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NVTS · Navitas Semiconductor Corp

$9.74 -0.27 (-2.70%)
Market Cap
$1.84B
Shares
183.46M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.01 Open$10.26 Day$9.43–10.39 52W$5.44–34.17 Avg vol 30d18.3M Short int39.4M · 21.5% float · 2.5d Short vol40% Last earningsJul 27, 2026 DataOct 2021–Jul 2026 Filing10-Q · Jul 27

Up next

Next earnings call
Oct 12, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 27, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Weak Quant / Vol Very High
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg −22%
      below
      Price vs 50-day avg −49%
      below
      RSI (14) 31
      neutral
      MACD trend Positive
      52-week position 16%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return −44%
      trailing
      6-month return +11%
      trailing
      YTD return +40%
      this year
      Relative strength +3%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $19 › 200d $13 — 50d above 200d
      Institutional flow Accumulating
      92 of 298 funds reported for Jun 30 · net +145.6K sh shares · +22 new
      Insider flow Distributing
      Net -$116.4M over 90 days · 100% sells
      Short interest Rising
      21.47% of float · ▲ +14.1% MoM · 2.5 days cover
      Volume signal Reversal watch
      High volume on a down day — possible exhaustion
      Institution breadth Multi-yr high
      298 holders — near 3-yr high, broad support
      Squeeze score 76
      high risk · 0–100
      Fundamentals
      Weak
      Revenue growth −45%
      Y/Y
      Gross margin 23%
      expanding
      EPS growth −24%
      Y/Y
      Free cash flow $-44.4M
      Balance sheet $236.9M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 127%
      annualized · 1-yr
      Max drawdown −69%
      past year
      ATR 15.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Jul 27, 2026
      Net revenues · Third quarter 2026 Initiated $13M – $14M
      prior qtr $10.53M midpoint +28.2% QoQ
      Non-GAAP gross margin · Third quarter 2026 Non-GAAP Initiated 38.7% – 40.7%
      Non-GAAP operating expenses · Third quarter 2026 Non-GAAP Initiated $15.5M – $17.5M
      Guided vs delivered · last 1 settled
      Net revenues Second quarter 2026
      guided $9.5M – $10.5M
      $10.53M Beat +5.3%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      2 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −22% Bearish
      Price vs 50-day avg
      −49% Bearish
      RSI (14)
      31 Neutral
      MACD trend
      Positive Bullish
      52-week position
      16% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $19 › 200d $13 — 50d above 200d
      Institutional flow Accumulating
      92 of 298 funds reported for Jun 30 · net +145.6K sh shares · +22 new
      Insider flow Distributing
      Net -$116.4M over 90 days · 100% sells
      Short interest Rising
      21.47% of float · ▲ +14.1% MoM · 2.5 days cover
      Volume signal Reversal watch
      High volume on a down day — possible exhaustion
      Institution breadth Multi-yr high
      298 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $5 Now $10 · 16% 52-wk high $34
      vs 200-day avg -22% vs 50-day avg -49%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      non-GAAP gross margin non-GAAP 39.5% the second quarter of 2026
      non-GAAP loss from operations non-GAAP -$11.4M the second quarter of 2026
      non-GAAP net loss non-GAAP -$9.3M the second quarter of 2026
      serviceable available market (SAM) $3.5B 2030
      Restructuring and impairment charge $16.6M fourth quarter of 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Semiconductors — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      NVTS
      Navitas Semiconductor Corp
      this stock
      $1.84B +40.2% -44.9% 21.5%
      NVDA
      Nvidia Corp
      $4.77T +5.8% +125.9% 30.2 1.3%
      TSM
      Taiwan Semiconductor Manufacturing Co Ltd
      $2.03T +29.5% 0.6%
      AVGO
      Broadcom Inc.
      $1.81T +10.5% +7.9% 63.4 1.4%
      MU
      Micron Technology Inc
      $926.70B +187.6% +49.5% 18.6 3.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      311
      % held
      68.7%
      Reported
      92 of 298
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      191
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      39.4M
      Days to cover
      2.5d
      Change
      +4.9M sh
      View
      Short Volume
      Short vol %
      40%
      As of
      Jul 28, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      225.4K
      Value
      $3.9M
      As of
      Jun 29, 2026
      View
      Off-Exchange
      Off-exchange %
      54.3%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$116.4M
      Buyers / Sellers
      0 / 4
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $45.9M
      Net income (FY)
      $-117.0M
      EPS diluted
      $-0.57
      View
      Buybacks
      Remaining
      shares 1.1M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 27, 2026
      This year
      22
      View
      Proposed Sales
      Value
      $19.1M
      Shares
      664.1K
      Filed
      May 28, 2026
      View
      Exempt Offerings
      Offering
      $100.0M
      Filed
      Nov 21, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 27, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      NVTS -22.0% -43.6% +10.6% -44.1% +40.2%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY -21.0% -43.6% +3.2% -43.4% +31.6%

      Capital returns

      Buyback program · as of Jun 30, 2026
      Authorized
      Spent (derived)
      Remaining
      shares 1.07M

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1821769 CUSIP 63942X106 13F (30d) 84 filings 84 filers Visit website Investor relations