NVTS

Over the past six months, Navitas Semiconductor's stock (NVTS) has trended upwards by 14.44%, with a year-to-date return of 53.08% and a 12-month increase of 45.57%. However, in the past three months, the stock decreased by 22.92%, and in the last month, it decreased by 8.92%. Key events include completing a $125 million at-the-market stock offering in May 2026, raising $255.8 million through a second equity sale program by June 2026, and reaching an all-time high of $34.17 on June 2, 2026. Q2 2026 earnings reported sequential revenue growth of 22% driven by high-power markets, with net revenues of $10.5 million (down 27% year-over-year) and an operating loss of $27.2 million. In September 2026, Navitas was selected by the U.S. Army for high-voltage silicon carbide chip development, announced a strategic investment by Magnachip, and presented at the Citi Global TMT Conference. In October 2026, Navitas and Microchip Technology unveiled an 800V DC-to-6V DC reference design for AI data centers, and the company closed the acquisition of Claros, Inc., which is expected to more than double its identified 2030 serviceable addressable market to over $8 billion, though this news led to a 5.51% stock drop on October 7, 2026.