Navitas Semiconductor Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
30.2%projected annual EPS growth
Analyst Coverage
8analysts covering
FY Revenue (est.)
$47.7Mnext fiscal year
FY EPS (est.)
-$0.15next fiscal year
Monitoring Framework
Key Performance Indicators
High-Power Market Revenue Growth Quarterly3,500.0%Target: Sustained double-digit growth to represent the vast majority of total revenue
Non-GAAP Gross Margin Quarterly3,900.0%Target: 40.0%+
AI Infrastructure Sequential Growth Quarterly5,000.0%Target: Sustained sequential expansion driven by hyperscaler adoption
Watch Items
- NVIDIA 800V Data Center Volume RampTrigger: Transition from sampling/qualification to mass productionAction: Monitor management commentary on socket allocation and shipment timelines, particularly heading into 2027.
- Cash Burn and Liquidity RunwayTrigger: Cash balance falling below $150 millionAction: Evaluate R&D spending efficiency and assess the potential need for secondary equity offerings or debt financing.
- TSMC to PSMC Foundry TransitionTrigger: TSMC's planned exit from GaN-wafer foundry business by 2027Action: Track qualification milestones at PSMC to ensure supply chain continuity and prevent yield or cost disruptions.
Research as of 20 Jun 2026