Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 38 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron's®, the Washington Post® and Investor's Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

TORRANCE, Calif., Oct. 28, 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, has announced it will preview several breakthroughs at electronica 2024 (Hall C 3, booth 129, November 12th- 15th). Aligned with the mission to 'Electrify our World™', the "Planet Navitas" booth invites visitors to discover how next-gen GaN and SiC technology enabl ...

Navitas Semiconductor (NVTS) shares have gained 6.6% in a month, outperforming the broader Zacks Computer and Technology sector's return of 1.8%. Over the same time frame, it has also outperformed the Zacks Electronics- Semiconductors industry and peers, including Cirrus Logic (CRUS) , FormFactor (FORM) and Ambarella (AMBA) . Shares of Cirrus Logic and FormFactor have lost 1.8% and 1.4%, respectively, while Ambarella has gained 3.1% in the same time frame. The industry appreciated 5.1% in a month. This outp ...

TORRANCE, Calif., Oct. 14, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, has announced GaNSlim™, a new generation of highly-integrated GaN power ICs that will further simplify and speed the development of small form factor, high-power-density applications by offering the highest level of integration and thermal performance. GaNSlim enables the simplest, fastest, and ...

TORRANCE, Calif., Oct. 09, 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, has announced that its high-power GaNSafe family is now available in a TOLT (Transistor Outline Leaded Top-side cooling) package. The GaNSafe family has been specifically created to serve demanding, high-power applications, such as AI data centers, solar/energy sto ...

TORRANCE, Calif., Sept. 04, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the release of a portfolio of third-generation automotive-qualified SiC MOSFETs in D2PAK-7L (TO-263-7) and TOLL (TO-Leadless) surface-mount (SMT) packages. Navitas' proprietary 'trench-assisted planar' technology provides world-leading performance over temperature and delivers ...

Company Overview - Navitas Semiconductor Company specializes in gallium nitride (GaN) power integrated circuits and associated components, targeting applications in mobile devices, consumer electronics, data centers, solar inverters, and electric vehicles (EVs) [4] - Founded in 2013, Navitas is a pioneer in the GaN market, with a proprietary GaN power IC platform that is in mass production for tier-1 companies like Samsung, Dell, Lenovo, and Amazon [5] Market Position and Opportunities - Navitas holds a strong intellectual property position with a comprehensive patent portfolio and proprietary process design kit (PDK), which supports its research and development efforts [5] - The company is targeting high-growth markets, including Enterprise/AI Data Centers, EV/eMobility, Appliance/Industrial, and Solar/Energy Storage, with significant projects in development [6][7] Industry Growth Potential - The gallium nitride device market is projected to grow from $126 million in 2021 to $2 billion in 2027, reflecting a compound annual growth rate of 59%, driven by demand in consumer electronics, data centers, and electric vehicles [8] - The robotics revolution, powered by artificial intelligence, is expected to create additional demand for GaN technology, potentially unlocking trillions in economic value from 2025 to 2035 [9][10] Financial Challenges - As of June 30, 2024, Navitas had $112.0 million in cash and cash equivalents, with a GAAP loss from operations of $31.1 million for the most recent quarter [11] - The company has experienced significant dilution in outstanding shares and a sharp decline in share price, with projected revenue of around $148 million in 2025, indicating ongoing cash flow challenges [12] Investment Considerations - Steven Cohen's Point72 hedge fund has been increasing its stake in Navitas, indicating a belief in the company's potential amidst the semiconductor industry's shift from silicon to GaN technology [13] - While Navitas presents growth potential, investors should consider the financial risks associated with the company's current challenges before making investment decisions [14][15]

Eduardo Fuentes Guevara/E+ via Getty Images Despite operating in the promising semiconductor sector, Navitas Semiconductor (NASDAQ:NVTS) has been one of the worst performers of the year so far with its stock down more than 61% YTD. The main reason for this substantial drop in the company's share price is soft demand for its power semiconductors in light of the current multi-decade high interest rates and weakening EV demand which have caused the company's top line growth to decelerate substantially in the f ...

TORRANCE, Calif., Aug. 15, 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, has announced participation in the following upcoming investor events: Needham: 5th-Annual Needham Virtual Semiconductor & SemiCap 1x1 Conference August 21st: 1-on-1 meetings with Gene Sheridan, CEO, Janet Chou, CFO, and Stephen Oliver, VP Investor Relations. Locati ...

Navitas Semiconductor Corporation (NASDAQ:NVTS) Q2 2024 Earnings Conference Call August 5, 2024 5:00 PM ET Company Participants Stephen Oliver - VP, IR Gene Sheridan - Chairman, President, CEO and Co-Founder Janet Chou - EVP, CFO, and Treasurer Conference Call Participants Ross Seymore - Deutsche Bank Blayne Curtis - Jefferies Quinn Bolton - Needham Jack Egan - Charter Equity Research Kevin Cassidy - Rosenblatt Joseph Moore - Morgan Stanley Jon Tanwanteng - CJS Securities Richard Shannon - Craig-Hallum Oper ...