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The Nvidia partner's stock continues its powerful run, and there could be more to come if data center spending continues to grow.
Vicor unexpectedly raises its second-quarter revenue guidance in yet another positive signal for the power chip industry.
Nokia, Navitas Semiconductor, and Rocket Lab shares continued their upward momentum in the overnight session headed into Tuesday.
Investors have piled into the stock recently, encouraged by the company’s gallium nitride (GaN) and silicon carbide (SiC) semiconductors, which claim to improve power delivery in data centers and other industrial applications.
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Stunning Double-Digit Gains. Navitas rallied by 37.2 percent week-on-week, as investors loaded portfolios ahead of its participation in a three-day conference, where it would showcase its latest gallium nitride (GaN) and GeneSiC silicon carbide (SiC) products to support today’s high-growth sectors. In a notice […]
Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.
Navitas Semiconductor (NasdaqGM: NVTS) has settled a contingent earnout dispute with Live Oak Sponsor Partners II related to its prior business combination. The agreement makes more than 726,000 previously restricted sponsor shares fully vested and nonforfeitable, while 115,775 shares are forfeited. The settlement includes mutual releases, ending all related claims tied to the earlier SPAC merger. For investors tracking Navitas Semiconductor at a share price of $29.25, this legal resolution...
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks Effortlessly Climbing Double-Digits. Navitas Semiconductor saw its share prices climb by 19.98 percent on Friday to close at $29.25 apiece, as investors positioned portfolios ahead of its participation in a three-day conference early next month. In a notice on its website, Navitas Semiconductor Corp. (NASDAQ:NVTS) […]
In May 2026, Navitas Semiconductor highlighted new high‑power GaN and SiC platforms for AI data centers and grid infrastructure at PCIM Europe, alongside fresh licensing, capital-raising, and governance moves. An India-focused GaN licensing deal with Cyient Semiconductors, combined with advanced 800 VDC AI server power demos, underscores how Navitas is trying to turn specialized power technology into broader ecosystem adoption. We’ll now examine how the Cyient GaN licensing deal and PCIM...
Recent performance snapshot Navitas Semiconductor (NVTS) has drawn attention after a strong recent run, with the stock up about 6% over the past day, 9% over the past week and 59% over the past month. See our latest analysis for Navitas Semiconductor. The recent surge fits into a much bigger move, with a 90 day share price return of 209.39% and a 1 year total shareholder return of 382.77%. This points to strong positive momentum rather than a short lived bounce. If this kind of semiconductor...
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.
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Insane Returns Right Now. Navitas Semiconductor snapped a three-day losing streak on Wednesday, soaring 18.32 percent to close at $22.99 apiece as investors loaded portfolios ahead of its participation in a conference. In a notice on its website, Navitas Semiconductor Corp. (NASDAQ:NVTS) said that […]
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the best performing semiconductor stocks so far in 2026. On May 5, Navitas Semiconductor reported Q1 2026 total revenue of $8.6 million, representing an 18% sequential increase from Q4 2025, though down from $14.0 million in Q1 2025. This sequential rebound reflects the company’s strategic pivot away from […]
Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders will have a reason to smile today, with the analysts...
Wolfspeed stock was surging on Wednesday after Citrini Research—best known for its viral blog posts about AI wrecking the economy and the Strait of Hormuz—recommended the power-chip maker. Futures tracking the were 0.2% higher as President Donald Trump headed to China with executives including Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. The company makes power semiconductors, which control the voltages that flow into a device’s specific components.
Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Easy Double-Digit Returns. Navitas Semiconductor soared to a fresh all-time high on Monday, as investors cheered an Indian semiconductor maker’s successful launch of a gallium nitride (GaN) power device family developed using the former’s GaN technology. In intra-day trading, the stock climbed to its […]
Navitas announced a new product partnership that seemed to lend credence to its turnaround efforts.
The company's partnership with Nvidia and its exposure to AI data center spending stood it in good stead in April.
Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.
Navitas Semiconductor (NVTS) has been in focus after investors reacted to its push into AI data center power markets, with recent product demonstrations and board appointments coinciding with sequential revenue momentum. Company guidance points to continued expansion. See our latest analysis for Navitas Semiconductor. The stock price momentum has been intense, with a 99.43% 1 month share price return and a 109.43% year to date share price return. The 1 year total shareholder return is also...
As such, these results are unaudited and subject to revision until the company files its Form 10-Q for its quarter ended March 31, 2026. For those of you that may be new or still coming up to speed on our story, I want to begin with a brief high-level summary of our ongoing strategic transformation and Navitas 2.0 vision.
Moby summary of Navitas Semiconductor Corporation's Q1 2026 earnings call
Navitas Semiconductor (NASDAQ:NVTS) reported first-quarter 2026 results that management said marked “another quarter of solid progress” in its ongoing shift toward higher-power markets, with revenue returning to sequential growth and high-power applications making up a larger share of the business.
Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of +14.35% and +6.28%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Stronger demand pushes targets higher across sector
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.
By Karen Roman Navitas Semiconductor Corporation (Nasdaq: NVTS) said it appointed Davin Lee to its Board of Directors, having previously served at Renesas Corp. as Vice President and General Manager. […]
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