Navitas Semiconductor is navigating a severe demand downturn, with TTM revenue down roughly 45% and gross margins collapsing to -9.5% in 2026Q2 from 41.1% in 2024Q1, indicating structural pricing and inventory challenges. The company's fabless model and minima...
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Revenue declined 27.3% sequentially to $10.5M in 2026Q2, with gross margin turning negative at -9.5%, a stark reversal from the 41.1% gross margin in 2024Q1, reflecting severe pricing pressure and inventory write-downs.
Navitas Semiconductor is recognized for its leadership in Gallium Nitride (GaN) technology, which is a key driver of its competitive edge in the semiconductor industry.
The company has demonstrated potential for margin expansion, indicating improved profitability and operational efficiency.
Navitas has secured new design wins in the electric vehicle (EV) market, positioning it for growth in this rapidly expanding sector.
Trailing total returns as of 10/17/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | -$0.04+5.9% vs -$0.04 | $11M+5.6% vs $10M |
Q2 2026 May 5, 2026 | -$0.04+20.0% vs -$0.05 | $9M+4.6% vs $8M |
Q1 2026 Feb 24, 2026 | -$0.05+0.0% vs -$0.05 | $7M+5.1% vs $7M |
Q4 2025 Nov 3, 2025 | -$0.05+0.0% vs -$0.05 | $10M+45.6% vs $7M |
Navitas Semiconductor teams up with NVIDIA on a 24-kW 800V-to-12V power board, aiming to boost efficiency and reduce board space in next-generation AI systems.
The expansion of artificial intelligence data centers faces a critical physical limitation: power consumption. Hyperscale computing facilities draw unprecedented amounts of electricity, straining legacy grid infrastructure and creating heat-dissipation challenges.
TORRANCE, Calif., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report third quarter 2026 financial results on Tuesday, November 3, 2026, after the market close.
Baird has reiterated its 'outperform' rating on Navitas Semiconductor (NASDAQ:NVTS), the power chipmaker, arguing that its latest Nvidia collaboration positions it to benefit from a redesign of power systems in artificial intelligence data centres. Navitas announced a 24-kilowatt power delivery board that converts 800 volts of direct current into 12 volts, targeting 97% efficiency at full load.
Benchmark NVTS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Navitas Semiconductor Corp (NVTS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.34 | $2.18B | -14.63 | -44.88% | -254.71% | -29.55% | — | |
| $23.22 | $12.03B | -0.68 | -6.14% | -159.3% | -282.74% | — | |
| $60.60 | $1.91B | -263.48 | -15.21% | -14% | -4.66% | — | |
| $1210.86 | $59.49B | 94.97 | 26.43% | 24.41% | 21.78% | — | |
| $31.62 | $5.89B | -392.80 | 22.77% | 1.5% | 1.48% | — | |
| $10.03 | $677.38M | -3.93 | 99.44% | -150.12% | -210.69% | — |
Navitas Semiconductor Corp (NVTS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Navitas Semiconductor Corp (NVTS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 27, 2026·SEC
Jul 8, 2026·SEC
Jun 26, 2026·SEC
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Navitas Semiconductor Corp (NVTS) stock FAQ — growth, dividends, profitability & financials explained
Navitas Semiconductor Corp (NVTS) reported $36.5M in revenue for fiscal year 2025. This represents a 2066% increase from $1.7M in 2019.
Navitas Semiconductor Corp (NVTS) saw revenue decline by 44.9% over the past year.
Navitas Semiconductor Corp (NVTS) reported a net loss of $313.1M for fiscal year 2025.
Navitas Semiconductor Corp (NVTS) has a return on equity (ROE) of -29.5%. Negative ROE indicates the company is unprofitable.
Navitas Semiconductor Corp (NVTS) had negative free cash flow of $67.8M in fiscal year 2025, likely due to heavy capital investments.
