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Navitas Semiconductor Corporation NVTS R2KAI

Technology · Semiconductors · United States
https://navitassemi.com
Company Profile ↓
$13.27
+126.06% 1Y
Mkt Cap$3.23B
P/E-21.06
P/B7.08
52W High$31.79
52W Low$5.54
Book Value$1.81
EPS (TTM)$-0.63

Company Overview

Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally. The company offers gallium nitride power integrated circuits, silicon carbide power devices, silicon system controllers, and digital isolators for power conversion and charging. Its products are used in automotive, data center, mobile, consumer electronics markets, and various other applications. The company was founded in 2014 and is based in Torrance, California.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 31.1% CAGR over the past five years.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $45.92M (-44.9% YoY).
  • Trailing 12 Months Year-on-year growth — revenue -38.7%.
  • 5-Year Trend Long-term compounding — revenue CAGR 31.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:31.12%
1 Year:-38.70%

Stock Price Performance

1 Year:+126.06%
6 Months:+27.23%
3 Months:+34.45%
1 Month:-43.27%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI Semiconductor / AI Data-Centre Power

Navitas Semiconductor makes gallium-nitride (GaN) and silicon-carbide power chips that improve power efficiency in AI data centres, EVs and chargers.

Core Focus

GaN and SiC power semiconductors for data-centre power, EVs, solar and chargers.

Key Initiatives
  • AI-data-centre power Navitas targets high-efficiency GaN/SiC power for AI-server and data-centre power supplies.
  • GaNFast / GeneSiC Its power platforms raise efficiency and density in power conversion.
  • Hyperscaler engagement Design engagements target next-gen high-power AI racks.
Why Investors Should Care
  • Pure-play on next-gen GaN/SiC power for the AI-data-centre power transition.
  • Strong design-pipeline momentum with hyperscalers.
  • Loss-making with revenue recently down — early and speculative.
  • Adoption timing, competition and execution are key risks.
AI InvestmentInvestment targets GaN/SiC power platforms for AI-data-centre power.
AI RevenueAI-data-centre power is an emerging design-driven opportunity, not yet a large disclosed line.
ROI (Now)Early — AI-power design wins are ramping ahead of revenue.
ROI (Expected)Adoption of GaN/SiC in high-power AI racks is the key growth driver.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 31.1% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Trading 58.3% below its 52-week high.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
-21.06
Industry PE
34.66
Forward P/E
-95.80
PEG Ratio
-
Book Value
$1.81
Price to Book
7.08
P/S
77.16
EV/EBITDA
-44.15
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
31.12%
Profit 5Y
-
Revenue (YoY)
-38.70%
Earnings (YoY)
-

Profitability & Returns

ROCE
-24.04%
ROE
-35.15%
ROA
-12.76%
Profit Margin
0.00%
Op Margin
-
Gross Margin
30.07%
EPS (Latest Qtr)
$-0.15
EPS (TTM)
$-0.63

Balance Sheet & Liquidity

Debt/Equity
1.51
Quick Ratio
3.95
Current Ratio
4.33
Debt
$6.34M
Total Assets
$481.37M
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
7.20%
Chg in Prom Hold
-0.10%
FII / Inst Holding
46.59%
Chg in FII Hold
0.07%

Financial Snapshot

Enterprise Value
$3.23B
Total Revenue (TTM)
$40.50M
EBITDA
$-64.44M
Free Cash Flow
$43.78M
Operating Cash Flow
$-45.72M
Shares Outstanding
243.56M
Gross Margin
30.07%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 NVTS Navitas Semiconductor Corporation R2KAI 13.27 -21.06 $3.23B 0.00% -24.04% -35.15% 31.12% -
2 NVDA NVIDIA Corporation NDXSPXAI 212.50 32.59 $5.15T 0.47% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 327.50 39.60 $4.81T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 395.63 23.96 $2.94T 0.95% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 419.48 36.41 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 394.28 64.96 $1.88T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 904.28 20.44 $1.02T 0.05% 13.69% 66.64% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 529.14 172.36 $862.82B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,815.27 59.79 $699.64B 0.51% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 5.32M5.45M5.63M6.74M8.61M10.24M13.36M18.06M21.98M23.18M20.47M21.68M14.02M14.49M10.11M8.60M
Gross Profit 2.36M2.48M2.60M2.96M3.58M391.00K----------
Operating Income -7.26M-18.58M-6.75M-34.99M-20.01M-37.43M-35.47M-27.23M-28.65M-31.57M-31.14M-28.97M-25.30M-21.65M-19.41M-27.77M
Net Income -7.34M-18.65M-6.84M79.79M33.84M-32.59M-61.85M-58.53M7.52M-3.68M-22.33M-18.73M----
Diluted EPS -0.37-0.89-0.370.610.26-0.24-0.39-0.350.04-0.02-0.12-0.10-0.09-0.25-0.09-0.15
R&D Expense 4.25M6.27M5.80M13.32M9.52M11.53M17.39M16.79M16.55M20.23M18.97M17.83M12.67M11.50M13.28M14.57M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 11.85M23.74M37.94M79.46M83.30M45.92M
Gross Profit 3.71M10.69M----
Operating Income -18.80M-68.51M-123.64M-118.13M-130.68M-107.76M
Net Income -19.04M-152.69M73.91M-145.43M-84.60M-
Diluted EPS -1.17-3.900.51-0.86-0.46-0.57
R&D Expense 13.05M27.48M50.32M68.83M76.00M49.83M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets -48.51M295.60M425.26M485.55M389.98M500.47M
Total Equity -54.45M-72.42M65.54M381.13M380.62M348.01M443.66M
Cash & Equivalents -38.87M268.25M110.34M151.89M86.74M236.86M
Long Term Debt -4.97M3.72M0---
Total Liabilities -11.43M230.06M40.50M104.93M41.97M56.81M
Current Liabilities -6.37M10.73M20.35M48.49M21.14M52.12M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -20.62M-41.70M-44.50M-41.38M-58.82M-42.89M
Investing Cash Flow -215.00K-3.47M-107.61M-5.78M-9.27M-1.39M
Financing Cash Flow 53.59M274.55M-5.81M89.66M3.50M194.64M
Capital Expenditure -223.00K-2.07M-4.64M-4.78M-6.77M-1.48M
Free Cash Flow -20.85M-43.77M-49.14M-46.16M-65.59M-44.37M
Share Buybacks -0550.00K0--

Ratios (Annual)

Figures in %.

Metric Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 31.4%45.0%----
Operating Margin % -158.7%-288.6%-325.8%-148.7%-156.9%-234.7%
Net Margin % -160.7%-643.3%194.8%-183.0%-101.6%-
ROE % 26.3%-233.0%19.4%-38.2%-24.3%-
ROCE % -44.6%-24.0%-30.5%-27.0%-35.4%-24.0%

Shareholding Pattern

Insiders
7.20%
Institutions
46.59%
Public Float
50.20%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.13% 16.66M $213.89M
2 Vanguard Capital Management LLC 3.71% 8.67M $111.34M
3 State Street Corporation 3.70% 8.65M $111.09M
4 Capricorn Investment Group LLC 3.42% 7.99M $102.63M
5 Geode Capital Management, LLC 2.18% 5.08M $65.27M
6 Vanguard Portfolio Management LLC 2.06% 4.81M $61.71M
7 Marex Group Plc 1.83% 4.28M $55.01M
8 Shaw D.E. & Co., Inc. 1.61% 3.77M $48.38M
9 Goldman Sachs Group Inc 1.51% 3.54M $45.45M
10 Point72 Asset Management, L.P. 1.47% 3.43M $44.03M

Analyst View

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Latest News

Recent headlines for NVTS

Google News Wed, 15 Jul 2026

Liquidity Mapping Around (NVTS) Price Events - Stock Traders Daily

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Google News ue, 14 Jul 2026

Why Is NVTS Stock Surging Today? - Stocktwits

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Google News Wed, 08 Jul 2026

Navitas Semiconductor (NVTS) Stock Looks Rich On Book Value But Strong On Returns - Yahoo Finance

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Google News ue, 30 Jun 2026

Does Navitas Semiconductor's (NVTS) Index Exit Quietly Reshape Its Liquidity And Governance Narrative? - simplywall.st

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Google News Sun, 05 Jul 2026

Navitas: Too Cheap To Ignore Anymore - Seeking Alpha

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Google News ue, 14 Jul 2026

$Navitas Semiconductor (NVTS.US)$ its all retail holding this up today. that's not a good look. - Moomoo

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NVTS — Frequently Asked Questions

What is the current share price of Navitas Semiconductor Corporation (NVTS)?

As of 2026-07-15 16:51 PDT, Navitas Semiconductor Corporation (NVTS) trades at $13.27 on NasdaqGM. Its 52-week range is $5.54 to $31.79.

What is the market capitalisation of NVTS?

Navitas Semiconductor Corporation (NVTS) has a market capitalisation of $3.23B on NasdaqGM.

What is the P/E ratio of NVTS?

NVTS trades at a trailing price-to-earnings (P/E) ratio of -21.06. The industry average P/E is 34.66. Its price-to-book (P/B) ratio is 7.08.

What is the return on equity (ROE) of NVTS?

NVTS has a return on equity (ROE) of -35.15%. Its return on capital employed (ROCE) is -24.04%.

Is NVTS a good stock to buy?

This page provides a data-driven analysis of Navitas Semiconductor Corporation (NVTS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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