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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% ab

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 hig

Navitas Semiconductor Corporation (NVTS) Q2 2026 Earnings Call Transcript

Navitas Semiconductor NASDAQ: NVTS reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the compa

The physical economy is undergoing a permanent shift. Legacy silicon power components are hitting their thermodynamic limits.

I rate Navitas Semiconductor a Buy with a $19 price target, implying 31.4% upside from the current level of $14.46. NVTS's new mix can become more valuable if AI data center power, grid and energy inf

Navitas Semiconductor Corp. is pivoting to AI data center and grid power management solutions, leveraging partnerships like Nvidia to address surging power demands. NVTS has transitioned from low-marg