Power Integrations, Inc.

Report azionario NasdaqGS:POWI

Capitalizzazione di mercato: US$4.1b

Power Integrations Gestione

Criteri Gestione verificati 2/4

Power Integrations Il CEO è Jennifer Lloyd, nominato in Jul2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 6.62M, composta da 4.5% di stipendio e 95.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.27% delle azioni della società, per un valore di $ 10.94M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.5 anni e 6.1 anni.

Informazioni chiave

Jennifer Lloyd

Amministratore delegato

US$6.6m

Compenso totale

Percentuale dello stipendio del CEO4.46%
Mandato del CEOless than a year
Proprietà del CEO0.3%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione6.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 15

There May Be Some Bright Spots In Power Integrations' (NASDAQ:POWI) Earnings

The most recent earnings report from Power Integrations, Inc. ( NASDAQ:POWI ) was disappointing for shareholders. While...
Aggiornamento della narrazione May 02

POWI: Consumer Exposure Will Eventually Challenge Rich P/E And Earnings Assumptions

Analysts have nudged their blended $45.0 price target for Power Integrations as inputs such as revenue growth, profit margin assumptions and the future P/E multiple have been refined following recent mixed research that includes higher targets from Stifel and Benchmark alongside a downgrade from Northland. Analyst Commentary Recent research has produced a split view on Power Integrations, with some firms lifting price targets while others turn more cautious.
Seeking Alpha Apr 30

Power Integrations: Drivers Sending The Stock Vertical Do Not Look Sturdy Enough

Summary Power Integrations went vertical in April, which pushed up valuations, but there is not enough that warrants these much higher valuations. The spike in valuations stands in contrast to the modest growth POWI itself called for in the last report, which is not sustainable. The upcoming earnings report has to come in better than the preceding one to back up elevated valuations, but the opposite could happen. There is the risk that POWI surrenders some or all of the recent gains, which is why I am neutral on POWI with a hold rating. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 17

POWI: Consumer Product Exposure Will Eventually Test Elevated P/E Expectations

Analysts have revised their price targets for Power Integrations, with some raising estimates by $3, $6 and $10, while others turned more cautious on the stock given its consumer products exposure. This has led to a mixed but slightly more constructive overall stance, reflected in a higher assumed future P/E of 35.39x.
Aggiornamento della narrazione Apr 02

POWI: Elevated Expectations Will Expose Execution Risk In Future Earnings

Analysts have lifted their price target on Power Integrations by $3, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple that align with recent research from firms that raised their targets and highlighted the stock on key idea lists. Analyst Commentary Recent research around Power Integrations highlights both optimism on the long term story and a set of clear watchpoints that more cautious voices keep stressing.
Aggiornamento della narrazione Mar 19

POWI: Best Ideas Inclusion And Higher Margins Will Drive Future Upside

Analysts have raised their price target on Power Integrations by $3, citing updated assumptions around revenue growth, profit margins, and long-term P/E multiples, as reflected in a refreshed valuation model. Analyst Commentary Recent research points to a more constructive stance on Power Integrations, with bullish analysts updating their valuation work and reflecting that in higher price targets and inclusion on preferred lists.
Aggiornamento della narrazione Mar 05

POWI: Best Ideas Inclusion And Higher Margins Will Support Future Upside

Narrative Update on Power Integrations The analyst price target for Power Integrations has moved by $3 as analysts point to updated assumptions around discount rates, profit margins, and future P/E expectations in light of recent research that includes a $3 upward revision and inclusion on a Best Ideas list. Analyst Commentary Recent Street research around Power Integrations centers on refreshed models that feed directly into higher price targets, with analysts aligning their assumptions on discount rates, profit margins, and future P/E expectations.
Aggiornamento della narrazione Feb 18

POWI: Rising Revenue And Margin Confidence Will Support Future Upside

Analysts have nudged their price target on Power Integrations higher to $51.0 from $50.4, citing updated assumptions for revenue growth, profit margins, and a lower required return on the shares, which is reflected in a revised future P/E outlook. Analyst Commentary Recent research updates on Power Integrations frame the higher price target as a reflection of refreshed views on growth, profitability, and the valuation investors may be willing to pay for the shares.
Articolo di analisi Feb 09

Power Integrations (NASDAQ:POWI) Is Increasing Its Dividend To $0.215

Power Integrations, Inc.'s ( NASDAQ:POWI ) dividend will be increasing from last year's payment of the same period to...
Aggiornamento della narrazione Feb 04

POWI: Industrial Demand And New Leadership Will Support Future Upside

Analysts have lifted their price targets on Power Integrations by up to $3, citing support from the industrial end market, a strengthening product pipeline, and what they view as attractive valuation multiples even after recent guidance was described as disappointing. Analyst Commentary Bullish analysts are framing the recent target moves as a reset rather than a loss of confidence.
Articolo di analisi Jan 29

Optimistic Investors Push Power Integrations, Inc. (NASDAQ:POWI) Shares Up 30% But Growth Is Lacking

Power Integrations, Inc. ( NASDAQ:POWI ) shares have had a really impressive month, gaining 30% after a shaky period...
Aggiornamento della narrazione Jan 21

POWI: New Leadership And Industrial Strength Will Support Future Upside

Narrative Update on Power Integrations We nudged our fair value estimate for Power Integrations to $50.40 from $49.40, reflecting analysts' updated expectations for revenue growth, profitability, and future P/E multiples following recent price target revisions and mixed but generally constructive research commentary on the company's outlook and product pipeline. Analyst Commentary Recent research on Power Integrations has focused on how near term guidance, end market trends, and the product pipeline line up with current valuation.
Aggiornamento della narrazione Jan 07

POWI: New Leadership And Strengthening Pipeline Will Support Future Upside

Narrative Update The analyst price target for Power Integrations has shifted from US$70 to US$56 as analysts factor in softer revenue guidance, slightly lower growth and margin assumptions, and a reduced future P/E multiple. They are still highlighting attractive trading multiples and a strengthening product pipeline.
Articolo di analisi Jan 05

Returns On Capital At Power Integrations (NASDAQ:POWI) Paint A Concerning Picture

What financial metrics can indicate to us that a company is maturing or even in decline? Typically, we'll see the trend...
Aggiornamento della narrazione Dec 23

POWI: AI Data Center Demand Will Drive Long-Term Earnings Upside

Analysts have reduced their price target on Power Integrations to approximately $45 from about $55, citing weaker near term revenue growth and margins. They remain confident in the company’s product pipeline and its longer term potential for double digit growth.
Aggiornamento della narrazione Dec 09

POWI: New Leadership And AI Data Center Demand Will Drive Future Upside

Narrative Update on Power Integrations Analysts have modestly reduced their price targets on Power Integrations, with recent cuts to approximately $50 to $56 per share. This reflects softer near term guidance, even as they highlight attractive valuation multiples and confidence in the company’s product pipeline and long term growth prospects.
Aggiornamento della narrazione Nov 24

POWI: New Leadership And Data Center Momentum Will Drive Future Gains

Analysts have lowered their price target for Power Integrations, with fair value estimates falling from $53.20 to $49.40. This change is attributed to cautious near-term guidance, even though longer-term growth prospects remain confident.
Articolo di analisi Nov 14

Some Power Integrations, Inc. (NASDAQ:POWI) Shareholders Look For Exit As Shares Take 26% Pounding

Power Integrations, Inc. ( NASDAQ:POWI ) shareholders that were waiting for something to happen have been dealt a blow...
Articolo di analisi Nov 13

We Think You Can Look Beyond Power Integrations' (NASDAQ:POWI) Lackluster Earnings

Power Integrations, Inc.'s ( NASDAQ:POWI ) earnings announcement last week didn't impress shareholders. Despite the...
Articolo di analisi Nov 10

Power Integrations (NASDAQ:POWI) Is Due To Pay A Dividend Of $0.21

The board of Power Integrations, Inc. ( NASDAQ:POWI ) has announced that it will pay a dividend of $0.21 per share on...
Aggiornamento della narrazione Nov 07

POWI: Next-Gen Data Centers And New Leadership Will Drive Future Upside

Analysts have reduced their price target for Power Integrations to $53.20 from $60.80, noting concerns over near-term guidance. However, they acknowledge ongoing strength in the company's product pipeline and long-term fundamentals.
Articolo di analisi Aug 10

Power Integrations (NASDAQ:POWI) Will Pay A Dividend Of $0.21

Power Integrations, Inc. ( NASDAQ:POWI ) will pay a dividend of $0.21 on the 30th of September. Based on this payment...
Aggiornamento della narrazione Aug 08

Emerging EV And AI Data Centers Will Expand High-Efficiency Markets

Power Integrations' future P/E multiple has dropped notably, reflecting tempered growth expectations despite rising net profit margins, resulting in a lowered analyst price target from $68.80 to $64.80. What's in the News Jennifer A.
Articolo di analisi Aug 01

Power Integrations (NASDAQ:POWI) Is Finding It Tricky To Allocate Its Capital

When researching a stock for investment, what can tell us that the company is in decline? More often than not, we'll...
Articolo di analisi May 27

Power Integrations (NASDAQ:POWI) Has Announced A Dividend Of $0.21

The board of Power Integrations, Inc. ( NASDAQ:POWI ) has announced that it will pay a dividend of $0.21 per share on...
Seeking Alpha Apr 10

Power Integrations: Efficiency Is The Ultimate Clean Energy

Summary Power Integrations, a leader in GaN high-voltage power conversion, faces short-term headwinds but holds strong long-term growth potential in diverse, rapidly growing markets. The company benefits from high customer switching costs, a solid balance sheet with no long-term debt, and strategic share repurchases. The current valuation appears high, but adjusting for net cash and looking at forward earnings, shares look more reasonably priced. Risks include a potential U.S. recession and tariffs on Japan, but these are mitigated by end-market diversification and strong financial health. Read the full article on Seeking Alpha
Articolo di analisi Apr 04

Why We're Not Concerned About Power Integrations, Inc.'s (NASDAQ:POWI) Share Price

Power Integrations, Inc.'s ( NASDAQ:POWI ) price-to-earnings (or "P/E") ratio of 79.3x might make it look like a strong...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jennifer Lloyd rispetto agli utili di Power Integrations?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$17m

Dec 31 2025US$7mUS$295k

US$22m

Sep 30 2025n/an/a

US$18m

Jun 30 2025n/an/a

US$34m

Mar 31 2025n/an/a

US$37m

Dec 31 2024n/an/a

US$32m

Sep 30 2024n/an/a

US$37m

Jun 30 2024n/an/a

US$43m

Mar 31 2024n/an/a

US$53m

Dec 31 2023n/an/a

US$56m

Sep 30 2023n/an/a

US$64m

Jun 30 2023n/an/a

US$90m

Mar 31 2023n/an/a

US$131m

Dec 31 2022US$179kn/a

US$171m

Sep 30 2022n/an/a

US$189m

Jun 30 2022n/an/a

US$185m

Mar 31 2022n/an/a

US$171m

Dec 31 2021US$191kn/a

US$164m

Compensazione vs Mercato: La retribuzione totale di Jennifer ($USD 6.62M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 7.05M ).

Compensazione vs guadagni: La retribuzione di Jennifer è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Jennifer Lloyd (57 yo)

less than a year
Mandato
US$6,616,439
Compensazione

Dr. Jennifer A. Lloyd, Ph D., is President, Chief Executive Officer and Director at Power Integrations, Inc. since July 21, 2025. She had been Director at Power Integrations, Inc. since April 1, 2021 until...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jennifer Lloyd
Presidentless than a yearUS$6.62m0.27%
$ 10.9m
Sunil Gupta
Senior Vice President of Operations5.8yrsUS$2.52m0.047%
$ 1.9m
Gagan Jain
Vice President of Worldwide Salesno dataUS$2.25m0.046%
$ 1.9m
Nancy Erba
Chief Financial Officerless than a yearNessun dato0.12%
$ 4.7m
David M. Matthews
VP & CTO3.3yrsUS$1.48mNessun dato
Joe Shiffler
Director of Investor Relations & Corporate Communicationsno dataNessun datoNessun dato
Chris Jacobs
Senior Vice President for Marketing & Product Strategyless than a yearNessun datoNessun dato
Michael Balow
Senior Vice President of Worldwide Salesno dataNessun datoNessun dato
Julie Currie
Chief People & Transformation Officerless than a yearNessun datoNessun dato
0.5yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di POWI non è considerato esperto (durata media 0.5 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jennifer Lloyd
Presidentless than a yearUS$6.62m0.27%
$ 10.9m
Balu Balakrishnan
Director24.3yrsUS$8.66m0.89%
$ 36.3m
Balakrishnan Iyer
Independent Chairman of the Board22.3yrsUS$307.13k0.037%
$ 1.5m
Nicholas Brathwaite
Independent Director26.3yrsUS$268.13k0.061%
$ 2.5m
Gregg Lowe
Independent Director1.3yrsUS$293.70k0.0075%
$ 307.7k
Nancy Gioia
Independent Director3.3yrsUS$258.13k0.013%
$ 534.2k
Ravi Vig
Independent Director3.1yrsUS$259.63k0.0060%
$ 244.9k
Wendy Arienzo
Independent Director9.1yrsUS$272.13k0.025%
$ 1.0m
Anita Ganti
Independent Director6.1yrsUS$267.13k0.016%
$ 655.8k
6.1yrs
Durata media
65yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di POWI sono considerati esperti (durata media dell'incarico 6.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/18 01:51
Prezzo dell'azione a fine giornata2026/05/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Power Integrations, Inc. è coperta da 13 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brian PiccioniBMO Capital Markets Equity Research
Sumit DhandaBofA Global Research
Alex GaunaCitizens JMP Securities, LLC