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NVTS

Snapshot
mcap $3.6B · fwd P/E -110.5 · P/S 99.5 · rev -27% y/y · margin 0% · short 16.9% of float · beta 3.9 · 30% of 52w range

Active theses holding NVTS

Recent news

Navitas Sues Renesas Over GaN Patent Infringement
Navitas Semiconductor filed a patent infringement lawsuit against Renesas Electronics in the U.S. District Court for the Eastern District of Texas, alleging that Renesas' major GaN product lines, including its SuperGaN p
Aug 10, 2026
Nvidia vs Navitas: Revenue Trends Reveal AI Strategy Divergence
Nvidia and Navitas Semiconductor show diverging revenue trends amid AI strategy shifts. Nvidia reported a 72% net income margin for the quarter ending April 26, 2026, with rising quarterly revenue and a forecast of $91 b
Aug 08, 2026
Navitas Semiconductor Surges on AI Data Center Demand
Navitas Semiconductor shares surged 12.5% to $11.82, driven by demand for its gallium nitride power chips, which are critical for power conversion and cooling in AI data center infrastructure. The company reported its se
Jul 30, 2026
NVTS Q2 2026 Revenue Surges 22% Sequential, Guides Strong Q3
Navitas Semiconductor shares have fallen sharply, closing at €9.60 on August 1 after a 34.25% decline over the past 30 trading sessions, 67.12% below the 52-week high of €29.20 reached in late May 2026. The stock’s annua
Jul 28, 2026
Navitas Q2 2026 revenue up 22% QoQ, guides strong H2 growth
Navitas Semiconductor reported Q2 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in Q1, driven by growth in AI infrastructure and high-power markets, which grew more than 50% year over year. The com
Jul 27, 2026
Navitas Semiconductor Down 68% from Peak; GaN Thesis Remains
Navitas Semiconductor, trading at $10.92, has fallen 68% from its 52-week high of $34.17, reflecting a sharp revenue decline to $45.9M in FY2025 as the company exits commoditized Chinese consumer electronics markets. Gro
Jul 27, 2026
Navitas and Magnachip Partner on SiC Technology
On July 23, 2026, Navitas Semiconductor and Magnachip Semiconductor announced a strategic partnership to accelerate silicon carbide (SiC) adoption in high-voltage and ultra-high-voltage power markets. Under the agreement
Jul 24, 2026
AMD revenue growth strong; Navitas faces volatility in AI pivot
Advanced Micro Devices (AMD) continues to dominate the AI semiconductor market with steady revenue growth, a 14% net income margin in Q1 2026, and over $10 billion invested in Taiwan packaging, benefiting from rising CPU
Jul 19, 2026

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