NVTS
Navitas Semiconductor Corporation
NVTS
11.84USD
-4.98%
Sep 24, 2026
Price
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Price Action
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery
The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.
Key Financials
- Market Cap
- $2.2B
- Avg Volume (60D)
- 13.4M
- Revenue Growth YoY
- -44.9%
- Gross Margin
- +38.1%
- Operating Margin
- -316.9%
- Free Cash Flow Yield
- -3.1%
- Distance from 200DMA
- -9.6%
- Next Earnings
- 2026-11-02
- P/E
- N/M
60 sessions
FY2025 vs FY2024
Trailing twelve months
Market metrics as of Sep 23, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026
Fundamentals & Valuation
Both valuation perspectives agree this company is expensive.
Navitas Semiconductor Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the cash it currently generates.
Company Research
Thesis
Navitas is an upstream power-semiconductor component supplier to high-density AI data-center power-conversion architectures, rather than a provider of complete power or cooling systems. The exposure is adjacent rather than pure-play: the company sells into the same demand, alongside a broader business.
Opportunity
High opportunity
Hyperscaler and colocation capital spending on high-density AI data-center electrical and liquid-cooling infrastructure.
Key risk
Declining revenue growth.
Narrative & Theme
AI Compute Infrastructure Buildout
Part of AI Data Center Power and Thermal Systems, with moderate fit.
NVTS has a real, specific AI-infrastructure linkage: its GaN power ICs and high-voltage SiC devices target the efficiency, density, voltage-conversion and thermal-loss constraints created by rising AI-server and rack power.
Narrative HeatHot9.5 / 10
Theme HeatHot9.3 / 10
This reading is no longer current (last measured 2026-07-22). It is kept until the next scheduled measurement replaces it.
Business & Markets
Technology · Semiconductors
What they do
Navitas Semiconductor designs, develops, and markets power semiconductor products globally, focusing on advanced materials like gallium nitride and silicon carbide to improve power conversion and charging efficiency.
How it earns
The company generates revenue primarily through transactional sales of semiconductor devices and integrated circuits to OEMs and other manufacturers.
Products & services
Gallium nitride power integrated circuits
Silicon carbide power devices
Silicon system controllers
Digital isolators
Customers & end markets
Automotive
Data center
Mobile
Consumer electronics
Market position
Navitas Semiconductor operates as a niche player specializing in gallium nitride and silicon carbide power semiconductors.
Demand drivers
Medium cyclicality
Demand is influenced by end-market cycles in automotive and consumer electronics, which can be volatile.
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