NVTSTechnology · SemiconductorsThe 8 Wall Street analysts covering Navitas Semiconductor Corp. hold a median 12-month price target of $13 — +41.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 28 of 100 as at 21 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Navitas Semiconductor Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (85): Analysts have, on balance, been raising their forecasts.
Volatility (2): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on NVTS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +41.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Sept 2026 | Rosenblatt | Maintains | Neutral | $13 |
| 28 July 2026 | Needham | Reiterates | Buy | $21 |
| 28 July 2026 | Needham | Reiterates | Buy | — |
| 28 July 2026 | Rosenblatt | Maintains | Neutral | — |
| 28 July 2026 | Rosenblatt | Maintains | Neutral | $13 |
| 6 May 2026 | Needham | Maintains | Buy | — |
| 6 May 2026 | Needham | Maintains | Buy | $13 → $21 |
| 6 May 2026 | Rosenblatt | Maintains | Neutral | $7.00 → $13 |
| 6 May 2026 | Rosenblatt | Maintains | Neutral | — |
| 4 May 2026 | Baird | Maintains | Outperform | $9.00 → $20 |
| 4 May 2026 | Baird | Maintains | Outperform | — |
| 12 Mar 2026 | Rosenblatt | Maintains | Neutral | — |
| 25 Feb 2026 | Rosenblatt | Maintains | Neutral | — |
| 31 Dec 2025 | Morgan Stanley | Maintains | Underweight | — |
| 10 Nov 2025 | Rosenblatt | Maintains | Neutral | — |
| 4 Nov 2025 | Needham | Maintains | Buy | — |
| 4 Nov 2025 | Rosenblatt | Maintains | Neutral | — |
| 20 Oct 2025 | Rosenblatt | Downgrade | Neutral | — |
| 26 Aug 2025 | Needham | Reiterates | Buy | — |
| 26 Aug 2025 | Rosenblatt | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
NVTS appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 21 Oct 2026, Navitas Semiconductor Corp. returned −39.1% against +16.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 50% of US stocks
Cheaper than 5% of US stocks
Cheaper than 31% of US stocks
Cheaper than 91% of US stocks
Higher than 9% of US stocks
Higher than 17% of US stocks
Higher than 47% of US stocks
Higher than 10% of US stocks
Higher than 90% of US stocks
Higher than 21% of US stocks
Higher than 28% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Navitas Semiconductor Corp. has a market value of $2.3B and an enterprise value of $1.7B.
Revenue in the twelve months to 30 June 2026: $36.5M. The latest quarter shrank 27.3% year on year.
Net income over the same four quarters: −$313.1M, a −856.9% net margin.
Diluted earnings per share, trailing twelve months: $−1.33.
Free cash flow in the twelve months to 30 June 2026: −$67.8M, after $1.3M of capital spending.
Trailing P/E: 13.1×; forward P/E: −71.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Navitas Semiconductor Corp. employs 190 people — $192K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Navitas Semiconductor Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Navitas Semiconductor earned U.S. Army validation for its 10-kV silicon carbide program. The excerpt says the opportunity could extend to grid and industrial power systems if the technology proves itself.
Why it matters — The Army validation and potential applications beyond defense are relevant developments for investors following Navitas’s technology program.
Navitas announced a family of 2300 V, 8 mΩ full-bridge SiC power modules using its proprietary GeneSiC Trench-Assisted Planar technology. The company said the modules are designed for applications including solid-state transformers, grid-scale battery storage, solar inverters, and megawatt charging infrastructure.
Why it matters — The announcement highlights a new Navitas product aimed at energy and grid infrastructure applications.
Seeking Alpha published a prepared remarks transcript for Navitas Semiconductor discussing the AI infrastructure power wall and portfolio expansion through a recent acquisition.
Why it matters — The transcript covers topics relevant to NVTS’s positioning in AI infrastructure power and the company’s portfolio.
Navitas Semiconductor said its completed acquisition of Claros expands its power-semiconductor portfolio to address AI infrastructure, from electrical-grid conversion through processor-level power regulation.
Why it matters — The deal broadens the range of AI data-center power applications covered by Navitas's portfolio.
Navitas Semiconductor partnered with NVIDIA on a 24-kW 800V-to-12V power board for next-generation AI systems. The effort aims to improve efficiency and reduce board space.
Why it matters — NVTS watchers may track the collaboration as an application of the company’s 800V power strategy in AI systems.
The 8 Wall Street analysts covering Navitas Semiconductor Corp. have a median 12-month price target of $13, with estimates ranging from $8 to $21. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Navitas Semiconductor Corp., 2 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Navitas Semiconductor Corp. 28 out of 100 across roughly 4,600 US stocks as at 21 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 21 Oct 2026, Navitas Semiconductor Corp. ranks 28 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (85 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +41.9% from the last close, and Ticker Nerd's factor model ranks Navitas Semiconductor Corp. 28 out of 100 as at 21 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Navitas Semiconductor Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NVTS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $8 to $21 over the next 12 months.
Navitas Semiconductor Corp. returned -39.1% over the 12 months to 21 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Navitas Semiconductor Corporation is a semiconductor company that designs and markets advanced power devices focused on efficient power conversion and charging. Navitas Semiconductor Corporation’s product portfolio includes gallium nitride (GaN) power integrated circuits, silicon carbide (SiC) power devices, silicon system controllers, and digital isolators used in power management systems.
The most recent item we track (The Motley Fool, 21 Oct 2026): "Navitas Stock: What Investors Need to Know After Its Army Selection". Navitas Semiconductor earned U.S. Army validation for its 10-kV silicon carbide program. The excerpt says the opportunity could extend to grid and industrial power systems if the technology proves itself.
Navitas Semiconductor Corporation is a semiconductor company that designs and markets advanced power devices focused on efficient power conversion and charging. Navitas Semiconductor Corporation’s product portfolio includes gallium nitride (GaN) power integrated circuits, silicon carbide (SiC) power devices, silicon system controllers, and digital isolators used in power management systems. The company serves applications across data centers, artificial intelligence infrastructure, automotive, consumer electronics, industrial equipment, energy systems, and mobile devices. Its solutions are aimed at enabling higher power density, faster switching, and improved energy efficiency in modern electronic systems. Navitas Semiconductor Corporation is based in Torrance, California, and operates in global markets across the United States, Europe, China, and other regions.
CEO Mr. Chris Allexandre · 190 employees · United States · https://navitassemi.com
