Ideal Power (NASDAQ:IPWR) Issues Quarterly Earnings Results, Misses Expectations By $0.10 EPS

Posted by Stanley Muller on May 14th, 2026

Ideal Power (NASDAQ:IPWR – Get Free Report) announced its earnings results on Thursday. The industrial products company reported ($0.33) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.23) by ($0.10), Zacks reports. Ideal Power had a negative return on equity of 91.56% and a negative net margin of 26,225.58%.

Here are the key takeaways from Ideal Power’s conference call:

Ideal Power said its sales opportunity funnel grew to over $300 million, up from about $200 million at the end of February, with opportunities spanning AI data centers, industrial, automotive and multiple geographies.
The company highlighted continued commercial progress on its B-TRAN platform, including prototype work with its lead Asia customer, a new co-development LOI tied to a U.S. hyperscaler, and initial custom package samples delivered to Stellantis.
Management emphasized rising demand for 800V DC AI data center and grid power architectures, arguing this secular shift is creating a strong long-term opportunity for solid-state circuit breakers and related B-TRAN applications.
Financially, the company reported no revenue in Q1 2026, but cash burn of $2.3 million came in below guidance and cash and equivalents remained at $16.4 million with no debt.
Management said automotive qualification and reliability testing remain on track for completion this summer, while additional customer announcements and purchase orders are expected over the next 3 to 6 months.

Ideal Power Stock Up 35.7%

Shares of IPWR stock traded up $1.92 during trading hours on Thursday, reaching $7.30. 2,212,406 shares of the company’s stock were exchanged, compared to its average volume of 196,136. Ideal Power has a fifty-two week low of $2.62 and a fifty-two week high of $7.55. The stock has a market capitalization of $88.74 million, a P/E ratio of -6.29 and a beta of 1.47. The business has a fifty day moving average price of $3.51 and a 200-day moving average price of $3.76.

Insider Activity

In related news, CEO David M. Somo bought 90,909 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average price of $2.75 per share, with a total value of $249,999.75. Following the completion of the transaction, the chief executive officer owned 338,347 shares of the company’s stock, valued at $930,454.25. The trade was a 36.74% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 5.36% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in IPWR. Jane Street Group LLC bought a new stake in shares of Ideal Power in the second quarter valued at about $54,000. Susquehanna International Group LLP acquired a new position in Ideal Power in the 3rd quarter valued at approximately $132,000. Citadel Advisors LLC bought a new stake in shares of Ideal Power in the 3rd quarter worth approximately $160,000. Vanguard Group Inc. grew its holdings in shares of Ideal Power by 4.9% during the 3rd quarter. Vanguard Group Inc. now owns 359,089 shares of the industrial products company’s stock worth $1,806,000 after purchasing an additional 16,883 shares in the last quarter. Finally, AWM Investment Company Inc. grew its holdings in shares of Ideal Power by 21.7% during the 4th quarter. AWM Investment Company Inc. now owns 786,094 shares of the industrial products company’s stock worth $2,429,000 after purchasing an additional 140,349 shares in the last quarter. Institutional investors own 16.37% of the company’s stock.

Wall Street Analysts Forecast Growth

Separately, Wall Street Zen downgraded shares of Ideal Power from a “hold” rating to a “sell” rating in a report on Saturday, March 28th. One research analyst has rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Ideal Power presently has an average rating of “Hold” and a consensus target price of $10.75.

Read Our Latest Research Report on Ideal Power

About Ideal Power

(Get Free Report)

Ideal Power Inc, based in Austin, Texas, specializes in the design and manufacture of advanced power conversion solutions for a range of energy applications. The company’s core technology is its proprietary Coupled Power Delivery (CPD) architecture, which enables efficient bi-directional conversion between DC and DC, as well as DC and AC power streams. These solutions are widely applied in renewable energy systems, energy storage, microgrids, and electric mobility platforms.

Ideal Power’s product lineup includes bi-directional DC converters, solid-state transformers, and intelligent power controllers.