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POPOWI

Power Integrations, Inc.

$POWI·$3.6B·Semiconductors·Technology
$62.75+0.7%YTD+77.6%1Y+32.8%
Mentions · last 7 days
2026-08-07: 3 posts2026-08-08: 3 posts2026-08-09: 3 posts2026-08-10: 1 posts2026-08-11: 2 posts2026-08-12: 4 posts2026-08-13: 1 posts170%
Price updated 13h ago·X counts updated 1d ago
POPOWI
$POWIPower Integrations, Inc.
$62.75+0.71%17 posts0%
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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-15

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

Power Integrations is the analog/mixed-signal semi hot-momentum +33% t12m — Q2 EPS +16% beat, world's first 2200V GaN, +78% YTD.

Power Integrations is a global analog/mixed-signal IC leader (AC-DC/DC-DC power conversion for consumer/industrial/data-center applications) — the equity is a hot-momentum semi-cap name accelerating on the specific 2200V GaN breakthrough and the specific 4-beat pattern.

  • Q2 was a beat: EPS $0.37 vs $0.32 (+16%), revenue $118.9M vs $117.4M (+1%) — the specific fact pattern of margin execution.
  • 4 consecutive beats: Q2 +16%, Q1 +9%, Q4 +21%, Q3 +6% — real durable execution against consensus.
  • Position at 53% of 52w with stock -12% below 50d MA and +14% above 200d MA — mid-range with 200d strength, YTD +78%, t12m +33%.
  • Fundamentals: 54% GM, 6% OM, 4% ROIC, 2% ROE, 2% FCF yield at $3.6B mc, 257x TTM P/E, EV/EBITDA 101 — extreme premium on GaN-inflection thesis.
  • Analyst EPS $1.34 FY26 → $1.85 FY27 → $2.67 FY28 with revenue $475M → $547M → $659M — durable EPS-doubling trajectory.
  • 'Power Integrations Demonstrates World's First 2200 V GaN Technology for Next-Era High-Voltage Power Systems' (8/5) — real specific technical breakthrough event.
  • Lloyd S-Sale 12,690 at $73.73 = $936K — real insider-monetization at strength.

November 4 is the next print with $0.39 EPS estimate — a fifth beat with continued GaN adoption commentary extends the run; any specific customer-order slowdown or GaN-competitor emergence is the invalidator. The real risk on 257x P/E post +78% YTD is that any execution miss triggers rerating toward peer-average multiples.

Agrees with X sentimentAgrees with X firmly-bullish framing on POWI breaking red diagonal resistance with $5B market cap on 5-year base setup, institutional accumulation in the hottest power-semi theme, dual data-center + power-supply theme, and no meaningful debt. Real specific fact patterns anchor the thesis.

What to watch: November 4 Q3 print — GaN adoption trajectory and data-center order commentary. A fifth beat extends the run; order slowdown or competitor emergence is the invalidator.

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

extreme valuationinsider selling

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

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $POWI

Neutral — Makes energy-efficient flyback controller ICs used in EV chargers, appliances, and consumer electronics power adapters; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.7%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 $0.39

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.0.5×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.53%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.-12.4%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.+13.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 54.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.565-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$499KSellApr 2Gagan JainVP, Worldwide Sales313 sh$16K
1–10 of 11
+ 8 other (8 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
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.

Power Integrations Q2 Earnings Call Highlightsmarketbeat.com·9d agoPower Integrations, Inc. (POWI) Q2 2026 Earnings Call Transcriptseekingalpha.com·9d agoPower Integrations (POWI) Q2 Earnings and Revenues Beat Estimateszacks.com·10d agoPower Integrations Reports Second-Quarter Financial Resultsbusinesswire.com·10d agoPower Integrations Demonstrates World's First 2200 V GaN Technology for Next-Era High-Voltage Power Systemsbusinesswire.com·10d ago

In themes

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

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Voices on X · top 2 · 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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