核心观点 - Navitas Semiconductor Corporation (NVTS) 股价在周一大幅上涨，最高涨幅达24.6%，最终在下午2点EST时涨幅为20.4%。这一上涨并非由公司特定新闻引发，而是由于拜登政府对中国半导体公司在关键行业的做法展开调查，投资者对此持积极态度[1][2][3] 行业动态 - 拜登政府启动对中国半导体公司在关键行业的调查，涉及的芯片主要是基于碳化硅(SiC)和氮化镓(GaN)材料的“较不先进”芯片，这些芯片虽不如AI芯片先进，但正越来越多地应用于汽车、工业、医疗设备、电信、国防等关键系统[2] 公司表现 - Navitas 生产的正是基于SiC或GaN材料的“较不先进”芯片，因此其股价随同其他处于“较不先进”领域的半导体股票一同上涨[3] - 尽管如此，大多数该领域的芯片公司股价上涨幅度远不及Navitas，这可能是因为Navitas是一家规模较小、风险较高的公司，且今年股价已下跌超过50%，同时其空头头寸在11月底高达18.8%，可能加剧了今日的空头回补[4] 公司前景 - 尽管今日股价上涨，Navitas仍是一个高风险的投资标的。公司从未实现盈利，且其股价可能继续受到利率和地缘政治等不可控因素的大幅波动影响。此外，Navitas向中国设备制造商销售产品，因此如果中国对美国芯片公司进行报复，公司可能会受到负面影响[5] - 虽然Navitas股价有可能随着工业、汽车和移动芯片行业的明确复苏而大幅上涨，但投资者有其他风险较低的方式来参与这一情景[6]

Navitas Semiconductor (NVTS) shares have risen 41.8% in the past three months, outperforming the broader Zacks Computer and Technology sector’s return of 13.1%.Over the same time frame, it has also outperformed the Zacks Electronics- Semiconductors industry and its peers, including Alpha and Omega Semiconductor (AOSL) , Nova Ltd (NVMI) and Cirrus Logic (CRUS) . In the past three months, shares of AOSL have gained 25.5%, while NVMI and CRUS have lost 1% and 14%, respectively. The industry appreciated 39.1% i ...

Shares of Navitas Semiconductor Corp. (NVTS 17.45%) rallied 22.3% on Thursday, as of 3:00 p.m. ET.Navitas is a small-cap chip designer that specializes in power-efficient designs for electric vehicles, electric infrastructure, and artificial intelligence (AI) data centers.With the severe slowdown in EV and electrical infrastructure spending this year, Navitas' stock had been hurt. However, some new product announcements on Thursday caused shares to bounce back big.New products for CESOn Thursday, Navitas pu ...

TORRANCE, Calif., Dec. 03, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) the only pure-play, next-generation, power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology,  today announced that Dr. Ranbir Singh, formerly Executive Vice President at Navitas and the founder and CEO of GeneSiC Semiconductor, has been appointed to Navitas’ board of directors.  “We are pleased to welcome Ranbir to the board of directors,” said Gene Sherid ...

Last August, I initiated my coverage on Navitas Semiconductor (NASDAQ: NVTS ) with a buy rating due to its leading technological position in the emerging GaN power semiconductor industry. While the stock is down 11% since myAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, allows me to bring ...

TORRANCE, Calif., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor, the only pure-play, next-generation power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, has announced participation in the upcoming investor conferences listed below. MESH Ventures Investor Call (virtual):Monday 2nd December at 7pm Pacific / 10pm EST (USA), Tuesday December 3rd at 11am TST (GMT+8) with Gene Sheridan, CEO, and Todd Glickman, CFO.Hosted by MESH Managi ...

TORRANCE, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) has announced that the company’s revenue growth has been acknowledged for the third consecutive year, by Deloitte’s Technology Fast 500™. Navitas growth was driven by strong demand for its advanced, high-efficiency, wide-bandgap gallium nitride (GaN) and silicon carbide (SiC) power components, across a growing number of global markets and customers. Now in its 30th year, the Deloitte Technology Fast 500 provides a rank ...

Navitas Semiconductor (NVTS) shares have plunged 77.9% year to date (YTD), underperforming the broader Zacks Computer and Technology sector’s return of 25.7%.Over the same time frame, it has also underperformed the Zacks Electronics- Semiconductors industry and its competitors like Broadcom (AVGO) , Astera Labs (ALAB) and Cirrus Logic (CRUS) . On a YTD basis, shares of AVGO, ALAB and CRUS have returned 47.7%, 39.4% and 21.1%, respectively. The industry appreciated 32.1% in the same time frame.This underperf ...

TORRANCE, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) the only pure-play, next-generation power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology,  today announced participation in the upcoming Roth conference in New York.  13th Annual Roth Technology ConferenceNovember 19th & 20th 20251-on-1 meetings with Todd Glickman, CFO, and Stephen Oliver, VP Investor Relations.Hard Rock Hotel New York – 159 W 48th St, ...

Navitas Semiconductor Corporation (NVTS) has been on a downward spiral lately with significant selling pressure. After declining 25.1% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spot ...