2026-10-07 8-K filing
8-K: Item 7.01, Item 8.01, Item 9.01 D1 -5.6% · since -2.7%
2026-10-07 Capital Bull
Navitas Closes Claros Acquisition, Doubling AI Power TAM to $8B Adds IVR tech, completing grid-to-core power path, expanding AI power opportunity
D1 -5.6% · since -2.7%
13 earlier events › 2026-10-06 Product Bull
Navitas and Microchip Launch 800V Reference Design for AI Data Centers Partnership delivers GaN+digital control solution targeting OCP standard, boosting AI power efficiency
D1 -3.0% · since -8.1%
2026-09-22 8-K filing
8-K: Item 1.01, Item 9.01 D1 +2.5% · +5d -5.9%
2026-09-21 Capital
Navitas Makes $5M Strategic Investment in Magnachip Deepens power semi partnership, strengthens supply chain synergy
D1 +6.4% · +5d -3.5%
2026-09-21 8-K filing
8-K: Item 1.01, Item 9.01 D1 +6.4% · +5d -3.5%
2026-09-01 Product Bull
Navitas Targets September Shipments of U.S.-Made Gen 5 GaNFast Wafers with GlobalFoundries U.S.-based manufacturing strengthens AI power supply chain and domestic supply security
D1 -5.6% · +5d +6.0%
2026-08-26 → 08-27 Capital
NVTS to acquire Claros for up to $232.8M, deepening AI power delivery strategy Definitive agreement signed; deal expected to close by end-2026, subject to regulatory approval
D1 +1.8% · +5d -11.5%
› 3 waves of this story2026-08-26 Deal expected to more than double 2030 addressable market to $8B+, extending from grid to processor2026-08-26 Acquisition of Claros to expand AI data center energy management market, SAM may exceed $800M by 20302026-08-27 Definitive agreement signed; deal expected to close by end-2026, subject to regulatory approval2026-08-25 8-K filing
8-K: Item 1.01, Item 7.01, Item 9.01 D1 +1.7% · +5d -12.1%
2026-07-28 Earnings Bear
NVTS Q2 Revenue Beats but Loss Widens, Stock Falls Revenue down 27.3% YoY to $10.53M, GAAP loss misses, shares fall ~10% premarket
D1 -12.3% · +5d +26.8%
2026-07-26 → 07-28 Earnings
NVTS to Report Earnings July 27, AI Power Demand in Focus Q2 revenue $10.5M beat; Q3 guide $14M well above est; AI power bottlenecks driving accelerated demand
D1 +4.5% · +5d +1.0%
› 3 waves of this story2026-07-26 Multiple X accounts flag NVTS earnings Monday, amid AI power delivery coverage2026-07-27 SemiAnalysis claims 800VDC delayed a year, NVIDIA denies; NVTS report may settle it2026-07-28 Q2 revenue $10.5M beat; Q3 guide $14M well above est; AI power bottlenecks driving accelerated demand2026-07-27 Earnings
Earnings report Q2 2026 营收环比增长 22% 至 $10.5M，处于指引区间高端，主要由高功率市场驱动。
D1 +4.5% · +5d +1.0%
2026-07-27 8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01 D1 +4.5% · +5d +1.0%
2026-07-24 Company Bull
Navitas and Magnachip announce SiC technology licensing partnership Partnership to accelerate HV/UHV SiC adoption; no financial terms disclosed
D1 -9.2% · +5d -0.5%
2026-06-15 8-K filing
8-K: Item 8.01 D1 +1.5% · +5d -9.8%
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