NASDAQ · POWI
Power Integrations, Inc.
Technology · Semiconductors
$49.12▼ 1.54% ($0.77)at close
As of 4:00 PM ET
Market cap
$2.74B
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 37.2% revenue growth a year for 10 years. Our scenarios assume 0.6–4.4%.
Its past 4 years averaged −10.9% a year.
Value per share
Base case
$10.52
Price used $49.12 is 4.7× this
USD · TTM ending Jun 30, 2026 · Price Oct 9, 8:00 PM UTC
Revenue each value needs
Revenue today $449M. The price needs $10.6B by 2036. Base case: $487M. At its recent pace: $142M. Bear to Bull: $477M to $691M.
Revenue today $449M. The price needs $10.6B by 2036. Base case: $487M. At its recent pace: $142M. Bear to Bull: $477M to $691M.
Revenue in 2036
today $449M
+$10.1Bmore than the Base case · 21.8×
Value per share · Base case
$10.52
Price $49.12
4.7× this
- 10-yr revenue CAGR
- 0.8%
- Ending operating margin
- 7.9%
- Discount rate
- 11.7%
USD · TTM ending Jun 30, 2026 · Price Oct 9, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 30.95% over the last year. Revenue grew 1.56% over the trailing twelve months. Operating margin moved from 4.72% to 7.93%. Free cash flow declined 4.4% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 44th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 7.93%. Revenue grew 1.56% — this thesis depends on that trajectory holding. Despite the price move, free cash flow fell 4.4%, which is worth watching as a leading indicator of future pressure. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Power Integrations, Inc. is a global leader in the development, manufacturing, and sale of analog and mixed-signal integrated circuits (ICs), alongside other essential electronic components and circuitry.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
9
Buy
8
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $0.41 · Revenue est $126.03M
View
Institutional Sentiment
Power Integrations, Inc. · POWI
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.