Navitas Semiconductor Corporation has filed a Form S-1 to register up to 14,814,813 shares of its Class A common stock for resale by existing investors. These shares were originally issued on November 11, 2025 in a private placement at $6.75 per share, which generated gross proceeds of approximately $100 million for Navitas at that time.
The company will not receive any proceeds from the resale of these shares, though it will bear an estimated $91,265 of related registration expenses. As context, Navitas had 230,496,182 shares of common stock outstanding as of November 14, 2025, and its shares last traded at $8.11 on Nasdaq under the symbol “NVTS.”
Navitas Semiconductor completed a private placement, issuing 14,814,813 shares of Class A common stock at $6.75 per share. The transaction generated gross proceeds of approximately $100 million.
The company entered into a registration rights agreement requiring it to file a resale registration statement for these shares by November 17, 2025, with commercially reasonable efforts to make it effective as promptly as practical, and in any event no later than 120 days following the agreement date in the event of a “full review” by the SEC. Navitas plans to use net proceeds for working capital and general corporate purposes.
Needham & Company, LLC served as sole placement agent. The shares were issued in reliance on Section 4(a)(2) and Regulation D under the Securities Act.
Navitas Semiconductor Corporation (NVTS) reported an Other Events update. On November 7, 2025, the company issued a press release regarding a private placement of its securities, and furnished that release as Exhibit 99.1 to this report.
The filing does not detail terms within the body of the report; it directs readers to the attached press release for specifics. The report was signed by Chief Executive Officer Chris Allexandre.
Navitas Semiconductor (NVTS) executive reported an insider transaction. The Sr. V.P., CFO & Treasurer sold 96,313 shares of Class A common stock on 11/05/2025 at $10.56 per share (Code S), leaving 891,268 shares beneficially owned, held directly.
The filing states these were “sales to cover” tax withholding from the vesting of a compensatory award, including RSUs, intended to satisfy Rule 10b5-1(c). The reporting person does not control the timing or number of shares sold under this policy.
Navitas Semiconductor (NVTS) director reported an award of 2,045 shares of Class A common stock via vested RSUs on 11/04/2025 at a stated price of $0, reflecting compensation for board service.
Following the transaction, the reporting person beneficially owns 143,282 shares directly. Additional shares are held indirectly through affiliated entities: 3,237,161 via Technology Impact Fund, L.P., and 5,944,420 via Capricorn-Libra Investment Group, LP. The reporting person is managing director of these entities and disclaims beneficial ownership except to the extent of any pecuniary interest.
Navitas Semiconductor (NVTS) reported a weaker Q3 2025. Net revenues were $10.1 million, down from $21.7 million a year ago, and the company posted a net loss of $19.2 million, or $0.09 per share. Loss from operations was $19.4 million.
For the first nine months, revenue was $38.6 million versus $65.3 million in 2024, with a net loss of $85.1 million. Cash and cash equivalents rose to $150.6 million from $86.7 million at year-end, supported by $100.0 million of gross proceeds from two at-the-market equity offerings completed in Q2. Operating cash flow for the nine months was negative $34.8 million.
The earnout liability increased to $30.9 million, creating a $0.8 million loss in Q3 and $20.7 million loss year-to-date from fair value changes. Shares outstanding were 214,939,135 Class A as of October 30, 2025. Management highlighted supplier concentration risk as TSMC plans to cease GaN production in July 2027; Navitas is collaborating with Powerchip, with initial qualification expected in Q4 2025 and mass production targeted for H1 2026.
Navitas Semiconductor Corporation (NVTS) furnished its Q3 2025 results materials. The company announced unaudited consolidated financial results for the quarter ended September 30, 2025, via a press release furnished as Exhibit 99.1. It also furnished its 3Q25 earnings call presentation as Exhibit 99.2.
The disclosures under Items 2.02 and 7.01 were furnished, not filed, and are not subject to Section 18 liabilities. They are not incorporated by reference into other filings unless specifically stated.
Navitas Semiconductor Corp (NVTS) reports a proposed sale under Rule 144 of 250,000 common shares through Goldman Sachs & Co. LLC, scheduled approximately for 09/18/2025 with an aggregate market value listed as $1,682,500. The filing shows these shares were acquired from the issuer in a public offering on 10/19/2021 and that payment was made in full on that date. The company reports 213,107,277 shares outstanding. The notice also lists related sales in the past three months: 500,000 shares by Lola's Trust and 461,332 shares by GanFast Trust, both dated 09/10/2025, with gross proceeds of $2,827,200 and $2,610,308.72, respectively.
Brian Long, a director of Navitas Semiconductor Corp (NVTS), reported the sale of 500,000 Class A common shares on 09/15/2025 at a weighted-average price of $6.1149 per share. After the sale he is shown as beneficially owning 1,715,395 shares indirectly through Atlantic Bridge III LP. The filing also reports the disposition of 22,048 shares related to unvested restricted stock units. The filer is identified as managing director of Atlantic Bridge III LP and disclaims beneficial ownership of the reported shares except for his pecuniary interest.
Navitas Semiconductor Corp (NVTS) Form 144 notice reports a proposed sale of 500,000 Class A common shares (par $0.0001) with an aggregate market value of $3,115,000, against 213,107,277 shares outstanding. The shares were originally acquired on 10/19/2021 in a registered issuance tied to a business combination, with 8,866,500 shares recorded as acquired at that time. The filing lists multiple recent sales by Atlantic Bridge III LP between 08/27/2025 and 09/11/2025, totaling five transactions that transferred substantial share blocks. The filer certifies no undisclosed material adverse information and follows Rule 144 disclosure requirements.