Navitas makes gallium nitride and silicon carbide power chips that shrink chargers and data-center power supplies, like replacing a bulky brick with a fast, cool-running one.
Revenue is tiny (USD 0.08B in 2024) and shrinking; gross margin is positive (~34%) but heavy R&D and losses mean no profit—net income was USD -0.08B in 2024.
Gallium nitride design expertise and patents create some barrier, but larger rivals like Infineon and Texas Instruments have deeper resources and scale, eroding Navitas's edge.
Sell (sector percentile 1) — value D-, growth F, profitability F, momentum B-, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Revenue down 27.3% YoY to $10.53M, GAAP loss misses, shares fall ~10% premarket
Q2 revenue $10.5M beat; Q3 guide $14M well above est; AI power bottlenecks driving accelerated demand
Partnership to accelerate HV/UHV SiC adoption; no financial terms disclosed
Q1 2026 revenue increased 18% sequentially to $8.6 million, exceeding guidance high end, compared to $7.3 million in Q4 2025
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