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Navitas Semiconductor/$NVTS

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About Navitas Semiconductor

Navitas Semiconductor Corp develops ultra-efficient gallium nitride (GaN) semiconductors that are revolutionizing power electronics. GaN power ICs integrate GaN power with drive, control, and protection to enable fast charging, high power density, and energy savings for mobile, consumer, enterprise, eMobility, and new energy markets. The company operates as one reportable segment, the design, development, manufacture, and marketing of integrated circuits and related components. Geographically, the company operates in Hong Kong, China, Europe, the United States, Rest of Asia, and Others. The majority of revenue is generated from Hong Kong.
Ticker
$NVTS
Sector
Semiconductors
Primary listing
NASDAQ
Employees
190

NVTS Metrics

BasicAdvanced
$2.6B
-
-$1.38
3.81
-

What the Analysts think about NVTS

Analyst ratings (Buy, Hold, Sell) for Navitas Semiconductor stock.
Analyst projections of the future price of Navitas Semiconductor stock.

Bulls say / Bears say

Second-quarter revenue rose 22% sequentially, while high-power markets grew more than 50% year on year. Management expects further double-digit sequential growth in Q3 and mid-single-digit revenue growth for 2026. (GlobeNewswire)
Navitas says its backlog is expanding and book-to-bill reached a record, with production samples supporting customer programmes for next-generation 800-volt data centres. It expects AI infrastructure to exceed one-third of sales by year-end and selected hyperscaler and XPU ramps in 2027. (GlobeNewswire)
First shipments of Navitas’s latest GaN technology made in the US through its GlobalFoundries partnership are due to begin in September, with strategic customer samples expected by year-end. This gives the company a domestic manufacturing route for products aimed at AI infrastructure and other high-power markets. (GlobeNewswire)
Revenue was still down 27% year on year in Q2, at $10.5 million versus $14.5 million. The transition away from mobile and consumer sales leaves Navitas needing its newer high-power markets to grow quickly just to restore sustained top-line growth. (GlobeNewswire)
The business remains loss-making: Q2 operating loss was $11.4 million, and management plans to increase quarterly operating expenses by about $1 million to $1.5 million from Q3. That puts more pressure on future sales growth to deliver a path towards profitability. (Exa)
The move into high-power markets is not assured: Navitas warns that it must meet demanding customer requirements, compete with established suppliers and secure design wins in unfamiliar segments. Qualification and production ramps may take time, delaying the expected payoff from its strategic pivot. (Last10K)
Data summarised monthly by Lightyear AI. Last updated on 2 Oct 2026.

NVTS Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

NVTS Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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