Navitas Semiconductor Corporation

NasdaqGM:NVTS Stock Report

Market Cap: US$3.6b

Navitas Semiconductor Dividends and Buybacks

Dividend criteria checks 0/6

Navitas Semiconductor does not have a record of paying a dividend.

Key information

n/a

Dividend yield

-5.7%

Buyback Yield

Total Shareholder Yield-5.7%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback updates

No updates

Recent updates

Navitas: The Power Bottleneck Bet Inside The AI Infrastructure Buildout

Apr 28

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.

Navitas Semiconductor (NVTS): Speculative AI Premium and Dilution Risks Suggest an Overvalued Momentum Play

Navitas Semiconductor (NVTS) , a specialized leader in gallium nitride (GaN) and silicon carbide (SiC) power electronics, enters the final trading hours of Friday, April 24, 2026 , amidst a frenetic and highly speculative rally. The company is operating in a high-tension environment ahead of its Q1 2026 earnings release estimated for Tuesday, May 5, 2026.

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.

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.

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.

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.

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.

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.

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).

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

Jan 15
There's Reason For Concern Over Navitas Semiconductor Corporation's (NASDAQ:NVTS) Massive 26% Price Jump

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.

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.

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.

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.

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.

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.

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

Oct 14
Navitas Semiconductor Corporation's (NASDAQ:NVTS) Shares Climb 62% But Its Business Is Yet to Catch Up

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

Aug 26
Some Navitas Semiconductor Corporation (NASDAQ:NVTS) Shareholders Look For Exit As Shares Take 29% Pounding

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

Aug 07
News Flash: 8 Analysts Think Navitas Semiconductor Corporation (NASDAQ:NVTS) Earnings Are Under Threat

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.

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

Jul 12
With A 27% Price Drop For Navitas Semiconductor Corporation (NASDAQ:NVTS) You'll Still Get What You Pay For

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

Jun 29
We're Not Very Worried About Navitas Semiconductor's (NASDAQ:NVTS) Cash Burn Rate

Optimistic Investors Push Navitas Semiconductor Corporation (NASDAQ:NVTS) Shares Up 181% But Growth Is Lacking

May 23
Optimistic Investors Push Navitas Semiconductor Corporation (NASDAQ:NVTS) Shares Up 181% But Growth Is Lacking

More Unpleasant Surprises Could Be In Store For Navitas Semiconductor Corporation's (NASDAQ:NVTS) Shares After Tumbling 34%

Apr 04
More Unpleasant Surprises Could Be In Store For Navitas Semiconductor Corporation's (NASDAQ:NVTS) Shares After Tumbling 34%

Navitas Semiconductor: Growth Should Recover In 2025

Mar 31
User avatar

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.

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

Feb 21

Some Confidence Is Lacking In Navitas Semiconductor Corporation (NASDAQ:NVTS) As Shares Slide 26%

Jan 28
Some Confidence Is Lacking In Navitas Semiconductor Corporation (NASDAQ:NVTS) As Shares Slide 26%

We Think Navitas Semiconductor (NASDAQ:NVTS) Needs To Drive Business Growth Carefully

Jan 20
We Think Navitas Semiconductor (NASDAQ:NVTS) Needs To Drive Business Growth Carefully

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

Dec 02

Risks Still Elevated At These Prices As Navitas Semiconductor Corporation (NASDAQ:NVTS) Shares Dive 26%

Nov 13
Risks Still Elevated At These Prices As Navitas Semiconductor Corporation (NASDAQ:NVTS) Shares Dive 26%

Navitas Semiconductor Corporation (NASDAQ:NVTS) Just Reported, And Analysts Assigned A US$3.81 Price Target

Nov 06
Navitas Semiconductor Corporation (NASDAQ:NVTS) Just Reported, And Analysts Assigned A US$3.81 Price Target

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

Nov 01

Navitas Semiconductor: A Hidden Gem In The Semiconductor Space

Aug 25

Navitas Semiconductor Corporation (NASDAQ:NVTS) Stocks Pounded By 25% But Not Lagging Industry On Growth Or Pricing

Aug 21
Navitas Semiconductor Corporation (NASDAQ:NVTS) Stocks Pounded By 25% But Not Lagging Industry On Growth Or Pricing

Companies Like Navitas Semiconductor (NASDAQ:NVTS) Are In A Position To Invest In Growth

Aug 20
Companies Like Navitas Semiconductor (NASDAQ:NVTS) Are In A Position To Invest In Growth

Navitas Semiconductor: Setting Up For 2025

Jul 15

Navitas: High Potential For AI Data Centers But Big China Exposure

Jul 07

Navitas Is A Tremendous Bargain With Great Growth Potential

Apr 26

Navitas Semiconductor: End Market Demand Continues To Be Strong

Apr 12

Growth, Market Leadership Portend A Bright Future For Navitas

Mar 11

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if NVTS's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if NVTS's dividend payments have been increasing.


Dividend Yield vs Market

Navitas Semiconductor Dividend Yield vs Market
How does NVTS dividend yield compare to the market?
SegmentDividend Yield
Company (NVTS)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Semiconductor)0.3%
Analyst forecast (NVTS) (up to 3 years)0%

Notable Dividend: Unable to evaluate NVTS's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate NVTS's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate NVTS's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as NVTS has not reported any payouts.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 22:58
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Navitas Semiconductor Corporation is covered by 9 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tristan GerraBaird
Blake FriedmanBofA Global Research
Jonathan TanwantengCJS Securities, Inc.