Benchmark Reaffirms Buy Rating for Power Integrations, Keeps $55 Price Target Intact
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 23 2025
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Should l Buy POWI?
Source: Benzinga
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Analyst Views on POWI
Wall Street analysts forecast POWI stock price to fall
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 58.650
Low
46.00
Averages
50.50
High
56.00
Current: 58.650
Low
46.00
Averages
50.50
High
56.00
About POWI
Power Integrations, Inc. designs, develops and markets analog and mixed-signal integrated circuits (ICs) and other electronic components and circuitry used in high-voltage power conversion. Its products are used in power converters that convert electricity from a high-voltage source to the type of power required for a specified downstream use and this conversion entails, among other functions, converting alternating current (AC) to direct current (DC) or vice versa, reducing or increasing the voltage, and regulating the output voltage and/or current according to the customer’s specifications. It also supplies high-voltage light-emitting diode (LED) drivers, which are AC-DC ICs specifically designed for lighting applications that utilize light-emitting diodes, and motor-driver ICs for brushless DC (BLDC) motors used in consumer appliances, heating, ventilation, and air conditioning (HVAC) systems, ceiling fans and industrial applications.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Power Output Enhancement: The newly launched TOPSwitchGaN ICs extend the power range of flyback converters to 440W, surpassing the limitations of traditional resonant and LLC topologies, thereby simplifying design and reducing system costs, which enhances market competitiveness.
- Efficiency and Compliance: TOPSwitchGaN ICs provide 92% efficiency across a load range of 10% to 100%, with standby and off-mode power consumption below 50mW, easily meeting European Energy-related Products regulations, thus increasing market appeal.
- Thermal Management Innovation: The new ICs feature a low-profile eSOP™-12 package that delivers 135W without a heat sink, making them suitable for high-end appliances and further broadening the product's application range.
- Compatibility and Availability: TOPSwitchGaN ICs are pin-to-pin compatible with TinySwitch™-5 offline switcher ICs, allowing designers to use the same methodology across applications ranging from 10W to 440W, simplifying the design process and accelerating time-to-market.
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- Earnings Announcement Date: Power Integrations is set to release its Q4 earnings on February 5 after market close, with a consensus EPS estimate of $0.19, reflecting a significant year-over-year decline of 36.7%, indicating potential market challenges ahead.
- Revenue Expectations: The consensus revenue estimate stands at $103.02 million, down 2.1% year-over-year, suggesting that Power Integrations may face headwinds in maintaining growth in a competitive semiconductor landscape.
- Historical Performance: Over the past two years, Power Integrations has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating a track record of financial reliability and stability.
- Market Sentiment: Despite the challenges, Susquehanna holds a bullish outlook on semiconductor stocks, which could positively influence Power Integrations' stock price, especially in the lead-up to the upcoming earnings report.
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- Executive Appointments and Stock Awards: On February 2, 2026, Power Integrations granted 64,487 restricted stock units (RSUs) and 9,136 performance stock units (PSUs) to newly appointed CFO Nancy Erba, incentivizing her long-term contributions to the company.
- Market Strategy Executive Incentives: On the same day, the company awarded 42,131 RSUs and 6,019 PSUs to new Senior Vice President of Marketing and Product Strategy Chris Jacobs, aiming to attract industry talent to drive market growth through stock incentives.
- Human Resources Executive Incentives: Julie Currie, who joined as Chief People and Transformation Officer in November 2025, received 19,346 PRSUs, reflecting the company's commitment to human resource management and organizational transformation.
- Incentive Plan Compliance: All stock awards were approved by the talent and compensation committee in accordance with Nasdaq Rule 5635(c)(4), ensuring compliance and transparency in the company's efforts to attract and retain executives.
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- Executive Stock Awards: On February 2, 2026, Power Integrations granted 64,487 RSUs, 9,136 PSUs, and 42,992 PRSUs to newly appointed CFO Nancy Erba, incentivizing her performance during her tenure with the company.
- Marketing VP Incentives: The same day, the company awarded 42,131 RSUs, 6,019 PSUs, and 18,056 PRSUs to new Senior VP of Marketing and Product Strategy Chris Jacobs, aiming to attract and retain key talent through stock incentives.
- HR Executive Recognition: Julie Currie, the new Chief People and Transformation Officer, received 19,346 PRSUs on February 2, 2026, reflecting the company's acknowledgment of her critical role in driving HR transformation.
- Compliance with Incentive Plan: All stock awards were granted under Power Integrations' Amended and Restated 2025 Inducement Award Plan and approved by the talent and compensation committee of the board, ensuring compliance with Nasdaq regulations.
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- Earnings Release Schedule: Power Integrations will announce its fourth-quarter financial results after market close on February 5, 2026, providing investors with critical performance data and future outlook.
- Conference Call Timing: The company will host a conference call at 1:30 p.m. Pacific Time on the same day, allowing investors to register and engage directly with management.
- Investor Resources: An audio webcast of the conference will be available on the company's investor webpage, enhancing information transparency for investors who cannot attend live.
- Industry Position: As a leading innovator in semiconductor technologies for high-voltage power conversion, Power Integrations' products play a crucial role in the clean power ecosystem, supporting renewable energy generation and efficient power transmission.
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- Executive Incentive Plan: On December 1, 2025, Power Integrations granted 62,333 restricted stock units (RSUs) and 1,427 performance stock units (PSUs) to new Chief People and Transformation Officer Julie Currie, aimed at attracting and retaining key talent to enhance management stability.
- Stock Unit Vesting Arrangement: The RSUs will vest annually over three years, while the PSUs will vest based on the achievement of annual performance metrics, with a maximum of 200% of the target number, incentivizing executive contributions to performance improvement.
- Compliance and Transparency: The stock grants comply with Nasdaq Rule 5635(c)(4) and were approved by the company's talent and compensation committee, ensuring the incentive measures' compliance and transparency, thereby boosting investor confidence.
- Strategic Direction: By implementing such incentive plans, Power Integrations underscores its commitment to its executive team, aiming to drive innovation and growth in the high-voltage power conversion semiconductor sector through attracting top talent.
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