Navitas Semiconductor Corporation (NVTS)
Navitas Semiconductor (NVTS) Up 24.3% Since Last Earnings Report: Can It Continue?
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock?
Navitas Semiconductor: The Grid-To-GPU Power Transition Can Transform A Tiny Revenue Base
Navitas Semiconductor is rated a speculative buy, reflecting high AI power growth potential but a valuation that already prices in significant success. NVTS's integrated GaN and SiC technology stack uniquely positions it to capture value across both high-voltage and high-frequency power conversion as AI data center demand accelerates. Recent revenue growth and a pivot toward high-power AI infrastructure signal early traction, but durable, scaled revenues and margin expansion remain unproven.
Navitas Semiconductor: Q2 2026 Moved The 800V Story Closer To Revenue
I'm reiterating Navitas Semiconductor as a buy with a revised $22 price target. Q2 2026 results showed 22% sequential revenue growth and over 50% y/y high-power revenue growth, with Q3 guidance 17% above prior estimates. AI infrastructure is set to exceed one-third of Q4 2026 revenue, with an expanding backlog and 800V AI data center ramping expected from 2027.
Is It Too Late to Buy Navitas Semiconductor (NVTS) After a 6% Single-Day Pop?
Navitas Semiconductor (NASDAQ:NVTS) gained more than 6% on Monday, Aug.
NVTS Q2 Earnings Meet Estimates, Revenues Beat on High-Power Growth
Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.
NVTS Q2 Earnings Call Highlights AI Power Shift And Growth Outlook
Navitas Semiconductor highlights its AI infrastructure shift, with high-power markets driving growth as the company advances Navitas 2.0 and expands product opportunities.
Navitas Semiconductor falls on large loss despite Q2 revenue beat
Navitas Semiconductor (NASDAQ: NVTS) shares fell about 10% in premarket trading on Tuesday after investors focused on the company's large GAAP net loss, despite second-quarter revenue topping Wall Street expectations. The power semiconductor company reported an adjusted loss of $0.04 per share for the second quarter, matching analyst estimates.
Navitas Semiconductor Corporation (NVTS) Q2 2026 Earnings Call Transcript
Navitas Semiconductor Corporation (NVTS) Q2 2026 Earnings Call Transcript
Navitas Semiconductor Q2 Earnings Call Highlights
Navitas Semiconductor NASDAQ: NVTS reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company's continued exit from mobile and low-end consumer applications.
Navitas Semiconductor Corporation (NVTS) Reports Q2 Loss, Beats Revenue Estimates
Navitas Semiconductor Corporation (NVTS) came out with a quarterly loss of $0.04 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.05 per share a year ago.
NVTS Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
Navitas Semiconductor heads into second-quarter earnings on strong AI data center momentum, amid near-term revenue transition risks and a rich valuation.
Can AI Infrastructure Demand Accelerate NVTS' Long-Term Growth?
Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.
