Navitas Semiconductor (NVTS) Projected to Announce Quarterly Earnings on Monday

Navitas Semiconductor (NASDAQ:NVTS) is projected to announce its Q2 2026 results after the market closes on Monday, July 27th. Analysts expect the company to post earnings of ($0.04) per share and revenue of $9.9710 million for the quarter. Parties can check the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Monday, July 27, 2026 at 5:00 PM ET.

Navitas Semiconductor (NASDAQ:NVTS) last issued its earnings results on Tuesday, May 5th. The company reported ($0.04) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.05) by $0.01. The business had revenue of $8.60 million during the quarter, compared to analysts’ expectations of $8.22 million. Navitas Semiconductor had a negative return on equity of 14.30% and a negative net margin of 330.67%.Navitas Semiconductor’s quarterly revenue was down 38.7% compared to the same quarter last year. During the same period in the prior year, the firm posted ($0.06) EPS. On average, analysts expect Navitas Semiconductor to post $-0 EPS for the current fiscal year and $-1 EPS for the next fiscal year.

Navitas Semiconductor Price Performance

Navitas Semiconductor stock opened at $10.92 on Friday. The business has a 50 day simple moving average of $20.00 and a 200 day simple moving average of $14.14. The company has a market capitalization of $2.55 billion, a PE ratio of -17.33 and a beta of 3.82. Navitas Semiconductor has a one year low of $5.44 and a one year high of $34.17.

Insiders Place Their Bets

In related news, CEO Chris Allexandre sold 13,323 shares of the firm’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $31.81, for a total transaction of $423,804.63. Following the completion of the sale, the chief executive officer directly owned 1,072,633 shares of the company’s stock, valued at $34,120,455.73. This trade represents a 1.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Gary Kent Wunderlich, Jr. sold 35,165 shares of Navitas Semiconductor stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $28.14, for a total value of $989,543.10. Following the completion of the transaction, the director owned 2,375,060 shares of the company’s stock, valued at approximately $66,834,188.40. The trade was a 1.46% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 3,989,478 shares of company stock valued at $116,356,387 in the last 90 days. Insiders own 12.40% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in NVTS. Invesco Ltd. grew its holdings in Navitas Semiconductor by 257.8% during the 4th quarter. Invesco Ltd. now owns 4,737,624 shares of the company’s stock worth $33,827,000 after acquiring an additional 3,413,394 shares during the last quarter. NewEdge Advisors LLC raised its stake in shares of Navitas Semiconductor by 30.7% in the fourth quarter. NewEdge Advisors LLC now owns 28,533 shares of the company’s stock worth $204,000 after acquiring an additional 6,709 shares during the last quarter. VARCOV Co. bought a new position in shares of Navitas Semiconductor in the fourth quarter worth about $589,000. Engineers Gate Manager LP raised its stake in shares of Navitas Semiconductor by 31.2% in the fourth quarter. Engineers Gate Manager LP now owns 233,169 shares of the company’s stock worth $1,665,000 after acquiring an additional 55,459 shares during the last quarter. Finally, AQR Capital Management LLC lifted its position in shares of Navitas Semiconductor by 41.8% during the fourth quarter. AQR Capital Management LLC now owns 67,495 shares of the company’s stock worth $482,000 after purchasing an additional 19,884 shares in the last quarter. 46.14% of the stock is owned by institutional investors.

Navitas Semiconductor News Summary

Here are the key news stories impacting Navitas Semiconductor this week:

• Positive Sentiment: Navitas announced a strategic silicon carbide licensing partnership with Magnachip, giving Magnachip access to Navitas’ GeneSiC Gen 4 and Gen 5 technology across 1200V to 3300V+ applications. Investors may see this as a validation of Navitas’ SiC roadmap and a potential growth driver in high-voltage power markets. Article Title
• Positive Sentiment: Several analyses highlighted the company’s exposure to AI data center demand and suggested the new SiC deal could improve the investment case, with some commentary calling NVTS potentially undervalued. Article Title
• Neutral Sentiment: Navitas heads into its Q2 earnings release with investors watching for signs that AI/data-center momentum is offsetting near-term revenue transition risks. Article Title
• Negative Sentiment: One report argued the stock still looks expensive after the SiC partnership news, which could limit upside if investors remain focused on valuation rather than long-term growth. Article Title
• Negative Sentiment: Renesas filed a lawsuit accusing Navitas of trade-secret theft, adding legal overhang and potential headline risk for the stock. Article Title

Wall Street Analyst Weigh In

NVTS has been the subject of several recent analyst reports. Wall Street Zen upgraded Navitas Semiconductor from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. Rosenblatt Securities boosted their target price on shares of Navitas Semiconductor from $7.00 to $13.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Weiss Ratings raised shares of Navitas Semiconductor from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, June 17th. Morgan Stanley reaffirmed an “underweight” rating and issued a $13.70 target price on shares of Navitas Semiconductor in a report on Wednesday, May 6th. Finally, Needham & Company LLC increased their target price on shares of Navitas Semiconductor from $13.00 to $21.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $14.74.

About Navitas Semiconductor

Navitas Semiconductor is a fabless semiconductor company specialized in gallium nitride (GaN) power integrated circuits. The company’s core mission centers on delivering high-efficiency, high-power-density power solutions that address the needs of modern electronic devices, ranging from fast chargers for consumer electronics to industrial and automotive power systems.

Navitas offers a portfolio of GaNFast power ICs designed to replace traditional silicon-based power components. These products integrate GaN transistors, drivers and protection features into single-chip solutions, enabling faster charging, reduced energy loss and smaller power supply footprints.