benzinga.com · 9 jul

Wolfspeed in the Spotlight After Filing Patent Infringement Lawsuit Against Navitas Semiconductor

Wolfspeed Inc. (NYSE:WOLF) shares are trending Thursday after announcing it filed a patent infringement lawsuit Tuesday against Navitas Semiconductor Corp. (NASDAQ:NVTS) in the United States District Court for the District of Delaware.

fool.com · 9 jul

Why Shares in Nvidia Partner, Navitas Semiconductor, Soared Higher by 151% in the First Half of 2026

The company is pivoting away from lower-margin end markets and toward high-growth high margin markets such as AI data centers and electrification. Profitability remains distant, with analysts not expecting profits until at least 2029.

zacks.com · 8 jul

Can 800V AI Power Systems Fuel Navitas' Next Growth Phase?

NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.

globenewswire.com · 8 jul

Navitas Semiconductor Responds to Patent Infringement Complaint Filed by Wolfspeed

TORRANCE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today issued the following statement regarding the patent infringement complaint filed by Wolfspeed.

invezz.com · 8 jul

Navitas stock is falling 9% today: what's spooking investors?

Navitas Semiconductor stock (NASDAQ: NVTS) fell sharply in pre-market trading on Wednesday after Wolfspeed accused the company of infringing patents across several core power-chip product lines. The development adds a legal overhang to one of the market's more volatile AI-linked semiconductor trades.

seekingalpha.com · 7 jul

The 800V AI Data Center Shift Could Reprice Navitas Semiconductor (Rating Downgrade)

I rate Navitas Semiconductor a Buy with a $19 price target, implying 31.4% upside from the current level of $14.46. NVTS's new mix can become more valuable if AI data center power, grid and energy infrastructure and industrial electrification scale as expected. In my model, I have estimated these drivers add roughly $0.36 of incremental EPS by 2029, helping NVTS move from a 2026 normalized EPS of ($0.17) to a 2029 EPS of +$0.19.

globenewswire.com · 6 jul

Navitas Semiconductor to Report Q2 2026 Financial Results on Monday, July 27, 2026

TORRANCE, Calif., July 06, 2026 (GLOBE NEWSWIRE) --  Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report second quarter 2026 financial results on Monday, July 27, 2026, after the market close.

zacks.com · 6 jul

NVTS Stock Plunges 41% in a Month: Hold Tight or Book Profits?

Navitas Semiconductor plunges 41% in a month, as premium valuation, revenue pressure and intense competition weigh on its near-term outlook.