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Navitas Semiconductor (NVTS) guidance and outlook

Navitas Semiconductor (NVTS) initiated its guidance on Nov 3, 2026: Revenue +50% for Q4 2026; Gross margin 21.5% for Q4 2026; Gross margin 40% for Q4 2026; Revenue $15.5M–$16.5M for Q4 2026. Navitas Semiconductor's 10-Q filed Nov 3, 2026 makes 4 forward-looking statements.

Guidance and outlook

Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

4 statements; tone +0.00 (−1 all cautious, +1 all confident); 0 hedged.

Latest guidance

Metric	Period	Range	Change
Revenue	Q4 2026	+50%	new
Gross margin	Q4 2026	21.5%	new
Gross margin	Q4 2026	40%	new
Revenue	FY2026	+7%	new
Revenue	Q4 2026	$15.5M–$16.5M	new
Operating expenses	Q4 2026	$24.0M–$26.0M	new

From the earnings release filed Nov 3, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 3, 2026

We expect our tax rate to remain close to zero in the near term due to full valuation allowances against deferred tax assets.
We expect to continue to incur net operating losses and negative cash flows from operations, and we expect our research and development expenses, general and administrative expenses, and capital expenditures will increase for the foreseeable future.
We currently expect to fund our cash requirements through the use of cash and cash equivalents on hand.
GAAP requires our management to make judgments, assumptions and estimates that affect the amounts reported in our accompanying condensed consolidated financial statements and the accompanying notes included elsewhere in this quarterly report.

Navitas Semiconductor's latest quarter

Navitas Semiconductor, Q3 2026: revenue $14.0M (+38% year over year), operating margin -245.7%, net loss $37.1M, operating cash flow −$18.6M. The chart follows the revenue to costs, profit and cash.

Questions

Did Navitas Semiconductor raise or lower its guidance?

Navitas Semiconductor (NVTS) initiated its guidance on Nov 3, 2026: Revenue +50% for Q4 2026; Gross margin 21.5% for Q4 2026; Gross margin 40% for Q4 2026; Revenue $15.5M–$16.5M for Q4 2026.

What does Navitas Semiconductor expect?

We expect our tax rate to remain close to zero in the near term due to full valuation allowances against deferred tax assets. We expect to continue to incur net operating losses and negative cash flows from operations, and we expect our research and development expenses, general and administrative expenses, and capital expenditures will increase for the foreseeable future. We currently expect to fund our cash requirements through the use of cash and cash equivalents on hand.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.