Navitas Semiconductor Corp (NVTS) is a leader in gallium nitride (GaN) power semiconductor technology, focusing on the design and manufacturing of high-efficiency power converters across sectors such as consumer electronics, data centers, and electric vehicles. Committed to sustainability, Navitas leverages its advanced technologies to offer energy-efficient solutions that exceed stringent environmental standards. With a strong intellectual property portfolio and strategic alliances, the company is well-positioned to capitalize on the increasing global demand for innovative power solutions, thus playing a crucial role in the electrification movement while driving substantial value for shareholders.
| Revenue (TTM) | $40.50M |
| Gross Profit (TTM) | $12.18M |
| EBITDA | $-64.44M |
| Operating Margin | -317.70% |
| Return on Equity | -35.10% |
| Return on Assets | -12.80% |
| Revenue/Share (TTM) | $0.19 |
| Book Value | $1.81 |
| Price-to-Book | 7.59 |
| Price-to-Sales (TTM) | 74.34 |
| EV/Revenue | 73.45 |
| EV/EBITDA | -7.70 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | -38.70% |
| Shares Outstanding | $243.56M |
| Float | $216.56M |
| % Insiders | 7.20% |
| % Institutions | 46.61% |
Volatility is currently contracting
Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.
NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.
TORRANCE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today issued the following statement regarding the patent infringement complaint filed by Wolfspeed.
Navitas Semiconductor stock (NASDAQ: NVTS) fell sharply in pre-market trading on Wednesday after Wolfspeed accused the company of infringing patents across several core power-chip product lines. The development adds a legal overhang to one of the market's more volatile AI-linked semiconductor trades.
I rate Navitas Semiconductor a Buy with a $19 price target, implying 31.4% upside from the current level of $14.46. NVTS's new mix can become more valuable if AI data center power, grid and energy infrastructure and industrial electrification scale as expected. In my model, I have estimated these drivers add roughly $0.36 of incremental EPS by 2029, helping NVTS move from a 2026 normalized EPS of ($0.17) to a 2029 EPS of +$0.19.
TORRANCE, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report second quarter 2026 financial results on Monday, July 27, 2026, after the market close.
Navitas Semiconductor plunges 41% in a month, as premium valuation, revenue pressure and intense competition weigh on its near-term outlook.
Nvidia, AMD, Micron still dominate the AI stock conversation, but one much smaller semiconductor name has quietly stolen the performance spotlight in 2026. Navitas Semiconductor (NASDAQ: NVTS), which trades under the ticker NVTS, recently changed hands near $17 and carried a market value of about $4.3 billion.
Nvidia and Broadcom are familiar names for investors seeking AI exposure. In March, a lesser-known company introduced a solution that improves power efficiency in data centers.
NVTS' AI story may be only half the picture as grid upgrades open a $1-$1.8B SiC opportunity tied to rising data center power demand.
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