NVTS Navitas Semiconductor Corporation

NVTS Navitas Semiconductor Corporation

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry $8-$10 — not entered
Basis Entry target
Perspectives AI Power Delivery
Updated

Market read

POC $8.43 · VWAP $13.11 · +11.3% vs 12m avg buyer

pullback vol: compressedgaps: stablechurn: quiet as of

Insiders selling 0 buy / 4 sell · Form 4, 90d latest sell Allexandre Chris

Coverage

3 related perspectives

Watchlists @ai-power

NVTS Price Structure

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Peers

Every watchlist NVTS belongs to, members best 30-day change first — NVTS highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@ai-power
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CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d CLF+32.6% +3.5%1d -1.4%7d PSIX+30.6% -2.6%1d -8.1%7d NVTS+27.2% +0.9%1d +10.7%7d ATI+24.5% +1.4%1d +1.6%7d APLD+20.9% -0.1%1d +7.3%7d WYFI+20.7% +2.8%1d +28.5%7d LEU+18.0% -3.2%1d -2.9%7d ITRI+17.0% -0.9%1d -1.9%7d NVT+14.5% +3.4%1d +9.2%7d ETN+14.1% +0.9%1d +2.4%7d RIOT+9.8% +5.4%1d +3.7%7d SEI+9.4% +4.2%1d +12.5%7d MRAAY+9.0% +0.8%1d +15.2%7d BEP+8.4% -0.9%1d +5.5%7d BE+8.0% +1.0%1d +10.2%7d MPWR+7.9% +1.0%1d +2.5%7d HIVE+7.7% +14.1%1d +17.2%7d EQT+7.3% -2.6%1d -2.0%7d AIXA.DE+6.9% +2.2%1d +4.2%7d VICR+6.7% +8.0%1d +21.5%7d BESIY+6.2% +1.3%1d +8.1%7d HWM+6.2% 0.0%1d +1.9%7d WGMI+5.4% +3.1%1d +10.3%7d CIFR+5.3% +3.6%1d +13.4%7d VECO+4.1% +3.8%1d +10.2%7d BEPC+3.5% -1.1%1d +5.7%7d HUBB+3.2% -1.4%1d -0.1%7d DGXX+2.9% -2.3%1d +3.7%7d GEV+2.0% +1.5%1d +9.0%7d KGS+1.4% +1.2%1d +7.4%7d GLXY+1.1% +1.0%1d +12.1%7d CAT+0.3% +2.9%1d +5.2%7d BW+0.3% -3.6%1d +11.6%7d AOSL-0.6% +1.0%1d -10.1%7d BIP-0.9% -2.1%1d +2.5%7d CMI-1.1% +1.6%1d +1.1%7d PUMP-1.6% +5.7%1d +10.2%7d IFNNY-2.1% -0.2%1d -0.6%7d FPS-2.4% -2.1%1d +3.4%7d BIPC-2.7% -2.3%1d +3.2%7d CRS-2.8% -0.4%1d -3.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d KEEL-4.6% +7.4%1d +11.2%7d CLSK-4.8% +2.6%1d +7.0%7d VSH-5.9% +1.4%1d +7.2%7d POWL-6.0% +2.5%1d +5.7%7d LBRT-6.7% +1.0%1d +5.3%7d STM-10.1% +2.8%1d +2.6%7d FLNC-10.2% -3.9%1d -0.2%7d KRC-10.5% -0.8%1d -3.0%7d POWI-11.8% -1.0%1d 0.0%7d BTDR-12.6% +2.9%1d +8.2%7d CEPL-34.1% -0.1%1d -8.9%7d

Next earnings NVTS reports in 76 days Nov 2

Last report May 5

Reported the quarter ending 2026-03-31: revenue $9M, diluted EPS $-0.15, net income $-34M (SEC filing). Across the print the stock moved +4.8% (close before → first close after).

full note →

Against street estimates

How NVTS's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 27 · projection Aug 17

Result
Jul 27 -0.04-0.04+5.3%Beat
May 5 -0.05-0.04 GAAP ≠ +15.9%Beat
Feb 24 -0.05-0.05+3.9%Beat
Nov 3 '25 -0.05-0.05-0.5%In line
Aug 4 '25 -0.05-0.05 GAAP ≠ +0.4%In line
May 5 '25 -0.06-0.06+2.9%Beat
Feb 24 '25 -0.06-0.06+1.9%In line
Nov 4 '24 -0.06-0.06+3.9%Beat

News (last pull)

Headlines about NVTS from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 35 days ago · Jul 14

NVTS research tape

13 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

deep dive Navitas Semiconductor (NVTS) — Deep Dive (2026-07-31) earnings NVTS earnings — 2026-08-03 target NVTS levels — buy zone $8-$10 · target $16.00 · stop $9.00 earnings NVTS earnings — 2026-07-27 scan Monster Scan
Types
Aug 14 Deep Dive Navitas Semiconductor (NVTS)
NVTS
Aug 3 Catalyst NVTS earnings
NVTS
Jul 31 Target NVTS levels — buy zone $8-$10 · target $16.00 · stop $9.00
NVTS
Jul 27 Catalyst NVTS earnings
NVTS
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 3 Source Astera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack
ALABNVDAAVGOCRDOMRVLNVTS#optical-supercycle#ai-power-bottleneck
Jun 3 Snapshot aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot
ALABNVTSMXLLASRASPIMP#optical-supercycle#ai-power-bottleneck#ai-power-delivery
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 5 Catalyst NVTS earnings
NVTS
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Deep Dive Navitas Semiconductor (NVTS)
NVTS
May 1 Deep Dive MPWR - Monolithic Power Systems Deep Dive
MPWRAOSLVICRNVTS#ai-power-delivery