall fab utilization tightening.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
257.5How 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
3.6%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
5.7%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
2.0%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
9.6Same 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
2.4%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
53.9%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 5, 2026$0.37$0.32+15.6%
Q1 2026May 7, 2026$0.25$0.23+8.7%
Q4 2025Feb 5, 2026$0.23$0.19+21.1%
Q3 2025Nov 5, 2025$0.36$0.34+5.9%
Next earningsWed, Nov 4·consensus EPS $0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$108.3M+2.6%52.6%5.8%$0.06$18.0M
Q4 FY25$103.2M-1.9%52.9%9.8%$0.24$19.2M
Q3 FY25$118.9M+2.7%54.5%8.7%$-0.02$24.2M
Q2 FY25$115.9M+9.1%55.2%-1.2%$0.02$23.1M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$477.7M$475.3M – $480.0M$1.40$1.35 – $1.444
FY27$540.5M$538.5M – $542.5M$1.86$1.73 – $1.984
FY28$671.9M$658.4M – $685.4M$2.87$2.82 – $2.922

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.1.4×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.23%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.-15.1%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.-23.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 54.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β1.535-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.

Insider activity

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

Recent transactions

SellJul 22Jennifer A LloydCEO12.7K sh$936KSellMay 29Sunil GuptaPresident6.9K sh$574KSellMay 28Balu BalakrishnanDirector124.3K sh$10.7MSellMay 27Nicholas BrathwaiteDirector1.7K sh$150KSellMay 26Sunil GuptaPresident15.9K sh$1.3MSellMay 26Nicholas BrathwaiteDirector6.7K sh$550KSellMay 26Balu BalakrishnanDirector118.6K sh$9.7MSellMay 21Balu BalakrishnanDirector53.9K sh$3.8MSellMay 13Nicholas BrathwaiteDirector6.9K sh$499K
+ 7 other (7 awards) in window

See when $POWI 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

8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change
AI summary

Power Integrations, Inc. disclosed that Sunil Gupta, Senior Vice President of Operations, notified the company of his intent to resign effective August 25, 2026. His resignation is explicitly stated not to result from any disagreement with the company; no successor was named. The departure of the operations SVP at a semiconductor company is moderately significant given Power Integrations is currently navigating a cyclical recovery, making operations leadership continuity relevant.

3New insider — initial holdingsJul 313
AI summary

Power Integrations, Inc. (POWI) filed a Form 3 for Andrew S. Hughes, a newly appointed insider, as of July 31, 2026. Hughes directly owns 29,408 shares of common stock. No derivative securities are reported. Filed via attorney-in-fact Eric Verity. This is a routine initial insider ownership disclosure.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

Power Integrations, Inc. (POWI) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on the election of directors, an advisory say-on-pay resolution, ratification of the independent auditor, an equity incentive plan, shareholder proposals. 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.

3New insider — initial holdingsMay 83
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for POWI on 2026-05-08, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMay 78-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

POWI reported period ending 2026-05-07 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 12 other (4 13Gs · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

Power Integrations Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)businesswire.com·9h agoPower Integrations to Announce Third-Quarter Financial Resultsbusinesswire.com·1d agoPower Integrations and Ideal Power Collaborate on Efficient, Always-On Solid State Circuit Breakers for 800 VDC AI Data Centersbusinesswire.com·5d agoPower Integrations Inc (POWI) Shares Fall 3.8% -- What GF Score of 83 Tells Investorsgurufocus.com·9d agoPower Integrations Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)businesswire.com·28d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAI Power Delivery

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Voices on X · last 7 days

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

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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