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 for use in mobile device and other markets. Geographically, the company operates in China, Europe, United States, Rest of Asia and Others. The majority of revenue is generated from China.

Ticker

$NVTS
Primary listing

Industry

Semiconductors & Semiconductor Equipment

Employees

280

ISIN

US63942X1063

NVTS Metrics

BasicAdvanced
$1.2B
-
-$0.53
3.01
-

What the Analysts think about NVTS

Analyst ratings (Buy, Hold, Sell) for Navitas Semiconductor stock.

Bulls say / Bears say

Navitas Semiconductor's partnership with Nvidia to develop an 800V high-voltage direct current (HVDC) architecture positions the company as a key player in next-generation AI power infrastructure, potentially leading to increased revenue and market share. (barchart.com)
The company's expansion into 200mm GaN production with PSMC is expected to strengthen its supply chain, drive innovation, and improve cost efficiency, supporting GaN's ramp into AI data centers, EVs, solar, and home appliances. (globenewswire.com)
Navitas' recognition with the 'Outstanding Technical Collaboration Award' from VREMT highlights its successful development and delivery of next-generation GaN and SiC technologies to major automotive OEMs, including Volvo, ZEEKR, and SMART, indicating strong industry validation. (globenewswire.com)
Navitas Semiconductor reported a Q1 2025 loss of $0.06 per share, in line with expectations, but revenues of $14.02 million missed estimates by 1.57%, reflecting a year-over-year decline from $23.18 million, indicating potential challenges in revenue growth. (nasdaq.com)
The company's stock experienced an 8.7% drop following the announcement of CFO Janet Chou's resignation for personal reasons, raising concerns about leadership stability and potential impacts on financial strategy. (streetinsider.com)
Analysts at Needham have lowered their price target for Navitas Semiconductor to $3.00, citing tariff volatility and a delayed solar BDS opportunity that could weigh on the company's growth in the latter half of 2025. (defenseworld.net)
Data summarised monthly by Lightyear AI. Last updated on 10 Jul 2025.

NVTS Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

NVTS Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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