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.
Navitas Semiconductor Corporation filed a shelf registration statement to offer up to $250,000,000 of securities consisting of common stock, preferred stock, debt securities, warrants, rights and units, to be sold from time to time.
The prospectus states securities may be offered in one or more offerings from time to time after the effective date, with specific terms and amounts to be set forth in prospectus supplements. The document discloses Nasdaq listing information (Class A Common Stock trading under the symbol NVTS) and a last reported sale price of $18.20 per share as of May 8, 2026.
Morgan Stanley Smith Barney LLC submitted a Form 144 disclosing proposed resale of 85,000 shares of Common stock under a restricted-stock designation dated 03/13/2026. The filing lists multiple recent sales by Todd Glickman totaling 197,684 shares across three dates in February–March 2026.
The filing records per-sale amounts and dollar values; timing and methods for the 85,000-share resale are tied to the restricted-stock entry dated 03/13/2026.
Navitas Semiconductor reported weaker results for the quarter ended March 31, 2026. Net revenue fell to $8.6 million from $14.0 million a year earlier, mainly from lower mobile and consumer demand, especially in Asia and China. Cost of revenues dropped but stayed about 62% of sales, while research and development and selling, general and administrative costs remained high relative to revenue.
The company posted a net loss of $33.8 million versus $16.8 million last year, or -$0.15 per share compared with -$0.09. Results were further affected by a $7.9 million loss from the change in fair value of earnout liabilities and $10.3 million of stock-based compensation. Navitas ended the quarter with $223.4 million in cash, cash equivalents and restricted cash and used $16.4 million in operating cash flow, while continuing its Navitas 2.0 restructuring to emphasize high-power markets such as AI data centers and energy infrastructure.
Navitas Semiconductor reported first quarter 2026 revenue of $8.6 million, up sequentially but down from $14.0 million a year earlier as it pivots from mobile and consumer toward high-power markets like AI data centers and energy infrastructure.
GAAP results showed a net loss of $33.8 million, compared with a $16.8 million loss in the prior-year quarter, driven in part by a $7.9 million loss from the change in fair value of earnout liabilities and ongoing amortization of acquisition-related intangibles. On a non-GAAP basis, the net loss improved to $9.8 million from $11.2 million.
Non-GAAP gross margin reached 39.0%, up slightly from 38.7% in the prior quarter, while GAAP gross margin was negative due to amortization charges. The company ended March 31, 2026 with $221.0 million in cash and cash equivalents and $420.0 million of stockholders’ equity, supporting its strategy to grow in GaN and high-voltage SiC high-power applications.
LEE DAVIN reported acquisition or exercise transactions in this Form 4 filing.
Navitas Semiconductor Corp director Davin Lee received a stock-based compensation award. The filing reports a grant of 3,430 shares of Class A Common Stock in the form of restricted stock units (RSUs). These RSUs are scheduled to vest in full on June 9, 2026, delivering one share of common stock for each vested RSU, subject to the company’s equity incentive plan and potential share withholding to cover taxes.
Navitas Semiconductor Corp director Davin Lee filed an initial Form 3, which is the first statement of his beneficial ownership as an insider. The filing shows no reported transactions, meaning there are no share purchases, sales, or option exercises disclosed in this submission.
Navitas Semiconductor Corporation appointed semiconductor veteran Davin D. Lee as a Class III director, effective April 30, 2026, with his term running until the 2027 annual stockholders meeting. He will also serve on the Compensation Committee and the Governance and Sustainability Committee.
Lee will receive standard non-employee director compensation, including pro-rated cash retainers and an initial grant of 22,048 restricted stock units that vest in full immediately before the next annual director election, subject to his continued board service. The board reiterated its intention to reduce its size to eight directors at the 2027 annual meeting as part of an ongoing refresh and strategic pivot toward high-power semiconductor markets.
Navitas Semiconductor Corporation is soliciting proxies for its virtual 2026 Annual Meeting to be held on June 25, 2026. Stockholders will vote to elect three directors, consider a proposal to declassify the board so all directors stand for annual election beginning 2027, vote on advisory approval of executive compensation, and ratify KPMG LLP as auditor.
Holders of record as of April 28, 2026 may vote; there were 233,713,166 shares of Class A common stock outstanding on the record date. The Board recommends voting FOR the nominees and the declassification amendment.
Navitas Semiconductor’s amended annual report adds governance, compensation and ownership details without changing prior financial results. The board has ten members, eight deemed independent, and is divided into three staggered classes, a structure that can slow changes in control.
Chris Allexandre became president and chief executive officer in 2025 with a $520,000 base salary and significant equity incentives, including 800,000 time-based RSUs and future performance stock units tied to multi‑year revenue goals. Former CEO Gene Sheridan entered a transition agreement with $2.4 million in payments over 12 months in exchange for advisory support.
The filing describes a pay‑for‑performance philosophy, an executive severance plan, a Dodd‑Frank–compliant clawback policy and strict bans on hedging, short sales and speculative trading by insiders. It also outlines long‑term option incentives for co‑founders, equity plan usage, large holders such as Ranbir Singh and BlackRock, and the switch of auditor to KPMG, which earned $1.52 million in 2025 audit fees.
Fischer Gregory Michael reported acquisition or exercise transactions in this Form 4 filing.
Navitas Semiconductor Corp director Gregory Michael Fischer received an equity award of 4,839 shares of Class A Common Stock through a grant of restricted stock units. The RSUs are scheduled to vest in full on June 9, 2026, delivering one share of common stock for each vested unit.
All 4,839 shares reported in this filing are held directly following the award. Upon vesting, some shares may be sold or withheld to cover applicable withholding taxes under Navitas Semiconductor Corp’s equity incentive plan and related policies.