Navitas Semiconductor Corp
No SEC Form 4 filings for $NVTS in the last 30 days.
Navitas Semiconductor (NVTS) shares moved with broader market swings after the company reported Q2 2026 results. According to Navitas, EPS was -$0.04 and revenue was $11M, beating estimates. Management said Q3 revenue would be 28% higher sequentially, cash rose to $557M, and it is shifting toward 800V data center architectures.
Navitas Semiconductor (NASDAQ: NVTS) shares rose about 9% after the company issued bullish Q3 guidance. The firm expects Q3 revenue of about $13.5M (plus or minus $0.5M) versus about $11.1M expected, and gross margin near 39.7%. The article also cites its “Navitas 2.0” shift to GaN and SiC and a licensing deal with Magnachip.
Navitas Semiconductor (NVTS) shares rose about 9% on Aug. 7, 2026 after coverage highlighted its AI-focused growth outlook. The company reported Q2 2026 revenue of about $10.5M, up 22% sequentially, with non-GAAP gross margin near 39.5% to 39.7%. It guided Q3 revenue to about $13.5M plus or minus $0.5M. Jefferies cut its price target to $13 from $15 but kept a Hold rating.
Over the past 7 days, alphai's AI scored 7 news stories mentioning NVTS (Navitas Semiconductor Corp). Coverage has skewed bullish: 4 bullish, 2 neutral, and 1 bearish.
Recent NVTS coverage spans market movers, earnings and regulation.
The article frames a strong earnings and guidance beat plus a balance-sheet improvement, supporting a bullish near-term repricing for NVTS.
The article frames NVTS upside as a guidance beat plus a strategic pivot to AI power GaN/SiC, with near-term execution risk.
NVTS upside is being repriced on a guidance beat tied to AI power demand (GaN/SiC) and a higher near-term revenue trajectory.
If RoboSense is defense-adjacent, the designation can disrupt lidar supply chains and customer access.
The article frames a near-term revenue rebound (Q3 guidance) offset by deteriorating profitability (larger net loss) and adds a SiC partnership as a potential strategic catalyst.
alphai scores every news story that mentions NVTS with an AI model for sentiment and relevance, and aggregates insider trades from Navitas Semiconductor Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Navitas Semiconductor (NVTS) shares moved with broader market swings after the company reported Q2 2026 results. According to Navitas, EPS was -$0.04 and revenue was $11M, beating estimates. Management said Q3 revenue would be 28% higher sequentially, cash rose to $557M, and it is shifting toward 800V data center architectures.
4 min readNavitas Semiconductor (NASDAQ: NVTS) shares rose about 9% after the company issued bullish Q3 guidance. The firm expects Q3 revenue of about $13.5M (plus or minus $0.5M) versus about $11.1M expected, and gross margin near 39.7%. The article also cites its “Navitas 2.0” shift to GaN and SiC and a licensing deal with Magnachip.
4 min readNavitas Semiconductor (NVTS) shares rose about 9% on Aug. 7, 2026 after coverage highlighted its AI-focused growth outlook. The company reported Q2 2026 revenue of about $10.5M, up 22% sequentially, with non-GAAP gross margin near 39.5% to 39.7%. It guided Q3 revenue to about $13.5M plus or minus $0.5M. Jefferies cut its price target to $13 from $15 but kept a Hold rating.
4 min readThe Pentagon updated its 1260H list of China military-linked firms, adding Alibaba, Baidu, BYD, WuXi AppTec, RoboSense and Unitree. From later this month, the Defense Department will be barred from direct contracting with listed firms, with third-party procurement limits starting June 2027. Alibaba and WuXi AppTec disputed the designations; memory chipmakers CXMT and YMTC were reinstated.
7 min readSimply Wall St reports Navitas Semiconductor (NVTS) released Q2 results with lower sales and a larger net loss, and issued guidance for higher Q3 revenue. The company also added a SiC technology partnership. The stock trades about 14% below the average analyst price target, with a consensus target of $14.46 versus $12.35 last close, amid analyst range $8 to $21. Risks cited include $313.052M net losses and a Wolfspeed patent lawsuit.
6 min readNavitas Semiconductor (NASDAQ:NVTS) shares rose about 6% on Aug. 3 to $11.52 after a 12.5% intraday jump. The article cites Q2 2026 revenue of about $10.53M and large GAAP losses, while CEO Chris Allexandre said hyperscaler revenue will not ramp until 2027. It also notes a Wolfspeed patent lawsuit filed July 28.
6 min readNavitas Semiconductor (NVTS) shares rose 12.5% to $11.82 during the regular session, according to the article. The gain is attributed to investor demand for gallium nitride power chips used in AI data center buildouts, as buyers reportedly target AI power and networking suppliers.
1 min readNavitas Semiconductor (NVTS) reported Q2 revenue above Wall Street forecasts and guided for double-digit sequential growth in Q3, with management citing accelerating demand for high-power products for AI infrastructure. Baird reiterated an Outperform rating and a $20 target. The article also cites NVTS options call activity, insider sales only, and Q2 2026 revenue of $10.5M.
6 min readNavitas estimates the AI data center market could reach a $1.4-$2.5 billion serviceable addressable market by 2030, with GaN and SiC adoption growing 66%-87% CAGR from 2025-2030. The company cites demand for advanced power conversion in multi-megawatt racks and expects Q1 2026 AI infrastructure revenues to rise 50% sequentially. It also notes ON and STM competition.
6 min readSimply Wall St reports Navitas Semiconductor (NVTS) will partner with Magnachip to expand its SiC power reach via a licensing route, including porting GeneSiC technology into Magnachip’s internal fab. The piece notes NVTS is still loss making, with Q2 2026 net loss of $228.22M, and cites Q3 2026 net revenue guidance of about $13.5M.
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