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NVTS Stock Forecast: Navitas Semiconductor Corp. Price Predictions for 2026-2027

Last close, 1 Oct 2026
$12
+4.39% on the day

The 8 Wall Street analysts covering Navitas Semiconductor Corp. hold a median 12-month price target of $13 — +7.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 34 of 100 as at 1 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$3.2B
Ticker Nerd rank
34 / 100
Median analyst target
$13
Analysts covering
8
Revenue$10.5M−27.3% y/y
Operating income−$26.8M
Net income−$228.2M
Free cash flow−$32.2M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.4%
1M
+10.8%
YTD
+69.7%
1Y
+66.0%
From 52W high
−61.9%
From 52W low
+69.7%
$7
$32
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

NVTS stock analysis: one number for the whole business

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.

Where the model ranks itAs at 1 Oct 2026
34 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
96
Momentum
78
Accruals
72
Issuance
42
Size
29
Growth
22
Value
9
Quality
8
Volatility
7

Revisions (96): Analysts have, on balance, been raising their forecasts.

Volatility (7): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

NVTS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on NVTS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$15$20$25Oct 25Jan 26Apr 26Jul 26Oct 26NVTSHigh $21Median $13Low $8

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

What Wall Street says8 analysts
2 Buy5 Hold1 Sell
Low $8Median $13High $21

The green dot is the last close — the median target sits +7.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
29 Sept 2026RosenblattMaintainsNeutral$13
28 July 2026NeedhamReiteratesBuy$21
28 July 2026RosenblattMaintainsNeutral$13
6 May 2026NeedhamMaintainsBuy—
6 May 2026NeedhamMaintainsBuy$13 → $21
6 May 2026RosenblattMaintainsNeutral$7.00 → $13
6 May 2026RosenblattMaintainsNeutral—
4 May 2026BairdMaintainsOutperform—
4 May 2026BairdMaintainsOutperform$9.00 → $20
12 Mar 2026RosenblattMaintainsNeutral—
25 Feb 2026RosenblattMaintainsNeutral—
31 Dec 2025Morgan StanleyMaintainsUnderweight—
10 Nov 2025RosenblattMaintainsNeutral—
4 Nov 2025NeedhamMaintainsBuy—
4 Nov 2025RosenblattMaintainsNeutral—
20 Oct 2025RosenblattDowngradeNeutral—
26 Aug 2025NeedhamReiteratesBuy—
26 Aug 2025RosenblattMaintainsBuy—
5 Aug 2025Craig-HallumDowngradeHold—
5 Aug 2025Morgan StanleyMaintainsUnderweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NVTS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

NVTS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 1 Oct 2026, Navitas Semiconductor Corp. returned +66.0% against +15.5% for the S&P 500, dividends included.

NVTS vs S&P 500, last 12 monthsTotal return, rebased to 100
50100150200250300350400Oct 25Jan 26Apr 26Jul 26Oct 26NVTSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

NVTS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
7
Analysts cutting
0
Fundamentals

Navitas Semiconductor Corp. (NVTS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
13.1×

Cheaper than 50% of US stocks

Price / sales
87.1×

Cheaper than 4% of US stocks

Price / book
3.9×

Cheaper than 26% of US stocks

EV / EBITDA
−37.5×

Cheaper than 93% of US stocks

Growth & margins
Revenue growth (YoY)
−27.3%

Higher than 9% of US stocks

Earnings growth (YoY)
−27.3%

Higher than 17% of US stocks

Gross margin
38.7%

Higher than 47% of US stocks

Operating margin
−255.0%

Higher than 10% of US stocks

Net margin
31.0%

Higher than 90% of US stocks

Returns & dividend
Return on equity
−52.6%

Higher than 21% of US stocks

Return on assets
−9.0%

Higher than 27% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Navitas Semiconductor Corp. (NVTS) statistics: revenue, profit & scale

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 $3.2B and an enterprise value of $2.6B.

  • 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.

  • Shares outstanding: 261.1M.

  • Trailing P/E: 13.1×; forward P/E: −96.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Navitas Semiconductor Corp. employs 190 people — $192K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 2 Oct 2026

Data provided by Twelve Data

Peers

NVTS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
NVTSNavitas Semiconductor Corp.$3.2B
34
POWIPower Integrations, Inc.$2.9B
92
SYNASynaptics, Inc.$4.2B
69
LASRnLIGHT, Inc.$2.3B
74
DIODDiodes, Inc.$4.5B
97
VSHVishay Intertechnology, Inc.$5.2B
59
PIImpinj, Inc.$5.6B
65

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 →

News

Latest NVTS news & analysis

Navitas Semiconductor's U.S. Army Deal Could Be Just The Beginning (Rating Upgrade)

Seeking Alpha · 30 Sept 2026positive

Navitas Semiconductor received a Buy rating following a U.S. Army contract for next-generation silicon carbide power semiconductors. The company remains unprofitable with $10.5M in quarterly revenue offset by high R&D and SG&A expenses, though it holds $557M in cash, while facing competition from Infineon, Texas Instruments, and onsemi as well as ongoing patent litigation.

Why it matters — NVTS watchers would care because the U.S. Army contract could validate the company's silicon carbide technology and signal potential expansion beyond this initial deal.

What's Happening With Navitas Semiconductor Stock Wednesday?

Benzinga · 30 Sept 2026neutral

Navitas Semiconductor shares traded flat Wednesday afternoon as investors weighed a major defense contract alongside fresh antitrust clearance. The stock's movement came as these two developments were being assessed by the market.

Why it matters — NVTS watchers would care because the defense contract and antitrust clearance are significant corporate developments that could influence the company's outlook.

LITE vs. NVTS: Which AI Data Center Stock Is the Better Buy?

Zacks Investment Research · 29 Sept 2026negative

Zacks Investment Research compared Lumentum (LITE) and Navitas Semiconductor (NVTS) as AI data center stock picks, highlighting Lumentum's AI-driven optical demand, strong earnings growth, and expanding data center opportunities. The piece positions Lumentum as better positioned than Navitas in this space.

Why it matters — A prominent research firm argues that a rival AI data center company holds advantages over Navitas, which could influence how investors view NVTS's competitive standing in that market.

Navitas Semiconductor lands US Army award for high-voltage silicon carbide chips

Proactive Investors · 29 Sept 2026positive

Navitas Semiconductor has been awarded a US Army contract to develop 10 kV silicon carbide power chips for military systems under the ALATTIS prototype project, which aims to create a domestic manufacturing process for silicon carbide insulated-gate bipolar transistors and associated PiN diodes.

Why it matters — A major US defense contract and a focus on domestic silicon carbide manufacturing could strengthen Navitas' position in the high-voltage military power semiconductor market.

What's driving Navitas Semiconductor stock higher and is there more to come?

Invezz · 29 Sept 2026positive

Navitas Semiconductor saw its stock open higher on Tuesday after being selected by the US Army for its Advanced High-Power Electronics (ALATTIS) initiative. Under the contract, the company will accelerate domestic development of ultra-high-voltage 10 kV Silicon Carbide technology for critical defense systems.

Why it matters — A selection for a US Army defense program represents a significant validation of Navitas' technology and opens the door to new strategic opportunities in the defense sector.

FAQ

Frequently asked questions about NVTS stock

What is the NVTS stock price forecast for 2026-2027?

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.

Is NVTS stock a buy right now?

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. 34 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank NVTS?

As at 1 Oct 2026, Navitas Semiconductor Corp. ranks 34 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 (96 of 100).

Will NVTS stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +7.3% from the last close, and Ticker Nerd's factor model ranks Navitas Semiconductor Corp. 34 out of 100 as at 1 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the NVTS stock forecast for 2030?

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.

How has NVTS stock performed over the past year?

Navitas Semiconductor Corp. returned +66.0% over the 12 months to 1 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Navitas Semiconductor Corp. do?

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.

What is the latest news on NVTS?

The most recent item we track (Seeking Alpha, 30 Sept 2026): "Navitas Semiconductor's U.S. Army Deal Could Be Just The Beginning (Rating Upgrade)". Navitas Semiconductor received a Buy rating following a U.S. Army contract for next-generation silicon carbide power semiconductors. The company remains unprofitable with $10.5M in quarterly revenue offset by high R&D and SG&A expenses, though it holds $557M in cash, while facing competition from Infineon, Texas Instruments, and onsemi as well as ongoing patent litigation.

Company

About Navitas Semiconductor Corp.

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