Navitas Semiconductor Corporation (NVTS)

In the past six months (July 2025 - January 2026), Navitas Semiconductor's stock price surged by 54.4%, outperforming its industry peers due to its strategic pivot towards high-power markets like AI data centers and EVs. Navitas announced partnerships with NVIDIA, Cyient Semiconductors, and Avnet. The company entered into a private placement agreement for proceeds of $100 million in November 2025. Navitas reported a Q3 2025 revenue decline of 53% year-over-year, attributed to a more selective mobile strategy and China tariff risks. There were reports of directors selling shares, with one director selling shares worth $1.6 million in December 2025. As of January 2026, analysts have a consensus "Hold" recommendation for NVTS, with an average 1-year target price of $6.48.

Detailed public information regarding the specific demand seasonality for Navitas Semiconductor Corp.'s products and services is not readily available. Navitas expects 2026 to be a transition year, with small but growing shipments tied to traditional server power supplies. Softness and inventory corrections in EV, solar, and industrial markets into early 2025 may impact gross margins and top-line growth.

Navitas Semiconductor Corporation (NVTS) specializes in designing, developing, and marketing next-generation power semiconductors, operating within the Technology sector, specifically in the Semiconductors industry. The company focuses on ultra-efficient gallium nitride (GaN) and silicon carbide (SiC) technologies to make power conversion smaller, faster, and more efficient. Its major products include GaNFast power ICs and complementary GeneSiC power devices, utilized in fast chargers, consumer electronics, AI data centers, solar inverters, and electric vehicles. Navitas is also the world's first CarbonNeutral®-certified semiconductor company.

Navitas Semiconductor Corporation has a global presence, designing, developing, and marketing its power semiconductors in the United States, Europe, China, and the rest of Asia. The company maintains major operations in several key locations, including Torrance and San Jose in the United States, and Shanghai, Shenzhen, Taipei, and Hangzhou in Asia. A significant portion of Navitas's revenue is generated from China.

In the past year, Navitas Semiconductor's brand reputation has been positively influenced by its strategic focus on high-growth markets. Navitas's inclusion as a supply partner in NVIDIA's new 800-volt DC power architecture for AI data centers validates its power-control solutions. The company's efforts to create a larger market for GaN and SiC in AI data centers and energy infrastructure demonstrates forward-thinking and adaptability. Being the world's first semiconductor company to achieve CarbonNeutral® certification contributes positively to its environmental and social responsibility image. Collaborations with Avnet and Cyient Semiconductors solidify its market reach and innovation efforts.

Navitas Semiconductor Corporation's ownership structure includes institutional, retail, and individual investors. Key institutional shareholders include Vanguard Group Inc. and BlackRock, Inc. Ranbir Singh is reported to be the largest individual shareholder owning 25.29 million shares, representing 11.77% of the company. Insiders collectively hold approximately 27.79% of the company's stock.