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
$3B
-
-$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

Navitas reported Q2 2026 revenue of $10.5 million, marking a 22% sequential increase and topping consensus by 6% as demand surged for its GaN and SiC power solutions in AI data centers and grid infrastructure (Investing.com).
Navitas closed Q2 with $557 million in cash and equivalents, providing a strong liquidity position to fund its strategic transition to high-power, high-margin markets without immediate dilution (SEC Form 10-Q).
Navitas agreed in August 2026 to acquire Claros for up to $232.8 million, doubling its 2030 serviceable addressable market to over $8 billion and broadening its AI infrastructure power portfolio from grid to xPU (SEC Form 8-K).
Navitas’ Q2 non-GAAP loss per share of $0.95 missed Street estimates of $0.04 by $0.91, highlighting a significant bottom-line shortfall that overshadowed its revenue beat and weighed on the stock (Investing.com).
The company posted an operating loss of $11.4 million in Q2 2026, underlining persistent profitability challenges as it invests heavily in scaling its high-power GaN and SiC offerings (Investing.com).
Japan’s Renesas sued Navitas in July 2026 for alleged trade secret theft related to GaN chip technology, creating legal uncertainty and potential reputational damage that could result in costly, protracted litigation (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 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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