Market Cap
$2.9B
POWI
POWER INTEGRATIONS INC
$55.21 ▲ +7.20%
Prev close $51.50Market cap$2.9B
ConsensusStrong Buy
12-mo target$77.50 (+40.4%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)32 New Institutional Positions18 Institutional Exits Semiconductors
Snapshot
The big-picture read on POWI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (80%)
Inst. Holders
50 funds
Inst. Value
$4.1B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $30.1M sell
Insider Net $
-$30.1M
SEC Reports
5
Price chart 30d +9.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 26, 2026 ftd
Aug 6, 2026 SEC FTD: POWI — 36,300 shares ($2.0M) failed to deliver
Settlement: 20260826, Price: $54.63, FTD Value: $1,983,069, POWER INTAGRATIONS INC
Power Integrations reported Q2 2026 revenue of $118.9M (up 3% YoY) and non-GAAP EPS of $0.37, beating consensus estimate
8-K — Impact 6/10
Jul 22, 2026 Insider
Lloyd Jennifer A sold 5,640 shares
President and CEO @ $73.73 ($415.8K)
Jul 22, 2026 Insider
Lloyd Jennifer A sold 7,050 shares
President and CEO @ $73.73 ($519.8K)
Jul 1, 2026 Insider
IYER BALAKRISHNAN S was granted 2,491 shares
Director
Jun 30, 2026 Inst.
Neuberger Berman Group LLC — TRIM
2,020,390 shares ($169.2M)
Jun 30, 2026 Inst.
Jun 2, 2026 SEC CONGRESS ASSET MANAGEMENT CO — NEW
930,059 shares ($77.9M)
Three insiders at Power Integrations sold shares totaling $8.94 million in the past week, including a director selling $
CLUSTER — Impact 5/10
Analyst ratings buy % -2.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
80% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jun 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 10, 2026 | Needham | INITIATE | Buy | 50% |
| May 8, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Apr 16, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Apr 6, 2026 | Benchmark | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Aug 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Jul 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| Jun 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| May 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| Apr 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% |
Price targets
Where 4 covering analysts think POWI trades over the next 12 months.
$77.50 +40.4% upside Strong Buy
Current$55.21 Low$65.00 Median$80.00 High$85.00 4 analysts
$65.00$85.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 2 bearish, 0 mixed, 2 neutral · avg impact 4.0/10.
BULLISH8-K6/10
Power Integrations reported Q2 2026 revenue of $118.9M (up 3% YoY) and non-GAAP EPS of $0.37, beatin
Aug 6, 2026
BEARISHCLUSTER5/10
Three insiders at Power Integrations sold shares totaling $8.94 million in the past week, including
Jun 2, 2026
BEARISHCLUSTER5/10
Three insiders at Power Integrations sold a total of ~$10.1M in open-market sales over a 3-day windo
May 29, 2026
NEUTRALCLUSTER2/10
Two directors sold $4.42M in open-market sales on May 26, 2026 — the total is ~0.09% of POWI's $4.8B
May 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 26, 2026
ftd
FTD: POWI — 36,300 shares ($2.0M) failed to deliver
Settlement: 20260826, Price: $54.63, FTD Value: $1,983,069, POWER INTAGRATIONS INC
Aug 5, 2026
earnings_calendar
POWI Q2 2026 Earnings After Market Close — 2026-08-05
Jun 29, 2026
ftd
FTD: POWI — 215,836 shares ($17.1M) failed to deliver
Settlement: 20260629, Price: $79.37, FTD Value: $17,130,903.32, POWER INTAGRATIONS INC
Jun 26, 2026
short_volume
Short Volume: POWI — 56.9% short (0.4M / 0.7M)
Short: 398,936 | Exempt: 13,113 | TRF Vol: 700,869 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Jun 18, 2026
ftd
FTD: POWI — 8,947 shares ($0.7M) failed to deliver
Settlement: 20260618, Price: $80.73, FTD Value: $722,291.31, POWER INTAGRATIONS INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.41–$0.42 | 15.3% | +5.2% | 4↑ 0↓ | $0.1B | 4 |
| Next Q | $0.40 | $0.36–$0.43 | 75.0% | +6.9% | 3↑ 0↓ | $0.1B | 4 |
| Current FY | $1.39 | $1.30–$1.47 | 11.2% | +4.2% | 4↑ 0↓ | $0.5B | 5 |
| Next FY | $1.87 | $1.62–$2.06 | 34.8% | +0.9% | 3↑ 1↓ | $0.5B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.415 | — |
| 7d ago | $0.395 | +0.020 |
| 30d ago | $0.395 | +0.020 |
| 60d ago | $0.391 | +0.024 |
| 90d ago | $0.391 | +0.024 |
Institutional ownership
Which big funds own POWI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.1B total value (48,474,255 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, WELLINGTON. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,722,053 | $730.6M | 18.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,190,284 | $434.7M | 10.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,595,855 | $301.2M | 7.4% | — |
| STATE STREET CORP | 3,194,155 | $267.5M | 6.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,511,196 | $210.3M | 5.2% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2,382,007 | $199.5M | 4.9% | — |
| Neuberger Berman Group LLC | 2,020,390 | $169.2M | 4.2% | TRIM -48.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,803,038 | $151.0M | 3.7% | — |
| MORGAN STANLEY | 1,192,455 | $99.9M | 2.5% | — |
| Capital International Investors | 1,183,746 | $99.2M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | TRIM | 3,933,099 | 2,020,390 | -48.6% | $169.2M |
| CONGRESS ASSET MANAGEMENT CO | NEW | — | 930,059 | — | $77.9M |
| Boston Trust Walden Corp | ADD | 577,605 | 882,471 | +52.8% | $73.9M |
| JPMORGAN CHASE & CO | TRIM | 1,293,375 | 879,254 | -32.0% | $69.6M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 26,568 | 781,675 | +2842.2% | $65.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 767,672 | — | $64.3M |
| BROWN ADVISORY INC | TRIM | 686,834 | 477,227 | -30.5% | $40.0M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 282,943 | 409,271 | +44.6% | $34.3M |
| BANK OF AMERICA CORP /DE/ | TRIM | 601,468 | 381,535 | -36.6% | $32.0M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 93,632 | 370,174 | +295.3% | $31.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 46 transactions. Net -$30.1M — $0.00 bought, $30.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 22, 2026 | Lloyd Jennifer A | President and CEO | SELL | 5,640 | $73.73 | $415.8K |
| Jul 22, 2026 | Lloyd Jennifer A | President and CEO | SELL | 7,050 | $73.73 | $519.8K |
| Jul 1, 2026 | IYER BALAKRISHNAN S | Director | AWARD | 2,491 | — | — |
| Jul 1, 2026 | Arienzo Wendy | Director | AWARD | 2,491 | — | — |
| Jul 1, 2026 | Gioia Nancy Lee | Director | AWARD | 2,491 | — | — |
| Jul 1, 2026 | LOWE GREGG A | Director | AWARD | 2,491 | — | — |
| Jul 1, 2026 | Ganti Anita | Director | AWARD | 2,491 | — | — |
| Jul 1, 2026 | Vig Ravi | Director | AWARD | 2,491 | — | — |
| May 29, 2026 | Gupta Sunil | Sr. Vice President, Operations | SELL | 6,860 | $83.67 | $574.0K |
| May 28, 2026 | BALAKRISHNAN BALU | Director | SELL | 29,000 | $87.05 | $2.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for POWI.
Shares short
5,878,245
Settlement Sep 15, 2026
Change vs prior
+3.6%
Semi-monthly cycle
Days to cover
6.7
At avg daily volume
Of shares outstanding
≈10.5%
Estimate — not % of float
All POWI filing & press-release reports (5)
- 8-K reportAug 6, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportMay 29, 2026
- CLUSTER reportMay 28, 2026
- DEFA14A reportApr 21, 2026