Navitas Semiconductor Q3 2026 net loss widens 93% year over year to $37.11 million
NVTS•Navitas Semiconductor’s third-quarter 2026 GAAP net loss widened 93% year over year to $37.11 million, while revenue rose 38% to $14 million. The company expects fourth-quarter revenue of $16 million, plus or minus $500,000.
1. Quarterly results
Revenue increased 38% year over year to $14 million, driven by high-power markets. Cash and cash equivalents were $531.48 million at September 30, 2026, up 124% from December 31, 2025.
2. Acquisition and outlook
Navitas said its acquisition of Claros closed, adding integrated voltage regulation technology to its AI infrastructure power-delivery portfolio. It expects fourth-quarter 2026 revenue of $16 million, plus or minus $500,000, representing 14% sequential growth at the midpoint.
