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) | $36.53M |
| Gross Profit (TTM) | $13.93M |
| EBITDA | $-69.61M |
| Operating Margin | -255.00% |
| Return on Equity | -52.60% |
| Return on Assets | -8.99% |
| Revenue/Share (TTM) | $0.16 |
| Book Value | $3.07 |
| Price-to-Book | 3.62 |
| Price-to-Sales (TTM) | 84.33 |
| EV/Revenue | 64.21 |
| EV/EBITDA | -7.70 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | -27.30% |
| Shares Outstanding | $261.09M |
| Float | $242.87M |
| % Insiders | 6.84% |
| % Institutions | 56.31% |
Volatility is currently contracting
TORRANCE, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the Company will participate at the Citi 2026 Global TMT Conference to be held at the New York Hilton Midtown Hotel.
Combining Navitas' proprietary Gen 5 GaNFast™ technology and expertise with GlobalFoundries' advanced U.S. 200mm manufacturing and process baseline strengthens U.S. leadership in GaN and secures the domestic supply chain for next-generation AI and critical infrastructure
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock?
Navitas Semiconductor is rated a speculative buy, reflecting high AI power growth potential but a valuation that already prices in significant success. NVTS's integrated GaN and SiC technology stack uniquely positions it to capture value across both high-voltage and high-frequency power conversion as AI data center demand accelerates. Recent revenue growth and a pivot toward high-power AI infrastructure signal early traction, but durable, scaled revenues and margin expansion remain unproven.
I'm reiterating Navitas Semiconductor as a buy with a revised $22 price target. Q2 2026 results showed 22% sequential revenue growth and over 50% y/y high-power revenue growth, with Q3 guidance 17% above prior estimates. AI infrastructure is set to exceed one-third of Q4 2026 revenue, with an expanding backlog and 800V AI data center ramping expected from 2027.
Navitas wants to create a grid-to-chip power delivery system. To do so, it needs Claros' technology.
The proposed acquisition is expected to provide the last step in power delivery to the core to complete Navitas' grid-to-xPU high-power portfolio, accelerating its AI infrastructure strategy under Navitas 2.0 transformation
TORRANCE, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the Company will participate and host one-on-one meetings with investors and analysts registered to attend the following upcoming investor conferences:
Navitas Semiconductor (NASDAQ:NVTS) gained more than 6% on Monday, Aug.
Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.
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