---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-100478"
form_type: "8-K"
ticker: "NVTS"
cik: "0001821769"
company_name: "Navitas Semiconductor Corp"
filed_at: "2026-08-25T10:04:47+00:00"
generated_at: "2026-08-25T10:10:13.479846+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Navitas to acquire Claros for up to $232.8M, expanding AI power delivery

## Summary
- Deal valued up to $232.8M: ~$126.4M cash, ~$89.7M in ~6.9M shares, ~$16.7M earnout in shares.
- Claros brings VPD and IVR technology for AI data centers; expected to double Navitas' 2030 SAM to over $8B.
- Transaction approved by both boards; expected to close before Dec 31, 2026, subject to HSR clearance.
- Additional ~$28.9M in performance stock units for continuing Claros employees based on milestones.
- Reference share price $12.97 (Aug 21, 2026); earnout shares capped at ~1.28M.

## SEC filing metadata
- accession: 0001104659-26-100478
- form_type: 8-K
- ticker: NVTS
- cik: 0001821769
- company_name: Navitas Semiconductor Corp
- filed_at: 2026-08-25T10:04:47+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1821769/000110465926100478/0001104659-26-100478-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1821769/000110465926100478/tm2623854d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-100478
- JSON: https://secwatch.observer/filing/0001104659-26-100478.json
- Plain text: https://secwatch.observer/filing/0001104659-26-100478.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.