NVTS
Market read
No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 13 directly disclosed connections are confirming.
Invalidation: The isolated read changes if NVTS's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 13 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Restructuring Expense Three Months Ended March 31, $ in thousands 2026 2025 % Change Restructuring expense $ 450 $ 1,469 (69.4) % Percentage of revenue 5.2 % 10.5 % The decrease of $1.0 million was primarily due to timing of restructuring related plans.”10-Q · May 5, 2026 ↗
“We intend to build on our heritage of product and technology innovation to pursue sustainable, high-quality growth by targeting markets experiencing structural demand growth driven by AI workloads, electrification and grid modernization.”10-K · Feb 27, 2026 ↗
“Research and Development Expense Three Months Ended June 30, Six Months Ended June 30, $ in thousands 2026 2025 2026 2025 % Change Research and development 13,152 11,496 27,719 24,164 15 % Percentage of revenue 125 % 79 % 145 % 85 % For the three and six mont…”10-Q · Jul 27, 2026 ↗
“Investing Activities Net cash used in investing activities increased slightly during the three months ended March 31, 2026, compared to the same period in 2025, primarily due to additional capital expenditures for R&D equipment.”10-Q · May 5, 2026 ↗
Valuation discipline
Price/sales 49.9× · EV/sales 44.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for NVTS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for NVTS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We consider ourselves to be a pioneer in the GaN market with a proprietary, proven GaN power IC platform that is shipping in mass production to tier-1 companies including Samsung, Dell, Lenovo, LG, Xiaomi, OPPO, Amazon, vivo and Motorola.”
“On July 1, 2025, the Company announced that its sole supplier of gallium nitride (“GaN”) wafers, Taiwan Semiconductor Manufacturing Company Limited (“TSMC”), will cease GaN production in July 2027.”
Depended on by
“On May 9, 2023, we entered into a strategic partnership with Navitas to support mining operations at Project Dorothy 1B (“D1B”).”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 10 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
NVTS is currently a Follower in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.