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Macroeconomic concerns just spurred a massive sell-off for Navitas stock.

Navitas Semiconductor Corp (NASDAQ: NVTS) stock drops Friday on profit-taking and dilution worries following an SEC Form 8-K filing.
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock?
Navitas Semiconductor NVTS has become one of the hottest stocks in the semiconductor space. Shares of the power-chip specialist surged more than 19% yesterday after the company showcased its collaboration with NVIDIA NVDA, adding fuel to a rally that has already pushed the stock up by more than 330% year to date.

NVIDIA's NVDA endorsement sent shares of Marvell Technology MRVL and Navitas Semiconductor NVTS soaring yesterday. Marvell stock surged after NVIDIA CEO Jensen Huang called the company the "next trillion-dollar company" at the Computex conference in Taipei.

With today's huge rally, Navitas stock is now up more than 340% in 2026.
Navitas Semiconductor Corp (NASDAQ:NVTS) shares are trading higher on Wednesday after the company announced a new collaboration tied to next-gen AI data-center power delivery.
Navitas Semiconductor (NASDAQ:NVTS) shares surged roughly 26% on Wednesday after the company highlighted its participation in Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s partner ecosystem at a major industry event in Taipei, drawing investor attention to its role in next-generation AI data center power architectures. The company participated in Nvidia's Partner Ceremony held on May 29, 2026, at the Taipei Nangang Exhibition Center.
TORRANCE, Calif., June 03, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, was honored to participate in NVIDIA's Partner Ceremony held on May 29th, 2026, at the Taipei Nangang Exhibition Center. The event brought together key ecosystem partners supporting the NVIDIA AI Factory MGX™ platform, highlighting industry collaboration to accelerate the development of next-generation AI data centers powered by emerging 800 VDC rack architectures.

Navitas Semiconductor (NASDAQ:NVTS) shares surged roughly 26% on Wednesday after the company highlighted its participation in Nvidia Corp (NASDAQ:NVDA,...
Navitas surged 61% in May due to AI-related catalysts and growing optimism over its end markets. The bulls are currently winning the debate over the stock, as momentum builds and Wall Street continues to upgrade expectations for Navitas' growth.

Trump branded renewables a scam and pushed fossil fuels. Yet clean energy ETF PBW is up over 120% since his inauguration.

Navitas' 250% YTD surge has it trading at 104.75x forward P/S. AI infrastructure momentum is real, but shares look priced for perfection.

Navitas has soared 249% YTD, and its lofty valuation now demands clear follow-through as it scales high-power AI data-center revenue.

NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.

NVTS pivots to AI power infrastructure, using GaN and SiC to raise data-center efficiency and support grid upgrades. However, profitability risks remain.
Vicor's raised guidance boosted AI infrastructure stocks, including Navitas. Navitas is pivoting toward high-power AI data center applications.

NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks.

Navitas Semiconductor (NVTS +20.06%) is attracting intense investor attention as its "Navitas 2.0" strategy pushes the company toward AI data centers, industrial power, EVs, and energy storage. The upside story is compelling, but after a massive rally, the stock now needs consistent execution to prove the transition is real.

Traders hoping Nvidia would disappoint the market and send its partners' shares plummeting came unstuck this week.
onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.

TORRANCE, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced that Chris Allexandre, CEO, and Tonya Stevens, CFO, will participate and host one-on-one meetings with investors and analysts registered to attend the following upcoming investor conferences:

Navitas Semiconductor Corp. shares fell slightly in after-hours trading following a strong intraday gain.
Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.

NVTS sees grid infrastructure emerging as a major AI-driven growth market, with GaN and SiC adoption projected to surge through 2030.

Navitas Semiconductor (NVTS) surged 900% after pivoting from low-margin mobile to AI data center power semiconductors, now valued at $5 billion. NVTS commands roughly 7% of its $330 million serviceable addressable market, but faces intense competition from major semiconductor players. Despite innovation and Nvidia collaboration, NVTS is one of 14 silicon providers, limiting exclusivity and market share expansion prospects.

NVTS sees AI data centers as a multibillion-dollar growth driver as demand rises for GaN and SiC chips in next-gen power-hungry racks.

Highlights include two SST solutions for converting the MV grid to 800V HV DC, a 10 kW, 800 V-to-50 V DC-DC full-brick platform, along with a 20 kW 800 V-to-6 V power delivery board for AI data center Highlights include two SST solutions for converting the MV grid to 800V HV DC, a 10 kW, 800 V-to-50 V DC-DC full-brick platform, along with a 20 kW 800 V-to-6 V power delivery board for AI data center

Navitas Semiconductor (NVTS 4.48%) and Poet Technologies (POET 22.36%) are both chasing the AI infrastructure boom, but their stories are very different. One has stronger validation, while the other offers potentially explosive upside if customer adoption accelerates.

Qualcomm (QCOM) shares sank 10% on Tuesday, leading a broad pullback in chip stocks after a recent rally. Qualcomm also came under pressure as hotter-than-expec

NVTS stock is falling on Tuesday. The company announces a $125M share offering with UBS and Craig-Hallum, leading to a more than 13% share dilution.
Navitas and an Indian chipmaker announced a comprehensive product partnership for the Indian chip market. Navitas is in the middle of a turnaround, so the partnership lent credence to those efforts.
Seven new GaN power ICs with 650V rating introduced, targeting emerging applications across Edge AI Computing and E ‑ Mobility HYDERABAD, India, May 11, 2026 /PRNewswire/ -- Cyient Semiconductors Private Limited today announced the launch of seven new gallium nitride (GaN) power devices for the Indian market, developed using Navitas Semiconductor's (Nasdaq: NVTS) industry leading GaN technology. The launch marks Cyient Semiconductors' first commercial GaN product family and a major milestone in advancing India's domestic power semiconductor ecosystem.
There are some excellent tech stocks available for under $20 per share. One of them is the market leader in providing real-time data for sports betting sites.

NVTS beats Q1 loss estimates as high-power markets surge, margins improve and Q2 guidance calls for more sequential revenue growth.

Navitas' shift to AI data center and power end markets could lead to future profitability. The semiconductor sector saw significant gains, driven by AI investment optimism, and a short squeeze on stocks like Navitas.

NVTS stock surges on AI power optimism and its shift to high-growth markets, but rich valuation may limit upside after Q1 results.

TORRANCE, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced that Chris Allexandre, CEO, and Tonya Stevens, CFO, will host one-on-one meetings with investors and analysts registered to attend the following investor conferences:

Navitas Semiconductor Corporation (NVTS) Q1 2026 Earnings Call Transcript
Navitas Semiconductor Corporation (NVTS) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.06 per share a year ago.
Navitas Semiconductor Corp. (NASDAQ:NVTS) reported first-quarter results after Tuesday's closing bell, beating estimates on the top and bottom lines.
TORRANCE, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced unaudited financial results for its first quarter 2026 ended March 31, 2026.
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Shares of Navitas Semiconductor Are Rallying Before Q1 Earnings 20 minutes ago Live Shares of Navitas... Live: Navitas Semiconductor Q1 Earnings Tonight. Can the 676% Surge Survive the Print?
NVTS heads into Q1 earnings with a steep revenue decline expected, as AI-driven GaN and SiC demand competes with pressure from its mobile market exit.

Lee Brings Over 30 Years of Semiconductor and Power Management Experience as Navitas Continues its Strategic Pivot to High-Power Markets
Analysts are bearish on these two AI stocks. Are they right?

Impinj (PI) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.21 per share a year ago.

Not every great opportunity needs to be a leader or disruptor of a well-defined or long-established grouping. Sometimes, the key to success is breaking the mold.

Navitas Semiconductor is attempting to reposition itself from a mobile GaN story into a high-power infrastructure semiconductor company exposed to AI data centers, grid infrastructure, performance computing, and industrial electrification. The thesis is no longer about making consumer chargers smaller. The thesis is about whether AI infrastructure runs into a power bottleneck so severe that the entire power delivery architecture has to change. The bull case is attractive, but the company still needs to prove it. The biggest risk is not end-market demand. The risk is whether Navitas wins enough sockets to monetize that demand.

Navitas Semiconductor (NVTS) shares have skyrocketed by 110% within a span of less than four months, an astonishing increase for any enterprise. Its price-to-sales ratio surged from 26.8x to an extraordinary 74.3x in this timeframe.
Navitas stock just served up an eye-catching rally, but the catalysts behind the gains are complicated.
GCT Semiconductor (NYSE: GCTS - Get Free Report) and Navitas Semiconductor (NASDAQ: NVTS - Get Free Report) are both computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, profitability, risk, institutional ownership, dividends, valuation and earnings. Earnings and Valuation This table compares
Navitas has become a meme stock as it attempts a transformation into an AI power chip company.
Navitas (NVTS +17.95%) has the kind of AI and power semiconductor story that can get investors excited fast. But the real opportunity only works if the company turns partnerships into revenue and proves this pivot can finally scale.

Navitas Semiconductor (NASDAQ: NVTS) is pushing meaningfully higher on April 21st amidst a convergence of strategic “Navitas 2.0” milestones and heightened retail enthusiasm for artificial intelligence (AI) infrastructure. The upward momentum drove NVTS's relative strength index (RSI) into the early 80s – indicating “overbought” conditions that often precede a meaningful pullback.
Meme stock mania is alive and well in April 2026. Avis Budget Group (NASDAQ:CAR) is leading the pack, but several other heavily-shorted stocks are joining in.

AI data centers now consume electricity on a scale once reserved for small cities, yet most investors fixate solely on the GPUs inside the racks.

The increasingly lofty premium Navitas has garnered since announcing the collaboration with Nvidia on 800V HVDCs underscores a valuation that's gone too far, too fast. Just the past week, Navitas Semiconductor stock gained close to 20% overnight on no particular headline—a potential opportunity to cash in before upcoming earnings volatility. Trading at 44x 2027 sales and with limited visibility into a sustained earnings inflection, NVTS stock remains a high-risk, low-reward pick in the market's favored AI infrastructure trade.

Electricity costs are soaring, largely because artificial intelligence data centers are consuming so much of it. As a result, data center owners and operators are considering all options to reduce their total operating costs.
Navitas Semiconductor Corporation (NASDAQ: NVTS - Get Free Report) was the recipient of unusually large options trading on Thursday. Stock investors bought 80,866 call options on the company. This is an increase of 134% compared to the typical volume of 34,538 call options. Analyst Ratings Changes NVTS has been the subject of several recent analyst reports.
