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Navitas Semiconductor (NVTS) Is Down 19.2% After Patent Suit And Index Removal News Event - Has The Bull Case Changed?
Simply Wall St.27d agoneutral
Navitas Semiconductor (NVTS) Is Down 19.2% After Patent Suit And Index Removal News Event - Has The Bull Case Changed?

In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell equity indices after investors learned rival Wolfspeed had filed a U.S. patent infringement lawsuit targeting several of Navitas’ GaN and SiC power semiconductor product families. Beyond the legal overhang, Navitas is simultaneously reshaping its governance by declassifying its board and securing flexible funding via a US$500.00 million at-the-market shelf, underscoring how capital, control, and...

Navitas Semiconductor (NVTS) Faces Wolfspeed Patent Lawsuit And Fires Back
Simply Wall St.27d agobearish
Navitas Semiconductor (NVTS) Faces Wolfspeed Patent Lawsuit And Fires Back

Wolfspeed has filed a patent infringement lawsuit against Navitas Semiconductor (NasdaqGM:NVTS), alleging misuse of multiple GaN and SiC power technologies. The case centers on technologies used in chips that support AI data centers, electric vehicles, and renewable energy applications. Navitas has publicly rejected the claims and highlighted its own patent portfolio and intent to contest the lawsuit. Navitas Semiconductor focuses on gallium nitride and silicon carbide power chips that aim...

Navitas Semiconductor (NVTS) Stock Looks Rich On Book Value But Strong On Returns
Simply Wall St.27d agoneutral
Navitas Semiconductor (NVTS) Stock Looks Rich On Book Value But Strong On Returns

Navitas Semiconductor stock has delivered a strong 117.6% return over the past year, yet the latest valuation checks suggest the shares are not cheap, with the market-multiple view leaning toward the stock being overvalued and the overall value score at the bottom of the scale. Over the last 12 months, Navitas Semiconductor has returned 117.6%, which puts a spotlight on whether recent enthusiasm has run ahead of the fundamentals. The push into higher power applications for AI data centers...

Investing.com28d agoneutral
Wolfspeed sues Navitas over GaN and SiC patents

Investing.com -- Wolfspeed Inc (NYSE:WOLF) announced after Tuesday's market close that it had filed a patent infringement lawsuit against rival Navitas Semiconductor, targeting what it described as its "foundational" gallium nitride (GaN) and silicon carbide (SiC) intellectual property portfolio. The legal announcement came after trading had ended for the session.

Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
24/7 Wall St.46d agoneutral
Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power ... Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St.53d agoneutral
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan

In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑market equity program, participated in Nvidia’s AI Factory MGX showcase at COMPUTEX 2026, and saw director Dr. Ranbir Singh resign from the board effective June 9, 2026. These events collectively highlight Navitas’ push to deepen its role in AI data‑center and high‑voltage energy infrastructure while potentially increasing its...

Navitas (NVTS) stuns market in unexpected move amid AI power surge
TheStreet59d agobullish
Navitas (NVTS) stuns market in unexpected move amid AI power surge

A small power-chip company that most investors never tracked closely is now one of the most argued-over names on the Nasdaq. Navitas Semiconductor Corp (NVTS) spent the past week swinging hard, first on excitement about its place in Nvidia’s AI data center plans, then on a sharp selloff that hit ...

A Look At Navitas Semiconductor (NVTS) Valuation After Nvidia AI Infrastructure Collaboration
Simply Wall St.60d agoneutral
A Look At Navitas Semiconductor (NVTS) Valuation After Nvidia AI Infrastructure Collaboration

Navitas Semiconductor (NVTS) is back in focus after Nvidia showcased the company’s 800 V to 6 V DC DC power delivery board at Computex 2026, alongside a fresh partnership on advanced AI data center infrastructure. See our latest analysis for Navitas Semiconductor. The latest Nvidia collaboration sits against a backdrop of sharp share price swings, with the stock down 18.23% over the past day but showing a 30 day share price return of 50.36% and a 1 year total shareholder return of 305.83%,...

Navitas: NVIDIA’s AI Power Broker?
MarketBeat61d agoneutral
Navitas: NVIDIA’s AI Power Broker?

Navitas Semiconductor solves severe thermal bottlenecks in artificial intelligence server racks by fundamentally transforming power delivery architecture.

Latest News In AI Chips - Navitas Partners With NVIDIA For Advanced AI Infrastructure
Simply Wall St.61d agoneutral
Latest News In AI Chips - Navitas Partners With NVIDIA For Advanced AI Infrastructure

Navitas Semiconductor recently announced its collaboration with NVIDIA's MGX™ ecosystem, showcasing advancements in AI chip infrastructure at the COMPUTEX 2026 event in Taipei. By integrating its GaNFast and GeneSiC power semiconductor technologies, Navitas aims to enhance the efficiency and scalability of AI data centers through NVIDIA's platform. Their new 800 V-to-6 V DC-DC power delivery board, designed to improve power density and reduce the system footprint within GPU boards, highlights...

Navitas (NVTS) Hits All-Time High — Nvidia May Hold the Reason
Insider Monkey62d agobullish
Navitas (NVTS) Hits All-Time High — Nvidia May Hold the Reason

Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Remarkable Resilience. Navitas Semiconductor climbed to a new all-time high on Wednesday, after its technology was showcased by Nvidia Corp. at the Computex 2026 in Taipei, Taiwan. In intra-day trading, the stock climbed to its highest price of $34.16 at intra-day trading before paring […]