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Navitas Semiconductor Corporation designs and manufactures gallium nitride (GaN) power integrated circuits for high-efficiency power systems in AI data centers and electronics.

Snapshot
Country USA USA
ExchangeNasdaq
AI Layer chips
Category 2.60 Semiconductors & Chip Design
Sentiment 58.0%
USD Mkt Cap3.04B
USD Revenue36.53M
USD Net Income-313.05M
fwd P/E-92.29
Price 3M-49.9%
Price 6M+16.1%
Price 1Y+90.1%
Price 2Y+358.2%
USD Share Price11.73
Price History
Price & Size
Price 11.63 USD
Market Cap 3.04B USD
Shares Outstanding 261.09M
Shares Float 242.87M
52w Low 5.83 USD
52w High 34.17 USD
Avg Volume 15.72M
Valuation
P/E (forward) -92.3x
P/B 3.79x
Enterprise Value 2.48B USD
Book Value / Share 3.07 USD
P/S 83.11x
EV / Revenue 68.00x
EV / EBITDA -35.69x
Income
Revenue 36.53M USD
Revenue / Share 0.16 USD
EBITDA -69.61M USD
Net Income -313.05M USD
EPS (trailing) -1.34 USD
EPS (forward) -0.13 USD
Margins & Profitability
Gross Margin 38.1%
Operating Margin -255.0%
Profit Margin 0.0%
EBITDA Margin -190.5%
Return on Equity -52.6%
Return on Assets -9.0%
Growth
Revenue Growth -27.3%
Cash & Debt
Total Cash 557.41M USD
Total Debt 5.14M USD
Free Cash Flow -3.81M USD
Operating Cash Flow -66.47M USD
Debt / Equity 0.01x
Current Ratio 21.79x
Quick Ratio 20.34x
Dividend
Payout Ratio 0.0%
Risk
Beta 3.88
Analyst Consensus
Target (Mean) 14.08 USD
Target (Median) 13.00 USD
Target (High) 21.00 USD
Target (Low) 8.00 USD
Recommendation none
# Analysts 8
Sentiment 58.0%
Positive drivers

Rising AI data center investments drove demand for Navitas' GaN power semiconductors, supporting efficiency gains. Analyst notes highlighted potential revenue upside from new design wins in high-power applications.

Neutral / mixed

Semiconductor sector faced broader macroeconomic uncertainty with mixed earnings from peers. Stock volatility reflected ongoing integration of recent acquisitions without clear immediate catalysts.

Negative drivers

Intense competition from established players pressured margins and market share. Supply chain constraints and delayed customer ramps weighed on near-term growth expectations.

Bottom line

Sentiment is mildly positive amid AI-driven opportunities but tempered by competitive and operational headwinds in the period.