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POPOWI

Power Integrations, Inc.

$POWI·$3.6B·Semiconductors·Technology
$51.51-6.9%YTD+77.6%1Y+11.2%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts7-13%
Price updated 1h ago·X counts updated 8d ago
POPOWI
$POWIPower Integrations, Inc.
$51.51-6.87%7 posts-13%
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 $POWI, 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.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

Power Integrations beat Q2 by 16% as the power-semi cycle turns — BlackRock took a $730M position, cyclical recovery narrative in play.

Power Integrations (POWI) is a fabless power-semi specialist whose Q2 print and institutional flow both point to a cycle recovery.

  • Q2 EPS of $0.37 beat the $0.32 estimate by ~16% on revenue of $118.9M; gross margins near 54% and no meaningful debt keep the business quality intact even at the bottom of the cycle.
  • BlackRock's $730.56M new position (August 23) plus fresh Deutsche Bank and Avanda buys signal institutional recognition of the turn; the setup ties into the broader data-center power-supply theme.
  • The August 14 announcement of Sunil Gupta's SVP Ops resignation (effective August 25) is worth watching given the ramp phase, but is explicitly non-disagreement — governance noise, not a red flag.

Bottom line: real cycle recovery with a legitimate theme tailwind — the trailing P/E is high because it's earnings-trough, not because the business is broken.

Agrees with X sentimentX chatter is firmly bullish on the power-semi theme; the fundamentals and institutional flow support the direction.

What to watch: Q3 order rates in appliance/industrial/computing end markets, gross-margin trend, GaN product-mix updates, and any COO replacement.

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

X sentiment

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

Bullish sentiment7 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $POWI

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Power Integrations, Inc.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%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$475.5M$474.1M – $476.9M$1.34$1.29 – $1.374
FY27$546.8M$540.7M – $552.9M$1.85$1.77 – $1.934
FY28$659.4M$645.5M – $673.3M$2.67$2.45 – $2.892

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.1.2×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.34%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.-23.2%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.-8.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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$499KSellApr 2Gagan JainVP, Worldwide Sales313 sh$16K
+ 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.

+ 13 other (5 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.

Deutsche Bank AG Takes Position in Power Integrations, Inc. $POWIdefenseworld.net·8d agoBlackRock Inc. Takes $730.56 Million Position in Power Integrations, Inc. $POWIdefenseworld.net·8d agoAvanda Investment Management Pte. Ltd. Invests $1.05 Million in Power Integrations, Inc. $POWIdefenseworld.net·9d agoPower Integrations (NASDAQ:POWI) and Cirrus Logic (NASDAQ:CRUS) Critical Analysisdefenseworld.net·13d agoPower Integrations Q2 Earnings Call Highlightsmarketbeat.com·26d ago

In themes

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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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