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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
14.590
Open
14.250
VWAP
13.91
Vol
7.27M
Mkt Cap
3.56B
Low
13.510
Amount
101.04M
EV/EBITDA(TTM)
--
Total Shares
233.71M
EV
3.35B
EV/OCF(TTM)
--
P/S(TTM)
77.14
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), high-voltage silicon carbide (SiC) devices and associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. It focuses on power markets including artificial intelligence (AI) data centers, energy and grid infrastructure, performance computing, and industrial electrification. Its solutions enable power throughput, higher voltage operation, thermal performance, and reduced system size for high-power applications such as hyperscale and AI data centers, grid electrification, high-performance computing clusters, and industrial automation. It also operates as a product design house that contracts the manufacturing of its chips and packaging to partner suppliers.
Show More

Events Timeline

(ET)
2026-06-24
12:30:00
Navitas Semiconductor Shares Down 12.7% to $18.69
select
2026-06-15 (ET)
2026-06-15
11:00:00
Navitas Semiconductor Shares Up 1.97% to $23.85
select
2026-06-12 (ET)
2026-06-12
13:00:00
Navitas Semiconductor Shares Rise 7.86%
select
2026-06-03 (ET)
2026-06-03
16:40:00
Dow Falls 620.72 Points, Nasdaq Drops 239.92 Points
select
2026-06-03
12:10:00
Navitas Semiconductor Stock Rises 23.5% to $31.94
select

News

Fool
6.5
07-02Fool
Investment Comparison: Broadcom vs. Navitas Semiconductor
  • Broadcom Financial Performance: In FY 2025, Broadcom reported approximately $63.9 billion in revenue, a 24% increase year-over-year, with net income nearing $23.1 billion and a net margin of about 36.2%, reflecting its strong performance in the data center market and stable financial position.
  • Navitas Strategic Shift: Navitas is executing its 'Navitas 2.0' strategy, focusing on high-power markets, although its FY 2025 revenue fell to $45.9 million, a 45% decline, yet its partnership with Nvidia provides potential growth momentum for the future.
  • Risk Analysis: Broadcom faces risks related to AI market volatility, particularly its heavy reliance on TSMC, which could lead to supply chain disruptions, while Navitas must successfully transition to new manufacturing partners as TSMC plans to exit gallium nitride production, increasing execution risk.
  • Valuation Comparison: Broadcom's forward P/E ratio stands at 19.7x with a P/S ratio of 23.9x, indicating relatively low valuation, while Navitas has a high P/S ratio of 88.3x, reflecting its high-risk investment nature, necessitating cautious selection by investors.
NASDAQ.COM
6.5
07-02NASDAQ.COM
Comparative Analysis of Broadcom and Navitas Semiconductor
  • Broadcom Financial Performance: In FY 2025, Broadcom reported approximately $63.9 billion in revenue, a 24% increase year-over-year, with net income nearing $23.1 billion and a net margin of about 36.2%, highlighting its strong profitability in the data center and enterprise software sectors.
  • Navitas Strategic Pivot: Navitas is executing its 'Navitas 2.0' strategy, focusing on gallium nitride (GaN) and silicon carbide devices, although its FY 2025 revenue fell to $45.9 million, a decline of roughly 45%, the partnership with Nvidia sets a foundation for future growth.
  • Market Risk Analysis: Broadcom faces risks related to AI market volatility, with a concentrated customer base that could impact performance if infrastructure spending decreases, while Navitas must navigate supply chain risks due to TSMC's planned exit from gallium nitride production.
  • Investor Choice: Amidst surging demand for AI chips, Broadcom is projected to see a 66% revenue jump to $106 billion in 2026, with profits nearly doubling to over $44 billion, showcasing its competitive edge in the market.
CNBC
7.5
06-30CNBC
Small-Cap Stocks Surge as AI Drives Growth
  • Strong Small-Cap Performance: The Russell 2000 index has surged over 21% this year, marking its best first-half performance since 1991, reflecting a recovery in small-cap stocks driven by AI infrastructure investments amid the economic cycle.
  • AI Investment Ripple Effect: Semiconductor and related equipment companies have emerged as the biggest winners, with 16 firms among the Russell 2000's 50 best performers, each rallying over 400%, indicating the positive impact of AI demand across the broader market.
  • Rising Earnings Expectations: According to LPL, consensus forecasts for Russell 2000 companies' earnings growth for 2026 have climbed from 23% at the start of the year to 38%, signaling growing investor optimism regarding the profitability of small-cap stocks.
  • Interest Rate Risk Challenge: Despite the strong performance of small caps, high interest rates pose a potential threat, with estimates suggesting that each additional 25 basis point hike could reduce Russell 2000 operating earnings by about 2%, potentially impacting future profit growth and market sentiment.
Fool
8.5
06-30Fool
Navitas Semiconductor Stock Surges Amid AI Demand
  • Stock Performance: Despite the recent tech sell-off, Navitas Semiconductor (NVTS) has risen approximately 2.34% in 2026, indicating strong performance in the semiconductor sector and attracting investor interest.
  • Product Innovation: The new DC-DC power delivery board launched by Navitas in March allows for direct conversion from 800 volts to 6 volts in one power stage, enhancing system efficiency and reliability to meet the urgent power demands of data centers.
  • Analyst Rating Upgrades: Morgan Stanley raised its price target on Navitas from $4.20 to $12.50, while Baird increased its target from $9 to $20, reflecting analysts' optimistic outlook on the company's future growth.
  • Market Valuation: Trading at a price-to-sales ratio of 92, Navitas is significantly above its five-year average of 11.8, indicating high market expectations for its future performance, prompting investors to consider their entry timing carefully.
NASDAQ.COM
8.5
06-30NASDAQ.COM
Navitas Semiconductor Enhances Data Center Efficiency
  • Technological Innovation: In March, Navitas launched its new DC-DC power delivery board, enabling direct conversion from 800 volts to 6 volts in one power stage, significantly enhancing system efficiency and reliability to meet the high power demands of AI data centers.
  • Positive Market Response: Despite a recent tech sell-off, Navitas's stock has risen in 2026, with analysts expressing bullish views; Morgan Stanley raised its price target from $4.20 to $12.50, while Baird increased theirs from $9 to $20, indicating strong market confidence in its future growth.
  • High Valuation: Navitas stock is currently trading at 92 times sales, significantly above its five-year average P/S ratio of 11.8, reflecting high market expectations for its future performance, prompting investors to exercise caution before entering.
  • Investment Advice: While Navitas's potential in the AI sector is compelling, the Motley Fool Stock Advisor analyst team did not include it in their current list of top investment stocks, suggesting investors wait for a more favorable buying opportunity before opening positions.
NASDAQ.COM
5.0
06-27NASDAQ.COM
Comparing Futures: Intel vs. Navitas Semiconductor
  • Intel's Transformation Strategy: Intel is aggressively pivoting to a foundry model to manufacture chips for global designers, with FY 2025 revenue at $52.9 billion, a slight 0.5% decrease, indicating the need for massive capital investment to compete with established manufacturers.
  • Navitas Focus on New Materials: Navitas Semiconductor specializes in next-generation power materials like gallium nitride, generating $45.9 million in FY 2025, a 44.9% decline, reflecting challenges and opportunities in its pivot to high-power markets.
  • Intensifying Competitive Pressure: Intel faces fierce competition from AMD in the PC and server markets, and risks falling behind Taiwan Semiconductor Manufacturing Company in manufacturing technology, where delays in new plant construction could lead to significant capital losses.
  • AI Market Potential: With the rise of artificial intelligence, both Intel and Navitas are striving to capitalize on this trend, although Navitas's decision to exit the Chinese market led to a significant sales drop in 2025, yet management anticipates revenue recovery in 2026.
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
Needham
N. Quinn Bolton
Buy
maintain
$13 -> $21
AI Analysis
2026-05-06
Reason
Needham
N. Quinn Bolton
Price Target
$13 -> $21
AI Analysis
2026-05-06
maintain
Buy
Reason
Needham analyst N. Quinn Bolton raised the firm's price target on Navitas Semiconductor to $21 from $13 and keeps a Buy rating on the shares. The company reported results and guidance that came ahead of the Street, reflecting its pivot toward high-power markets, the analyst tells investors in a research note.
Rosenblatt
Kevin Cassidy
Neutral
maintain
$7 -> $13
2026-05-06
Reason
Rosenblatt
Kevin Cassidy
Price Target
$7 -> $13
2026-05-06
maintain
Neutral
Reason
Rosenblatt analyst Kevin Cassidy raised the firm's price target on Navitas Semiconductor to $13 from $7 and keeps a Neutral rating on the shares. Navitas has made "good strides" in pivoting away from the high-volume, lower value handset and consumer markets to high-power applications, says the analyst, who expects that Navitas, coming from a very small revenue base, should outgrow the market CAGR for "many years." However, Navitas has "many very large competitors attacking this same market," which keeps the firm cautious.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for NVTS
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Valuation Metrics

The current forward P/E ratio for Navitas Semiconductor Corp (NVTS.O) is 0.00, compared to its 5-year average forward P/E of -26.99. 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
-26.99
Current PE
0.00
Overvalued PE
-13.34
Undervalued PE
-40.64

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
-23.55
Current EV/EBITDA
-15.82
Overvalued EV/EBITDA
-10.32
Undervalued EV/EBITDA
-36.78

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
21.49
Current PS
48.30
Overvalued PS
41.72
Undervalued PS
1.25

Financials

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Whales Holding NVTS

S
Slate Path Capital LP
Holding
NVTS
+30.47%
3M Return
D
Davidson Kempner Capital Management LP
Holding
NVTS
+9.48%
3M Return
G
Ghisallo Capital Management LLC
Holding
NVTS
-1.86%
3M Return

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Frequently Asked Questions

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

The current price of NVTS is 13.62 USD — it has decreased -10.57

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), high-voltage silicon carbide (SiC) devices and associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. It focuses on power markets including artificial intelligence (AI) data centers, energy and grid infrastructure, performance computing, and industrial electrification. Its solutions enable power throughput, higher voltage operation, thermal performance, and reduced system size for high-power applications such as hyperscale and AI data centers, grid electrification, high-performance computing clusters, and industrial automation. It also operates as a product design house that contracts the manufacturing of its chips and packaging to partner suppliers.

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 8.60M USD, decreased -38.66

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 -0.15 USD, increased 66.67

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

Navitas Semiconductor Corp (NVTS) has 190 emplpoyees as of July 07 2026.

What is Navitas Semiconductor Corp (NVTS) market cap?

Today NVTS has the market capitalization of 3.56B USD.