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via seekingalpha.comBusiness & Companies

Power Integrations targets doubling SAM by 2031 as it guides Q4 revenue to $118M-$126M

FROM THE WIRE · SEEKINGALPHA.COM

Earnings Call Insights: Power Integrations (POWI) Q3 2026 MANAGEMENT VIEW * CEO Jennifer Lloyd said the company “delivered solid Q3 results with revenue up 5% sequentially, led by strong growth from GaN products,” and added that it “beat our outlook on gross margin and expenses…

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishQ4 revenue guidance and a market-size growth target shape expectations for this mid-cap semiconductor stock.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01CEO Jennifer Lloyd said third-quarter revenue rose 5% sequentially, led by strong growth from GaN products.
  2. 02Industrial demand remains healthy, particularly in energy infrastructure and rail.
  3. 03Consumer demand, about one third of sales, remains soft due to stagnant housing and tariff-driven appliance prices.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Power Integrations, Inc.POWIStock46.80 USDMarket closedtoday -0.40%Positive
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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