POWI

In the past six months, Power Integrations' stock has experienced several notable events and trends. As of late September 2026, the stock price had increased by 30.48% over the last 12 months and 46.93% year-to-date, but saw a decrease of 4.88% in the preceding month. The company reported its Q1 2026 revenue at $108.3 million, up 5% sequentially and 3% year-over-year, with industrial revenue growing 23% year-over-year. Q2 2026 revenue was $118.9 million, a 10% sequential increase and 3% year-over-year increase, with GAAP net income of $9.8 million ($0.17 per diluted share) and non-GAAP net income of $20.9 million ($0.37 per diluted share). The company also declared quarterly dividends of $0.215 per share in both Q1 and Q2 2026. Despite some positive earnings, analysts have cut price targets for POWI, citing persistent macro and geopolitical uncertainty. The stock has also lagged behind a broader semiconductor sector rally driven by AI enthusiasm, with some analysts maintaining a "Buy" rating but trimming targets due to sector multiple compression. Insider selling of shares, totaling $30.2 million over the past 12 months, has also been noted as a cautious signal. The company also reported inducement equity grants to new employees in May, August, and September 2026.