Susquehanna Raises its Price Target on Power Integrations (POWI)
On May 8, 2026, Susquehanna raised its price target on Power Integrations (POWI) to $85 from $70 and kept a Positive rating, updating its model after the company’s Q1 results. Deutsche Bank analyst Ross Seymore raised his target to $65 from $45 and maintained Hold. POWI reported Q1 EPS of 25c (vs 23c consensus) and revenue of $108.3M (vs $106.7M).
How this was made
The 30-second read
Why it matters
Analyst model updates and higher targets were explicitly tied to the Q1 beat and management’s commentary on AI data centers (PowiGaN) plus broader electrification themes (EVs, renewables, DC transmission).
Market read
Higher analyst targets plus a Q1 beat tied to AI data-center power demand create a clear near-term catalyst for POWI sentiment and positioning.
What to watch
The article emphasizes AI/data-center demand but does not quantify backlog, guidance, or margin trajectory—those could determine whether the rally sustains.
Background
Power Integrations designs analog/mixed-signal ICs for high-voltage power conversion; the story centers on Q1 results and AI data-center infrastructure demand.
Ticker impact
Susquehanna raised its POWI price target to $85 from $70 after the company’s Q1 beat and AI data-center demand outlook.
Near-term bias to the upside as revised analyst models and AI/data-center read-through support sentiment.
The article cites both (1) Q1 results beating consensus and (2) multiple analyst target increases tied to AI data-center infrastructure execution.
Market effects
Reinforces demand/read-across for power semiconductors used in AI data-center infrastructure and high-voltage conversion.
No specific regional demand or policy catalyst cited beyond global AI/data-center buildout.
AI data-center power infrastructure is a global capex theme; improving demand supports broader power-grid and renewables-related electrification.
Counterpoint
Despite target hikes, one analyst kept a Hold rating, implying upside may already be partially priced and execution risk remains.
Key entities
- public_companyPower Integrations, Inc.
POWI reported Q1 EPS of 25c vs 23c consensus and revenue of $108.3M vs $106.7M, prompting higher analyst targets.
- analyst_firmSusquehanna
Raised POWI price target to $85 from $70 and maintained a Positive rating after updating its model post-Q1.
- analyst_firmDeutsche Bank
Raised POWI price target to $65 from $45 while maintaining a Hold rating.
