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NVTS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
8.830
Open
8.450
VWAP
8.61
Vol
15.85M
Mkt Cap
2.00B
Low
8.330
Amount
136.49M
EV/EBITDA(TTM)
--
Total Shares
230.79M
EV
1.70B
EV/OCF(TTM)
--
P/S(TTM)
37.50
Navitas Semiconductor Corporation is a power-semiconductor company. The Company is engaged in designing, developing and marketing power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), silicon carbide (SiC) power devices, associated silicon system controllers and digital isolators used in power conversion and charging. Power supplies incorporating its products are used in a variety of electronics products, including fast chargers for mobile phones and laptops, consumer electronics, data centers, solar inverters and electric vehicles, among numerous other applications. Its GaNFast power ICs integrate GaN power and drive, with control, sensing, and protection to enable faster charging, higher power density and energy savings. Its GeneSiC power devices are optimized with reliable SiC solutions. It also offers a range of SiC MOSFETs and diodes, which have lower resistance at higher temperatures, 25°C cooler and have three times longer device life expectancy.
Show More

Events Timeline

(ET)
2026-03-04
08:40:00
Navitas Semiconductor to Showcase 250kW SST Solution at APEC 2026
select
2026-02-26 (ET)
2026-02-26
08:40:00
Navitas Semiconductor to Showcase 10 kW GaN Platform at APEC 2026
select
2026-02-24 (ET)
2026-02-24
17:40:00
Navitas Semiconductor Announces CFO Todd Glickman's Departure
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2026-02-24
16:30:00
Navitas Q4 Revenue $7.296M Beats Consensus
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2026-02-24
16:30:00
Q1 2026 Net Revenues Expected to Reach $8.0 to $8.5 Million
select
2026-02-12 (ET)
2026-02-12
08:50:00
Navitas Semiconductor Launches 5th Generation GeneSiC Technology Platform
select
2026-02-09 (ET)
2026-02-09
08:50:00
Navitas Semiconductor Launches 10 kW DC-DC Power Platform
select
2026-02-02 (ET)
2026-02-02
06:20:00
Mobileye Short Interest Rises to 25.7%
select

News

Newsfilter
3.5
03-04Newsfilter
Navitas and EPFL Showcase 250kW Solid-State Transformer Solution
  • Technology Showcase: Navitas Semiconductor and École Polytechnique Fédérale de Lausanne (EPFL) unveiled a 250kW Solid-State Transformer (SST) solution at APEC 2026, aimed at enhancing grid architecture for next-generation data centers by eliminating bulky low-frequency transformers, thereby improving overall energy efficiency.
  • Modular Design: The SST platform utilizes a single-stage modular bridge rectifier topology to convert 3.3kV AC to 800V DC at 250kW, significantly enhancing system performance and flexibility to meet future data center demands.
  • High-Efficiency Components: This solution incorporates Navitas's GeneSiC™ ultra-high voltage 3300V and high voltage 1200V silicon carbide (SiC) MOSFETs, optimizing system performance to ensure the highest efficiency and optimal design margins for robustness and reliability.
  • Industry Impact: The introduction of this technology not only showcases Navitas's innovative capabilities in power electronics but also provides a practical solution to address the growing energy and thermal challenges faced by AI data centers, promoting sustainable development within the industry.
NASDAQ.COM
6.5
03-04NASDAQ.COM
Capricorn Reduces Stake in Navitas Semiconductor
  • Share Reduction Details: Capricorn Investment Group LLC disclosed in a February 17, 2026 SEC filing that it sold 1,188,884 shares of Navitas Semiconductor, with an estimated trade size of $11.44 million, reflecting a cautious outlook on the company's future prospects.
  • Position Value Change: Following the transaction, Capricorn's stake in Navitas decreased to 7,992,697 shares valued at $57.07 million, a decline of $9.22 million from the quarter-end, indicating concerns over the stock's volatility and profitability.
  • Investment Strategy Adjustment: Despite trimming its position by 13%, Navitas still represents 6.91% of Capricorn's assets under management, suggesting the fund's long-term confidence in Navitas's strategic pivot towards the data center market, even as 2025 revenues fell 45% from 2024 levels.
  • Market Outlook Analysis: Although Navitas faces revenue declines during its transition to data center operations, Capricorn's continued holding may indicate confidence in the rapid growth of the AI data center market, which could yield returns in the future.
Fool
6.5
03-04Fool
Capricorn Investment Group Reduces Navitas Semiconductor Holdings
  • Share Reduction Details: According to an SEC filing on February 17, 2026, Capricorn Investment Group LLC trimmed its position in Navitas Semiconductor Corporation by 1,188,884 shares for an estimated $11.44 million, indicating a reaction to short-term stock fluctuations.
  • Value Change in Holdings: Following the reduction, Capricorn's total holdings in Navitas decreased to 7,992,697 shares, valued at $57.07 million, reflecting a $9.22 million decline in market value, which raises concerns about the company's future outlook.
  • Market Performance Analysis: As of February 16, 2026, Navitas shares were priced at $8.30, having increased by 176.7% over the past year, yet the stock experienced a 6.75% drop following Capricorn's sell-off, highlighting market skepticism regarding its profitability.
  • Strategic Transition Signal: Despite trimming 13% of its Navitas holdings, Capricorn still maintains a 6.9% stake, indicating confidence in Navitas's strategic pivot towards the data center market, particularly amid the rapid growth of the AI data center sector.
Fool
9.5
02-27Fool
Navitas Semiconductor Shares Surge 14.8% Following Impressive Q4 Earnings
  • Stock Surge Reason: Navitas Semiconductor's shares rose by 14.8% in the week leading to Friday at 11 a.m., primarily due to the company's impressive fourth-quarter earnings report, which has generated optimism about its future potential.
  • Market Outlook: The company focuses on gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, with a projected serviceable addressable market (SAM) of up to $5.4 billion by 2030, reflecting a robust compound annual growth rate (CAGR) of 60%-75%.
  • Partnership with Nvidia: The collaboration with Nvidia to develop chips for the upcoming 800 Volt high voltage direct current (HVDC) data centers, set to launch in 2027, is viewed as a pivotal event for the company's future growth trajectory.
  • Future Profitability Expectations: Although Wall Street analysts predict that the company will not be profitable by 2027, management's guidance for sequential revenue growth in Q1 2026 has bolstered investor confidence, contributing to the stock's rise.
Newsfilter
8.5
02-26Newsfilter
Navitas Unveils AI Data Center Solutions at APEC 2026
  • High-Efficiency DC-DC Platform: Navitas will showcase its 10 kW ‘GaN-powered’ 800V-50V DC-DC platform at APEC 2026, utilizing 650V and 100V GaNFast FETs to achieve a peak efficiency of 98.5%, significantly enhancing energy efficiency and performance for AI data centers.
  • Ultra-High Voltage Module Display: The company will present its SiCPAK™ ultra-high voltage modules with 3300V and 2300V solutions, supporting conversion from medium-voltage grids to 800VDC or 1500VDC, addressing the high-efficiency demands of future energy infrastructure and ensuring reliability for mission-critical power systems.
  • Innovative Power Solutions: Navitas is launching ultra-compact 240W and 300W GaNFast™ power solutions aimed at improving efficiency and power density in high-performance computing, further advancing the industrial electrification process.
  • Industry Conference Presentations: Navitas will conduct multiple presentations at APEC 2026, sharing insights on the leading efficiency and power density of high-power GaN ICs in 800V AI data center DC-DC brick solutions, showcasing its technological advantages in energy infrastructure.
NASDAQ.COM
8.0
02-25NASDAQ.COM
TransMedics and Alcoa Show High Options Trading Volume
  • TransMedics Options Activity: TransMedics Group Inc (TMDX) has seen options volume of 3,199 contracts today, equating to approximately 319,900 shares, which represents 44.5% of its average daily trading volume of 719,220 shares over the past month.
  • High Volatility Options: Notably, the $150 strike call option has traded 331 contracts today, representing about 33,100 underlying shares of TMDX, indicating strong market expectations for the stock's future performance.
  • Alcoa Options Activity: Alcoa Corporation (AA) has recorded options trading volume of 31,965 contracts today, representing approximately 3.2 million shares, or 44.2% of its average daily trading volume of 7.2 million shares over the past month.
  • High Demand Options: The $62 strike call option has seen 5,806 contracts traded today, representing about 580,600 underlying shares of AA, reflecting a sustained bullish sentiment among investors regarding the stock.
Wall Street analysts forecast NVTS stock price to rise
4 Analyst Rating
Wall Street analysts forecast NVTS stock price to rise
1 Buy
2 Hold
1 Sell
Hold
Current: 0.000
sliders
Low
4.20
Averages
8.80
High
13.00
Current: 0.000
sliders
Low
4.20
Averages
8.80
High
13.00
Jefferies
Blayne Curtis
Hold
downgrade
$10 -> $9
AI Analysis
2026-02-25
Reason
Jefferies
Blayne Curtis
Price Target
$10 -> $9
AI Analysis
2026-02-25
downgrade
Hold
Reason
Jefferies analyst Blayne Curtis lowered the firm's price target on Navitas Semiconductor to $9 from $10 and keeps a Hold rating on the shares. The company is entering the early stages of a turn following a revenue beat and raise, but the firm expects the stock to remain range-bound until 800V socket allocations are dispersed, the analyst tells investors in a post-earnings note.
Rosenblatt
Buy -> Neutral
downgrade
$8 -> $12
2025-10-20
Reason
Rosenblatt
Price Target
$8 -> $12
2025-10-20
downgrade
Buy -> Neutral
Reason
Rosenblatt downgraded Navitas Semiconductor to Neutral from Buy with a price target of $12, up from $8. The firm sees expectations for the impact of 800VDC data center architecture as "well ahead of the market" and with the shares trading at about 60-times consensus FY26 revenue the firm thinks that investors "may not have the patience to see this market inflect" over the next roughly two years.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for NVTS
Unlock Now

Valuation Metrics

The current forward P/E ratio for Navitas Semiconductor Corp (NVTS.O) is -41.94, compared to its 5-year average forward P/E of -26.05. For a more detailed relative valuation and DCF analysis to assess Navitas Semiconductor Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-26.05
Current PE
-41.94
Overvalued PE
-12.41
Undervalued PE
-39.69

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-23.85
Current EV/EBITDA
-40.12
Overvalued EV/EBITDA
-10.54
Undervalued EV/EBITDA
-37.16

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
18.09
Current PS
60.88
Overvalued PS
35.23
Undervalued PS
0.95

Financials

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Whales Holding NVTS

S
Slate Path Capital LP
Holding
NVTS
+12.67%
3M Return
D
Davidson Kempner Capital Management LP
Holding
NVTS
+9.61%
3M Return

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Frequently Asked Questions

What is Navitas Semiconductor Corp (NVTS) stock price today?

The current price of NVTS is 8.68 USD — it has increased 3.58

What is Navitas Semiconductor Corp (NVTS)'s business?

Navitas Semiconductor Corporation is a power-semiconductor company. The Company is engaged in designing, developing and marketing power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), silicon carbide (SiC) power devices, associated silicon system controllers and digital isolators used in power conversion and charging. Power supplies incorporating its products are used in a variety of electronics products, including fast chargers for mobile phones and laptops, consumer electronics, data centers, solar inverters and electric vehicles, among numerous other applications. Its GaNFast power ICs integrate GaN power and drive, with control, sensing, and protection to enable faster charging, higher power density and energy savings. Its GeneSiC power devices are optimized with reliable SiC solutions. It also offers a range of SiC MOSFETs and diodes, which have lower resistance at higher temperatures, 25°C cooler and have three times longer device life expectancy.

What is the price predicton of NVTS Stock?

Wall Street analysts forecast NVTS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVTS is8.80 USD with a low forecast of 4.20 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Navitas Semiconductor Corp (NVTS)'s revenue for the last quarter?

Navitas Semiconductor Corp revenue for the last quarter amounts to 7.30M USD, decreased -59.42

What is Navitas Semiconductor Corp (NVTS)'s earnings per share (EPS) for the last quarter?

Navitas Semiconductor Corp. EPS for the last quarter amounts to -0.14 USD, decreased -36.36

How many employees does Navitas Semiconductor Corp (NVTS). have?

Navitas Semiconductor Corp (NVTS) has 190 emplpoyees as of March 11 2026.

What is Navitas Semiconductor Corp (NVTS) market cap?

Today NVTS has the market capitalization of 2.00B USD.