Ideal Power Inc (IPWR)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · IPWR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on advancing customer opportunities through the expanding sales funnel into volume production orders and revenue growth.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $0 in 2026-Q1 to $5,800 in 2026-Q2, showing initial progress in converting sales funnel into production orders. Management continues to emphasize this focus, indicating delivering trajectory.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Our focus remains on advancing customer opportunities through our expanding sales funnel into volume production orders, revenue growth and long-term shareholder value creation.”
“Our focus remains on converting our expanding sales funnel into production orders, revenue growth and long-term shareholder value creation.”
Secure production orders with lead Asia customer for first solid-state circuit breaker products and expand solutions to additional markets and applications.
Stated in 2 of last 2 quarters. Management reported entering a long-term supply agreement with a high-volume wafer foundry that fabricated functional B-TRAN first silicon, supporting high-volume industrial and automotive customers. This supports progress toward securing production orders with lead Asia customer, indicating delivering trajectory.
“Secure production order(s) with our lead Asia customer for its first SSCB products and continue to expand solutions to address additional markets and applications.”
“Secure production order(s) with our lead Asia customer for its first solid-state circuit breaker products and continue to expand solutions to address additional markets and applications.”
Complete remaining deliverables under Stellantis purchase order and advance opportunities for EV contactors and battery disconnect units with global automakers.
Stated in 2 of last 2 quarters. Management reported delivering next generation B-TRAN samples to Stellantis and being on track to complete purchase order deliverables by mid-2026. This indicates progress and delivering trajectory on this priority.
“Complete remaining deliverables under the Stellantis purchase order and continue to advance opportunities for EV contactors and battery disconnect units with global automakers.”
“Delivered initial next generation B-TRAN custom packaged samples and development kits for evaluation to Stellantis for EV applications. On track to complete deliverables by mid-2026.”
Expand OEM offerings to include a suite of B-TRAN-enabled solid-state circuit breakers with a wide range of power ratings for significant revenue growth.
Newly stated in 2025-Q3. Management anticipates OEM expansion of B-TRAN-enabled SSCB offerings for significant revenue growth. Revenue has been low and variable, with $24,450 in 2025-Q3 and $5,800 in 2026-Q2, indicating early stage with limited progress so far.
“We anticipate this OEM will expand its offerings to include a suite of B-TRAN-enabled SSCBs with a wide range of power ratings, presenting us with a significant revenue growth opportunity.”
Over the trailing year it converted 0.71x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
5 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.