Navitas Semiconductor Corporation

NasdaqGM:NVTS 株式レポート

時価総額：US$5.3b

Navitas Semiconductor 配当と自社株買い

配当金 基準チェック /06

Navitas Semiconductor配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-3.8%

バイバック利回り

総株主利回り-3.8%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

分析記事 • Jun 20

Navitas Semiconductor (NVTS) Stock Could Be 195% Overvalued After Product Launch And $500 Million Offering

Navitas Semiconductor (NVTS) has drawn fresh investor attention after pairing the launch of its high-voltage UHV-TO-247-4-ISO power package with a new US$500 million at-the-market Class A common stock offering. See our latest analysis for Navitas Semiconductor. The recent product launch, board change and capital raise come after a sharp re-rating in Navitas Semiconductor, with a 90-day share price return of 174.51% and a 1-year total shareholder return of 242.65%, which suggests strong...
ナラティブの更新 • Jun 16

NVTS: AI Data Center Hype And Dilution Risk Will Limit Future Returns

Analysts have raised their price targets on Navitas Semiconductor by between $6 and $11, citing updated expectations for growth, margins and valuation multiples that support a refreshed outlook for the stock. Analyst Commentary Recent research updates cluster around higher price targets for Navitas Semiconductor, with bullish analysts pointing to a mix of growth expectations, margin potential and valuation support as key drivers behind their refreshed views.
Seeking Alpha • Jun 02

Navitas: Even Explosive Growth May Not Be Enough

Summary Navitas Semiconductor is rated Sell due to extreme valuation, despite compelling AI and power infrastructure narratives. NVTS's revenue inflection and mix shift to high-margin segments support near-term growth, but the long-term moat remains shallow amid intense competition. Current valuation (~141x EV/Revenue, ~50x P/S in FY2028) demands aggressive execution and sustained revisions, which appear unlikely given competitive and timing risks. I recommend profit-taking or avoidance; narrative momentum complicates shorting, but risk-reward is unfavorable until significant valuation compression or material estimate upgrades. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 01

NVTS: AI Power Shift And India GaN Partnership Will Restrain Future Returns

Narrative Update: Navitas Semiconductor Analysts have raised their average price targets for Navitas Semiconductor by single digit dollar amounts, with updated views supported by refreshed assumptions around revenue growth, profit margins, and future P/E levels. This is reflected in recent $8, $6, $11, and $8.30 target increases from major firms.
ナラティブの更新 • May 14

NVTS: 800V Allocations And AI Power Platforms Will Shape Balanced Outlook

Analysts have lifted their price target framework for Navitas Semiconductor from $13.00 to $21.00, reflecting updated expectations around revenue growth, profit margins, and future P/E multiples, supported by recent target increases from several firms. Analyst Commentary Bullish analysts have recently raised their price targets on Navitas Semiconductor by US$6 to US$11, signaling increased confidence in the stock's potential relative to prior expectations.
ナラティブの更新 • Apr 27

NVTS: Limited 800V Socket Clarity Will Keep Shares Range Bound

Analysts have trimmed their average price target on Navitas Semiconductor to $9 from $10, reflecting expectations for a more range-bound share performance while the market waits for greater clarity on 800V socket allocations, despite recent revenue strength. Analyst Commentary Recent research points to a mixed setup for Navitas Semiconductor, with revenue trends providing some support while questions around future 800V socket allocations keep expectations in check.
ナラティブの更新 • Apr 13

NVTS: Limited 800V Socket Visibility Will Keep Shares Range Bound

Analysts have trimmed their price target on Navitas Semiconductor by $1 to $9, pointing to early signs of a turn after a revenue beat and raise, but expecting the shares to trade in a range until 800V socket allocations are more fully dispersed. Analyst Commentary Recent commentary around Navitas Semiconductor centers on the tension between early signs of a business turn and lingering uncertainty around key growth drivers like 800V socket allocations.
ナラティブの更新 • Mar 30

NVTS: 800V Socket Visibility Will Keep Shares Range Bound Despite Execution Turn

Analysts have lowered their price target on Navitas Semiconductor to $9 from $10, citing expectations that the shares could trade in a range until there is clearer visibility on 800V socket allocation across customers. Analyst Commentary Recent research points to a mixed setup for Navitas Semiconductor, with some encouraging signs on execution alongside clear reservations about near term share performance.
ナラティブの更新 • Mar 16

NVTS: Uncertain 800V Socket Timing Will Pressure Rich Data Center Expectations

Analysts have trimmed their price target on Navitas Semiconductor by $0.85 to $9.00. This reflects expectations that the shares may trade in a range while investors wait for clearer visibility on 800V socket allocations, despite recent revenue outperformance.
ナラティブの更新 • Mar 02

NVTS: 800V Socket Allocations And AI Power Platforms Will Drive Upside

Analysts have trimmed their price target on Navitas Semiconductor to $9 from $10, pointing to the early phase of a business turn after a revenue beat and guidance raise, while expecting the shares to trade in a range until 800V socket allocations are more fully distributed. Analyst Commentary Bullish analysts see the latest results as an early sign that Navitas is starting to turn a corner, even as they temper their formal price targets.
ナラティブの更新 • Feb 16

NVTS: Data Center Power Platforms Will Test Fairly Priced High Multiples

Analysts have adjusted their $ price target for Navitas Semiconductor slightly. This reflects updated assumptions around the discount rate, long-term profit margin, and future P/E expectations.
ナラティブの更新 • Feb 02

NVTS: Data Center Potential Will Rely On Gallium Relief And High Multiples

Analysts have slightly adjusted their price target framework for Navitas Semiconductor, holding fair value steady at $8.28 while fine tuning assumptions around the discount rate, long term revenue growth, profit margins, and future P/E. These changes reflect updated views on the company’s risk profile and earnings potential.
ナラティブの更新 • Jan 19

NVTS: Expanded Power Partnerships And 800VDC Data Centers Will Drive Upside

Analysts kept their fair value estimate for Navitas Semiconductor steady at $13.00, making only minor tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that together guide this unchanged price target. What's in the News China is suspending export restrictions for a year on five critical minerals, including gallium and germanium used in certain semiconductors, which directly affects suppliers such as Navitas that are involved in raw gallium production (New York Times report).
分析記事 • Jan 15

There's Reason For Concern Over Navitas Semiconductor Corporation's (NASDAQ:NVTS) Massive 26% Price Jump

Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders are no doubt pleased to see that the share price has...
ナラティブの更新 • Jan 05

NVTS: Long Term 800VDC Data Center Adoption Will Drive Upside

Narrative Update Analysts recently lifted their price target on Navitas Semiconductor to US$12 from US$8, while becoming more cautious on the stock. They see expectations around 800VDC data center adoption and a very high future P/E of about 241x consensus FY26 revenue as potentially ahead of what many investors are prepared to wait for.
ナラティブの更新 • Dec 17

NVTS: 800VDC Data Center Promise Will Face Elevated Multiples And Easing Gallium Risks

Analysts have raised their price target on Navitas Semiconductor from $8 to $12 per share, reflecting increased conviction in the long term potential of 800VDC data center architectures, even as they caution that current valuations may overestimate how quickly this market will inflect. Analyst Commentary Bullish Takeaways Bullish analysts highlight that raising the price target to $12 signals increased confidence in Navitas capturing a meaningful share of emerging 800VDC data center demand.
ナラティブの更新 • Dec 03

NVTS: Data Center Ambitions Will Meet High Multiples And Easing Gallium Pressures

Analysts have modestly raised their price target on Navitas Semiconductor to $12 from $8, citing optimism around the long term opportunity in 800VDC data center architectures. At the same time, they caution that current valuations already embed high expectations and that investors may lack patience for a roughly two year inflection timeline.
ナラティブの更新 • Nov 19

NVTS: Near-Term Data Center Hopes Will Face Market Readiness And Supply Changes

Analysts have raised their price target for Navitas Semiconductor from $8.05 to $8.28. They cite improved projections for revenue growth and profit margins, although long-term enthusiasm for near-term market adoption remains tempered.
ナラティブの更新 • Nov 04

NVTS: Market Adoption Risks Will Likely Delay Upside Amid High Expectations

Narrative Update on Navitas Semiconductor Navitas Semiconductor's analyst price target has increased from $7.24 to $8.05, as analysts cite improved growth expectations and stronger profit margins. Some concerns remain about near-term market adoption and valuation.
ナラティブの更新 • Oct 21

Analysts Cite Mixed Sentiment as Navitas Semiconductor Price Target Rises on Growth Prospects

Analysts have raised their price target for Navitas Semiconductor to $7.24 from $6.74, citing continued optimism about revenue growth and the company's strategic shift toward higher power applications. This adjustment comes despite some ongoing uncertainty in the market.
分析記事 • Oct 14

Navitas Semiconductor Corporation's (NASDAQ:NVTS) Shares Climb 62% But Its Business Is Yet to Catch Up

Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders have had their patience rewarded with a 62% share price...
分析記事 • Aug 26

Some Navitas Semiconductor Corporation (NASDAQ:NVTS) Shareholders Look For Exit As Shares Take 29% Pounding

Navitas Semiconductor Corporation ( NASDAQ:NVTS ) shareholders won't be pleased to see that the share price has had a...
分析記事 • Aug 07

News Flash: 8 Analysts Think Navitas Semiconductor Corporation (NASDAQ:NVTS) Earnings Are Under Threat

One thing we could say about the analysts on Navitas Semiconductor Corporation ( NASDAQ:NVTS ) - they aren't...
ナラティブの更新 • Aug 06

GaN EV And Data Center Wins Will Unlock New Opportunities

The sharp rise in Navitas Semiconductor’s consensus price target reflects analyst expectations for stronger revenue growth and a higher future P/E, with fair value increasing from $5.22 to $6.74. What's in the News Xiaomi's next-generation 90W GaN charger will feature Navitas' GaNSense Control ICs, offering high-frequency operation, reduced component count, increased efficiency, and robust protection features in a compact form factor.
分析記事 • Jul 12

With A 27% Price Drop For Navitas Semiconductor Corporation (NASDAQ:NVTS) You'll Still Get What You Pay For

The Navitas Semiconductor Corporation ( NASDAQ:NVTS ) share price has softened a substantial 27% over the previous 30...
分析記事 • Jun 29

We're Not Very Worried About Navitas Semiconductor's (NASDAQ:NVTS) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Mar 31

Navitas Semiconductor: Growth Should Recover In 2025

Summary Navitas Semiconductor had record revenue in 2024, up 5% year over year. NVTS stock price near record low on slower growth than in 2023. 430+ design wins in 2024, with $450 million associated revenue. Revenue growth should pick up significantly in H2 2025. We have a $13 share price target for 2030. Read the full article on Seeking Alpha
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新しいナラティブ • Mar 27

GaN EV And Data Center Wins Will Unlock New Opportunities

Projected growth in data centers and automotive sectors, supported by strategic partnerships and a robust backlog of design wins, boosts future revenue outlook.
Seeking Alpha • Feb 21

Navitas Semiconductor Q4 Earnings Preview: Powers Up For A Pivotal Quarter

Summary Navitas Semiconductor's GaNFast and GeneSiC chips enhance device efficiency and longevity, positioning the company as a key player in fast charging and energy-efficient tech. Recent stock momentum and upcoming Q4 earnings report could signal a turnaround; key investor events may influence market perception. Strategic moves in AI data centers and EV sectors, including partnerships with Delta and LiteON, highlight Navitas' growth potential in energy efficiency. Infineon's backing and dual sourcing strategy could standardize GaN technology, potentially revolutionizing high-power applications and driving significant industry shifts. Read the full article on Seeking Alpha
Seeking Alpha • Dec 02

Navitas Semiconductor: The Secret Ingredient To AI's Next Leap

Summary Despite weak Q3 earnings and Q4 guidance, Navitas won 72 designs in Q3, with revenue recovery expected in the second half of 2025. Navitas announced a new 48-volt GaN platform targeting AI data centers which could be highly demanded due to hyperscalers moving to 48-volt power units. Navitas’ partnership with Infineon could help increase GaN adoption and potentially pave the way for a future takeover. I’m reiterating my buy rating for Navitas and maintaining my price target of $70.43 by 2032. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

The Bottom Fishing Club - Navitas: Deep Value Leverage On AI/EV/Solar Growth

Summary Navitas is down -74% from its IPO price in late 2021, despite GaN chip technology that is gaining traction in a variety of digital-to-power applications. Smart phone, AI datacenter, EV auto, and solar power technologies do perform better with Navitas semiconductors inside. Trading at low price to sales and book value ratios, the stock is now quite undervalued if rapid growth returns in 2025. Read the full article on Seeking Alpha
Seeking Alpha • Aug 25

Navitas Semiconductor: A Hidden Gem In The Semiconductor Space

Summary With its stock down 61% YTD, I believe Navitas is a bargain in light of its rich customer pipeline which it will start tapping into next year. Navitas’ revenues appear to have bottomed out considering the seasonality of its business and design wins. Navitas’ advanced technology, especially its data center offering, could help it return to its meteoric growth in the coming years. My price target for Navitas is $70.43 by 2032, representing 2179% upside from its current valuation. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: NVTSの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: NVTSの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Navitas Semiconductor 配当利回り対市場
NVTS 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (NVTS)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Semiconductor)0.5%
アナリスト予想 (NVTS) (最長3年)0%

注目すべき配当: NVTSは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: NVTSは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: NVTSの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: NVTSが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/24 11:03
終値2026/06/24 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Navitas Semiconductor Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Tristan GerraBaird
Blake FriedmanBofA Global Research
Jonathan TanwantengCJS Securities, Inc.