NASDAQ · US
POWI Power Integrations
GaN power conversion
Downtrend
Trading below its 50-day average.
(automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$47.19
+0.45% today
1W
+3.8%1M
−9.6%3M
−19.9%YTD
+34.3%1Y
+11.6%Off 52w high
−45.8%Next earnings (est.): 2026-11-04
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
POWI · price with what management and the data said
Supply tighteningBeat / raiseMiss / cutData releaseEasing
Hover a numbered marker for details · dashed lines = 50- and 200-day averages
Timeline: management commentary, data & earnings
0 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated daily- Could AI Rack Breakers Shift The Case For Power Integrations Stock?2026-10-19
- Power Integrations Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)2026-10-16
- Power Integrations to Announce Third-Quarter Financial Results2026-10-15
- Western Digital, FormFactor, Penguin Solutions, Himax, and Power Integrations Shares Are Falling, What You Need To Know2026-09-24
- Is Power Integrations’ (POWI) CAPZero-4 Launch a Quiet Shift in Its Efficiency-First Strategy?2026-09-23
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
SiC / GaN wafer→Power device→Converter→Rack
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Peers at the same bottleneck
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €50.20 | +3.14% | −11.5% | +34.1% | |
| ON onsemi | SiC power and image sensors | $74.15 | +2.63% | −4.0% | +36.9% | |
| STM STMicroelectronics | SiC and GaN power devices | $45.52 | +3.40% | −12.3% | +76.5% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $8.52 | +1.61% | −30.2% | +19.3% | |
| 6963.T Rohm | SiC power devices | ¥3,630.0 | −2.73% | −23.4% | +64.8% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.