Welcome to our dedicated page for Navitas Semiconductor SEC filings (Ticker: NVTS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Navitas Semiconductor Corporation filings document formal disclosures for an operating power semiconductor company focused on GaNFast gallium nitride power ICs and GeneSiC silicon carbide devices. Recent Form 8-K reports furnish unaudited quarterly and full-year financial results, with management commentary on high-power markets such as AI data centers, grid and energy infrastructure, performance computing and industrial electrification.
The company’s regulatory filings also record governance and leadership matters, including CFO transition disclosures, board expansion, director appointments, committee assignments, non-employee director compensation and equity awards. Regulation FD disclosures describe strategic technology and manufacturing collaborations tied to gallium nitride solutions for high-power applications.
Saluja Dipender reported acquisition or exercise transactions in this Form 4 filing.
Navitas Semiconductor Corp director Dipender Saluja received two stock grants as board fees taken in shares. He was awarded 864 Class A common shares on May 9, 2026 for first-quarter service at $14.47 per share, and 951 shares on July 31, 2026 for second-quarter service at $13.15 per share. Footnotes state each grant was elected in lieu of the cash portion of his Board fee and priced using the 20 day average closing price before the grant. As of May 9, 2026, indirect holdings reported include 3,237,161 shares held by Technology Impact Fund, L.P. and 4,755,536 shares held by Capricorn-Libra Investment Group, LP, where Saluja is managing director and disclaims beneficial ownership beyond his pecuniary interest.
Navitas Semiconductor reported Q2 2026 revenue of $10.5 million, up 22% from Q1 2026 but below $14.5 million a year earlier, as it advances its “Navitas 2.0” shift away from mobile into high‑power markets such as AI data centers and grid and energy infrastructure. GAAP gross margin improved to 0.4%, while non‑GAAP gross margin rose to 39.5%. GAAP loss from operations was $27.2 million and GAAP net loss was $228.2 million, driven largely by a $203.1 million non‑cash remeasurement of earnout liabilities; on a non‑GAAP basis net loss was $9.3 million.
Cash and cash equivalents increased to $557.4 million as of June 30, 2026, compared with $236.9 million at year‑end 2025, lifting total assets to $832.4 million and stockholders’ equity to $801.4 million. Management highlighted strong backlog, a record book‑to‑bill ratio and growing AI‑infrastructure demand, and guided Q3 2026 revenue to $13.5 million ± $0.5 million with non‑GAAP gross margin around 39.7% and non‑GAAP operating expenses of $15.5–$17.5 million. Full‑year 2026 revenue is expected to grow at a mid‑single‑digit rate, with AI infrastructure anticipated to be about one‑third of Q4 sales.
Navitas Semiconductor Corp has a significant institutional shareholder group associated with Jane Street. Jane Street Group, LLC, together with its subsidiaries, reports beneficial ownership of 12,296,428 shares of Navitas Class A common stock, representing 5.3% of the outstanding class.
All of these shares are held with shared voting and shared dispositive power, with no sole authority reported. The position is held through Jane Street Capital, LLC, Jane Street Global Trading, LLC and Jane Street Singapore Pte. Limited, which are identified as the subsidiaries that acquired the securities.
Navitas Semiconductor Corporation reported the results of its 2026 annual meeting of stockholders. A total of 157,213,045 shares of Class A common stock were represented in person or by proxy out of 233,713,166 shares eligible to vote, establishing a quorum.
Stockholders elected three directors — Brian Long, David Moxam, and Dipender Saluja — to the board, with their terms now running until the 2029 annual meeting because Proposal 2 was not approved. The proposal to amend the certificate of incorporation to declassify the board and shorten director terms received 96,981,859 votes for, 1,661,077 against, and 324,299 abstentions, but did not achieve the required level of approval.
Stockholders approved the advisory resolution on executive compensation and ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 156,408,738 votes for ratification and limited opposition.
Navitas Semiconductor Corporation issued 3,280,666 shares of Class A common stock to satisfy its obligations tied to Triggering Event III under a prior Business Combination Agreement. These shares were part of an earnout structure linked to the company’s stock price performance through October 19, 2026.
The agreement allowed former Legacy Navitas stockholders and certain other holders to receive up to 10,000,000 contingent earnout shares. Navitas states that, in total, 9,841,948 Class A shares have now been issued under this arrangement and that all Triggering Events and related earnout share issuances required by the agreement have been completed.
Navitas Semiconductor Corporation reported that Dr. Ranbir Singh resigned from its board of directors effective June 9, 2026. His resignation letter did not state a reason. The company noted his earlier Schedule 13D filings dated April 23, 2026 and May 29, 2026 for additional background.
Dr. Singh had served on the board since November 2024 and, at the time of his resignation, was Chair of the Board’s Executive Steering Committee. The filing is signed by President and Chief Executive Officer Chris Allexandre on behalf of Navitas.
Navitas Semiconductor Corporation filed a Form S-3 shelf registration and a prospectus supplement, establishing an at-the-market sales program to offer up to $500,000,000 of Class A Common Stock through UBS Securities LLC, Morgan Stanley & Co. LLC and Needham & Company, LLC. The supplement states sales may occur from time to time after the effective date under a Sales Agreement and that commissions to the sales agents may be up to 3.0% of gross proceeds. The pricing example uses the last reported sale price of $25.08 per share on June 5, 2026, which implies up to 19,936,204 shares if the full $500.0M is sold at that price. The prospectus reiterates customary risk factors, use-of-proceeds for working capital and potential acquisitions, Nasdaq listing under the symbol NVTS, and incorporation-by-reference of prior SEC reports.
Navitas Semiconductor Corporation issued 3,283,844 shares of Class A common stock on June 4, 2026 to satisfy contingent obligations from its prior Business Combination Agreement. This included 3,277,438 shares for Triggering Event II and 6,406 shares to certain employees related to Triggering Events I and II.
In total, 6,561,282 shares have now been issued under the agreement. Former Legacy Navitas stockholders and other specified persons may receive up to 10,000,000 shares in total if the company’s stock price meets defined targets before October 19, 2026.