NAVITAS SEMICONDUCTOR CORP (NVTS)
Information Technology · Wide bandgap power semiconductors · NASDAQ
Navitas designs GaN and SiC power semiconductors optimized for AI data centers, grid infrastructure, and industrial electrification.
What NAVITAS SEMICONDUCTOR CORP does
Navitas Semiconductor designs and markets gallium nitride (GaN) and silicon carbide (SiC) power integrated circuits and digital isolators for power conversion and charging applications. The company operates as a fabless semiconductor design house, contracting manufacturing and packaging to partner suppliers. In late 2025, Navitas announced a strategic pivot ("Navitas 2.0") to focus on high-power markets including AI data centers, energy and grid infrastructure, high-performance computing, and industrial electrification, de-emphasizing mobile and consumer segments.
Themes: ["GaN / wide bandgap semiconductors"]
Fundamentals
- Price$14.18 as of 2026-07-09 close
- Market cap$3.4B as of 2026-07-10
- 1-year return+120.5% as of 2026-07-09 close
- Net margin-330.7% as of 2026-07-10
- Gross margin+30.1% as of 2026-07-10
- ROE-33.0% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)-45.4% as of 2026-07-10
- Revenue CAGR (3y)+6.6% SEC XBRL
- Beta3.91 as of 2026-07-10
Key risks (from latest filing)
["Severe revenue contraction: year-over-year revenue decline of 45.38% as of Q1 2026, indicating demand weakness or customer transition challenges in key end-markets."]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.