Added to YB: 2024-12-10
Pitch date: 2024-12-10
NVTS [bullish]
Navitas Semiconductor Corporation
+93.03%
current return
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
$1.8B
Pitch Price
$4.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
-22.71
P/E
-12.17
EV/Sales
29.04
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVTS Strengthens Position in GaN with Infineon Partnership and Expanding Hyperscaler Applications
NVTS: GaN leader w/ 72 new design wins, $1.6B pipeline. Q3 rev $22M (-2% YoY), margins up 40%. New 48V platform unlocks $1B market. Pivoting to AI, EV, mobile. $99M cash, no debt. Risks: China dependency, GaN adoption. Streamlining costs. Undervalued despite doubling from lows.
Read full article (2 min)