Part 1: Deep dive on Navitas Semiconductor (NVTS)

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Company: Navitas

Ticker: (NVTS)

Website:

https://navitassemi.com/

IPO date: October 20, 2021 (through SPAC)

IPO price: $13.98

Current stock price: $6.38

Outstanding shares: 179.06 million

52-week high: $11.16 on July 05, 2023

52-week low: $4.12 on January 19, 2023

ATH: $22.19 on November 15, 2021

Market cap: $1.142 billion

Net cash/debt: $170 million

Enterprise value: $972 million

Headquarters: Torrance, California, United States

Number of employees: 230+

Average price target from analysts: $10.66 which is 67% upside

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Investor Relations:

https://ir.navitassemi.com/

Q3 2023 Earnings Report: https://navitassemi.com/navitas-semiconductor-announces-third-quarter-2023-financial-results/

Investor Day (December 2023):

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Outline

1. Introduction

2. Company Background

3. Opportunity

4. Business Model

5. Competitive Advantages

6. Risks

7. Valuation [part 2]

8. Investment Model [part 2]

9. Analysts [part 2]

10. Technicals [part 2]

11. Conclusion [part 2]

12. Additional Sources