Power Integrations, Inc.

NasdaqGS:POWI 주식 리포트

시가총액: US$3.8b

Power Integrations 경영진

경영진 기준 점검 2/4

Power Integrations CEO는 Jennifer Lloyd, Jul2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $6.62M, 4.5% 급여 및 95.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $10.20M 가치에 해당하는 회사 주식의 0.27% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.5 년과 6.1 년입니다.

핵심 정보

Jennifer Lloyd

최고경영자

US$6.6m

총 보수

CEO 급여 비율4.46%
CEO 재임 기간less than a year
CEO 지분 보유율0.3%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간6.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 18

POWI: Rising Street Confidence In Earnings Power Will Drive Future Upside

Analysts have lifted the Power Integrations fair value estimate from $56 to $85, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple, following a series of recent price target increases from major firms, along with a more cautious stance from one bearish outlet. Analyst Commentary Recent Street research on Power Integrations has leaned positive overall, with several bullish analysts lifting price targets in quick succession while one firm turned more cautious on the stock, citing consumer exposure.
분석 기사 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...
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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
분석 기사 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...

CEO 보수 분석

Jennifer Lloyd의 보수는 Power Integrations의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Jennifer의 총 보수(USD6.62M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.10M) 수준입니다.

보상과 수익: Jennifer의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Jennifer Lloyd (57 yo)

less than a year
재임 기간
US$6,616,439
보수

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...


리더십 팀

이름직위재임 기간보수지분
Jennifer Lloyd
Presidentless than a yearUS$6.62m0.27%
$ 10.2m
Sunil Gupta
Senior Vice President of Operations5.8yrsUS$2.52m0.047%
$ 1.8m
Gagan Jain
Vice President of Worldwide Salesno dataUS$2.25m0.046%
$ 1.7m
Nancy Erba
Chief Financial Officerless than a year데이터 없음0.12%
$ 4.4m
David M. Matthews
VP & CTO3.3yrsUS$1.48m데이터 없음
Joe Shiffler
Director of Investor Relations & Corporate Communicationsno data데이터 없음데이터 없음
Chris Jacobs
Senior Vice President for Marketing & Product Strategyless than a year데이터 없음데이터 없음
Michael Balow
Senior Vice President of Worldwide Salesno data데이터 없음데이터 없음
Julie Currie
Chief People & Transformation Officerless than a year데이터 없음데이터 없음
0.5yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: POWI의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.5 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Jennifer Lloyd
Presidentless than a yearUS$6.62m0.27%
$ 10.2m
Balu Balakrishnan
Director24.3yrsUS$8.66m0.89%
$ 33.9m
Balakrishnan Iyer
Independent Chairman of the Board22.3yrsUS$307.13k0.037%
$ 1.4m
Nicholas Brathwaite
Independent Director26.3yrsUS$268.13k0.061%
$ 2.3m
Gregg Lowe
Independent Director1.3yrsUS$293.70k0.0075%
$ 286.9k
Nancy Gioia
Independent Director3.3yrsUS$258.13k0.013%
$ 498.0k
Ravi Vig
Independent Director3.1yrsUS$259.63k0.0060%
$ 228.3k
Wendy Arienzo
Independent Director9.1yrsUS$272.13k0.025%
$ 950.4k
Anita Ganti
Independent Director6.1yrsUS$267.13k0.016%
$ 611.4k
6.1yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: POWI의 이사회경험이 있음으로 간주됩니다(평균 재임 6.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 02:18
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Power Integrations, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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