Loading news...
Navitas Semiconductor's stock is up over 200% in the past year. A strategic pivot away from mobile and consumer businesses and into AI infrastructure caused a short-term revenue decline.
TORRANCE, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS) today announced that it will report fourth quarter and full year 2025 financial results on Tuesday, February 24, 2026, after the market close.
SoundHound AI and Navitas Semiconductor both anticipate strong sales growth from artificial intelligence demand. SoundHound targets the software market for AI voice solutions.
Navitas Semiconductor (NVTS) shares have decreased by 9.9% in a single day. This recent decline highlights worries about substantial revenue reductions from deprioritized low-power products, along with broader geopolitical market tensions.
Navitas Semiconductor (NVTS 1.01%) is shifting away from low-margin consumer chips and betting big on AI data centers. If NVIDIA's 800V transition plays out, this volatile stock could surprise investors.
Nvidia's AI-driven business is firing on all cylinders. Navitas's big power chip deal with Nvidia could drive its long-term growth.
I give Navitas Semiconductor a Strong Buy rating for its strategic pivot to high-power, high-margin markets like AI data centers and industrial electrification. NVTS's unique GaN and SiC technology platform positions it as a key enabler for next-gen power architectures, with early adoption in NVIDIA's 800V AI factory ecosystem. The company's robust $150M cash balance and zero debt support aggressive R&D and customer engagement during a deliberate revenue trough and business reset.
Analog Devices' AI-driven data center momentum and earnings visibility give it an edge over Navitas Semiconductor amid near-term revenue uncertainty.
Navitas Semiconductor (NVTS +9.10%) is pivoting toward AI data centers and EV infrastructure with cutting-edge GaN technology that could redefine power efficiency. The upside is real, but so are the risks.
Navitas came into the year as a small designer of power efficient chips for mobile phones and chargers. However, the company's experience with GaN and SiC materials spurred Nvidia to add the company to its list of potential partners for its next-gen high-voltage data center design.
Navitas Semiconductor is pivoting toward AI data centers with GaN and SiC power tech, betting long-term growth on next-gen power upgrades.
Navitas (NVTS 9.35%) is undergoing a high-stakes transition that could reward patient investors as AI data center power demand accelerates. I break down the PIPE resale overhang, the Navitas 2.0 strategy reset, and why the Nvidia narrative could fuel meaningful upside if execution clicks.
In a competitive electricity landscape, Navitas has the attention of Nvidia.
Growing adoption of Google Gemini shows why Alphabet is a solid stock to invest in AI growth. The need for more power efficiency in data centers could boost demand for Navitas' semiconductor portfolio.
The world is finally ready to embrace a long-used but increasingly limiting material found in nearly all electrically powered devices. Finland's Nokia is now being escorted to the center of the next era of mobile connectivity.
Navitas Semiconductor shares surge more than 50% in six months on AI data-center optimism, but a rich valuation is raising hold-or-fold questions.
TORRANCE, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the company will participate at the 28th Annual Needham Growth Conference to be held at the Lotte New York Palace Hotel on Wednesday, January 14th.
Navitas Semiconductor Corporation (NASDAQ: NVTS - Get Free Report)'s share price gapped up before the market opened on Friday. The stock had previously closed at $7.14, but opened at $7.50. Navitas Semiconductor shares last traded at $7.97, with a volume of 2,732,795 shares trading hands. Analyst Upgrades and Downgrades NVTS has been the subject of
While the Navitas 2.0 strategy heightens execution risks, Navitas' latest moves suggest that it is moving in the right direction for long-term growth and margin expansion. Distribution partnerships with WT Microelectronics and Avnet could help Navitas secure significant content in 800 VDC data centers while mitigating the financial risks of relying on smaller distributors. Navitas' partnership with GlobalFoundries addresses US hyperscalers' focus on domestic supply chains and exposes it to national security projects within the Genesis Mission.
Both Navitas Semiconductor and Astera Labs provide key components for AI infrastructure. Navitas is undergoing a major shift in its business, causing Q3 sales to drop 53% from a year ago.