Navitas to Present at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026

Rhea-AI Summary

Navitas (Nasdaq: NVTS) will present at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026 at the Palace Hotel in San Francisco. President and CEO Chris Allexandre will host a fireside chat at 12:20 p.m. PT and be available for investor meetings that day. A live and archived audio webcast will be available in the company's Events section.

Key Figures

Conference date: March 3, 2026 Fireside chat time: 12:20 p.m. PT

2 metrics

Conference date March 3, 2026 Morgan Stanley Technology, Media & Telecom Conference

Fireside chat time 12:20 p.m. PT Scheduled session with President and CEO Chris Allexandre

Market Reality Check

Price: $8.26 Vol: Volume 17,904,473 is clos...

normal vol

$8.26 Last Close

Volume Volume 17,904,473 is close to the 20-day average of 18,427,721 (relative volume 0.97x). normal

Technical Trading above the 200-day MA at 7.83, about 53.57% below the 52-week high of 17.79 and well above the 52-week low of 1.52.

Peers on Argus

NVTS is up 1.72% with mixed peer action: HIMX, LASR, MXL and CEVA are positive (...

1 Up

NVTS is up 1.72% with mixed peer action: HIMX, LASR, MXL and CEVA are positive (e.g., LASR in momentum scanner up 0.38%), while AOSL is down 1.1%, indicating stock-specific rather than broad sector-driven movement.

Historical Context

5 past events · Latest: Feb 24 (Negative)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 24	Earnings results	Negative	+1.7%	Weak 2025 financials and pivot to high-power GaN and SiC markets.
Feb 12	Product launch	Positive	-4.5%	Launch of 5th-gen 1200V SiC MOSFET platform for high-power markets.
Feb 09	Product launch	Positive	+4.1%	Unveiling of 10 kW all-GaN DC-DC platform for AI data centers.
Jan 28	Earnings date	Neutral	+6.6%	Announcement of timing and access details for Q4/FY25 results call.
Jan 07	Conference appearance	Neutral	+1.2%	Presentation and investor meetings at Needham Growth Conference.

Pattern Detected

Recent news often sees positive or mixed price reactions, with notable divergences when fundamentals or product news are perceived differently by the market.

Recent Company History

Over the last few months, Navitas has combined financial updates with strategic and technology announcements. Q4 and full-year 2025 results on Feb 24, 2026 showed weak performance but progress in a pivot to high‑power GaN and SiC markets. Earlier in February, the company launched a 5th‑generation SiC TAP platform and a 10 kW all‑GaN DC‑DC platform targeting AI data centers. It also regularly engages investors through events, such as the Needham Growth Conference and earnings calls, providing context for its “Navitas 2.0” strategy. Today’s Morgan Stanley conference appearance fits that ongoing investor-outreach pattern.

Market Pulse Summary

This announcement highlights Navitas’ ongoing investor-outreach efforts, with management presenting ...

Analysis

This announcement highlights Navitas’ ongoing investor-outreach efforts, with management presenting at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026 and hosting a fireside chat at 12:20 p.m. PT. It follows recent earnings, strategy, and product updates that outlined a pivot toward high-power GaN and SiC markets. Investors following the story may focus on how management discusses financial performance, market penetration, and execution of the “Navitas 2.0” strategy during the event’s webcast.

Key Terms

gallium nitride (GaN), silicon carbide (SiC), power semiconductors

3 terms

gallium nitride (GaN) technical

"next-generation GaNFasttrade gallium nitride (GaN) and GeneSiCtrade silicon carbide"

Gallium nitride (GaN) is a durable semiconductor material used to build electronic components that switch power and radio signals faster and with less energy loss than older silicon parts. Think of it as a more efficient, high-performance engine that lets devices be smaller, run cooler, and handle higher voltages; investors watch GaN adoption because it can lower manufacturing and operating costs, enable new products, and shift competitive advantage and profit margins across chipmakers and equipment makers.

silicon carbide (SiC) technical

"gallium nitride (GaN) and GeneSiCtrade silicon carbide (SiC) power semiconductors"

Silicon carbide (SiC) is a very durable material made from silicon and carbon, often used in high-performance electronics and industrial tools. It matters because it can handle extreme heat and voltage better than regular materials, making devices more efficient and longer-lasting, especially in electric vehicles and power systems.

power semiconductors technical

"GaN and GeneSiCtrade silicon carbide (SiC) power semiconductors, today announced"

Power semiconductors are electronic components that control, switch and convert large amounts of electricity—think of them as valves for electric current that turn, steer and regulate power in devices like electric vehicles, solar inverters, industrial motors and power supplies. They matter to investors because their efficiency, durability and cost affect product performance, manufacturing expenses and market demand, so advances or shortages can influence company profits and industry growth.

AI-generated analysis. Not financial advice.

TORRANCE, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the company will participate at the Morgan Stanley Technology, Media and Telecom Conference to be held at the Palace Hotel in San Francisco, CA. Navitas’ President and CEO, Chris Allexandre, is scheduled to host a fireside chat at 12:20 p.m. Pacific Time on Tuesday, March 3, 2026, and will be available to meet with attending investors throughout the day.

Portfolio managers and analysts who would like to request a meeting with management should contact their Morgan Stanley representative. A live and archived audio webcast of the company’s fireside chat will be available in the Events section of Navitas’ Investor Relations website.

About Navitas

Navitas Semiconductor (Nasdaq: NVTS) is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, energy and grid infrastructure, performance computing and industrial electrification. With more than 30 years of combined expertise in wide bandgap technologies, GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency. GeneSiC™ high-voltage SiC devices leverage patented trench-assisted planar technology to provide industry-leading voltage capability, efficiency, and reliability for medium-voltage grid and infrastructure applications. Navitas has over 300 patents issued or pending and is the world’s first semiconductor company to be CarbonNeutral^®-certified.

Navitas Semiconductor, GaNFast, GaNSense, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names, and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.

Investor Relations Contacts:

Shelton Group
Leanne Sievers | Brett Perry
nvts-ir@sheltongroup.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/354e13fa-76cc-4190-958f-6ee77cc30fba

FAQ

When will Navitas (NVTS) present at the Morgan Stanley Technology, Media & Telecom Conference?

Navitas (NVTS) will present on March 3, 2026 at 12:20 p.m. Pacific Time in San Francisco. According to the company, President and CEO Chris Allexandre will host a fireside chat and meet with investors that day, and a live audio webcast will be posted.

Who from Navitas (NVTS) will speak at the March 3, 2026 Morgan Stanley conference?

Chris Allexandre, President and CEO of Navitas (NVTS), will host the fireside chat at 12:20 p.m. PT. According to the company, he will also be available for one-on-one investor meetings throughout the conference day in San Francisco.

How can investors access Navitas (NVTS) fireside chat on March 3, 2026?

Investors can access a live and archived audio webcast via the Events section of Navitas’ Investor Relations website. According to the company, the webcast will be posted for both live listening and later archival playback.

Can portfolio managers request a meeting with Navitas (NVTS) at the March 3, 2026 event?

Yes. Portfolio managers and analysts should request meetings through their Morgan Stanley representative. According to the company, management will be available to meet with attending investors throughout the day at the Palace Hotel in San Francisco.

Where is the Morgan Stanley Technology, Media & Telecom Conference location for Navitas (NVTS) on March 3, 2026?

The conference takes place at the Palace Hotel in San Francisco, California on March 3, 2026. According to the company, Navitas’ presentation and investor meetings are scheduled there, with an audio webcast available online.