Power Integrations (POWI)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$50.45-0.18%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · POWI
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 this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks POWI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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 neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
Target quarterly revenue growth within the range of $122 million to $130 million, reflecting continued market demand and expansion.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $108.3 million in 2026-Q1 to $118.9 million in 2026-Q2 (+9.8% sequentially). Management guided 2026-Q3 revenue between $122 million and $130 million, indicating continued growth momentum and delivering on stated revenue targets.
“Revenue is expected to be in a range of $122 million to $130 million.”
“Revenue is expected to be in a range of $115 million to $120 million.”
“Revenues are expected to be in a range of $100 million to $105 million.”
Sustain GAAP gross margin within the range of 53.3% to 54.5% to support profitability and operational efficiency.
Stated as a priority in 3 of last 3 quarters. GAAP gross margin improved from 52.6% in 2026-Q1 to 54.3% in 2026-Q2, aligning with management's guidance range of 53.3% to 54.5%. The trajectory shows progress toward maintaining targeted gross margin levels.
“GAAP gross margin is expected to be between 53.3 percent and 54.4 percent.”
Maintain GAAP operating expenses within $55 million to $56 million to ensure cost discipline and support profitability.
Stated as a priority in 3 of last 3 quarters. GAAP operating expenses were $55.5 million in 2026-Q1 and $55.7 million in 2026-Q2, consistent with management's guidance to keep expenses between $55 million and $56 million. The company is delivering on its cost control commitment.
Grow revenue in the industrial market segment and increase adoption of PowiGaN technology to capture emerging opportunities.
Stated as a priority in 2 of last 3 quarters. Industrial revenue grew 23% year-over-year in 2026-Q1 and represented 43% of total revenue in 2026-Q2. Management highlights PowiGaN technology as a key enabler for long-term growth in industrial markets, showing delivering progress on this strategic growth area.
Continue regular dividend payments at $0.215 per share to provide shareholder returns and capital allocation consistency.
Stated as a priority in 3 of last 3 quarters. Dividend payments were $0.215 per share in 2026-Q1 and 2026-Q2, consistent with management's commitment to maintain this level. The company is delivering consistent shareholder returns through stable dividend payments.
Over the trailing year it converted 2.59x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“GAAP gross margin is expected to be between 53.5 percent and 54.5 percent.”
“GAAP gross margin is expected to be between 53 percent and 53.5 percent.”
“GAAP operating expenses are expected to be between $55 million and $56 million.”
“GAAP operating expenses are expected to be between $55 million and $56 million.”
“GAAP operating expenses are expected to be approximately $56 million.”
“Continued growth in industrial markets and new 2200 V PowiGaN technology extends our capabilities.”
“Industrial revenue grew 23 percent year-over-year driven by renewable energy, battery storage, and automotive.”
“Paid dividend of $0.215 per share on June 30, 2026; next dividend $0.215 on September 30, 2026.”
“Paid dividend of $0.215 per share on March 31, 2026.”
“Paid dividend of $0.21 per share on December 31, 2025.”