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Navitas Semiconductor completed its Claros acquisition, adding IVR technology for AI infrastructure power delivery from grid to xPU. The company expects Claros to add at least $3.5 billion to its identified 2030 SAM, bringing the total to over $8 billion.
On September 18, 2026, Navitas Semiconductor Corporation agreed to purchase 1,461,988 Magnachip Semiconductor Corporation common shares at $3.42 per share for $5,000,000; the amendment corrects the agreement date from September 19, 2026 to September 18, 2026, with no other changes.
Navitas Semiconductor Corporation agreed to buy 1,461,988 Magnachip Semiconductor Corporation common shares at $3.42 per share for $5,000,000, with closing expected on or about September 24, 2026.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Navitas reported Q2 revenue of $10.5M (up 22% sequentially, with high-power markets up 50%+ YoY), is guiding Q3 to $13.5M (28% sequential growth and a return to YoY growth), and raised $373M of additional capital to end Q2 with $557M in cash, while announcing a Magnachip SiC licensing partnership, an NVIDIA MGX collaboration, a GlobalFoundries 8" GaN transition plan, and a new 1.2 kV JFET line targeting roughly $1B in incremental SAM.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NVTS
this stock
Navitas Semiconductor Corp
|
$2.46B | +30.7% | -44.9% | — | 18.9% |
|
NVDA
Nvidia Corp
|
$4.95T | +7.3% | +65.5% | 26.0 | 1.3% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.05T | +30.2% | — | — | 0.0% |
|
AVGO
Broadcom Inc.
|
$1.55T | -6.0% | +18.2% | 41.5 | 1.1% |
|
SKHY
SK hynix Inc.
|
$1.01T | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NVTS | -0.3% | -17.4% | -58.2% | +10.0% | +30.7% |
| SPY | -0.7% | -1.3% | +2.5% | +1.5% | +12.5% |
| vs SPY | +0.4% | -16.1% | -60.7% | +8.6% | +18.2% |
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.
