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NASDAQ · US · Semiconductors

POWI Power Integrations

GaN power conversion

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
$43.86
−10.54% today
1W
−6.6%
1M
−14.8%
3M
−27.1%
YTD
+24.8%
1Y
+9.2%
Off 52w high
−49.6%
Next earnings (est.): 2026-11-04
Market cap$2.45B
P/E (trailing)99.7Forward 23.4
EV / sales5.5×EV/EBITDA 41.7×
Revenue (TTM)$449MGrowth 2.7% y/y
Margins53.7%gross · op 7.5%
Free cash flow$73.70MCash $263M · debt $0
Analyst target$71.75+63.6% upside · 4 analysts · buy
Riskβ 1.53Short 13.1% of float · yield 1.75%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

POWI · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsBeat / raise

    Reported EPS 0.37 vs 0.32 expected (+15.8% surprise).

  2. 7
    2026-05-07EarningsBeat / raise

    Reported EPS 0.25 vs 0.24 expected (+5.9% surprise).

  3. 6
    2026-02-05EarningsBeat / raise

    Reported EPS 0.23 vs 0.19 expected (+19.5% surprise).

  4. 5
    2025-11-05EarningsBeat / raise

    Reported EPS 0.36 vs 0.35 expected (+2.7% surprise).

  5. 4
    2025-08-06EarningsBeat / raise

    Reported EPS 0.35 vs 0.35 expected (+1.4% surprise).

  6. 3
    2025-05-12EarningsBeat / raise

    Reported EPS 0.31 vs 0.28 expected (+8.9% surprise).

  7. 2
    2025-02-06EarningsBeat / raise

    Reported EPS 0.3 vs 0.28 expected (+8.7% surprise).

  8. 1
    2024-11-06EarningsBeat / raise

    Reported EPS 0.4 vs 0.36 expected (+11.3% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-050.320.37+15.8%
2026-05-070.240.25+5.9%
2026-02-050.190.23+19.5%
2025-11-050.350.36+2.7%
2025-08-060.350.35+1.4%
2025-05-120.280.31+8.9%
2025-02-060.280.3+8.7%
2024-11-060.360.4+11.3%
2024-08-060.260.28+7.4%
2024-05-070.130.18+39.5%
2024-02-080.150.22+48.4%
2023-11-070.470.46−2.9%
2023-08-030.340.36+6.4%
2023-05-040.250.25+2.0%
2023-02-060.460.48+4.7%
2022-11-020.830.84+1.2%
2022-08-040.981.03+5.3%
2022-04-280.870.93+6.7%
2022-02-030.750.83+11.2%
2021-10-280.780.84+7.9%
2021-07-290.750.83+11.3%
2021-04-290.560.76+36.5%
2021-02-020.440.6+36.9%
2020-10-290.360.4+11.1%

About Power Integrations

Website ↗

Power Integrations, Inc. designs, develops, manufactures, and markets analog and mixed-signal integrated circuits, and other electronic components and circuitry used in high-voltage power conversion. It provides a range of alternating current to direct current power conversion products that address power supply up to approximately 500 watts of output for consumer appliances, utility meters, LCD monitors, tablets, smartphones, computers, TVs, consumer and industrial applications, and LED lightings; and power conversion in high-power applications comprising industrial motors, solar and wind-power systems, electric locomotives, and high-voltage DC transmission systems. The company also offers InnoSwitch IC for electric vehicles; high-voltage gate-driver products used to operate high-voltage switches, such as insulated-gate bipolar transistors and silicon-carbide MOSFETs under the SCALE and …

877 employees · San Jose, United States

800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.

SiC / GaN wafer→Power device→Converter→Rack

What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
IFX.DE
Infineon Technologies
SiC/GaN power semis for 800V DC racks €50.56−6.39%−14.9%+35.0%
ON
onsemi
SiC power and image sensors $71.67−4.74%−10.5%+32.4%
STM
STMicroelectronics
SiC and GaN power devices $46.74−6.50%−12.6%+81.2%
NVTS
Navitas Semiconductor
GaN power ICs for AI power supplies $8.48−7.83%−30.0%+18.8%
6963.T
Rohm
SiC power devices ¥3,568.0−7.49%−27.8%+62.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.