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NVTS

Snapshot
mcap $3.0B · fwd P/E -92.0 · P/S 82.8 · rev -27% y/y · margin 0% · short 17.3% of float · beta 3.9 · 21% of 52w range

Active theses holding NVTS

Recent news

Cyient Semiconductors launches first GaN power IC family for India
Cyient Semiconductors has launched its first commercial gallium nitride (GaN) power IC family for India, comprising seven devices developed under a licensing agreement with Navitas Semiconductor. The portfolio targets hi
Aug 25, 2026
Navitas Acquires Claros to Boost AI Power Portfolio
Navitas Semiconductor shares rose more than 6% in early trading Tuesday after the company announced a definitive agreement to acquire Claros for up to approximately $232.8 million, based on Navitas’ closing stock price o
Aug 25, 2026
Navitas Semiconductor pivots to AI data center power, revenue down 45%
Navitas Semiconductor reported full-year 2025 revenue of $45.92 million, down 45% from 2024, as it deliberately exited low-margin mobile chargers to pivot toward high-power applications for AI data centers, which now rep
Aug 16, 2026
3 Under-the-Radar Chip Stocks for AI Infrastructure Buildout
Three specialty chip companies are gaining traction in the AI infrastructure buildout beyond the usual megacap names. Navitas Semiconductor, a small-cap with a $3.64 billion market cap, is pivoting to 800V DC architectur
Aug 15, 2026
Navitas Sues Renesas Over GaN Patent Infringement
Navitas Semiconductor filed a patent infringement lawsuit against Renesas Electronics on August 10, 2026, in the U.S. District Court for the Eastern District of Texas, alleging that Renesas' major GaN product lines, incl
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

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