Company Profile · Technology

Navitas Semiconductor Corp

NVTS · US
Industry
Semiconductors
Exchange
US
Country
USA
IPO date
Jan 25, 2021
Employees
190
Website
navitassemi.com
Current Price
$24.02
Live · Jun 18, 2026
Fair Buy
≤ $10
Margin-of-safety entry
Baillie Growth Score
39/100
Weak
Intrinsic Value · Three-Tier Range Current price $24.02 Live · Within the optimistic intrinsic-value range · much expectation priced in

Composite valuation range · conservative $4–$8 / fair $10–$16 / optimistic $18–$30. At $24.02, Within the optimistic intrinsic-value range · much expectation priced in.

At publication $25.08 (Jun 8, 2026)

Research on this stock
Navitas Semiconductor Corporation
NVTS · US
Underweight
Navitas Semiconductor (NVTS.US) Zen Horizon Research Report

Navitas (NVTS) is a small fabless wide-bandgap power semiconductor company founded in California in 2014, listed via SPAC in 2021, and expanded into high-voltage SiC through the $100M GeneSiC acquisition in 2022. Its two product lines, GaNFast integrated ICs and GeneSiC SiC MOSFETs, span 80V to 3300V and target AI data-center 800V HVDC, energy infrastructure, high-performance computing, industrial electrification, and mobile charging. Report rating Underweight: NVIDIA's 800V HVDC partnership is real, but the valuation already prices in an optimistic Kyber 2027 ramp, dominant NVTS share, and an AI narrative premium.

Semiconductors Baillie 39 Jun 8, 2026
About the company

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.

Financial snapshot
Market cap$5.6B
Revenue (TTM)$40.5M
EBITDA-$64.44M
Profit margin0%
ROE-35.15%
Forward P/E0
EPS-$0.63
52-week range$5.44 – $34.17
Analyst target$14.46
Analyst rating4.0 / 5

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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