Navitas Semiconductor (NASDAQ:NVTS – Get Free Report) is expected to issue its Q2 2026 results after the market closes on Monday, July 27th. Analysts expect the company to announce earnings of ($0.04) per share and revenue of $9.9710 million for the quarter. Parties can check the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Monday, July 27, 2026 at 5:00 PM ET.
Navitas Semiconductor (NASDAQ:NVTS – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The company reported ($0.04) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.05) by $0.01. Navitas Semiconductor had a negative return on equity of 14.30% and a negative net margin of 330.67%.The firm had revenue of $8.60 million for the quarter, compared to analysts’ expectations of $8.22 million. During the same period last year, the business posted ($0.06) earnings per share. The firm’s revenue for the quarter was down 38.7% on a year-over-year basis. On average, analysts expect Navitas Semiconductor to post $-0 EPS for the current fiscal year and $-1 EPS for the next fiscal year.
Navitas Semiconductor Stock Performance
NASDAQ NVTS opened at $10.92 on Friday. The firm has a market capitalization of $2.55 billion, a PE ratio of -17.33 and a beta of 3.82. Navitas Semiconductor has a one year low of $5.44 and a one year high of $34.17. The company has a 50-day simple moving average of $20.00 and a 200-day simple moving average of $14.14.
Key Stories Impacting Navitas Semiconductor
- Positive Sentiment: Navitas announced a strategic silicon carbide licensing partnership with Magnachip, giving Magnachip access to Navitas’ GeneSiC Gen 4 and Gen 5 technology across 1200V to 3300V+ applications. Investors may see this as a validation of Navitas’ SiC roadmap and a potential growth driver in high-voltage power markets. Article Title
- Positive Sentiment: Several analyses highlighted the company’s exposure to AI data center demand and suggested the new SiC deal could improve the investment case, with some commentary calling NVTS potentially undervalued. Article Title
- Neutral Sentiment: Navitas heads into its Q2 earnings release with investors watching for signs that AI/data-center momentum is offsetting near-term revenue transition risks. Article Title
- Negative Sentiment: One report argued the stock still looks expensive after the SiC partnership news, which could limit upside if investors remain focused on valuation rather than long-term growth. Article Title
- Negative Sentiment: Renesas filed a lawsuit accusing Navitas of trade-secret theft, adding legal overhang and potential headline risk for the stock. Article Title
Wall Street Analyst Weigh In
A number of brokerages have recently weighed in on NVTS. Needham & Company LLC increased their price target on Navitas Semiconductor from $13.00 to $21.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Morgan Stanley reissued an “underweight” rating and set a $13.70 price target on shares of Navitas Semiconductor in a report on Wednesday, May 6th. Rosenblatt Securities upped their price target on shares of Navitas Semiconductor from $7.00 to $13.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Weiss Ratings upgraded shares of Navitas Semiconductor from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 17th. Finally, Wall Street Zen upgraded shares of Navitas Semiconductor from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. Two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $14.74.
View Our Latest Stock Report on Navitas Semiconductor
Insider Activity at Navitas Semiconductor
In other Navitas Semiconductor news, Director Richard J. Hendrix sold 110,165 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $28.96, for a total transaction of $3,190,378.40. Following the transaction, the director owned 101,709 shares of the company’s stock, valued at approximately $2,945,492.64. This trade represents a 52.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Gary Kent Wunderlich, Jr. sold 35,165 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $28.14, for a total transaction of $989,543.10. Following the transaction, the director owned 2,375,060 shares in the company, valued at $66,834,188.40. This represents a 1.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 3,989,478 shares of company stock worth $116,356,387. 12.40% of the stock is owned by company insiders.
Institutional Trading of Navitas Semiconductor
A number of hedge funds have recently modified their holdings of NVTS. Ensign Peak Advisors Inc bought a new position in shares of Navitas Semiconductor during the 4th quarter worth about $102,000. Russell Investments Group Ltd. raised its holdings in shares of Navitas Semiconductor by 12.6% in the 4th quarter. Russell Investments Group Ltd. now owns 13,476 shares of the company’s stock worth $96,000 after buying an additional 1,505 shares in the last quarter. Xponance LLC lifted its position in shares of Navitas Semiconductor by 20.3% during the 4th quarter. Xponance LLC now owns 12,558 shares of the company’s stock worth $90,000 after buying an additional 2,117 shares during the period. CIBC Asset Management Inc bought a new stake in shares of Navitas Semiconductor in the 4th quarter worth about $89,000. Finally, Equitable Holdings Inc. bought a new position in Navitas Semiconductor during the 3rd quarter valued at about $88,000. Hedge funds and other institutional investors own 46.14% of the company’s stock.
Navitas Semiconductor Company Profile
Navitas Semiconductor is a fabless semiconductor company specialized in gallium nitride (GaN) power integrated circuits. The company’s core mission centers on delivering high-efficiency, high-power-density power solutions that address the needs of modern electronic devices, ranging from fast chargers for consumer electronics to industrial and automotive power systems.
Navitas offers a portfolio of GaNFast power ICs designed to replace traditional silicon-based power components. These products integrate GaN transistors, drivers and protection features into single-chip solutions, enabling faster charging, reduced energy loss and smaller power supply footprints.
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