Navitas Semiconductor Corporation (NVTS) Presents at Citi's 2026 Global TMT Conference Transcript

Navitas Semiconductor Corporation (NVTS) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha • Sep 8, 2026

Navitas to Present at the Citi Global TMT Conference on September 8, 2026

TORRANCE, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the Company will participate at the Citi 2026 Global TMT Conference to be held at the New York Hilton Midtown Hotel.

GlobeNewsWire • Sep 3, 2026

Navitas Delivers Latest Gen 5 GaNFast™ Manufactured in the U.S. Through GlobalFoundries Partnership to Accelerate AI Infrastructure

Combining Navitas' proprietary Gen 5 GaNFast™ technology and expertise with GlobalFoundries' advanced U.S. 200mm manufacturing and process baseline strengthens U.S. leadership in GaN and secures the domestic supply chain for next-generation AI and critical infrastructure

GlobeNewsWire • Sep 1, 2026

Navitas Semiconductor: Q2 2026 Moved The 800V Story Closer To Revenue

I'm reiterating Navitas Semiconductor as a buy with a revised $22 price target. Q2 2026 results showed 22% sequential revenue growth and over 50% y/y high-power revenue growth, with Q3 guidance 17% above prior estimates. AI infrastructure is set to exceed one-third of Q4 2026 revenue, with an expanding backlog and 800V AI data center ramping expected from 2027.

Seeking Alpha • Aug 26, 2026

Navitas Semiconductor (NVTS) Up 24.3% Since Last Earnings Report: Can It Continue?

Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Aug 26, 2026

Navitas Semiconductor: The Grid-To-GPU Power Transition Can Transform A Tiny Revenue Base

Navitas Semiconductor is rated a speculative buy, reflecting high AI power growth potential but a valuation that already prices in significant success. NVTS's integrated GaN and SiC technology stack uniquely positions it to capture value across both high-voltage and high-frequency power conversion as AI data center demand accelerates. Recent revenue growth and a pivot toward high-power AI infrastructure signal early traction, but durable, scaled revenues and margin expansion remain unproven.

Seeking Alpha • Aug 26, 2026

Why Navitas Semiconductor Stock Is Up Today

Navitas wants to create a grid-to-chip power delivery system. To do so, it needs Claros' technology.

The Motley Fool • Aug 26, 2026

3 Chip Stocks Under $50 Worth Buying Now

The AI power infrastructure buildout is quietly rewriting the demand curve for wide-bandgap semiconductors.

24/7 Wall Street • Aug 25, 2026

Navitas: The High-Power Pivot Capturing Future Trends

Navitas has restructured, exited low-end consumer lines, and now targets high-power, high-margin markets like AI infrastructure and grid electrification. Q2 '26 revenue grew 22% sequentially, with high-power end markets up 50% YoY; management expects these to dominate sales by year-end. NVTS holds $557 million in cash, supporting a multi-year runway despite current operating losses; profitability hinges on scaling revenue 3.7x without major expense growth.

Seeking Alpha • Aug 25, 2026

Navitas To Acquire Claros, Advancing AI Infrastructure with VPD & IVR Technology for Grid-to-xPU

The proposed acquisition is expected to provide the last step in power delivery to the core to complete Navitas' grid-to-xPU high-power portfolio, accelerating its AI infrastructure strategy under Navitas 2.0 transformation

GlobeNewsWire • Aug 25, 2026