What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call
Published . Updated .
Key takeaways
- Navitas Semiconductor (NASDAQ:NVTS) reported third-quarter revenue at the high end of its guidance range as the company continued shifting its business away from mobile and low-end consumer products toward high-power applications, particularly AI infrastructure.
- Exposed: SMH, SOXX, TSM, AVGO, ASML
- Market reaction: price tracking starts with the next trading session.
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Navitas Semiconductor (NASDAQ:NVTS) reported third-quarter revenue at the high end of its guidance range as the company continued shifting its business away from mobile and low-end consumer products toward high-power applications, particularly AI infrastructure. Revenue rose 33%
Directly affected
- NVTS Navitas Semiconductor-36.3% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- QQQ Invesco QQQ-10.3% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.
- TSM Taiwan Semiconductor Manufacturing-11.9% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- AVGO Broadcom-11.6% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- ASML ASML Holding N.V-0.8% 16d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia-11.7% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVTS | +9.21% | -1.17% | base | after close | after close | after close | after close |
| SMH | +9.58% | +0.86% | base | after close | after close | after close | after close |
| SOXX | +12.28% | +1.42% | base | after close | after close | after close | after close |
| QQQNo price data for this ticker | — | — | — | — | — | — | — |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| TSM | +8.61% | +0.30% | base | after close | after close | after close | after close |
| AVGO | +5.97% | -1.78% | base | after close | after close | after close | after close |
| ASML | +7.25% | +0.88% | base | after close | after close | after close | after close |
| NVDA | +4.25% | -0.87% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | +0.88% | final price |
| Asml Holding (ASML) | five days earlier | +7.25% | final price |
| Broadcom (AVGO) | three days earlier | -1.78% | final price |
| Broadcom (AVGO) | five days earlier | +5.97% | final price |
| Nvidia (NVDA) | three days earlier | -0.87% | final price |
| Nvidia (NVDA) | five days earlier | +4.25% | final price |
| NVTS | three days earlier | -1.17% | final price |
| NVTS | five days earlier | +9.21% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +0.86% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.58% | final price |
| Ishares Tr (SOXX) | three days earlier | +1.42% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.28% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +0.30% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +8.61% | final price |
Congressional trades in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 26 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 43 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 71 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 12 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 89 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 34 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in semiconductors around Vaneck Etf Trust (SMH)
Companies mentioned with this story
- SMH Vaneck Etf Trust
Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call.” Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- SOXX Ishares Tr
In “What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- TSM Taiwan Semiconductor Manufacturing
In “What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- AVGO Broadcom
Broadcom (AVGO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call.” Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- ASML Asml Holding
For “What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call.” Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
Vaneck Etf Trust (SMH) is the company in “What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call,” the 4 Nov 2026 Semiconductors story.
Vaneck Etf Trust (SMH) is on the page because VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
Dates in the story, and the Vaneck Etf Trust (SMH) price range
SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73. TSM traded between 398.31 and 485.93 across 20 sessions. The latest close on file is 398.55.
How solid the semiconductors case looks
46 out of 100
“What Navitas Semiconductor (NVTS) Said on Its Q3 Earnings Call” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.