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Navitas Semiconductor Corporation NVTS

Technology — Semiconductors

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Insider Decisions

Total sells
150.69
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 3 7 — 2 2 — 4 — — — —
Insider Ownership
6.19%

Capital & Financial Ratios

Market Cap
2,980.00
Revenue
36.54
Net Income
(313.05)
Free Cash Flow
(67.80)
Net Debt
(557.12)
Current Ratio
21.79
Debt/Equity
0.00
P/E ratio
0.00
P/S ratio
73.44
P/B ratio
3.35
Past 5Y EPS Growth
6.32%
This Y EPS Growth
24.86%
Next Y EPS Growth
17.93%
Next 5Y EPS Growth
30.18%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 151.89 88.24 238.60 557.41
Receivables 25.86 13.98 3.62 4.77
Inventory 22.23 15.48 13.28 19.51
Other — — — 0.86
206.16 121.77 259.91 602.39
2023 2024 2025 Q'26
Payables 24.74 10.75 22.35 19.51
ST’ Debt — — — —
Other — — 22.63 —
48.49 21.14 52.12 27.64
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow — ‡‡‡ ‡‡‡
Earnings — ‡‡‡ ‡‡‡
Book Value — ‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 8.60 10.53 — —
—
’25 14.02 14.49 10.11 7.30
45.92
’24 23.18 20.47 21.68 17.98
83.30
’23 13.36 18.06 21.98 26.06
79.46
’22 6.74 8.61 10.24 12.35
37.94
’21 5.32 5.45 5.63 7.34
23.74
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (16.36) (31.99) — —
—
’25 (13.53) (11.23) (10.02) (8.11)
(42.89)
’24 (19.78) (15.12) (13.72) (10.19)
(58.82)
’23 (7.92) (9.28) (0.24) (23.94)
(41.38)
’22 (10.60) (7.78) (17.15) (8.96)
(44.50)
’21 (5.81) (7.96) (11.02) (16.91)
(41.70)
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (16.75) (32.21) — —
—
’25 (13.57) (11.86) (10.73) (8.11)
(44.28)
’24 (22.68) (17.87) (14.29) (10.75)
(65.59)
’23 (8.73) (10.17) (1.95) (25.31)
(46.16)
’22 (10.89) (9.79) (18.33) (10.12)
(49.14)
’21 (6.12) (8.29) (11.59) (17.76)
(43.77)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 (0.15) (0.95) — —
—
’25 (0.09) (0.25) (0.09) (0.14)
(0.57)
’24 (0.02) (0.12) (0.10) (0.21)
(0.46)
’23 (0.39) (0.35) 0.04 (0.18)
(0.86)
’22 0.61 0.26 (0.24) (0.04)
0.51

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡

Recommendation Rating

2.9
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — ‡‡‡‡‡ 3.11 3.53 1.75 1.52 — — —
Low Price
— — — — — ‡‡‡‡‡ 17.34 11.17 7.92 17.79 — — —
High Price
— — — — ‡‡‡ ‡‡‡‡‡ 230 314 280 190 — — —
Employees
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 0.16 0.25 0.30 0.24 — — —
Revenue/Emp
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 37.94 79.46 83.30 45.92 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 31.49% 39.10% 34.02% 31.03% — — —
Gross Margin
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 50.08 (146.47) (88.85) (115.78) ‡‡‡‡‡ — —
EBT
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 131.97% (184.34%) (106.66%) (252.16%) ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
— ‡‡‡ — — ‡‡‡‡‡ ‡‡‡‡‡ 72.89 (145.95) (84.60) (116.95) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 7.86 20.98 21.89 22.39 — — —
Depreciation
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 0.28 0.47 0.46 0.22 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
— — — — ‡‡‡‡‡ ‡‡‡‡ 0.56 (0.86) (0.46) (0.57) ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
— — — — ‡‡‡‡‡ ‡‡‡‡‡ (0.33) (0.24) (0.32) (0.21) ‡‡‡‡ — —
Cash Flow/Sh
— — — — ‡‡‡‡‡ ‡‡‡‡‡ (0.03) (0.03) (0.04) (0.01) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
— — — — ‡‡‡‡‡ ‡‡‡‡‡ (0.37) (0.27) (0.36) (0.22) — — —
Free CF/Sh
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 2.88 2.25 1.91 2.16 ‡‡‡‡‡ — —
Book Value/Sh
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 133.67 168.93 182.46 205.57 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
— — — — ‡‡‡ ‡‡‡ 5.47 0.00 0.00 0.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
PE Ratio
— — — — ‡‡‡ ‡‡‡‡‡ 12.72 16.22 7.82 31.97 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
— — — — ‡‡‡ ‡‡‡‡‡ 1.25 3.39 1.87 3.31 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
— — — — ‡‡‡ ‡‡‡‡‡ 9.98 14.39 6.84 26.85 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
— — — — ‡‡‡ ‡‡‡‡‡ (7.71) (24.78) (8.69) (27.84) — — —
EV/FCF
— — — — ‡‡‡‡‡ ‡‡‡‡‡ (44.50) (41.38) (58.82) (42.89) ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
— — — — ‡‡‡‡‡ ‡‡‡‡‡ (4.64) (4.78) (6.77) (1.39) ‡‡‡‡‡ — —
Capex
— — — — ‡‡‡‡‡ ‡‡‡‡‡ (49.14) (46.16) (65.59) (44.28) ‡‡‡‡‡ — —
FCF
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 121.80 157.68 100.63 207.79 — — —
Working Cap'
— — — — ‡‡‡‡‡ ‡‡‡‡‡ — — — 0.46 — — —
Total Debt
— — — — ‡‡‡‡‡ ‡‡‡‡‡ (110.34) (151.89) (88.24) (238.15) — — —
Net Debt
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 384.76 380.62 348.01 443.66 — — —
Sh' Equity
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 20.51% (31.93%) (19.33%) (26.27%) ‡‡‡‡‡ — —
ROA
— — — — ‡‡‡ ‡‡‡ (28.16%) (32.28%) (31.44%) (32.77%) — — —
ROIC
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 32.83% (38.00%) (23.22%) (29.55%) ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Navitas Semiconductor (NVTS) teeters on the edge in the cutthroat gallium nitride (GaN) power chip race, where electrification and AI hype once sent shares soaring to $22 post-2021 SPAC debut, only to crash amid stalling growth and red flags. Explosive revenue growth—from $11.8 million in 2020 to $83.3 million in 2024 at a 604% CAGR—has slammed into a wall, with 2025 forecasts cratering 45% to $45.5 million, followed by another 21% drop in 2026 before a shaky rebound. Gross margins eroded to 34%, profitability remains a black hole with persistent losses and negative cash flow, and the stock languishes near analyst consensus despite the turmoil.

Insider selling screams caution: $314 million in shares dumped over 12 months, including massive blocks by the CEO, CFO, and directors—no buys in sight—as revenue warnings hit. Valuation looks precarious, with forward EV/sales at 39x on shriveled projections, elevated for a chronic money-loser facing GaN sector headwinds like US-China tensions, EV slowdowns, and fiercer competition from scaled rivals.

Is this a contrarian rebound play or a classic growth trap? Analysts eye 50% upside but ignore 50% downside if execution falters amid dilution and eroding fundamentals—dive deeper to uncover if Navitas can escape the hype hangover.

Read full commentary →

Navitas Semiconductor Corporation (NVTS) Latest News

News by impact score

Fine-tune

2 Sep

4 , 4:10 PM
GLOBALFOUNDRIES starts first U.S. GaN shipments, signaling rising AI power demand that expands supply options and market reach for Navitas Semiconductor GaN devices. GFS U.S. GaN production directly scales supply for AI systems that drive Navitas revenue and adoption.

1 Sep

4 , 8:05 AM
Navitas delivers Gen 5 GaNFast power semiconductors manufactured in the U.S. via GlobalFoundries partnership to support AI infrastructure growth. US-based production of advanced GaNFast chips via GlobalFoundries targets AI demand and strengthens Navitas positioning.

26 Aug

4 www.barchart.com, 3:43 PM
Navitas Semiconductor acquires Claros, with analysis provided on trading NVTS stock in response. Acquisition of Claros constitutes a major strategic move likely to alter Navitas Semiconductor's trajectory and investor sentiment.

4 , 4:15 AM
Navitas Semiconductor (NVTS) enters Claros deal that could expand its market reach, boost technology capabilities, and strengthen position in power semiconductor sector. Claros deal represents major strategic move likely to alter Navitas trajectory and investor sentiment.

3 , 2:20 PM
Navitas Semiconductor evaluates its Claros deal against claims of being undervalued. Claros deal review and valuation narrative may moderately shift investor views on NVTS trajectory.

3 , 11:08 AM
Navitas Semiconductor stock valuation questioned following Claros, assessing whether current price aligns with fundamentals and future prospects. Price justification analysis after Claros may shift near-term investor views on NVTS without altering core operations.

25 Aug

4 , 7:11 AM
Navitas Semiconductor acquires Claros to accelerate AI power solutions and target an $8 billion market. Acquisition marks major strategic expansion into high-growth AI power segment.

4 stocktwits.com, 5:00 AM
Navitas Semiconductor acquires power equipment firm Claros in a $233 million deal, causing NVTS stock to jump in premarket trading. The $233 million Claros acquisition marks a major strategic expansion into power equipment for Navitas.

24 Aug

4 , 11:42 PM
Navitas Semiconductor acquires Claros to advance AI infrastructure with VPD and IVR technology for grid-to-xPU applications. Acquisition adds critical VPD and IVR technologies that expand Navitas power solutions directly into AI data center infrastructure.

10 Aug

3 , 4:05 PM
Navitas Semiconductor Corporation has filed a patent infringement lawsuit against Renesas Electronics. Lawsuit against competitor may affect competitive positioning through intellectual property enforcement with uncertain outcome.

1 Aug

4 , 5:12 AM
Navitas Semiconductor partners with Magnachip to expand SiC power reach. Partnership advances NVTS silicon carbide expansion and competitive positioning.

28 Jul

4 , 10:00 AM
Navitas Semiconductor's Q2 earnings call emphasized a shift to AI power solutions and an optimistic growth outlook. Q2 earnings highlight AI power shifts that position NVTS for major trajectory changes in competitive positioning and investor sentiment.

4 transcript , 1:00 AM
Navitas Semiconductor Corp posted a revenue surge in its Q2 2026 earnings call while outlining strategic initiatives. Revenue surge and strategic moves signal major shifts in financial performance and market positioning.

3 www.fool.com, 5:41 PM
Navitas Semiconductor stock fell 12% today. Single-day 12% share price decline signals moderate short-term market reaction without evidence of lasting structural change.

3 , 4:09 PM
Navitas Semiconductor Corporation revenue rose 22 percent while net losses drew primary market attention and weighed on sentiment. Mixed earnings with revenue growth offset by persistent losses indicate moderate short-term effects on financial perception and market positioning.

3 , 11:13 AM
NVTS Q2 earnings met estimates while revenues beat forecasts on high-power growth. Revenue beat from high-power growth signals positive but limited short-term financial impact without altering long-term trajectory.

3 www.proactiveinvestors.com, 9:15 AM
Navitas Semiconductor stock declines after posting a large Q2 loss, despite beating revenue expectations. Large loss drives stock drop and highlights profitability issues that may weigh on near-term investor sentiment.

27 Jul

3 stocktwits.com, 7:43 PM
Navitas Semiconductor reported a wider-than-expected loss that overshadowed its revenue beat, causing NVTS stock to fall after hours, though retail investors focus on AI growth opportunities. Wider loss triggers after-hours stock drop while AI optimism sustains retail interest.

3 transcript www.marketbeat.com, 7:03 PM
Navitas Semiconductor held its Q2 earnings call, detailing financial results, operational updates, and forward-looking guidance on growth in power semiconductor markets. Q2 earnings call provides moderate updates on performance and outlook that may influence near-term investor views without major strategic shifts.

3 , 4:12 PM
Navitas Semiconductor Corporation announced its second quarter 2026 financial results. Quarterly earnings releases directly affect investor views on financial health and near-term outlook.

24 Jul

4 , 1:09 PM
Navitas Semiconductor signs SiC licensing deal with Magnachip, expanding technology access with direct implications for shareholder value and company positioning. SiC licensing deal with Magnachip marks major strategic expansion altering Navitas market trajectory.

23 Jul

4 , 9:09 PM
Navitas Semiconductor signs SiC deal with its stock still potentially 17% undervalued. SiC deal expands Navitas position in power semiconductor applications and may lift future revenue trajectory.

4 , 4:30 PM
Navitas Semiconductor Corporation partners with Magnachip to accelerate adoption of high-voltage and ultra-high-voltage silicon carbide technologies. Strategic partnership with Magnachip expands Navitas silicon carbide reach in high-voltage markets and strengthens competitive positioning.

3 , 11:16 PM
Navitas Semiconductor announces SiC partnership but stock remains overvalued with limited effect on valuation. SiC partnership provides moderate competitive positioning gains without shifting overall trajectory or investor sentiment.

21 Jul

4 , 10:24 AM
AI infrastructure demand may accelerate Navitas Semiconductor (NVTS) long-term growth via increased need for its power semiconductors in data centers and AI systems. AI-driven power semiconductor demand represents a major growth driver that could significantly alter NVTS trajectory.

12 Jul

4 www.thestreet.com, 2:03 PM
Navitas Semiconductor Corporation faces lawsuit over five critical products despite Nvidia partnership. Lawsuit over five critical products risks direct operational disruption and investor sentiment at Navitas.

4 www.barchart.com, 10:30 AM
Navitas Semiconductor faces a new patent infringement lawsuit that pressures its stock and raises legal risks for operations. Patent lawsuit creates legal costs and restrictions that can alter company trajectory and investor sentiment.

11 Jul

4 www.marketbeat.com, 9:40 AM
Wolfspeed sues Navitas Semiconductor over AI chips. Lawsuit by competitor Wolfspeed directly targets Navitas AI chip business and risks legal costs plus market setbacks.

9 Jul

4 www.fool.com, 6:57 AM
Navitas Semiconductor shares surged 151% in the first half of 2026 on its Nvidia partnership. Nvidia partnership drove 151% stock rise signaling major growth trajectory.

8 Jul

4 , 10:14 PM
Wolfspeed files patent lawsuit against Navitas Semiconductor, triggering valuation pressure on NVTS amid ongoing legal dispute over semiconductor technology. Wolfspeed patent lawsuit exposes Navitas to legal costs, possible injunctions and investor concerns that can shift company trajectory.
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