---
title: "Navitas shares drop 13% after $125M stock sale plan"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286146861.md"
description: "Navitas plans to raise $125 million through an equity offering, leading to a 13% drop in shares due to dilution concerns. This decline follows a previous 25% surge driven by strong Q1 results and AI data center demand, alongside a partnership in India for GaN chips. The company is transitioning from mobile charging chips to gallium nitride and silicon carbide solutions targeting AI, grid, and industrial markets."
datetime: "2026-05-12T19:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286146861.md)
  - [en](https://longbridge.com/en/news/286146861.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286146861.md)
---

# Navitas shares drop 13% after $125M stock sale plan

Stock sale shock: Navitas plans to raise $125 million via an equity offering, causing shares to fall over 13% on dilution fears. AI-fueled rally: The decline followed a 25% surge on AI data center demand, strong Q1 results, and a GaN chip partnership in India. Strategic pivot: Navitas is shifting from mobile charging chips to gallium nitride and silicon carbide solutions for AI, grid, and industrial markets.

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