Added to YB: 2026-09-21
Pitch date: 2026-09-18
NVTS [neutral]
Navitas Semiconductor Corporation
Author Info
No bio for this author
Company Info
Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.
Market Cap
$3.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.89
P/E
-8.28
EV/Sales
66.57
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Power Semiconductors: The Follow-Up - Navitas Semiconductor Corporation
NVTS (overview): Navitas is a highly speculative bet on GaN and SiC power semiconductors, with its integrated GaN power ICs and 300 issued or pending patents supporting its role in NVIDIA’s 800V architecture; the agreed acquisition of Claros would extend its reach from rack to chip power delivery. At a $2.81B market cap and 61.7x LTM EV/sales on $36.54M of TTM revenue, the optionality is offset by heavy losses, a Wolfspeed patent suit, customer concentration and uncertain timing.
Read full article (3 min)