Insider Trading January 29, 2026

Power Integrations VP Disposes of 995 Shares; Analyst Action and Leadership Moves Provide Broader Context

Gagan Jain's sale reduces his stake as Benchmark adjusts its target and the company names two senior executives

By Derek Hwang POWI
Power Integrations VP Disposes of 995 Shares; Analyst Action and Leadership Moves Provide Broader Context
POWI

Gagan Jain, vice president of worldwide sales at Power Integrations (POWI), sold 995 shares on January 29, 2026, generating proceeds of $46,267. The transaction, filed on a Form 4 with the SEC, reduced his direct holdings to 32,549 shares. Two days earlier Jain recorded an acquisition of 16,332 shares at a reported transaction price of $0. Separately, Benchmark raised its price target to $55 from $50 and placed Power Integrations on its Best Ideas list for 2026 while maintaining a Buy rating; the firm had earlier reiterated a Buy rating with a $50 target. The company also announced two senior appointments: Chris Jacobs as senior vice president for marketing and product strategy and Julie Currie as chief people and transformation officer.

Key Points

  • Insider transaction: Gagan Jain sold 995 shares on January 29, 2026, at $46.5001 per share, totaling $46,267, reducing his direct holdings to 32,549 shares.
  • Prior acquisition: On January 27, 2026, Jain recorded an acquisition of 16,332 shares at a transaction price of $0, as reflected in the Form 4 filing.
  • Company developments: Benchmark raised its price target to $55 from $50, maintained a Buy rating and added Power Integrations to its Best Ideas list for 2026; the company appointed Chris Jacobs as senior vice president for marketing and product strategy and Julie Currie as chief people and transformation officer.

Gagan Jain, who serves as vice president of worldwide sales at Power Integrations (NASDAQ: POWI), executed a sale of 995 common shares on January 29, 2026, at a per-share price of $46.5001, producing total proceeds of $46,267. That disposition was disclosed in a Form 4 filing submitted to the Securities and Exchange Commission and lowered Jain's direct ownership to 32,549 shares.

The Form 4 filing also records an earlier transaction: on January 27, 2026, Jain acquired 16,332 shares of common stock with a transaction price reported as $0.


These insider transactions arrive amid a cluster of company developments flagged by analysts and corporate leadership changes. Benchmark raised its price target for Power Integrations to $55 from $50, preserved its Buy rating and added the stock to its Best Ideas list for 2026. The firm had earlier reiterated a Buy rating and a $50 price target, citing potential catalysts for revenue acceleration and operating leverage.

Power Integrations has also refreshed its senior leadership team. The company named Chris Jacobs as senior vice president for marketing and product strategy and appointed Julie Currie as chief people and transformation officer. According to the announcement, Jacobs joins from Micron Technology and will focus on marketing and product strategy, while Currie will lead people strategy and transformation efforts as part of the company’s broader strategic initiatives to strengthen leadership and pursue growth.

Benchmark's actions and the executive hires were presented as constructive signals even as the firm acknowledged difficult demand conditions in the market. Analysts at Benchmark remain optimistic about the company’s outlook, pointing to possible drivers of improved revenue and operating leverage, though the environment is characterized in the filing and commentary as challenging.

Collectively, the insider transaction, analyst repositioning and leadership changes create a suite of recent disclosures that market participants can assess when evaluating Power Integrations' nearer-term outlook. The SEC Form 4 documents provide the concrete ownership changes and transaction terms, while analyst notes and corporate announcements supply context on expectations and management intent.

Risks

  • Challenging demand conditions noted by analysts could weigh on revenue and operating leverage, affecting the company’s near-term performance.
  • Limited context is provided in public filings about the nature of the $0 transaction recorded on January 27, 2026, creating uncertainty about that specific change in holdings.
  • Analyst expectations and price-target revisions are contingent on potential catalysts for revenue acceleration and operating leverage that may or may not materialize amid current market conditions.

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