Added to YB: 2026-07-23
Pitch date: 2026-07-21
NVTS [neutral]
Navitas Semiconductor Corporation
+2.43%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
Company Info
Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.
Market Cap
$3.2B
Pitch Price
$12.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
-47.77
P/E
-20.57
EV/Sales
72.86
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Navitas Semiconductor Corporation - $NVTS
NVTS (holding update): Highest-beta pure-play GaN bet on 800V DC transition in AI data centers, viewed as default independent GaN supplier. Pivoted from commoditized consumer chargers to higher-margin AI power; added SiC via acquisition. High execution risk, small-cap. 1.47% position, inclined to add on strength.
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