Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?
NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.
Zacks Investment Research7/8/2026Positive
NVTS
Navitas Semiconductor CorpNASDAQTECHNOLOGYSEMICONDUCTORS
Key Statistics
Market Cap
$3.41B
P/E Ratio
—
EPS
$-0.58
Beta
3.81
52W High
$34.17
52W Low
$5.44
50-Day MA
$21.19
200-Day MA
$12.41
Dividend Yield
—
Profit Margin
0.00%
Forward P/E
—
PEG Ratio
—
About Navitas Semiconductor Corp
Navitas Semiconductor Corp (NVTS) is at the forefront of gallium nitride (GaN) power semiconductor technology, specializing in the development of high-efficiency power converters for diverse sectors, including consumer electronics, data centers, and electric vehicles. With a strong commitment to sustainability, the company uses its cutting-edge technologies to provide energy-efficient solutions that meet and surpass environmental standards. Bolstered by a robust intellectual property portfolio and strategic partnerships, Navitas is well-positioned to exploit the growing demand for advanced power solutions, making it a pivotal player in the global electrification movement while delivering substantial growth and value for its shareholders.
Fundamentals
| 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 | 8.38 |
| Price-to-Sales (TTM) | 84.14 |
| EV/Revenue | 81.67 |
| EV/EBITDA | -7.70 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | -38.70% |
| Shares Outstanding | $243.56M |
| Float | $210.16M |
| % Insiders | 7.20% |
| % Institutions | 46.54% |
Historical Volatility
HV 10-Day
106.93%
HV 20-Day
110.25%
HV 30-Day
128.12%
HV 60-Day
154.99%
HV Rank
—
Volatility is currently contracting
Analyst Ratings
Consensus ($14.46 target)
1
Strong Buy1
Buy5
Hold1
SellLatest News
Navitas Semiconductor Responds to Patent Infringement Complaint Filed by Wolfspeed
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.
GlobeNewsWire7/8/2026Neutral
Navitas stock is falling 9% today: what's spooking investors?
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.
Invezz7/8/2026Negative
The 800V AI Data Center Shift Could Reprice Navitas Semiconductor (Rating Downgrade)
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.
Seeking Alpha7/7/2026Neutral
Navitas Semiconductor to Report Q2 2026 Financial Results on Monday, July 27, 2026
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.
GlobeNewsWire7/6/2026Neutral
NVTS Stock Plunges 41% in a Month: Hold Tight or Book Profits?
Navitas Semiconductor plunges 41% in a month, as premium valuation, revenue pressure and intense competition weigh on its near-term outlook.
Zacks Investment Research7/6/2026Negative
This $17 AI infrastructure stock is beating Nvidia in 2026: should you buy?
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.
Invezz6/30/2026Positive
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026
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.
The Motley Fool6/30/2026Positive
Are Navitas Investors Missing the Grid Behind the AI Hype?
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.
Zacks Investment Research6/23/2026Positive
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.
Zacks Investment Research6/22/2026Positive
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Data last updated: 7/9/2026