Stifel Raises Power Integrations Price Target to $95, Maintains Buy

Stifel raised its price target on Power Integrations, Inc. (NASDAQ:POWI) to $95 from $82, maintaining a Buy rating. The update came in a research note dated June 24, 2026, where analysts noted that their previous view on the analog semiconductor space was too conservative.

Rating Change

• Previous Price Target: $82
• New Price Target: $95
• Rating: Buy

Analyst Rationale

Stifel analysts believe Power Integrations is benefiting from rising demand for power management solutions in data centers, especially as AI infrastructure expands. The company's power conversion products give it a competitive edge in the analog semiconductor market.

Context

The upgrade follows Insider Monkey's inclusion of Power Integrations in its list of the 15 best data center stocks for the next decade. The stock currently trades around $85, implying about 12% upside to the new target.

Other analysts have mixed views: some see the stock as undervalued given the growth in the power sector, while others caution about high valuations in the semiconductor space.

What to Make of It

The price target increase reflects growing confidence in Power Integrations' growth prospects, but investors should weigh the opportunity against the risks of semiconductor market volatility.