Power Integrations, Inc. - Common Stock (POWI)

Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 20.2% in the afternoon session after the company detailed its collaboration with NVIDIA to advance its PowiGaN gallium-nitride technology for next-generation AI data centers. The partnership aimed to accelerate the transition to more powerful 800 VDC systems designed for megawatt-scale computer racks that power artificial intelligence. Power Integrations published a white paper at the 2025 OCP Global Summit explaining the benefits of its technology. According to the company, its new chips delivered greater power density and efficiency compared to competing devices. The announcement was significant as the demand for power in AI data centers has been rising rapidly, and this technology helped address that need by simplifying rack design and making more efficient use of space.

The insatiable demand for Artificial Intelligence (AI) is igniting an unprecedented surge in data center construction and operation, fundamentally reshaping the technology and energy landscapes. This explosion in computational needs is creating immense pressure on existing power grids and driving a critical imperative for advanced efficiency and reliable, scalable energy

A number of stocks fell in the afternoon session after President Donald Trump threatened to impose 'massive' new tariffs on Chinese goods. 

The semiconductor industry, often hailed as the bedrock of modern technology, is currently navigating a complex and increasingly bifurcated landscape. While the insatiable demand for artificial intelligence (AI) chips propels certain segments to unprecedented heights, other, more traditional areas are facing significant headwinds. Power Integrations (NASDAQ: POWI), a key player in high-voltage power conversion, stands [...]

Shares of semiconductor designer Power Integrations (NASDAQ:POWI) fell 3.4% in the afternoon session after the stock was caught in a broader tech sell-off sparked by concerns over the profitability of the artificial intelligence sector. 

SAN JOSE, CA – October 2, 2025 – In a landmark development that promises to reshape the landscape of artificial intelligence infrastructure, Navitas Semiconductor (NASDAQ: NVTS), a leading innovator in Gallium Nitride (GaN) and Silicon Carbide (SiC) power semiconductors, announced a strategic partnership with AI computing titan Nvidia (NASDAQ: NVDA). Unveiled on May 21, 2025, [...]

Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the analog semiconductors industry, including Power Integrations (NASDAQ:POWI) and its peers.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

A number of stocks fell in the afternoon session after the major indices continued to retreat (Nasdaq -1.5%, S&P 500 -1.2%) amid profit-taking and renewed concerns about tariffs. 

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

A number of stocks jumped in the afternoon session after the semiconductor sector continued to rally as a favorable July inflation report boosted investor confidence for a potential Federal Reserve interest rate cut in September. Lower-than-expected inflation data for July increased market expectations for a Federal Reserve interest rate cut next month, with futures markets pricing in a 96.2% probability. A potential rate cut lowers borrowing costs, which is particularly beneficial for growth-oriented sectors like technology and semiconductors as it can fuel investment and expansion.

A number of stocks jumped in the afternoon session after the semiconductor sector rallied in intraday trading as a favorable inflation report bolstered investor hopes for a potential Federal Reserve interest rate cut. The latest Consumer Price Index (CPI) data showed a slowdown in inflation, fueling a broad market rally that pushed the S&P 500 and Nasdaq to new all-time highs. For the capital-intensive semiconductor industry, the prospect of lower interest rates is particularly welcome, as it can reduce borrowing costs for expansion and research and development. The positive macroeconomic sentiment provided a significant tailwind for the entire sector, as investors anticipate that a more accommodative monetary policy from the central bank will stimulate economic growth and demand for technology.

Semiconductor designer Power Integrations (NASDAQ:POWI) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 9.1% year on year to $115.9 million. On the other hand, next quarter’s revenue guidance of $118 million was less impressive, coming in 7.7% below analysts’ estimates. Its non-GAAP profit of $0.35 per share was in line with analysts’ consensus estimates.

Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?

Semiconductor designer Power Integrations (NASDAQ:POWI) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.1% year on year to $115.9 million. On the other hand, next quarter’s revenue guidance of $118 million was less impressive, coming in 7.7% below analysts’ estimates. Its non-GAAP profit of $0.35 per share was in line with analysts’ consensus estimates.

Semiconductor designer Power Integrations (NASDAQ:POWI) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.

Check out the companies making headlines yesterday:

Shares of semiconductor designer Power Integrations (NASDAQ:POWI) fell 3.1% in the morning session as the stock fell amid broader weakness in the semiconductor sector after industry bellwether Texas Instruments signaled softer demand and issued a cautious outlook. Texas Instruments, a key chipmaker for various industries, sparked concern after it provided a weaker-than-expected forecast for the remainder of the year. Analysts on the company's earnings call noted a "tone shift" from executives regarding the semiconductor recovery cycle compared to previous quarters. The change in messaging from a major industry player created uncertainty about the health of the overall chip market. This cautious sentiment appeared to weigh on related stocks, including Power Integrations, as investors reassessed the sector's near-term growth prospects.

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

Semiconductors are the picks and shovels of modern technology. But they’re also susceptible to economic fluctuations as chip demand will ebb and flow with capital spending. Unfortunately, it’s unclear if we’re primed for another upswing as the industry’s 1.7% return over the past six months has lagged the S&P 500 by 2.8 percentage points.