Added to YB: 2026-07-31
Pitch date: 2026-07-29
NVTS [bearish]
Navitas Semiconductor Corporation
-5.02%
current return
Author Info
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Company Info
Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.
Market Cap
$2.5B
Pitch Price
$10.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
-30.18
P/E
-7.05
EV/Sales
54.45
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Navitas Semiconductor Corp. - $NVTS
NVTS (bearish): Q2 2026 rev $10.5M, down ~30% YoY despite 22% sequential growth spin. Founders cashed final 3.4M share earnout tranche; co issued 17.4M ATM shares raising $381M (~$22/share). Non-GAAP breakeven needs ~$42.5M/qtr rev vs $13.5M Q3 guide — not until ~Q1 2028. FY rev ~$50M vs $8.5B peak mcap. Circular AI financing risk.
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