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POPOWI

Power Integrations, Inc.

$POWI·$4.9B·Semiconductors·Technology
$81.16+0.7%YTD+139.6%1Y+62.9%
Mentions · last 7 days
2026-06-14: 1 posts2026-06-15: 21 posts2026-06-16: 5 posts2026-06-17: 8 posts2026-06-18: 57 posts2026-06-19: 7 posts103
Price updated 2m ago·X counts updated 5d ago
POPOWI
$POWIPower Integrations, Inc.
$81.16+0.73%103 posts
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 hypeCooling offAI verdict · as of 2026-06-24

Catching its breath after a run — could pick back up or fade from here.

Power Integrations gave back 7.8% today after a 140% YTD run — director Balakrishnan sold $20M+ in two days as a Wall Street analyst initiated bullish coverage.

Power Integrations (POWI) is the San Jose-based analog/mixed-signal IC company — AC-DC power conversion (<1W to ~500W), high-voltage diodes, gate-driver products (SCALE/SCALE-2 for IGBTs and SiC MOSFETs, SCALE-iDriver for EV powertrains), plus motor-driver ICs for appliances. The stock is up 140% year-to-date and 63% over twelve months as the power-semis and electrification narrative compounded.

  • Today's tape captures the cooling: shares down 7.8% on the session after the 140% YTD run — at 97% of 52-week range and +74% vs 200-day, the parabolic structure was due for a real give-back.
  • Director Balu Balakrishnan's two-day selling cluster is the loudest signal: 124,287 shares for $10.74M on May 28 at $86.44 plus 118,573 shares for $9.69M on May 26 at $81.72 — combined $20.4M sold in two days, the textbook coordinated director cluster.
  • Director Nicholas Brathwaite added selling: $150K on May 27 plus $550K on May 26 — coordinated with Balakrishnan at the recent highs.
  • Officer Sunil Gupta sold: $574K on May 29 plus $1.31M on May 26 — officer-cluster confirmation alongside the director tape.
  • Q1 2026 fundamentals are mild: revenue grew 2.6% YoY to $108M with 53% gross margin — EPS of $0.06, four-quarter EPS beat streak (+9%, +21%, +6%, +3%) tracks above consensus on a slower revenue base.
  • Valuation is wildly extended: 257x trailing P/E — FY 2027 EPS consensus of $1.86 puts the forward multiple at 43x, story-stock pricing on the power-semis bull tape.
  • Wall Street analyst initiation June 10 (Benzinga 'Top 5 Initiations') with bullish coverage — sell-side validation pushing the multiple higher.
  • Technical setup: 97% of 52-week range, +74% vs 200-day — parabolic top with insider-cluster overlay.

The move stays accelerating only if the August 5 Q2 print extends the operational beats with material revenue acceleration. Continued director-cluster selling combined with multiple compression extends the cooling.

Agrees with X sentimentX has the bullish framing right — Power Integrations as a quiet beneficiary of the power-semis and electrification theme, the five-year base breakout, institutional accumulation, data-center racks and power supplies exposure, the clean balance sheet, and the sharp expected EPS ramp from $0.30 LTM to $1.33 in FY26 and $1.86 in FY27 — the constructive tone matches the operational beats but doesn't address the Balakrishnan-cluster insider selling at the highs.

What to watch: The August 5 Q2 print on revenue growth, gross-margin trajectory, plus continued Balakrishnan-style director selling or analyst-target updates — clean execution restarts the move; continued cluster selling or multiple compression extends the cooling.

On the calendar: 2026-08-05 — Q2 2026 earnings

insider cluster sellingparabolic extension

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-06-23

The conversation frames Power Integrations as a quiet beneficiary of the power-semis and electrification theme, with traders citing a five-year base breakout, institutional accumulation, and exposure to data-center racks and power supplies. Bulls highlight a clean balance sheet and a sharp expected EPS ramp from $0.30 LTM to $1.33 in FY26 and $1.86 in FY27. A few accounts mention buying 130 calls and scheduling management 1x1s, reinforcing the constructive tone.

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 remains the structural engine — Goldman Sachs' $1T+ AI infrastructure spend forecast for 2027 validates no capex retreat, keeping NVDA Blackwell allocation tight through 2H26. HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory requirements vs. prior cycles, with Micron's June 24 earnings the week's key data point.

What this means for $POWI

Partial — flyback controller ICs for EV chargers and consumer power adapters benefit from electrification and efficiency mandates; data center power supply applications are a secondary market that scales with AI server deployments.

Top industry ETF

$SMHVanEck Semiconductor ETF
+68.6%YTD
+137.5%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
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%
Q2 2025Aug 6, 2025$0.35$0.34+2.9%
Next earningsWed, Aug 5·consensus EPS $0.32

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$475.3M$473.2M – $476.6M$1.33$1.27 – $1.374
FY27$546.8M$529.7M – $568.9M$1.86$1.69 – $2.044
FY28$659.4M$659.4M – $659.4M$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.97%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.+19.8%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.+74.4%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 today3.0% 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.β1.575-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

SellMay 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$16KSellFeb 25Gagan JainVP, Worldwide Sales3.5K sh$168K
1–10 of 21
+ 12 other (11 awards · 1 return) 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-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.

8-KMaterial agreementFeb 58-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 8.01: Other event
8-KOfficer or director changeJan 308-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment
3New insider — initial holdingsJan 133
+ 15 other (8 13Gs · 2 proxys · 1 SD · 1 10-Q) 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)gurufocus.com·5d agoPower Integrations Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)businesswire.com·5d agoCognex vs. Power Integrations: Which Auto Tech Stock Is a Better Buy in 2026?fool.com·13d agoThis Power Integrations Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesdaybenzinga.com·14d agoHere Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More247wallst.com·14d ago

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Voices on X · top 7 · 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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