Navitas Semiconductor Corp (NVTS)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Navitas: Not A Value Play, But I'm All In
Two weeks have passed, and Navitas Semiconductor Corporation stock is still holding up after the Nvidia collaboration was announced. NVTS is a debt free company, working with all of the top 10 smartphone OEMs around the globe, pulling 8 digits in revenue per quarter and double digit gross margins. My Bull case rests on three pillars: hype, a pivot towards higher margin power chips, and ok(ish) fundamentals to get the company through 2026.
Navitas Semiconductor: Another Boom And Bust Likely - Wait For Dips
NVTS' partnership with NVDA offers great long-term growth potential, albeit with minimal near-term financial impact, since Rubin Ultra will only be launched from 2027 onwards. While the management has highlighted $450M of new lifetime design wins and a growing pipeline of $2.4B in 2024, these will only be accretive from H2'25 onwards. NVTS' ongoing cash burn and deteriorating balance sheet are likely to trigger further dilutive capital raises, with the management potentially taking advantage of the recent stock price rally.
Navitas Semiconductor Corporation (NVTS) Q1 2025 Earnings Call Transcript
Navitas Semiconductor Corporation (NASDAQ:NVTS ) Q1 2025 Earnings Conference Call May 5, 2025 5:00 PM ET Company Participants Lori Barker - Investor Relations Gene Sheridan - President, Chief Executive Officer, and Co-Founder Todd Glickman - Chief Financial Officer Conference Call Participants Ross Seymore - Deutsche Bank Jack Egan - Charter Equity Research Jon Tanwanteng - CJS Securities Madison de Paola - Rosenblatt Securities Richard Shannon - Craig-Hallum Capital Group Joseph Moore - Morgan Stanley Nick Doyle - Needham & Company Operator Good afternoon. Thank you for standing by, and welcome to Navitas Semiconductor's First Quarter 2025 Financial Results Conference Call.
Navitas Semiconductor Corporation (NVTS) Reports Q1 Loss, Lags Revenue Estimates
Navitas Semiconductor Corporation (NVTS) came out with a quarterly loss of $0.06 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.06 per share a year ago.
Navitas GaNSense Power ICs Gaining Traction: Buy the Stock Now?
NVTS and GreatWall team up for next-gen 400V-DC AI data center power, leveraging GaN and SiC tech to boost efficiency and meet rising AI demands.
Navitas Semiconductor: Growth Should Recover In 2025
Navitas Semiconductor had record revenue in 2024, up 5% year over year. NVTS stock price near record low on slower growth than in 2023. 430+ design wins in 2024, with $450 million associated revenue.
Why Navitas Stock Plummeted Today
Navitas Semiconductor (NVTS 2.52%) stock saw big sell-offs over the last week of trading. The chip specialist's share price closed out the stretch down 22.7% from the previous week's close, according to data from S&P Global Market Intelligence.
Navitas Semiconductor: From Growth Slowdown To Exponential Recovery In The AI Era
Navitas' Q4 earnings showcased a continuation of a trend of declining revenues and growing losses. Navitas is well-positioned to start recovering in the second half of the year thanks to its growing customer pipeline and design wins. A second half ramp in data center and EV segments could help expand margins and will aid in reaching EBITDA breakeven in 2026.
Why Navitas Semiconductor Stock Is Plummeting Today
Navitas Semiconductor (NVTS -20.41%) stock is getting crushed in Tuesday's trading. The chip specialist's share price was down 19.4% as of 2:15 p.m.
Navitas Stock Slips as Q4 Earnings Meet Estimates, Revenues Miss
NVTS' fourth-quarter results show record GaN sales and data center wins, but weak SiC demand hinders revenue growth.
Navitas Semiconductor Corporation (NVTS) Q4 2024 Earnings Call Transcript
Navitas Semiconductor Corporation (NASDAQ:NVTS ) Q4 2024 Earnings Conference Call February 24, 2025 5:00 PM ET Company Participants Stephen Oliver - Vice President of Investor Relations Gene Sheridan - Co-Founder and Chief Executive Officer Todd Glickman - Interim Chief Financial Officer and Treasurer Conference Call Participants Ross Seymore - Deutsche Bank Quinn Bolton - Needham & Company Kevin Cassidy - Rosenblatt Securities Jack Egan - Charter Equity Research Jon Tanwanteng - CJS Securities Richard Shannon - Craig-Hallum Operator Good afternoon. Thank you for standing by, and welcome to Navitas Semiconductor's Fourth Quarter 2024 Financial Results Conference Call.
Navitas Semiconductor Corporation (NVTS) Reports Q4 Loss, Misses Revenue Estimates
Navitas Semiconductor Corporation (NVTS) came out with a quarterly loss of $0.06 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.04 per share a year ago.
