NVTS Navitas Semiconductor
GaN power ICs for AI power supplies
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
NVTS · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-11-03EarningsBeat / raise
Reported EPS -0.03 vs -0.04 expected (+19.2% surprise).
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7
2026-07-27EarningsBeat / raise
Reported EPS -0.04 vs -0.04 expected (+5.3% surprise).
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6
2026-05-05EarningsBeat / raise
Reported EPS -0.04 vs -0.05 expected (+15.9% surprise).
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5
2026-02-24EarningsBeat / raise
Reported EPS -0.05 vs -0.05 expected (+3.9% surprise).
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4
2025-11-03EarningsMiss / cut
Reported EPS -0.05 vs -0.05 expected (-0.5% surprise).
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3
2025-08-04EarningsBeat / raise
Reported EPS -0.05 vs -0.05 expected (+0.4% surprise).
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2
2025-05-05EarningsBeat / raise
Reported EPS -0.06 vs -0.06 expected (+2.9% surprise).
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1
2025-02-24EarningsBeat / raise
Reported EPS -0.06 vs -0.06 expected (+1.9% surprise).
Latest headlines
Auto-updated daily- Navitas Files Patent Infringement Lawsuit Against Newly Announced Renesas GaN Products2026-11-12
- Navitas Sinks 15% as AI Chip Stocks Slide After Midterms2026-11-05
- Wall Street Bets: Navitas, Duolingo And Fiserv Get Upgrades While CleanSpark Faces Texas Headwinds2026-11-05
- Could Navitas Semiconductor Actually Climb 52%? Or Is Rosenblatt Totally Wrong?2026-11-04
- Why Navitas Semiconductor Stock Rocketed Higher Today2026-11-04
- Is Navitas Semiconductor (NVTS) A Bargain As Strong Q3 Results Lift Its AI Outlook?2026-11-04
- Navitas (NVTS) Q3 2026 Earnings Call Transcript2026-11-04
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-11-03 | -0.04 | -0.03 | +19.2% |
| 2026-07-27 | -0.04 | -0.04 | +5.3% |
| 2026-05-05 | -0.05 | -0.04 | +15.9% |
| 2026-02-24 | -0.05 | -0.05 | +3.9% |
| 2025-11-03 | -0.05 | -0.05 | −0.5% |
| 2025-08-04 | -0.05 | -0.05 | +0.4% |
| 2025-05-05 | -0.06 | -0.06 | +2.9% |
| 2025-02-24 | -0.06 | -0.06 | +1.9% |
| 2024-11-04 | -0.06 | -0.06 | +3.9% |
| 2024-08-05 | -0.07 | -0.07 | −6.6% |
| 2024-05-09 | -0.05 | -0.06 | −9.4% |
| 2024-02-29 | -0.05 | -0.04 | +15.6% |
| 2023-11-09 | -0.05 | -0.04 | +26.3% |
| 2023-08-14 | -0.07 | -0.05 | +29.4% |
| 2023-05-15 | -0.08 | -0.07 | +9.7% |
| 2023-02-23 | -0.07 | -0.06 | +17.2% |
| 2022-11-09 | -0.07 | -0.07 | +1.8% |
| 2022-08-15 | -0.09 | -0.07 | +21.1% |
| 2022-05-12 | -0.08 | -0.08 | — |
| 2022-02-15 | -0.08 | -0.07 | +7.9% |
About Navitas Semiconductor
Website ↗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.
100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.
What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2308.TW Delta Electronics | Power shelves and thermal for AI racks | NT$1,240.0 | −4.25% | −30.1% | +29.4% | |
| MPWR Monolithic Power Systems | Voltage regulation for accelerators | $1,447.4 | −2.12% | +16.4% | +60.5% | |
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €52.11 | −0.02% | −5.8% | +39.2% | |
| VICR Vicor | High-density power modules | $164.7 | −2.03% | −32.9% | +50.3% | |
| ON onsemi | SiC power and image sensors | $73.73 | +0.15% | +0.5% | +36.2% | |
| 2301.TW Lite-On Technology | AI server power supplies and shelves | NT$228.0 | −4.60% | −17.4% | +43.3% | |
| STM STMicroelectronics | SiC and GaN power devices | $46.46 | +0.43% | −0.9% | +80.1% | |
| POWI Power Integrations | GaN power conversion | $46.06 | −0.92% | +2.9% | +31.1% | |
| 6963.T Rohm | SiC power devices | ¥2,935.0 | −7.41% | −35.7% | +33.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.