Movement Alert｜Navitas Semiconductor Corp Falls 11.94% in Regular Trading, Morgan Stanley Cuts Target Price Amid Sharp YoY Revenue Decline

Market Focus07-28

On July 28, Navitas Semiconductor Corp fell 11.94% in regular trading, trading at $9.99/share, with turnover of $26.51 million.

On the news front, Morgan Stanley lowered its target price on Navitas Semiconductor from $13.70 to $12.60, maintaining an Underweight rating. The same day, the company reported Q2 results showing adjusted loss of $0.04 per share, in line with consensus. Revenue came in at $10.5 million, slightly above the $9.97 million estimate but down 27.6% year-over-year from $14.5 million. For Q3, management guided revenue of $13.5 million (plus or minus $500K), above the Street estimate of $11.1 million.

Adding to market concerns, Wolfspeed filed a patent infringement lawsuit against Navitas in early July in the US District Court for the District of Delaware, alleging that a broad range of Navitas products — including GaNFast, GaNSlim, GaNSafe families and GeneSiC MOSFETs — infringe multiple Wolfspeed patents. The combination of the analyst downgrade, steep year-over-year revenue contraction, and unresolved litigation weighed heavily on sentiment.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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